# How To Calculate Percentile In Excel Pivot Table: Easy Guide

Have you ever wondered how to **calculate percentiles** in an **Excel pivot table**? Whether you’re a data analyst, a student, or someone who works with numbers, understanding percentiles can provide valuable insights into your data. But how can you easily **calculate percentiles** using **Excel pivot tables**?

In this article, we will guide you through the process of calculating percentiles in **Excel pivot tables**. We will explore different variations of the **percentile** function in **Excel** and demonstrate how to use them effectively. By the end of this guide, you’ll have the knowledge and tools to confidently **calculate percentiles** in **Excel pivot tables**.

Are you ready to unlock the power of percentiles in **Excel**? Let’s get started!

## What Is a Percentile and How Does It Work?

A **percentile** is a **statistical metric** that indicates the **relative position** of a value within a **dataset**. It represents the percentage of scores that fall below a particular value. For example, if a student’s score is at the 90th **percentile**, it means that their score is higher than 90% of the other scores in the **dataset**. Percentiles are commonly used in competitive exams and rankings to compare individuals’ performances. Understanding percentiles allows us to assess the relative standing of a value in a **dataset** and make informed comparisons.

To better understand how percentiles work, let’s consider an example. Suppose we have a **dataset** of exam scores for a class of students. The scores range from 0 to 100. If a student’s score is at the 75th **percentile**, it means that their score is higher than 75% of the other scores in the class.

Percentiles provide valuable insights into the **rank** or position of a value within a dataset. They help us understand how a particular value compares to others and give us a better sense of its significance. Whether it’s evaluating student performance, analyzing market trends, or assessing athletic achievements, percentiles offer a standardized way to determine the relative standing of a value.

### Calculating Percentiles

Calculating percentiles involves several steps:

- Sort the dataset in ascending order.
- Determine the desired percentile value (e.g., 75th percentile).
- Calculate the index corresponding to the desired percentile using the formula: index = (percentile / 100) * (n + 1), where n is the total number of observations in the dataset.
- If the index is a whole number, simply take the value at that index position in the sorted dataset.
- If the index is not a whole number, round it down to the nearest whole number, and interpolate between the values at that index and the next index to obtain the percentile value.

By following these steps, we can determine the percentile of a specific value within a dataset accurately.

Score | Percentile |
---|---|

90 | 95th |

85 | 90th |

80 | 85th |

75 | 75th |

70 | 65th |

65 | 55th |

## Using the PERCENTILE.INC Function in Excel

When it comes to calculating percentiles in **Excel**, the **PERCENTILE.INC function** is one of the most commonly used tools. This function allows you to determine the **k-th percentile** of a dataset, where the k value is specified as a decimal **value between 0 and 1**.

To utilize the **PERCENTILE.INC function**, you need to provide a range of cells containing the values you want to calculate the percentile for, as well as the desired percentile value. Excel will then perform the necessary calculations and return the corresponding percentile value.

Let’s take a look at an example to illustrate the usage of the **PERCENTILE.INC function**:

Student | Score |
---|---|

John | 85 |

Jane | 92 |

David | 78 |

Sarah | 87 |

Michael | 95 |

Emily | 82 |

In the above table, suppose we want to find the 90th percentile score. Using the **PERCENTILE.INC** function, we would select the range of cells containing the scores (B2:B7) and specify the percentile value as 0.9. Excel would then calculate and return the corresponding percentile score.

### Percetile Calculation Example:

**PERCENTILE.INC(B2:B7, 0.9)**

This formula would return the result of **92**, indicating that the 90th percentile score is 92.

The **PERCENTILE.INC** function enables you to easily calculate percentiles in Excel, providing valuable insights into the relative positions of values within a dataset. Its simplicity and effectiveness make it an essential tool for data analysis and decision-making.

## Using the PERCENTILE.EXC Function in Excel

Excel provides another variation of the percentile function called PERCENTILE.EXC. While similar to **PERCENTILE.INC**, this function allows you to exclude specific values from the percentile calculation.

The **PERCENTILE.EXC function** excludes values within the range of 0 to 1/(N+1) and N/(N+1) to 1, where N represents the size of the sample. By excluding these values, you can tailor the percentile calculation to better suit your needs.

However, in most cases, the PERCENTILE.INC function is sufficient for calculating percentiles. It includes all values in the dataset, providing a comprehensive analysis of the data distribution.

