Forum Discussion
Elenazhilina
Feb 28, 2021Copper Contributor
running total in pivot table when grouping dates
in my file there are sums in the context of dates. I formed a pivot table where in the rows of the date, in the columns of the sum. I need to output the running total. for this, the field was re-displ...
SergeiBaklan
Feb 28, 2021Diamond Contributor
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.
Elenazhilina
Feb 28, 2021Copper Contributor
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.
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.
- SergeiBaklanFeb 28, 2021Diamond Contributor
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.
- ElenazhilinaFeb 28, 2021Copper ContributorI will be very grateful to you. never faced pivot. tomorrow I will definitely try to figure it out. if it doesn't work, with your permission, I'll show you the file. it is very important to get the result