Running Total Pivot Question

**ebase131** · 02-26-2014, 10:44 AM

How is running total calculated by default in pivot tables?

When I group invoice dates by just year and month, it calculates the running total quantity sold for the year. However, when I turn on QUARTERS as a third grouping for the dates, it suddenly changes and begins summing the running total by quarter instead of the year, and it is really frustrating and confusing. I want it to stay on running total for the year but also have the dates grouped by year, quarter, and month.

Is there a reason it defaults to calculating by quarter instead of by year when the quarter grouping is added?

**ebase131** · 02-26-2014, 06:00 PM

Does anyone have any information on this? Any help would be greatly appreciated!

**ebase131** · 03-03-2014, 11:52 AM

Anybody here who can help? No replies or feedback of any sort?

**JosephP** · 03-04-2014, 10:30 AM

a running total is always grouped within the parent field. when you only have year and month you see the running total within the year because that's the parent for the date field. if you add quarters that is now the parent field for date so you see the running total within quarters. I can't say why it was set up this way though

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