For a better understanding, here is a table comparing the PERCENTILE.EXC and PERCENTILE.INC functions:

PERCENTILE.EXC function | PERCENTILE.INC function |
---|---|

Excludes specific k values from the calculation | Includes all values in the dataset |

Works with a range between 0 to 1/(N+1) and N/(N+1) to 1, where N is the size of the sample | Considers the entire dataset in the calculation |

Understanding the nuances between these two functions will help you choose the appropriate one based on your specific requirements and the nature of your data.

### Key Takeaways:

**PERCENTILE.EXC function**excludes specific values from the percentile calculation.- The excluded range is between 0 to 1/(N+1) and N/(N+1) to 1, where N is the size of the sample.
- PERCENTILE.INC function includes all values in the dataset and provides a comprehensive analysis of the data distribution.

## Practical Example: Calculating Percentiles in Excel Pivot Tables

Let’s walk through a **practical example** to demonstrate how to calculate percentiles in Excel pivot tables. Suppose we have a dataset of student scores, and we want to determine the 90th percentile score. We can use the PERCENTILE.INC function within a pivot table to calculate this.

First, select the range of cells containing the scores:

- Student A: 85
- Student B: 92
- Student C: 78
- Student D: 95
- Student E: 88
- Student F: 82
- Student G: 90
- Student H: 89
- Student I: 94
- Student J: 87

Next, specify the percentile value as 0.9, indicating the 90th percentile. Here’s an example of how the pivot table should look:

Student | Score |
---|---|

A | 85 |

B | 92 |

C | 78 |

D | 95 |

E | 88 |

F | 82 |

G | 90 |

H | 89 |

I | 94 |

J | 87 |

By applying the PERCENTILE.INC function to this pivot table and specifying the range of scores and the percentile value of 0.9, Excel will provide the corresponding percentile score. This allows us to assess where a student’s score stands relative to the rest of the dataset. In this case, the 90th percentile score would be 94, indicating that the student with a score of 94 is performing better than approximately 90% of the other students in the dataset.

Calculating percentiles in Excel pivot tables offers a convenient and efficient way to analyze and compare data. With just a few simple steps, you can gain valuable insights into the relative positioning of values within a dataset, enabling better decision-making and informed analysis.

## Benefits of Calculating Percentiles in Excel Pivot Tables

Calculating percentiles in Excel pivot tables offers several **benefits**.

First, it provides a standardized and meaningful way to assess the position of a value within a dataset. Percentiles allow for easy comparison and ranking, making it useful in various applications, such as competitive exams and performance evaluations.

Second, using pivot tables in Excel streamlines the process of calculating and visualizing percentiles. Pivot tables offer a user-friendly interface for analyzing data and allow for dynamic updates when the dataset changes.

### Benefits of Calculating Percentiles:

- Standardized and meaningful assessment of value position
- Easy comparison and ranking
- Useful in competitive exams and performance evaluations
- Streamlines the process of calculating and visualizing percentiles
- User-friendly interface for data analysis
- Dynamic updates with changing datasets

Benefits of Calculating Percentiles in Excel Pivot Tables |
---|

Standardized and meaningful assessment of value position |

Easy comparison and ranking |

Useful in competitive exams and performance evaluations |

Streamlines the process of calculating and visualizing percentiles |

User-friendly interface for data analysis |

Dynamic updates with changing datasets |

By leveraging the **benefits** of calculating percentiles in Excel pivot tables, you can gain valuable insights and make informed decisions based on the relative position of values within your dataset.

## Differences Between PERCENTILE.INC and PERCENTILE.EXC Functions

When it comes to calculating percentiles in Excel, there are two functions that you need to be familiar with: PERCENTILE.INC and PERCENTILE.EXC. While these functions are similar in nature, they have some key **differences** that you should consider when choosing which one to use for your calculations.

### Inclusion of First and Last Values

The main difference between PERCENTILE.INC and PERCENTILE.EXC lies in the inclusion of the first and last values in the dataset when calculating percentiles. PERCENTILE.INC includes these values, while PERCENTILE.EXC excludes them.

### Error Handling

Another notable difference is how each function handles certain k values that fall within specific ranges. PERCENTILE.EXC returns a #NUM! error for these values, while PERCENTILE.INC does not.

