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Pivot Table - Monthly Running Total on a percentage

  1. #1
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    Pivot Table - Monthly Running Total on a percentage

    Attachment 179727

    Hi,
    I have an external data source with some text fields, a month field, and two numeric fields :
    • New customers per month
    • New customer target per month.

    I can get the external data connected to the spreadsheet and I know how to make Pivot tables.
    What I can't manage is the running total of the monthly percentages as shown in the attached file TCEN.jpg.

    (The picture is a fake PT. just to illustrate what I want to do but can't.)

    Any help appreciated especially if it
    • does not involve modifying the external data and
    • does not involve VBA.

    TIA,
    Wayne

  2. #2
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    Re: Pivot Table - Monthly Running Total on a percentage

    Hello Wayne,

    Quote Originally Posted by Wayne Dunlop View Post
    What I can't manage is the running total of the monthly percentages as shown in the attached file TCEN.jpg.
    Just to be sure,
    You want a PIVOT TABLE that besides monthly new customer and monthly target gives you the monthly customer/target rate, correct?

    If not can you kindly attach an example of what kind of PIVOT you are building right now?

  3. #3
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    Re: Pivot Table - Monthly Running Total on a percentage

    OK, here's the table (Toto.xlsx),
    and some more detail about the problem,
    included on the sheet...

    TIA,
    Wayne
    Attached Files Attached Files

  4. #4
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    Re: Pivot Table - Monthly Running Total on a percentage

    Wayne,

    Unfortunately I wasn't able to find a solution for you. I really tried to find a way but I couldn't. Probably the solution it's right there under my nose, but I can't see it.
    Hope someone else can provide you with the needed help.

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