Hey, welcome back to the Mr. Excel net cast, I am Bill Jelen. Basics—we start out with massive amounts of data and they say, ‘how we are going to analyze this?’ Well, let us fire up our activity table and see if we can solve this problem.
Hey welcome back to the Mr. Excel netcast. I am Bill Jelen, today a question is sent in by Rod. Rod wants t know how we can set up a pivot table to show a running total within the month—running total within the month. So let’s set up a pivot table here. Go to Insert and Pivot table, click OK and I’m going to put dates down the left hand side and the revenue in data area.
All right now, here is the first tricky step. We’re going to go to the very first date, right click, say group and then roll this up to days and months—days and months, click OK and so we get January and then all of the days of January.
To put it in Column A, this is the new default in Excel 2007 which I hate to be completely honest. We’ll go back to report lay and say, show an outline forms, so we get those into two columns where they belong. All right now, we’re going to come here to the Sum of Revenue and I am going to go to Field settings, to the little blue i here, Field setting. We are going to show values as a running total and the base field is date, click OK. And you see that we now have a month to date figure as we go through the month and very nicely in February, it starts over again, so you can see exactly how in the date field.
Great question from Rod. I want to thank for you stopping by.
We’ll thanks for stopping by. We’ll see you next time for another net cast from Mr. Excel.
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