### Choosing the Appropriate Function

Understanding these **differences** is crucial for choosing the appropriate function based on your specific needs. If you want to include the first and last values in your percentile calculations, PERCENTILE.INC is the way to go. On the other hand, if you prefer to exclude these values or if you anticipate working with k values that may fall within the specific ranges, PERCENTILE.EXC is the function to use to avoid any potential errors.

Now that you know the **differences** between PERCENTILE.INC and PERCENTILE.EXC, you can confidently choose the right function to accurately calculate percentiles in your Excel worksheets.

## Conclusion

Calculating percentiles in Excel pivot tables is a powerful tool for data analysis. By utilizing the PERCENTILE.INC or **PERCENTILE.EXC functions** within pivot tables, you can easily determine the relative position of values within a dataset. This information is valuable in various scenarios, such as evaluating student performance or assessing competitiveness in exams.

Excel’s built-in functions and pivot table features make the process of calculating percentiles efficient and user-friendly. With just a few steps, you can gain valuable insights from your data analysis. Whether you’re a student, a business analyst, or a researcher, leveraging the power of percentiles in Excel pivot tables can help you make informed decisions and comparisons.

So why wait? Start utilizing Excel pivot tables today and incorporate percentiles into your data analysis workflow. Understand the positioning of values within your dataset, identify trends, and make data-driven conclusions. With Excel’s powerful capabilities, calculating percentiles has never been easier or more accessible.

## FAQ

### How do I calculate percentiles in Excel pivot tables?

To calculate percentiles in Excel pivot tables, you can use the PERCENTILE.INC or **PERCENTILE.EXC functions**. These functions allow you to determine the position or **rank** of a value within a dataset. By specifying the appropriate range of cells and percentile value, Excel will calculate and return the corresponding percentile value.

### What is a percentile and how does it work?

A percentile is a **statistical metric** that indicates the relative position of a value within a dataset. It represents the percentage of scores that fall below a particular value. For example, if a student’s score is at the 90th percentile, it means that their score is higher than 90% of the other scores in the dataset. Percentiles provide valuable insights into where a value stands relative to other values in the dataset.

### How do I use the PERCENTILE.INC function in Excel?

The PERCENTILE.INC function in Excel is used to calculate the **k-th percentile** of a dataset. To use this function, you need to provide a range of cells containing the values and the desired percentile value as a decimal between 0 and 1. Excel will then calculate and return the corresponding percentile value. This function includes the first and last values in the dataset when calculating percentiles.

### How do I use the PERCENTILE.EXC function in Excel?

The **PERCENTILE.EXC function** in Excel is similar to PERCENTILE.INC but excludes certain k values from the calculation. It allows you to exclude specific values from the percentile calculation by specifying the excluded range. However, in most cases, the PERCENTILE.INC function is sufficient for calculating percentiles.

### Can you provide a practical example of calculating percentiles in Excel pivot tables?

Certainly! Let’s say you have a dataset of student scores, and you want to determine the 90th percentile score. You can use the PERCENTILE.INC function within a pivot table. By selecting the range of cells containing the scores and specifying the percentile value as 0.9, Excel will provide the corresponding percentile score. This allows you to assess where a student’s score stands relative to the rest of the dataset.

### What are the benefits of calculating percentiles in Excel pivot tables?

Calculating percentiles in Excel pivot tables offers several **benefits**. Firstly, it provides a standardized and meaningful way to assess the position of a value within a dataset. Percentiles allow for easy comparison and ranking, making it useful in various applications such as competitive exams and performance evaluations. Secondly, using pivot tables in Excel streamlines the process of calculating and visualizing percentiles. Pivot tables offer a user-friendly interface for analyzing data and allow for dynamic updates when the dataset changes.

### What are the differences between the PERCENTILE.INC and PERCENTILE.EXC functions?

The PERCENTILE.INC function includes the first and last values in the dataset when calculating percentiles, while the PERCENTILE.EXC function excludes these values. Additionally, the PERCENTILE.EXC function returns a #NUM! error for certain k values that fall within specific ranges. Understanding these differences will help you choose the appropriate function based on your specific needs.

Vaishvi Desai is the founder of Excelsamurai and a passionate Excel enthusiast with years of experience in data analysis and spreadsheet management. With a mission to help others harness the power of Excel, Vaishvi shares her expertise through concise, easy-to-follow tutorials on shortcuts, formulas, Pivot Tables, and VBA.