{"id":2949,"date":"2016-05-05T20:10:25","date_gmt":"2016-05-05T18:10:25","guid":{"rendered":"https:\/\/www.myexcelonline.com\/?p=2949"},"modified":"2024-02-06T15:46:18","modified_gmt":"2024-02-06T14:46:18","slug":"running-total-in-excel-pivot-table","status":"publish","type":"post","link":"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/running-total-in-excel-pivot-table\/","title":{"rendered":"Running Total In % with an Excel Pivot Table"},"content":{"rendered":"<p>A Running Total In is the accumulation of values over a certain period, like days, month or years. \u00a0It is sometimes referred to as the Year to Date analysis.<\/p>\n<p>A\u00a0Running Total In takes\u00a0one period&#8217;s values, then adds a second period, then a third period&#8230;and so on, to give the accumulated values up to a certain period.<\/p>\n<p>This can be show in dollar form or in percentage form.<\/p>\n\n<p>With an Excel <a class=\"wpil_keyword_link\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/101-excel-pivot-tables\/\" target=\"_blank\" rel=\"noopener\" title=\"Pivot Table\" data-wpil-keyword-link=\"linked\">Pivot Table<\/a> we can easily include this calculation without the need to use any formulas. \u00a0Here is how:<\/p>\n<div class=\"after-post-box\">\n<p><iframe src=\"https:\/\/www.youtube.com\/embed\/R87RjphG8e0?rel=0 \" width=\"800\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><a href=\"https:\/\/www.youtube.com\/c\/MyExcelOnlinecomtutorials?sub_confirmation=1\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" class=\"alignmiddle wp-image-111468 size-full\" style=\"vertical-align: middle;\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/1.yt_.png\" alt=\"\" title=\"\"><\/a><\/p>\n<p class=\"line-two\"><a class=\"IRPP_minimalist icon-download button small\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/Year-To-Date-1-1.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\" data-leadbox=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/Year-To-Date-1-1.xlsx\" data-leadbox-id=\"147284833f72a2:12f08263ab46dc\"><span class=\"ctaText px-3 text-capitalize\">Download excel workbook<i class=\"fa fa-download\"><\/i><\/span><span class=\"postTitle px-3\">Year-To-Date-1-1.xlsx<\/span><\/a><\/p>\n<\/div>\n<p><span style=\"color: #ff0000;\"><strong>STEP 1:<\/strong><\/span> Insert a Pivot Table by clicking in your data and going to <em><strong>Insert &gt; Pivot Table<\/strong> <\/em>and choose to insert it in a <strong>New or Existing Worksheet<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/insert-a-pivot-table-1.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2950\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/insert-a-pivot-table-1.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"201\" height=\"129\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/create-pivot-table.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2951\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/create-pivot-table.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"387\" height=\"327\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/create-pivot-table.jpg 387w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/create-pivot-table-300x253.jpg 300w\" sizes=\"(max-width: 387px) 100vw, 387px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 2:<\/strong><\/span> You will need to put the <em>Months<\/em> Field in the ROW area, the <em>Year<\/em> Field in the COLUMN area and then put the <em>Sales<\/em> Field in the VALUES area <strong>two times!<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivottable-fields.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2952\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivottable-fields.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"287\" height=\"506\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivottable-fields.jpg 287w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivottable-fields-170x300.jpg 170w\" sizes=\"(max-width: 287px) 100vw, 287px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 3:<\/strong> <\/span>Right Click on a Totals cell and choose <strong>Remove Grand Total<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/remove-grand-totals.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2955\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/remove-grand-totals.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"652\" height=\"359\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/remove-grand-totals.jpg 652w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/remove-grand-totals-300x165.jpg 300w\" sizes=\"(max-width: 652px) 100vw, 652px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 4:<\/strong><\/span> Right Click on a\u00a0<em>Sum of SALES2<\/em> value and select <em><strong>Show Values As &gt; % Running Total In \u00a0&gt; Base Field: Month<\/strong><\/em><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/running-total-in.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2956\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/running-total-in.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"472\" height=\"543\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/running-total-in.jpg 472w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/running-total-in-261x300.jpg 261w\" sizes=\"(max-width: 472px) 100vw, 472px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/Base-Field.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2957\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/Base-Field.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"281\" height=\"106\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 5:<\/strong><\/span> You can <strong>manually change the name of the <em>Sum of SALES2<\/em><\/strong> Field by clicking in the cell&#8217;s title within the Pivot Table:<br \/>\n<a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/manually-change-field-name.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2958\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/manually-change-field-name.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"110\" height=\"87\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 6:<\/strong> <\/span>We can insert a Pivot Chart by clicking in our Pivot Table and going to <em><strong>PivotTable Tools &gt; Analyze\/Options &gt; Pivot Chart<\/strong><\/em><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-chart.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2959\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-chart.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"269\" height=\"144\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 7:<\/strong> <\/span>From the Insert Chart dialogue box you need to <strong>choose the Combo chart and &#8220;check&#8221;the Secondary Axis box for the YTD% Series and press OK<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/insert-combo-chart.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2960\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/insert-combo-chart.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"642\" height=\"600\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/insert-combo-chart.jpg 642w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/insert-combo-chart-300x280.jpg 300w\" sizes=\"(max-width: 642px) 100vw, 642px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>You now have your % Running Total In values on a Pivot Table and also shown graphically on a Pivot Chart:<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-table-ytd.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2961\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-table-ytd.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"308\" height=\"405\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-table-ytd.jpg 308w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-table-ytd-228x300.jpg 228w\" sizes=\"(max-width: 308px) 100vw, 308px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-chart-ytd.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Running Total In % with an Excel Pivot Table\"  class=\"alignnone size-full wp-image-2962\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-chart-ytd.jpg\" alt=\"Running Total In % with an Excel Pivot Table\" width=\"743\" height=\"404\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-chart-ytd.jpg 743w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/pivot-chart-ytd-300x163.jpg 300w\" sizes=\"(max-width: 743px) 100vw, 743px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/100.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2964 size-full\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/728x90.gif\" alt=\"PIVOT BANNER\" width=\"728\" height=\"90\" title=\"\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Running Total In is the accumulation of values over a certain period, like days, month or years. \u00a0It is sometimes referred to as the Year to Date analysis. A\u00a0Running Total In takes\u00a0one period&#8217;s values, then adds a second period, then a third period&#8230;and so on, to give the accumulated values up to a certain [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":17282,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cos_headline_score":0,"cos_seo_score":0,"cos_headline_text":"","cos_headline_has_been_analyzed":false,"cos_last_analyzed_headline":[],"om_disable_all_campaigns":false},"categories":[4,18],"tags":[88,86],"acf":[],"_links":{"self":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/2949"}],"collection":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/comments?post=2949"}],"version-history":[{"count":0,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/2949\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media\/17282"}],"wp:attachment":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media?parent=2949"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/categories?post=2949"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/tags?post=2949"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}