Hello - i'm trying to do a % cal in multile columns. The original data looks like below, it was grouped by fund and then investor. I need to calculate the % for each quarter for each fund. I played around with summary too to get the fund total, and then Join tool to join the source and total together. But I could not figure out how to do formula for each quarter. Thanks!
Fund | Investor | 2021 Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 |
A | Allen | 100 | 150 | 180 | 200 |
A | Mark | 100 | 150 | 180 | 200 |
A | Tom | 100 | 150 | 180 | 200 |
B | Scott | 200 | 250 | 280 | 300 |
B | Mary | 200 | 250 | 280 | 300 |
B | Alice | 200 | 250 | 280 | 300 |
C | Joe | 300 | 350 | 380 | 400 |
C | Aly | 300 | 350 | 380 | 400 |
C | Ashley | 300 | 350 | 380 | 400 |
The desired out would be like below.
Fund | Investor | 2021 Q1 | % of Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 | |||
A | Allen | 100 | 33.33% | 150 | 33.33% | 180 | 33.33% | 200 | 33.33% |
A | Mark | 100 | 33.33% | 150 | 33.33% | 180 | 33.33% | 200 | 33.33% |
A | Tom | 100 | 33.33% | 150 | 33.33% | 180 | 33.33% | 200 | 33.33% |
Total | 300 | 450 | 540 | 600 | |||||
B | Scott | 200 | 33.33% | 250 | 33.33% | 280 | 33.33% | 300 | 33.33% |
B | Mary | 200 | 33.33% | 250 | 33.33% | 280 | 33.33% | 300 | 33.33% |
B | Alice | 200 | 33.33% | 250 | 33.33% | 280 | 33.33% | 300 | 33.33% |
Total | 600 | 750 | 840 | 900 | |||||
C | Joe | 300 | 33.33% | 350 | 33.33% | 380 | 33.33% | 400 | 33.33% |
C | Aly | 300 | 33.33% | 350 | 33.33% | 380 | 33.33% | 400 | 33.33% |
C | Ashley | 300 | 33.33% | 350 | 33.33% | 380 | 33.33% | 400 | 33.33% |
Total | 900 | 1050 | 1140 | 1200 |
Solved! Go to Solution.
thanks, very helpful!