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Running Total Issue in my Pivot Table

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    Running Total Issue in my Pivot Table

    Hello,

    I am trying to do a running total on a data-set (which is broken up quarterly). It works perfectly fine for 2014, 2015 quarters but when we get into 2016, the running total resets and starts over again. Below is a screen shot of my issue. I'd really appreciate it if someone could help me out as to why this is happening and how to fix this issue. I am running on 2016 excel.

    excel issue.JPG

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    Re: Running Total Issue in my Pivot Table

    Hi Sam,

    If you are displaying a Pivot Table, you need to click anywhere in the pivot table and look at the top tab. There are two subtabs: Analyze and Design. Click on the Design subtab and look at the icons on the left side of the ribbon. Click on the "Grand Totals" icon and select the appropriate word to show grand totals.
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    Re: Running Total Issue in my Pivot Table

    Thanks for the reply, however this isn't solving my issue. The problem I am having is that the numbers are adding up and giving me a cumulative for 2014 q3,4 and then goes on to add on the 2015 q1,q2,q3,q4 and gives a cumulative but then on 2016 q1, it resets the count and starts back at 0. My 2016 tab only gives me a cumulative for 2016 rather than including 2014 and 2015. hope this makes sense. would appreciate any help.

    Thanks again.

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    Re: Running Total Issue in my Pivot Table

    Hi,

    I think you will find that your totals are resetting at each change of year, not just for 2016. There isn't an option for a straight running total across your date groupings.
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    Re: Running Total Issue in my Pivot Table


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    Re: Running Total Issue in my Pivot Table

    ahh you're right, thanks for pointing this out xlnitwit.

    thanks for the resources marvin, but unfortunately i can't find my answers there.

    if anyone knows of a way to do a running total across the board for 2014,2015 and 2016 (in my screenshot) please let me know!
    Last edited by samshall786; 02-15-2017 at 04:51 PM.

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    Re: Running Total Issue in my Pivot Table

    If you load the data into the data model and you have Power Pivot available I think you could create a running total measure for all prior dates.

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    Re: Running Total Issue in my Pivot Table

    Unfortunately I'm not too familiar with how to run a Power Pivot. Will look into it, thanks. I am trying to see if i can do this within the regular pivot by manipulating my data.

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    Re: Running Total Issue in my Pivot Table

    Bumping this up. Does anyone have any other suggestions for me?

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    Re: Running Total Issue in my Pivot Table

    Can you maybe upload the file or a template? find it strange to work in 2 years and then it doesnt... it will be easier to find the issue if you do so.

    Regards

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    Re: Running Total Issue in my Pivot Table

    thanks, i have found an alt. way to display the info and it seems to work fine (although i do now have another issue with this data i am trying to solve which i will be posting about shortly).

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    Re: Running Total Issue in my Pivot Table

    I am also struggling with the same issue. Can you please share the workaround.

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    Re: Running Total Issue in my Pivot Table

    Administrative Note:

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