Cumulative Sums in Pivot Tables
 

Is there a way to set a pivot table to include a cumulative sum, other than
calculating it yourself each time you need one?
--
Laura

Cumulative Sums in Pivot Tables
 

Can you give an example of what you're trying to do?

A pivot table can show a running total, as described he

http://www.contextures.com/xlPivot10.html#Running

Laura wrote:
Is there a way to set a pivot table to include a cumulative sum, other than
calculating it yourself each time you need one?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Cumulative Sums in Pivot Tables
 

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
--
Laura


"Debra Dalgleish" wrote:

Can you give an example of what you're trying to do?

A pivot table can show a running total, as described he

http://www.contextures.com/xlPivot10.html#Running

Laura wrote:
Is there a way to set a pivot table to include a cumulative sum, other than
calculating it yourself each time you need one?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Cumulative Sums in Pivot Tables
 

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.

--
Regards

Roger Govier


"Laura" wrote in message
...
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
--
Laura


"Debra Dalgleish" wrote:

Can you give an example of what you're trying to do?

A pivot table can show a running total, as described he

http://www.contextures.com/xlPivot10.html#Running

Laura wrote:
Is there a way to set a pivot table to include a cumulative sum,
other than
calculating it yourself each time you need one?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Cumulative Sums in Pivot Tables
 

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 :-)
--
Laura


"Roger Govier" wrote:

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.

--
Regards

Roger Govier


"Laura" wrote in message
...
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
--
Laura


"Debra Dalgleish" wrote:

Can you give an example of what you're trying to do?

A pivot table can show a running total, as described he

http://www.contextures.com/xlPivot10.html#Running

Laura wrote:
Is there a way to set a pivot table to include a cumulative sum,
other than
calculating it yourself each time you need one?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Cumulative Sums in Pivot Tables
 

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


--
Regards

Roger Govier


"Laura" wrote in message
...
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 :-)
--
Laura


"Roger Govier" wrote:

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.

--
Regards

Roger Govier


"Laura" wrote in message
...
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
--
Laura


"Debra Dalgleish" wrote:

Can you give an example of what you're trying to do?

A pivot table can show a running total, as described he

http://www.contextures.com/xlPivot10.html#Running

Laura wrote:
Is there a way to set a pivot table to include a cumulative sum,
other than
calculating it yourself each time you need one?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Cumulative Sums in Pivot Tables
 

Roger -

You're right. I wasn't using Date. Thanks for your patience, and offer for
additional help.

--
Laura


"Roger Govier" wrote:

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


--
Regards

Roger Govier


"Laura" wrote in message
...
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 :-)
--
Laura


"Roger Govier" wrote:

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.

--
Regards

Roger Govier


"Laura" wrote in message
...
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
--
Laura


"Debra Dalgleish" wrote:

Can you give an example of what you're trying to do?

A pivot table can show a running total, as described he

http://www.contextures.com/xlPivot10.html#Running

Laura wrote:
Is there a way to set a pivot table to include a cumulative sum,
other than
calculating it yourself each time you need one?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Cumulative Sums in Pivot Tables
 

Glad you got it sorted out. Thanks for the feedback.

--
Regards

Roger Govier


"Laura" wrote in message
...
Roger -

You're right. I wasn't using Date. Thanks for your patience, and offer
for
additional help.

--
Laura


"Roger Govier" wrote:

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


--
Regards

Roger Govier


"Laura" wrote in message
...
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 :-)
--
Laura


"Roger Govier" wrote:

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.

--
Regards

Roger Govier


"Laura" wrote in message
...
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
--
Laura


"Debra Dalgleish" wrote:

Can you give an example of what you're trying to do?

A pivot table can show a running total, as described he

http://www.contextures.com/xlPivot10.html#Running

Laura wrote:
Is there a way to set a pivot table to include a cumulative
sum,
other than
calculating it yourself each time you need one?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html