If you want to track your sales on a monthly basis and see their Year to Date totals, then you can easily do this with the Running Totals In calculation.

You can activate this by Right Clicking on your Pivot Table values and choosing Show Values As and Running Total In.  You can also activate this by going in to the Value Field Setting section, which is the method that I show below.

Show Pivot Table Values As a Running Total In | MyExcelOnline

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Here is our current Pivot Table setup, with the sum of sales being shown for each month-year combination.

Show Pivot Table Values As a Running Total In | MyExcelOnline

STEP 1: Click on Sum of Sales and select Value Field Settings

Show Pivot Table Values As a Running Total In | MyExcelOnline

STEP 2: Select the following inside Show Values As:

Show values as: Running Total in

Base Field: MONTH

Click OK.

Show Pivot Table Values As a Running Total In | MyExcelOnline

The values are now shown as running totals throughout the months!

Show Pivot Table Values As a Running Total In | MyExcelOnline

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