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.
- Once you create a pivot table, select any of the cells from data column.
- 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.
- Here our data is starting from Jan’15, and that is why I have used Dec’15 for the dummy entry.
- Now, go to the pivot table and refresh it. And once we do that it give a running total starting from zero.
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
When we add a running total where we have grouped dates there could be a problem, let me show you.
In the below pivot table, we have grouped dates and create two-row labels from it “Quarters” and “Months”.
And, we have also applied running total in the data field. Now if you look, after a change in the quarter, the running total is starting over again.
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:
=”Qtr”&ROUNDUP(MONTH(A2)/3,0)&”-“&TEXT(A2,”MM”)
- 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
With a running total, we can also create a pivot chart to show that cumulative values in a graphical way.
In the above example, we have a pivot chart along with the pivot table to show the trend of values increasing month by month.
Steps for this are exactly same, all you need to do is insert a pivot chart with a pivot table and add a running total column in it.
Sample File
Download this sample file from here to learn more.
Conclusion
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.
Nice article. Good to know about this.
I have spent the better part of several hours trying to understand why my running total was not working. One thing that every article failed to mention is that running total must use a date for the base. I was trying to setup a pivot table for YTD payroll. Instead of using a Date column, I was using a Check Num column. All my checks are generated separately and sometimes I can get two checks on the same date – a regular check and then a benefit check (for phone) or a bonus check. Each check has it own YTD totals, so I was trying to use running total for YTD income and deductions and use the check number as the Base. It doesn’t work. Why can’t the base be any sequential series (date, check number, etc) for running total?
Can you please send the sample file for”Different Ways to Add a Running Total in a Pivot Table”
Thanks Bro…? Love Your Work.
thank you .. used this in an overtime report today
🙂
Hi! Any way to show, in one column the monthly total and, in another column, the cumulative value?
Thanks for the tip on the pivot chart running total. That one’s useful to me!
I’m so glad you liked it. 🙂
This does not appear to be a running total; it is a cumulative total. What’s the difference? The cumulative total always starts in the same spot; the number of items in the total will increase every month. In a running total, however, the starting point will constantly shift, assuring that the total always includes the same number of items. In my field, the running total is much more useful. Would you please show how to create one?
Good idea for running totals for this, thanks. Would like to know if a pareto chart can be made using pivot table and pivot chart?