Forum Discussion
running total in pivot table when grouping dates
With grouping the date built-in Running Total resets calculations from the beginning of each group. To calculate running total through all dates you need to add data to data model and create the measure to calculate it.
On such sample
Creating PivotTable add data to data model
add two measures
Sum Value:=SUM(Table1[Value])
and
Value Running Total:=VAR
MaxDate=MAX ( Table1[Date] )
RETURN
CALCULATE([Sum Value],
Table1[Date]<= MaxDate,
ALL (Table1)
)Instead of first one you may use implicit measure which sums value, but better to keep everything in hands and use explicit measures.
In second one MaxDate will be maximum date for the current group, removing all other filters from the Table we calculate sum of Value till MaxDate.
Result is
Power Pivot is desirable but not necessary. However, your version of Excel shall support data model. That is Excel for Windows Desktop starting from 2013 or 2010.
- thank you very much for your answer) I've been struggling with this for the second week. can i show you my file?
it's hard for me to correctly explain and understand you in English ((
I have an array of data. I have compiled it into the pivot table I need. in rows, grouping by counterparties and, as another level, dates. but since the array will grow, I really need a grouping by years and months, so that the cumulative total is visible.In general yes, but first please try on copy of your file if you are ready to add data to data model. On any PivotTable click on More fields
Excel asks to create new PivotTable
Click Yes, new PivotTable will be created and data added to data model. But you will lost all PivotTable formatting and shall format/group/filter/add slicers from scratch. That's time consuming operation, but better than create new PivotTable from scratch.
Thus I'd suggest you to try on one PivotTable, if it's worth to do such way I'll help to create the measure.