How To Calculate Vertical Analysis In Excel

Vertical Analysis Calculator

Introduction & Importance

Vertical analysis is a financial analysis method that expresses each item in a financial statement as a percentage of a base figure, typically total revenue or total expenses…

How to Use This Calculator

  1. Enter the revenue and expenses figures.
  2. Select the category of expenses.
  3. Click ‘Calculate’.

Formula & Methodology

The formula for vertical analysis is: (Item / Base Figure) * 100. In this calculator, the base figure is total revenue, and the item is the selected expense category…

Real-World Examples

Let’s consider a company with $1,000,000 in revenue and the following expenses…

Data & Statistics

Average Expense Ratios for Small Businesses
Expense Category Average Ratio
Cost of Goods Sold 55%

Expert Tips

  • Regularly review your vertical analysis to identify trends and areas for improvement.
  • Compare your results with industry averages to benchmark your performance.

Interactive FAQ

What is the difference between vertical and horizontal analysis?

Vertical analysis expresses each item as a percentage of a base figure, while horizontal analysis compares figures across different periods…

Vertical analysis in Excel Vertical analysis example

For more information, see the following authoritative sources:

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