A pivot table is a master tool for data analysis, it’s that flexible and powerful.
One of the things which I like about a pivot is we can easily add running total into it, which can further help us in an analysis.
Today, in this post, I’d like to share a simple step process to add a running total in a pivot table.
What’s a Running Total?
It’s a cumulative total which includes the past total as well. For example, if we have month wise data from Jan to Dec, a running total will show you YTD total every month.
We can use a running total to measure complete growth against the target.
NOTE: Pivot Tables are one of the INTERMEDIATE EXCEL SKILLS.
Steps to Add a Running Total in Pivot Table
Adding a running/cumulative total requires simply few clicks and here are the steps to do it.
- Right click on it and click “Value Field Setting”.
- Now, you have “Value Field Setting” window.
- Go to “Show Values As” tab.
- From “Show Values As” drop-down list, select “Running Total In”.
- Click Okay.
Now we have a running total in the pivot table with a cumulative total in every month.
Note: While adding running total make sure that pivot table sorted in a right way. If we want to add it from Jan to Dec then you the values must have sorted from Jan to Dec.
Different Ways to Add a Running Total in a Pivot Table
Here are some examples of adding a running total in different ways.
1. Start Running Total from Zero
Someone asked that how can we start total from a zero. Well, for this we just need to make a small amendment in our source data.
- First of all, in the source data we need to enter a dummy entry with zero value.
2. Percentage Running Total
We can also use the percentage of running total instead values and here are the steps.
- First of all, right click on total column and open "Value Field Setting".
- After that, go to “Show Values As” tab and select select “% Running Total In” from the drop down.
- Click OK.
3. Running Total with Grouped Dates
But we can fix it using a helper column and here are the steps.
- First of all, go to your source data and enter a new column after the date column.
- After that, name that column “Q-M” and enter the below formula:
- Now, refresh your pivot table and remove both the “Quarters” and “Months” column fields and add column "Q-M".
4. Running Total in a Pivot Chart
In the above example, we have a pivot chart along with the pivot table to show the trend of values increasing month by month.
By adding running total to a pivot table we can track amount/values cumulatively, which is quite useful while tracking sales, budgets, interest values, etc.
One final thing which I wanted to share with you is that running total changes when sort the pivot table.
I hope this tip will help you use pivot tables with full power and now tell me one thing.
Have you ever tried to apply a running total before?
Share your views with me in the comment section, I’d love to hear from you. And, please don’t forget to share this tip with your friends.
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About the Author
Puneet is using Excel since his college days. He helped thousands of people to understand the power of the spreadsheets and learn Microsoft Excel. You can ﬁnd him online, tweeting about Excel, on a running track, or sometimes hiking up a mountain.