How to calculate percentages in a PivotTable report using VBA?

Calculating percentages in a PivotTable using VBA involves manipulating the PivotTable object in Excel. You can write a VBA macro to automate this process. Below are steps and a sample code to achieve this:

  • Identify your PivotTable: Know the name and location of your PivotTable.
  • Decide the percentage calculation: Determine whether you want to calculate percentages of the row total, column total, or grand total.
  • Write the VBA code: Create a macro to adjust the data field settings in your PivotTable to display percentages.

Here is an example VBA code that calculates the percentage of the grand total in a PivotTable:

Sub CalculatePercentagesInPivotTable()
    Dim ws As Worksheet
    Dim pt As PivotTable
    Dim pf As PivotField
    Dim dataField As PivotField

    ' Set reference to the worksheet
    Set ws = ThisWorkbook.Sheets("Sheet1") ' Change "Sheet1" to your sheet name

    ' Set reference to the PivotTable
    Set pt = ws.PivotTables("PivotTable1") ' Change "PivotTable1" to your PivotTable name

    ' Set reference to the data field for which you want percentage calculation
    Set dataField = pt.PivotFields("Sales") ' Change "Sales" to your field name

    ' Loop through each PivotField
    For Each pf In pt.DataFields
        If pf Is dataField Then
            ' Change calculation to percentage of grand total
            pf.Calculation = xlPercentOfTotal
        End If
    Next pf

    MsgBox "Percentage of total calculated for the '" & dataField.Name & "' field."
End Sub

Notes:

  • Worksheet: Change `”Sheet1″` to the name of your worksheet.
  • PivotTable Name: Adjust `”PivotTable1″` to the name of your PivotTable.
  • Data Field Name: Replace `”Sales”` with the name of the data field for which you want to calculate percentages.
  • Calculation Type: The `xlPercentOfTotal` constant is used to calculate the percentage of grand total. You can also use:
    • `xlPercentOfRow` for the percentage of row total.
    • `xlPercentOfColumn` for the percentage of column total.

Additional Considerations:

  • Error Handling: Consider adding error handling to your VBA code to manage cases where the PivotTable or field names do not exist.
  • Dynamic References: If your PivotTable or fields are dynamic, you may need additional logic to identify them programmatically.

By using this script, you can automate the process of calculating percentages within a PivotTable, thus saving time and reducing the potential for manual errors.

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