Comments on: Cumulative Percent

By: Andrew

Andrew — Tue, 08 Sep 2009 03:14:00 +0000

This can also be acheived by using the Show Value as “Running Total” option in a pivot table.

By: Ron C

Ron C — Mon, 31 Aug 2009 16:31:00 +0000

Yes, the issue did have to deal with the " " marks. After Jason was kind enough to send me his formula, I copied and pasted it into my spreadsheet. It did work. To further verify, I recopied from the website and changed every " " mark within the formula, and it went from error to working correctly.

Thanks Jason

By: Jason M

Jason M — Sat, 29 Aug 2009 20:27:00 +0000

Doug,

You identified the issue. The double quotes were converted to characters 147 and 148 when I pasted my formula on the website, and Ron C just copied and pasted my formula into his workbook.

By: Doug Jenkins

Doug Jenkins — Sat, 29 Aug 2009 02:01:00 +0000

Ron - Jason's formula works in Excel 2007. It is basically the same as Dick's with some explanatory text added.

If you are copying and pasting you will need to edit it to replace all the " " characters with proper quote characters (just delete and re-type, or enter the whole formula from the keyboard, rather than pasting).

By: Debra Dalgleish

Debra Dalgleish — Fri, 28 Aug 2009 18:42:00 +0000

AlexJ, you're right, Dick could use a Pivot Table % of Column custom calculation.

By: Ron C

Ron C — Fri, 28 Aug 2009 18:37:00 +0000

Jason,

Could not send it to your email, it bounces back. Mine is Cookr3@uthscsa.edu if you want to send me one and then I can reply. But, I made the changes and it still chokes on "0.0%"

This is what I attempted to put in AJ3.

="Top "&COUNT($AI$3:AI3)&" of "&COUNT($AI$3:$AI$13)&": "&TEXT(SUM($AI$3:AI3)/SUM($AI$3:$AI$13),"0.0%")

Ron

By: AlexJ

AlexJ — Fri, 28 Aug 2009 17:44:00 +0000

Shouldn’t we be able to pivot this? I think Debra has posted some cumulative percent stuff within pivot tables on her site.

By: Jason M

Jason M — Fri, 28 Aug 2009 14:19:00 +0000

Ron C,

First, your formula has "30.0%". Change that to "0.0%". Then insert your formula into AJ3 and copy the formula down to AJ13.

I haven't tested it in XL2007 but I don't see any reason why it wouldn't work.

If you're still having trouble, save it in a lower version than 2007 and email it to me at:

jasonjmorin AT OPPOSITEOFCOLDmail.com

Jason

By: Ron C

Ron C — Thu, 27 Aug 2009 16:09:00 +0000

Jason,

I tried using your formula, with Excel 2007, and not having any success. I have values in AI3:AI13. In AJ14 I placed your algorithm, and regardless of how it is modified, an error appears at the "0.00%" position. I'm assuming this is where the value of the Top X% is placed. Whether it stays at 0 or is at 50, an error still appears.

="Top "&COUNT($AI$3:AI3)&" of "&COUNT($AI$3:$AI$13)&": "&TEXT(SUM($AI$3:AI3)/SUM($AI$3:$AI$13),"30.0%")

Why is there the error at "0.00%"

By: Jason M

Jason M — Wed, 26 Aug 2009 23:14:00 +0000

We do this “80/20? or “ABC” or “Pareto” analysis all the time in warehousing…classifying inventory into basic groups (such as fast=”A”, medium=”B”, slow=”C”) and then determining what percentage of units shipped from the warehouse fall into each group. Typiclaly the top 20% of products (“A” items) account for 80% of units shipped (hence the name “80/20 rule”), and then we store those fastest-moving products in the most accessible locations in the warehouse. It’s uncanny how often you find large sets of data that follow the 80/20 pattern or very close to it. When dealing with thousands of products, we usually create more groups beyond ABC.

I frequently use the approach you describe. If I don’t create summary tables and just need a “Top X Accounts = Y%”, I use:

=”Top “&COUNT($B$2:B2)&” of “&COUNT($B$2:$B$51)&”: “&TEXT(SUM($B$2:B2)/SUM($B$2:$B$51),”0.0%”)