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

Get help while writing formula
Click the italics "fx" icon to the left of the formula bar to open the Functions Arguments dialog. Help is displayed for each argument.

Forum statistics

Threads
1,215,497
Messages
6,125,157
Members
449,208
Latest member
emmac

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top