Excel 数据透视表，计算筛选值的总值百分比

Question

I have a table (below) and I would like to display the percentage in the column "Count of Value" I can do this but however if I filter the results the percentage applied is only to the filtered data. In here instead of getting what I need which is the percentage of won leads by month (Jan 50% and Feb 75%) I get the percentage based on the total won leads (5, which were 3 in Feb and 3 in Jan 60/40).

I'm not good with Excel at all, I'm trying to help the sales manager with this for 2 days and I can't calculate the totals. I've learned a bit about Excel but I can't figure out how to do this without doing it manually which will be a big pain in the backside.

Any help would be greatly appreciated.

Thank you.

Answer 1

This is how you can get it done in Excel 2016+ (screenshots are in spanish, but serve as a guide).

Based on this setup:

Steps:

1) Convert your data to an Excel structured table

• Select the data range
• Click Home | Format as Table | mark (Use headers)

2) Add table to Power Query - With table selected, click Data | From table or range

3) Adjust data types for each column - Click on the icon in the columns headers and select the appropiate data type - In this case, make sure Date table is set to the date type

4) Click Close and Load (the option that expands) and select Close and load to

5) Select "Connection only" and check the "Add to data model" checkbox (and click ok)

6) Click on Data | Manage data model

7) On the table (which should be called Table1 if you didn't rename it) select the first cell of the grid below the data

8) Add the following text to the formula bar and click enter

Percentage won by month:=COUNTROWS(Tabla1) / CALCULATE(COUNTROWS(Tabla1);all(Tabla1[Lead stage]))

9) Close the windows and go back to Excel

10) In a new blank sheet click Insert | Pivot Table

11) Make sure Use Data Model is selected and click Ok

12) Add the fields to the pivot table, making sure the measure you added "Percentage won by month" is in the values section