Forum Discussion

Ciara OConnell's avatar
Ciara OConnell
Copper Contributor
Jan 15, 2018

Sumifs cumulative to current month, where dates are grouped

Hi I'm using '=SUMIFS(B:B,A:A,"<="&EOMONTH(H1,0)) - where H1 = TODAY(), to capture the cumulative balance to date, but this stops working when I group the dates by month. I also want to add in th...
Formulas and Functions
SergeiBaklan's avatar
SergeiBaklan
Diamond Contributor
Jan 16, 2018

Hi Clara,

 

If calculate on source table better to use SUMPRODUCT.

 

If in Pivot Table when in Value Field Settings select Show Value As "Running Total In" with proper option.

 

If you group the dates Running total will be shown for each period and starts over for every new period. If you need running total for entire history when ungroup the dates.