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Saturday, May 15, 2010

Percentages in Excel



There are no specific functions for calculating percentages.
You have to use the skills you were taught in your maths class at school!
Finding a percentage of a value


Initial value
120
% to find
25%
Percentage value
30
 =D8*D9
Example 1
A company is about to give its staff a pay rise.
The wages department need to calculate the increases.
Staff on different grades get different pay rises.
Grade
% Rise
A
10%
B
15%
C
20%
Name
Grade
Old Salary
Increase
Alan
A
 £      10,000
 £      1,000
 =E23*LOOKUP(D23,$C$18:$C$20,$D$18:$D$20)
Bob
B
 £      20,000
 £      3,000
 =E24*LOOKUP(D24,$C$18:$C$20,$D$18:$D$20)
Carol
C
 £      30,000
 £      6,000
 =E25*LOOKUP(D25,$C$18:$C$20,$D$18:$D$20)
David
B
 £      25,000
 £      3,750
 =E26*LOOKUP(D26,$C$18:$C$20,$D$18:$D$20)
Elaine
C
 £      32,000
 £      6,400
 =E27*LOOKUP(D27,$C$18:$C$20,$D$18:$D$20)
Frank
A
 £      12,000
 £      1,200
 =E28*LOOKUP(D28,$C$18:$C$20,$D$18:$D$20)
Finding a percentage increase


Initial value
120
% increase
25%
Increased value
150
 =D33*D34+D33
Example 2
A company is about to give its staff a pay rise.
The wages department need to calculate the new salary including the % increase.
Staff on different grades get different pay rises.
Grade
% Rise
A
10%
B
15%
C
20%
Name
Grade
Old Salary
Increase
Alan
A
 £      10,000
 £    11,000
 =E48*LOOKUP(D48,$C$18:$C$20,$D$18:$D$20)+E48
Bob
B
 £      20,000
 £    23,000
 =E49*LOOKUP(D49,$C$18:$C$20,$D$18:$D$20)+E49
Carol
C
 £      30,000
 £    36,000
 =E50*LOOKUP(D50,$C$18:$C$20,$D$18:$D$20)+E50
David
B
 £      25,000
 £    28,750
 =E51*LOOKUP(D51,$C$18:$C$20,$D$18:$D$20)+E51
Elaine
C
 £      32,000
 £    38,400
 =E52*LOOKUP(D52,$C$18:$C$20,$D$18:$D$20)+E52
Frank
A
 £      12,000
 £    13,200
 =E53*LOOKUP(D53,$C$18:$C$20,$D$18:$D$20)+E53
Finding one value as percentage of another

Value A
120
Value B
60
A as % of B
50%
 =D59/D58
You will need to format the result as % by using the % button
on the toolbar.
Example 3
An manager has been asked to submit budget requirements for next year.
The manger needs to specify what will be required each quarter.
The manager knows what has been spent by each region in the previous year.
By analysing the past years spending, the manager hopes to predict
what will need to be spent in the next year.
Last years figures
Region
Q1
Q2
Q3
Q4
North
     9,000
           2,000
         9,000
        7,000
South
     7,000
           4,000
         9,000
        5,000
East
     2,000
           8,000
         7,000
        3,000
West
     8,000
           9,000
         6,000
        5,000
Total
Total
    26,000
         23,000
       31,000
      20,000
  100,000
Last years Quarters as % of last years Total
Region
Q1
Q2
Q3
Q4
North
9%
2%
9%
7%
 =G74/$H$78
South
7%
4%
9%
5%
 =G75/$H$78
East
2%
8%
7%
3%
 =G76/$H$78
West
8%
9%
6%
5%
 =G77/$H$78
Total
26%
23%
31%
20%
 =G78/$H$78
Next years budget
       150,000
Next years estimated budget requirements
Region
Q1
Q2
Q3
Q4
North
    13,500
           3,000
       13,500
      10,500
 =G82*$E$88
South
    10,500
           6,000
       13,500
        7,500
 =G83*$E$88
East
     3,000
         12,000
       10,500
        4,500
 =G84*$E$88
West
    12,000
         13,500
         9,000
        7,500
Total
Total
    39,000
         34,500
       46,500
      30,000
  150,000
Finding an original value after an increase has been applied
Increased value
150
% increase
25%
Original value
120
 =D100/(100%+D101)
Example 4
An employ has to submit an expenses claim for travelling and accommodation.
The claim needs to show the VAT tax portion of each receipt.
Unfortunately the receipts held by the employee only show the total amount.
The employee needs to split this total to show the original value and the VAT amount.
VAT rate
17.50%
Receipt
Total
Actual Value
Vat Value
Petrol
 £   10.00
 £          8.51
 £        1.49
 =D113-D113/(100%+$D$110)
Hotel
 £ 235.00
 £      200.00
 £      35.00
Petrol
 £ 117.50
 £      100.00
 £      17.50
 =D115/(100%+$D$110)

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