Beruflich Dokumente
Kultur Dokumente
Generic formula
=(new_value-old_value)/old_value
Explanation
If you need to calculate the percentage change between two values in Excel, you can use a formula that
divides the change itself by the "old" value. A classic example would be to calculate the percentage
between sales last month and sales this month.
How the formula works
In the example, the active cell contains this formula:
=(D6-C6)/C6
In this case, Excel first calculates the difference between the values (the actually change in sales) then
divides that result by the original, or "old" value to get the decimal value -0.3435:
=(49500-75400)/75400
=-25900/75400
=-0.3435
Because cell E6 is formatted using the Percentage number format (with no decimals), Excel displays the
final result as -34%
Generic formula
=(new-original)/original
Explanation
If you need to calculate percent variance you can use a simple formula that
divides the difference between new number and the original number by the
original number.
This formula can be used to calculate things like variance between this year
and last year, variance between a budgeted amount with an actual amount,
and so on.
=(D6-C6)/C6
In the example, the difference between actual and forecast is 34,000, so the
formula reduces to:
=(359000-325000)/325000
=34000/325000
=0.1046
=10%
When you format this result using the Percentage number format, Excel will
automatically display the decimal result as a percentage, there is no need to
multiply by 100.
Negative numbers
If have a negative value for the original number, the above formula won't work
and needs to be adjusted by adding the ABS function:
=(new-original)/ABS(original)
ABS makes negative numbers positive and in this case ensures the original
value is positive when the variance is calculated.
Percent of goal
Generic formula
=actual/goal
Explanation
If you need to calculate percent of goal, you can do so with a simple formula
that divides the actual by the goal amount, with the result formatted using the
percentage number format.
This same formula can be used to calculate things like percent of target,
percent of budget, percent of forecast, and so on.
Negative goal
If you have a negative goal, the formula above won't calculate correctly. In this
case, you can calculate the variance as explained here, then add the variance
to 100% to get the percent of goal:
=(actual-goal)/ABS(goal)+100%