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Set
up the Pivot Table
At the right is a pivot table which contains monthly sales figures
for several products. In the pivot table, Date is in the row area, grouped
by month. Product is in the column area, and Units sold, shown as Sum
of Units, is in the data area.
We can see the Grand Total for each month, and for each product code.
Currently, there are only Normal calculations in the pivot table, no
custom calculations.
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Add
a Custom Calculation
To calculate a running total of units sold, for each Product,
over the three months, we'll change the Units to a custom calculation.
- Right-click one of the cells in the Data area, and select Field
Settings...
- In the Field Settings dialog box, type a name for the field, e.g.
Sales
- Click the Options button, to expand the dialog box
- From the Show data as dropdown list, select Running Total
in
- From the Base field list, choose Date
- Click the OK button
Note: If you select a base field that isn’t in the row or column area,
all the results will show an #N/A error. Also, if there’s an error in
any month’s results, it will carry down through the remaining months.
You can now see that there were 621 units of the A703 product sold
by the end of February. The Grand Total column shows that 1355 units,
of all products, were sold by the end of March.
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Change
the Base Field
Because you chose Date as the base field, each Product column
shows a running total for the year, by month.
If you select Product as the base field, the running total accumulates
across the pivot table, in each month row, as shown in the pivot table
at the right.
In the February row, you can see that 326 units of the first product
were sold. In the next column, you can see that 345 units were sold,
which includes the B306 units.
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Running
Totals with Multiple Row Fields
For pivot tables with multiple fields in the row area, the
running totals work the same way, but may be harder to follow as the
layout becomes more complex.
For example, in our original pivot table, we could move the Product
field to the row area, as you can see in the pivot table at the right.
All the original amounts are still shown, but they're all in the same
column.
At right is the pivot table as it looks before we add the running totals.
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When we add the Running Total custom calculation, with Product moved
to the row area, the running total amounts are the same but are arranged
vertically, as shown at the right.
In the February section you can see that 621 units of the A703 product
sold by the end of that month.
The February total shows the running total for all products, at the
end of that month.
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When we add the Running Total custom calculation, with Product moved
to the row area, the running total amounts are the same but are arranged
vertically, as shown at the right.
In the February section, you can see that 326 units of the first product
were sold. In the next row, you can see that 345 units were sold, which
includes the B306 units.
Because the Running Total is by Product, the month totals are blank.
The last product in each month shows that month's total units sold.
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