L
Laura
Is there a way to set a pivot table to include a cumulative sum, other than
calculating it yourself each time you need one?
calculating it yourself each time you need one?
D
Debra Dalgleish
Can you give an example of what you're trying to do?
A pivot table can show a running total, as described here:
http://www.contextures.com/xlPivot10.html#Running
A pivot table can show a running total, as described here:
http://www.contextures.com/xlPivot10.html#Running
L
Laura
Good example, and close. I'll play with it to see if I can make it work for
me, but what I am looking for is if the dates were across the top (Jan - Dec)
and the data goes across in rows rather than columns, can I get a running
total across the bottom, either subtotalling sections or totalling the whole
at the bottom?
Thanks
me, but what I am looking for is if the dates were across the top (Jan - Dec)
and the data goes across in rows rather than columns, can I get a running
total across the bottom, either subtotalling sections or totalling the whole
at the bottom?
Thanks
R
Roger Govier
Hi Laura
It works whether the data relates to a a Row item or a column Item.
If you are using it as a column item though, I guess you might want to
see the subtotals beneath the row of actuals, rather than side by side
(creating 24 columns). If that is the case, then just drag the data
button back to the top left of the screen and the information will
display on two rows.
If you only want the subtotal data to each month, then remove the filed
with data which has not had the "Show data as Running total" applied to
it.
It works whether the data relates to a a Row item or a column Item.
If you are using it as a column item though, I guess you might want to
see the subtotals beneath the row of actuals, rather than side by side
(creating 24 columns). If that is the case, then just drag the data
button back to the top left of the screen and the information will
display on two rows.
If you only want the subtotal data to each month, then remove the filed
with data which has not had the "Show data as Running total" applied to
it.
L
Laura
Roger - I did play with it, but even when I select running total, it will sum
the column, but not generate a cumulative sum across time. i.e. all data for
January will sum, but the February cell is only the sum of February, not the
sum of January and February. Am I missing something? I am manipulating a lot
of data, and in the grand scheme of things making my own cum total at the
bottom that is not associated with the pivot table isn't that hard - I just
want an easier way
the column, but not generate a cumulative sum across time. i.e. all data for
January will sum, but the February cell is only the sum of February, not the
sum of January and February. Am I missing something? I am manipulating a lot
of data, and in the grand scheme of things making my own cum total at the
bottom that is not associated with the pivot table isn't that hard - I just
want an easier way
R
Roger Govier
Hi Laura
Are you selecting Date as the base filed for the running total?
If you are still getting a problem and want to send me an example file
of what you are trying to do I will see if I can set it up for you and
mail back.
Send the file direct (not via the NG) and remove NOSPM form my address
to send
roger@ NOSPAM technology4u.co.uk
Are you selecting Date as the base filed for the running total?
If you are still getting a problem and want to send me an example file
of what you are trying to do I will see if I can set it up for you and
mail back.
Send the file direct (not via the NG) and remove NOSPM form my address
to send
roger@ NOSPAM technology4u.co.uk
L
Laura
Roger -
You're right. I wasn't using Date. Thanks for your patience, and offer for
additional help.
You're right. I wasn't using Date. Thanks for your patience, and offer for
additional help.
R
Roger Govier
Glad you got it sorted out. Thanks for the feedback.