This article was previously published under Q151515
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The INDEX function in a PivotTable calculates a weighted average by using thefollowing formula:
(value in cell) x (Grand Total)) / ((Grand Row Total) x (Grand Column Total))
When you use PivotTables to compare the relative importance of your row data versus your column data, it can be extremely helpful to display your data as an Index. For example, this article demonstrates that if you display data in the Index format instead of a "Percentage of Total" format, you can often reveal valuable comparisons that you might not otherwise see.
The first section of this article describes how to create two PivotTables: one that displays sales figures as a Percentage of Total and another that displays sales figures as an Index. The second section of this article ("Analysis of the Results"), explains the advantages of being able to compare data displayed both ways.
To create the sample worksheet and PivotTables, follow these steps:
Create a new worksheet, and enter the following values:
A1: Fruit B1: State C1: Sales A2: Bananas B2: CA C2: $800,107 A3: Pears B3: TX C3: $547,236 A4: Kiwi B4: CA C4: $669,076 A5: Apples B5: CA C5: $622,236 A6: Cherries B6: CA C6: $656,097 A7: Pears B7: CA C7: $674,218 A8: Cherries B8: PA C8: $697,711 A9: Kiwi B9: CA C9: $550,637 A10: Bananas B10: PA C10: $602,124 A11: Apples B11: PA C11: $669,916 A12: Kiwi B12: PA C12: $693,306 A13: Apples B13: TX C13: $589,278 A14: Pears B14: PA C14: $739,241 A15: Cherries B15: TX C15: $682,213 A16: Bananas B16: TX C16: $791,944
On the View menu, click Toolbars. In Microsoft Excel 97 or Microsoft Excel 98 Macintosh Edition, click PivotTable. In Microsoft Excel 5.0 or 7.0, click to select the Query And Pivot box, and then click OK.
This step causes the Query and Pivot or PivotTable toolbar to appear.
To create the % of Total PivotTable, select any cell within the data in step 1 and click the PivotTable button (the first button) on the Query And Pivot Toolbar.
In the PivotTable Wizard, select "Microsoft Excel List or Database", and then click Next.
Under Range, confirm the range to be $A$1:$C$16, and then click Next.
Drag the button labeled Fruit to the box labeled ROW. Drag the button labeled State to the box labeled COLUMN, and drag the button labeled Sales to the box labeled DATA.
In the Data Field, double-click Sum Of Sales.
In the Pivot Table Field dialog box, click Options. Under Show Data As, click "% of Total," and then click OK.
In Microsoft Excel 97 or Microsoft Excel 98 Macintosh Edition, click the Existing worksheet button, click in worksheet cell E1, and then click Finish.
In Excel 5.0 or 7.0, with the pointer in PivotTable Starting Cell, click in worksheet cell E1, and then click Finish.
This step creates the first PivotTable in cells E1 to I8.
To create the Index PivotTable, repeat steps 3 through 7.
Click Options and click Index under Show Data As. Click OK in the Pivot Table Field dialog box.
In Microsoft Excel 97 or Microsoft Excel 98 Macintosh Edition, click Existing Worksheet, click in worksheet cell E10, and then click Finish.
In Microsoft Excel 5.0 or 7.0, with the pointer in PivotTable Starting Cell, click in worksheet cell E10, and then click Finish.
This step creates the second PivotTable in cells E10 to I17.
Analysis of the Results
If you compare the sales of bananas across the states, the Percentage of Totalfigures show that slightly more bananas were sold in California (8.01% incell F4) than were sold in Texas (7.93% in cell H4).
However, if you look at the Index data, you can see that bananas are muchmore important to the Texas market (1.38 in cell H13) than they are to theCalifornia market (0.92 in cell F13)
If you compare the sales of bananas in California to the sales of kiwi inPennsylvania, the Percentage of Total figures show thatsignificantly more bananas were sold in California (8.01% in cell F4) than kiwis in Pennsylvania (6.94% in cell G6).
However, if you look at the Index data, you can see that kiwis are more important to the Pennsylvania market (1.06 in cell G15) than bananas are tothe California market (0.92 in cell F13).
Microsoft Excel 97
For more information about creating PivotTables, click the Index tab inMicrosoft Excel Help or MS Excel Help, type the following text
and then double-click the selected text to go to the "Create a PivotTable"topic.
Microsoft Excel 7.0
For more information about PivotTables in Microsoft Excel 7.0, clickAnswer Wizard on the Help menu and type:
Microsoft Excel 5.0
For more information about PivotTables in Microsoft Excel 5.0, click theSearch button in Help and type: