YTD Pivot Table

Stopper_says

New Member
Joined
Jun 26, 2014
Messages
2
Hi All,

Sorry if this has been asked before, but I've had a search and can't find an answer.

I'm using Excel 2010 and Windows 7

I'm trying to find a YTD total in a pivot table. I've been able to use the running total function to get a YTD figure from my data. However, this table currently shows all 12 months, but I would like to be able to see the running total up to a certain month, while hiding those before and after.

Currently my data shows as below:

YTD Current MonthOnline ActualOnline Target
January £ 1,914.25 £ 2,000.00
February £ 2,328.00 £ 4,000.00
March £ 4,366.75 £ 7,000.00
April £ 9,751.75 £ 9,250.00
May £ 13,689.75 £ 11,000.00
June £ 13,689.75 £ 12,750.00
July £ 13,689.75 £ 14,000.00
August £ 13,689.75 £ 15,500.00
September £ 13,689.75 £ 17,750.00
October £ 13,689.75 £ 20,250.00
November £ 13,689.75 £ 23,000.00
December £ 13,689.75 £ 25,000.00

<tbody>
</tbody>

I would like to be able to filter by month, but still show the cumulative total up to that point. i.e. from the data above, if I select July I would like the pivot table to return:

July £ 13,689.75 £ 14,000.00

<tbody>
</tbody>

However, when I select a month I only get the data for that month, instead of the running total up to that month.

July £ - £ 1,250.00

<tbody>
</tbody>

Any suggestions?

Thanks!
 
Last edited:

Excel Facts

Create a Pivot Table on a Map
If your data has zip codes, postal codes, or city names, select the data and use Insert, 3D Map. (Found to right of chart icons).

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