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Pivot Chart Date Grouping

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    Pivot Chart Date Grouping

    This is my first post and I am looking for help.

    I have a spreadsheet of invoices, with invoice number, invoice amount, and date. I need a combo chart with column show invoice amount total for each month, and a line chart showing running total.

    I am already create a chart, the problem is I can't show the Horizontal Axis (Date) as Month. If I group them and show by month and year as I want, the running total reset every year. If I don't group, the running total is fine but the date are all the specific date of invoice. I tried to change the date format to show only month, but since I have multiple invoice each month, it will show multiple month and more confusing.

    What I am looking for is, group the pivot chart by month and year, for example it could show from May 2017 to Sep 2018 in sequence, but the running total do not reset to zero on Jan 2018.

    Thank you for your help. Any suggestion is welcome.

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    Forum Guru Andy Pope's Avatar
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    Re: Pivot Chart Date Grouping

    There is an explanation on how to work around the annual reset problem.
    https://www.contextures.com/xlPivot14.html
    Cheers
    Andy
    www.andypope.info

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    Re: Pivot Chart Date Grouping

    Thanks a lot.

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