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Cumulative Total in a Pivot Table

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ZeeLee Cumulative Total in a Pivot... 04-06-2016, 01:22 AM
JeteMc Re: Cumulative Total in a... 04-06-2016, 06:09 PM
ZeeLee Re: Cumulative Total in a... 04-06-2016, 11:11 PM
JeteMc Re: Cumulative Total in a... 04-07-2016, 08:38 AM
ZeeLee Re: Cumulative Total in a... 04-07-2016, 09:06 AM
  1. #1
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    Cumulative Total in a Pivot Table

    I am trying to use a pivot table to create a general ledger where the Balance Column shows cumulative total. I have tried the running total function, yet it didn't work. I assumed it is because I have too many rows in place? I have attached a sample and would appreciate if anyone can help me with this. Thank you.
    Attached Files Attached Files

  2. #2
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    Re: Cumulative Total in a Pivot Table

    This solution is a pseudo column that employees one formula:
    =IF(H4="","",IF(B4="",SUM(G4-H4,I3),G4-H4))
    It also employees two conditional formatting rules:
    =B4="Grand Total"
    =AND(B4<>"",B4<>"Grand Total",H4<>"")
    I have pasted the formula and applied the rules to cells I4:I25 so that you can experiment and see how it works.
    Here is a copy of the file attached to post #1 that has the column applied: Pseudo PT Column (formula and CF).xlsx
    Let me know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

  3. #3
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    Re: Cumulative Total in a Pivot Table

    Hi JeteMc,

    It works perfectly. Thanks for the awesome solution and I will play around with the formula.

  4. #4
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    Re: Cumulative Total in a Pivot Table

    You're Welcome and thank you for the feedback. If you haven't already please take a moment to mark the thread 'Solved' using the thread tools link above your first post. I hope that you have a good day.

  5. #5
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    Re: Cumulative Total in a Pivot Table

    Done and thanks for the reminder. May you have a wonderful day.

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