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How to Use Formulas to Calculate Percentages of Total in Excel

November 6, 2023 2.9K views

In today's data-driven world, Excel is a powerful tool that can handle complex calculations with ease. One common task is calculating percentages of total, which can be incredibly useful for various analytical purposes. This article aims to demystify the process and guide you through the formulas needed to calculate percentages of total in Excel.

How to Calculate Percentage Between Two Columns in Excel

Calculating the percentage between two columns in Excel can provide valuable insights into relative values. Follow these steps to perform the calculation:

Step 1:

1. Begin by selecting the cell where you want the percentage result to appear. Let's say you want to calculate the percentage in cell F5.

2. In the Formula Bar, type the following formula: =(D5/C5) This formula divides the value in cell D5 by the value in cell C5 to obtain a ratio.

Calculate the Percentage



Step 2:

1. Press Enter to execute the formula. This will give you the ratio of the values, which represents the initial result of the calculation.

Calculate the Percentage



2. To convert this ratio into a percentage, follow these steps:

a.Go to the "Home" tab in the Excel Ribbon.

b.Locate the "Number" section in the Ribbon.

c.Click on the dropdown arrow next to the "Number Format" box.

d.From the dropdown menu, select "Percentage." This will format the cell's content as a percentage.

e.The ratio value you calculated will now be displayed as a percentage. For example, if the ratio was 0.90, it will now show as 90%.

Display the value as Percentage



Step 3:

Now, to apply this percentage calculation to other rows, use the autofill feature:

a.Position your cursor at the bottom-right corner of cell F5. When the plus sign (+) cursor appears, click and drag it downwards.

Calculate the Percentage



b.Excel will automatically perform the same calculation for the other rows, adjusting the cell references accordingly. This way, you can calculate the percentage between Column D and Column C for multiple rows.

Calculate the Percentage


 

By following these steps, you'll be able to calculate the percentage between two columns in Excel, gaining valuable insights into the relationship between the values in each column. This calculation can be immensely useful for various analytical and decision-making purposes.

My Experience using this method:

In my recent project, I encountered a task that required me to analyze the sales performance of different products in relation to their production quantities. Using the method of calculating percentages between two columns in Excel proved to be incredibly valuable.

By applying the formula as described and converting the ratios into percentages, I was able to quickly identify the products that had the highest sales-to-production ratios. This allowed me to prioritize those products for further analysis and strategic decision-making. The autofill feature also saved me a significant amount of time, as I could easily extend the calculation to a large dataset without manual repetition. Overall, this Excel technique provided me with actionable insights that contributed to more informed business decisions.

How to Use the SUM Function to Calculate Total Percentage in Excel

Calculating the total percentage using the SUM function in Excel allows you to determine the proportion of a specific value compared to the total. Follow these steps to apply the SUM function for this purpose:

Step 1: Calculate the Total Sum:

1. In an empty cell, such as C12, type the SUM function to calculate the total sum of the values. The formula should be: =SUM(C5:C11).

· Here, C5:C11 refers to the range of cells containing the values you want to sum up, in this case, the order numbers of products.

Calculate the sum



2. Press Enter after typing the formula.

3. The result displayed in cell C12 will be the sum of the order numbers, e.g., 280 in this case.

Step 2: Calculate the Percentage:

1. Go to the cell where you want to display the percentage, such as cell E5.

2. Type in the formula for calculating the percentage. The formula should be: =C5/$C$12.

· In this formula, C5 is the value of the specific order you're calculating the percentage for, and $C$12 is the absolute reference to the total sum calculated in step 1.

Calculate the Percentage



3. Press Enter after typing the formula.

4. The cell will display the percentage value as a result. For instance, if the value in cell C5 is for Apple's order and the calculated percentage is 86%, that means Apple's orders constitute 86% of the total orders.

Step 3: Applying the Same Process:

1. You can repeat steps 2 and 3 for other products by copying the formula in cell E5 to cells corresponding to other products. Excel will adjust the references automatically.

