How to calculate running total + total remaining?

MarceCastro

New Member
Joined
Oct 26, 2017
Messages
3
Hello,

First of all, thanks you all for the great stuff you write every day. So...

I have this set of data:

2vtrt36.jpg


I've built a pivot table and I need a column after RT (remaining total) to show how much money there's available each month until the end of the year:

15satjl.jpg

Let's call that column "available yearly". This is how it would look like:

For January: $50 (available) + $5060 (budget from Feb to Dec)= $6010
For February: $50 (available) + $4610 (budget from March to Dec) = $4660

I have to say that RT is calculated a the running total of "Spend", so I can't using in calculated field.

Any suggestions?

Thanks!

PS. Just in case anyone needs the workbook, here it is.

 

Excel Facts

How can you turn a range sideways?
Copy the range. Select a blank cell. Right-click, Paste Special, then choose Transpose.
not in your pivot table but in your data

Book1
HIJK
3budget yearlybudget rtbudget remainingavailable rt
45410350506050
Sheet1
Cell Formulas
RangeFormula
H4=SUMIF([[ Year ]],[@[ Year ]],[[ Budget ]])
I4=SUMIF(INDEX([[ Year ]],1):[@[ Year ]],[@[ Year ]],INDEX([ [ Budget ] ],1):[@[ Budget ]])
J4=[@[budget yearly]]-[@[budget rt]]
K4=[@[ Budget ]]-[@[ Spend ]]+IF(ISNUMBER(K3),K3,0)
 
Upvote 0
Thanks for your idea, but I need to find a way to do it in a pivot table. The table I used in my post is just a simple sample, but the real table is way bigger thant that. It has many fields and using regular calculations won't work :-( (I need to be able to filter, use YoY calculations and so on)
 
Upvote 0

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