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Show Pivot Table Values As a Running Total In

Show Pivot Table Values As a Running Total In If you want to track your sales on... read more

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John Michaloudis
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Steps To Follow

Overview

Show Pivot Table Values As a Running Total In | MyExcelOnline Show Pivot Table Values As a Running Total In | MyExcelOnline

Show Pivot Table Values As a Running Total In

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.

download workbookYTD.xlsx

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

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

Show Pivot Table Values As a Running Total In

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

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

See also  Rank Smallest to Largest With Excel Pivot Tables

Show Pivot Table Values As a Running Total In

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Show Pivot Table Values As a Running Total In | MyExcelOnline Show Pivot Table Values As a Running Total In | MyExcelOnline
Founder & Chief Inspirational Officer at MyExcelOnline.com

John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship Academy Online Course.

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