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Filtering and cumulative totals year on year

  1. #1
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    Filtering and cumulative totals year on year

    Hi

    I am looking to create a pivot chart that can filter by category and also carry forward a cumulative total year on year based on the filtered selection.
    I am sure this is possible but cannot work out how to do it, the (very user friendly) example is attached.
    Any help greatly appreciated!

    Thanks
    S
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  2. #2
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    Re: Filtering and cumulative totals year on year

    Hello shtev0 and Welcome to Excel Forum.
    Not exactly sure what may be looking for, however perhaps either the pivot table on the PQTable & PT1 sheet or the PT2 sheet will be close.
    Note that the original arrangement of the data is not conducive to producing a pivot table so Get & Transform (aka Power Query) is used to convert the original data into "records" format.
    The Power Query Advanced Editor code used is:
    Please Login or Register  to view this content.
    Both pivot tables can be filtered by fruit and/or shape.
    Let us 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.

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