Pivot Table to show both YTD and total year based on same data

[kidwispa]

Hi All,

I'm sure this should be fairly straightforward but I'm struggling (could be down to the fact it's a Friday morning!) but here's my problem:

I have a worksheet showing every sales transaction from every customer since the beginning of 2012. I've put this into a pivot table to sum the total sales value by customer by year (so all companies listed in rows, and the years 2012 and 2013 as column labels, with the sales value shown as a sum). What I would also like to show if possible would be a YTD comparison in the same pivot table...

One method I tried was the following - the transaction date is shown in column D so I tried using the following formula:

=IF(YEAR(D2)=2013,2013,IF(AND(YEAR(D2)=2012,D2<=TODAY()-365),"2012 YTD","-"))

That way the whole of 2013 would still be shown (as this would be the YTD position anyway) and a comparison could be shown based on the same position last year... however I also want to show the total sales value for 2012 in the same pivot table.

Is this possible?

Any help would be greatly appreciated!

I hope I've explained it clearly enough but if you have any questions please ask!

Thanks in advance

[kidwispa]

Can anyone help with this?

[Izandol]

Perhaps you can provide a workbook example for us to test?