For the first part: Go to the Field List of your Pivot Table; Under Values Click the drop-down you have there and Click Value Field Settings; Once here, select Show Values As then select % of Grand Total; This will show how much each person spends on each task. The Custom Name displays the current name in the PivotTable report, or the source name if there is no custom name. But the existing Pivot Table is not effective in calculating the variance between the 2 periods. =IF(Units>100,Total*4%,0) Click Modify to save the calculated field changes, then click Close. On the Analyze tab, in the Active Field group, click Active Field, and then click Field Settings.. 6.After showing the subtotals at bottom in the pivot table, you can select multiple function for your subtotals. In Excel 2003, relaunch the pivot table wizard utility by clicking inside the pivot table and choosing "Wizard" from the pop-up menu. Go to my Contextures website, to get the sample file for this example, and more information on pivot table calculated fields. When you create a new pivot table, you’ll see grand totals displayed below the table and to the right of the table. In Excel 2007 or 2010, click the "Change Source Data" button on the Pivot Tools Options tab. The first thing we want to do is make sure that the Grand Totals option and the Get Pivot Data option are both turned on for our pivot table. This Year and Last Year) side by side within the pivot table. Alter the source data for your pivot table. STEP 5: Notice that the Percent of Grand Total data is in a decimal format that is hard to read: To format the Percent of Grand Total column, click the second Sales field’s (Percent of Grand Total) drop down and choose Value Field Settings. There are two ways to manage grand totals. The Value Field Settings dialog box is displayed.. In this technique, you'll create another copy of the pivot table, then hide columns in both pivot tables, so simulate grand totals at the left of the data. Also change the Custom Name into Percent of Grand Total to make it more presentable. Select any cell in the pivot table. To change the Custom Name, click the text in the box and edit the name. Also, to get rid of the hokey Grand Total, right-click the pivot table and under Pivot Table options you can remove grand totals for rows or for columns or both. Let's take a look at how to include the Grand Total as a dynamic text feature in a pivot chart, as seen above. Those instructions are for Excel 2003 - if it's Excel 2007 then the menus may be a little different, just try searching for pivot calculated field and remove grand totals. Grand Totals Feature. STEP 1: Insert a Pivot able by clicking on your data and going to Insert > Pivot Table > New Worksheet or Existing Worksheet STEP 2: In the ROWS you have to put the Months field, in the COLUMNS the Years field and in the VALUES area the Sales field twice, I explain why below: STEP 3: Now click on the second Sales field’s (Sum of SALES2) drop down and choose Value Field Settings Pivot Table is a great tool to group data into major categories for reporting. If I us the show value as option, I lose the data in the columns and I would like to keep that. Is it possible to change the grand total in a pivot table to be a difference of the columns vs a total? Set Up the Pivot Table . The Source Name is the name of the field in the data source.. However, depending on your needs, you may want to turn these on or off. 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