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Need Excel 2010 pivot table with running totals that reset to baseline

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    Need Excel 2010 pivot table with running totals that reset to baseline

    I have a monthly report to produce for my department’s requisitions. We are able to order up to $250k of items without requiring administrative approval (per vendor, either individually or in aggregate:
    i.e., one $100k purchase or ten $10k purchases would not require administrative approval; a single $260k order would require further approval, as would this scenario: Two $100k orders are placed in Sept. A $40k order is placed in October. A $30k order placed in November would put this vendor over the $250k limit, so that order would require administrative approval)

    As the academic year progresses, if we reach the $250k level, and administration approves the item(s), the “baseline” is then reset to zero, and we start again accumulating towards the next $250k ceiling.

    I would like to have a report that shows the YTD accumulations for each vendor (which a running total takes care of), BUT I need the report to “reset” once we’ve gotten administrative approval at the $250k+ level. I’ve done an exhaustive search on the internet and have not found a solution.
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    Valued Forum Contributor Melvinrobb's Avatar
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    Re: Need Excel 2010 pivot table with running totals that reset to baseline

    Should cell D9 be "0", or "13,965"?
    Please click the * icon below if I have helped.

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    Re: Need Excel 2010 pivot table with running totals that reset to baseline

    In the pivot table, D9 should be zero

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    Re: Need Excel 2010 pivot table with running totals that reset to baseline

    What should D10 be? 4,564?

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    Re: Need Excel 2010 pivot table with running totals that reset to baseline

    Yes, D10 should be $4564

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    Re: Need Excel 2010 pivot table with running totals that reset to baseline

    If you wanted to have cell D9 have $13,965, I have a round about solution using formulas in your original table.
    I have tried to solve something similar to this before, and got no where. The issue is that you essentially want the $13965 to just disappear.
    The only way I could make formulas that worked is if you had your data sorted the correct way before refreshing the pivot table, which you might not want to do.

    If you would like a solution that requires you to sort the pivot table by Vendor Name, and then by Requisition, I might be able to help you.
    If not, then I am doubtful a solution is possible.

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    Re: Need Excel 2010 pivot table with running totals that reset to baseline

    <<If you would like a solution that requires you to sort the pivot table by Vendor Name, and then by Requisition, I might be able to help you>>
    Yes, thank you. (sorry for the delay in replying, I haven't been able to log into the forum for a while)

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    Valued Forum Contributor Melvinrobb's Avatar
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    Re: Need Excel 2010 pivot table with running totals that reset to baseline

    Yes, it was definitely acting up.
    Hopefully the attached makes sense.

    Let me know if any criteria was missed.
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    Re: Need Excel 2010 pivot table with running totals that reset to baseline

    This looks really good, thanks so much for troubleshooting the s/s.
    Have a great weekend!

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