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

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

A pivot table can show a running total, as described here:

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

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 here:
>
> 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
>
>

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" <Laura@discussions.microsoft.com> wrote in message
news:44A21B73-F77C-45BA-83BA-556DA025B380@microsoft.com...
> 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 here:
>>
>> 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
>>
>>

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 *** 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" <Laura@discussions.microsoft.com> wrote in message
> news:44A21B73-F77C-45BA-83BA-556DA025B380@microsoft.com...
> > 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 here:
> >>
> >> 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
> >>
> >>
>
>
>

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" <Laura@discussions.microsoft.com> wrote in message
news:1E198C4E-547A-41E0-AE65-9DE73691663B@microsoft.com...
> 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 *** 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" <Laura@discussions.microsoft.com> wrote in message
>> news:44A21B73-F77C-45BA-83BA-556DA025B380@microsoft.com...
>> > 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 here:
>> >>
>> >> 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
>> >>
>> >>
>>
>>
>>