2. This way, you can calculate the percentage contribution of each product to the total.

Calculate the Percentage



By using the SUM function in combination with relative and absolute references, you can quickly calculate and analyze the proportion of specific values within a total in Excel. This method is versatile and useful for various scenarios involving data analysis and reporting.

My Experience using the SUM function:

Using the SUM function to calculate total percentages in Excel has been a game-changer in my data analysis tasks. I vividly remember a recent project where I needed to assess the distribution of sales across various product categories. Implementing the steps outlined in the tutorial, I effortlessly calculated the total sum of sales and then derived the individual percentages of each product's contribution.

This method not only streamlined my workflow but also provided a clear visual representation of the significance of each product within the dataset. As a result, I was able to make informed decisions and allocate resources more effectively. This experience highlighted how mastering simple Excel functions can lead to powerful insights, making complex analyses feel remarkably accessible and empowering.

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How to Calculate Total Percentage in Excel Using the SUMIF Function

Utilizing the SUMIF function in Excel can simplify the process of calculating total percentages for specific criteria. Follow these steps to apply the SUMIF function for this purpose:

Step 1: Prepare Your Data:

Begin by selecting the cell where you want the percentage result to appear. Let's say you're working in cell F5.

Alt= select the cell where you want the percentage

Step 2: Use the SUMIF Function:

In cell F5, type the SUMIF function to calculate the sum of values based on a specific criterion. The formula should look like this:

=SUMIF(B5:B11, F4, C5:C11)

In this formula, B5:B11 is the range of cells containing the criteria (product names), F4 is the criterion itself (e.g., "Apple"), and C5:C11 is the range of cells containing the values you want to sum (order numbers).

Use the SUMIF Function


 

Step 3: Calculate the Percentage:

After typing the formula, divide the result by the total order number calculated using the previous method.

·If you've calculated the total order number using the SUM function as shown earlier, let's say it's in cell C12, then your formula will be:

=SUMIF(B5:B11, F4, C5:C11) / C12

Press Enter on your keyboard after entering the formula.

The cell will display the percentage value as a result. For example, if the calculated percentage for Apple's orders is 30.36%, it means Apple's orders constitute 30.36% of all ordered products.

display the percentage



Things to Remember:

  • While you can manually calculate percentages, Excel's functions simplify the process and enhance accuracy.

  • You can also use the SUM function (e.g., =SUM(C5:C11)) to calculate the total sum of values.

  • The SUMIF function (e.g., =SUMIF(B5:B11, F4, C5:C11)) helps you sum values based on specific criteria.

By leveraging the SUMIF function in conjunction with other Excel features, you can efficiently calculate total percentages based on specified criteria, making data analysis and reporting more manageable.

My Experience using SUMIF function in Excel:

I recently had the opportunity to use the SUMIF function in Excel to calculate total percentages for a project at work. We were analyzing sales data across different regions and wanted to determine the contribution of each region to the overall sales. By applying the SUMIF function, I was able to easily sum up the sales figures for each region based on the specified criteria. Dividing these sums by the total sales gave us accurate percentages that revealed the relative importance of each region in our sales strategy. This method not only saved time but also provided a clear visual representation of our data's distribution. It was a valuable experience that highlighted the power of Excel's functions in making complex calculations accessible and informative.

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Frequently Asked Questions (FAQs)

Q1: What is the formula to find 20% of a number?

A: To find 20% of a number, you can use the formula:

20% of a number = (20/100) * number

Alternatively, you can simplify this by multiplying the number by 0.20:

20% of a number = 0.20 * number

Q2: What is the formula for percentage of the total amount?

A: The formula to calculate the percentage of a specific amount from a total amount is:

Percentage of total = (Specific amount / Total amount) * 100

This formula calculates the proportion of the specific amount in relation to the total amount and expresses it as a percentage.

Conclusion: Simplifying Office Tasks

We explored how to effortlessly calculate percentages between two columns using the SUM function, gaining insights into the relative values of different data points. Additionally, we learned to harness the potential of the SUMIF function, which streamlines the process by calculating total percentages based on specific criteria.

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