Excel Productivity Guide
Useful Excel Tips | Keyboard Shortcuts | VBA Codes
Download this Free E-Book to take your excel skills to a whole next level using some smart Excel tactics.
Worth $20, Absolutely Free
You can use a running total to measure complete growth against the target. It’s a cumulative total which includes the past data as well.
For Example: If you have month wise data from Jan to Dec, a running total will show you YTD total every month.
So, today, I will show you a step by step process to add a running total in a pivot table.
Let’s say, you have a pivot table with each month’s sales quantity from January to December.
Now by using this pivot table you can only able to show that how much sales quantity you have sold in each month.
But using a running total, you can present cumulative total at the end of each month.
On the other side, running total will help you to show the progress of your sales quantity every month throughout the year.
Now you have a running total in your pivot table showing the cumulative total in every month.
While adding running total make sure that your pivot table sorted in a right way.
For example: if you want to add a running total from January to December then you have to sort values from January to December.
Here, I have listed some examples related to some specific situation in which you can add running total in pivot table.
Someone asked that how can we start total from a zero. So I decided to create a pivot table with running total which is starting from zero. Please follow these simple steps.
Now you have a starting pivot in your running total in a pivot table.
We can also use the percentage of running total instead values. Please follow these simple steps to insert it.
Here is your percentage running total in pivot table.
But when you do that there will be a little problem you have to face.
In below pivot table, I have grouped dates and create two-row labels from it “Quarters” and “Months”.
And, I have also applied running total in the data field. Now, If you that, after a change in the quarter, the running total is starting over again.
Here I want to add a running total using the same two-row labels.
So let me show you how can we do this.
The only drawback of this method is you cannot get the subtotal for quarters.
With a running total, you can also create a pivot chart to show that cumulative values in a graphical way.
In above example, I have inserted a pivot chart along with the pivot table to show a trend of values increasing month by month.
All you have to do for creating a pivot chart, insert a pivot table first with a running total. Then
The other best thing about using pivot chart that it dynamic and every time you apply any filters it which change its values.
So here is the story about how can you add a running total in a pivot table. You can also use it when you are creating a dashboard you show trends.
I hope you find this tip useful.
Have you ever come across any situation where you have to add a running total to your pivot table? Share your words in the comment box.