Forum Discussion
Best way to get rolling 12-month totals
The OP seems to want to work with pivot tables so that counts me out!
It all depends what 'simple' means to you. Is a sea of simplicity with thousands of simple grade school sums really simple overall? I think that a single array can be simpler to follow despite its more abstract nature. Perhaps not in this case though?
I agree with you in general. You can take a look at a simplified example of his pivot table using the link he finally provided down below. My reaction there, which you can also see, is that he's made it far more complicated than it needs to be. I love Pivot Tables, for the most part, but haven't myself used them with slicers and the like; only with some high level filters.
- PeterBartholomew1Sep 30, 2025Silver Contributor
Hi John
This site seems to be getting flaky! I can't always post and sometimes attached files get discarded. I also preferred the days when the entire discussion was laid out chronologically. At least @ is showing parties to the current discussion today. See whether my 12 Month Total file appears this time around.
- PeterBartholomew1Sep 30, 2025Silver Contributor
Seems not!
- iwaddoSep 30, 2025Copper Contributor
Why is it over complicated, please expand?
I've created a simplified version, no slicers. https://1drv.ms/x/c/63f5269daec16288/ETRLrzhHiSlBnpTYK7PwfCUBqc2DM9XSweNUb-btqxsM4A?e=HeU9d5
So how do I get 12-months of rolling totals based on my filtered data?
Thank you for your help.