I have read a number of posts about changing the "retain items deleted from the data source" setting. This may work well for getting rid of the old data, but it setting it to Automatic or Max does not seem to FORCE the pivot table to keep old data.
I am looking for a non-macro, mostly-automatic way to keep a historical summary of monthly data, or at least to keep the previous month's data. If I can force a pivot table to keep the previous data and add whatever comes in from the Data Source, this would be a perfect solution.
Example data (and pivot table source); the Month and Sales values (row 2) would be formulas:
[TABLE="class: grid, width: 200"]
<tbody>[TR]
[TD]Month
[/TD]
[TD]Sales
[/TD]
[/TR]
[TR]
[TD]Dec[/TD]
[TD]100
[/TD]
[/TR]
</tbody>[/TABLE]
Desired results:
[TABLE="class: grid, width: 200"]
<tbody>[TR]
[TD]Month
[/TD]
[TD]Sales
[/TD]
[/TR]
[TR]
[TD]Oct
[/TD]
[TD]75
[/TD]
[/TR]
[TR]
[TD]Nov
[/TD]
[TD]85
[/TD]
[/TR]
[TR]
[TD]Dec
[/TD]
[TD]100
[/TD]
[/TR]
</tbody>[/TABLE]
Is there any way to accomplish this without using macros or copy/paste? I am open to other solutions, but am most interested in turning what seems like a bug in the way pivot tables work into a useful tool. References to how this "feature" is supposed to work would be helpful, as I have not found any yet. Thanks in advance!
I am looking for a non-macro, mostly-automatic way to keep a historical summary of monthly data, or at least to keep the previous month's data. If I can force a pivot table to keep the previous data and add whatever comes in from the Data Source, this would be a perfect solution.
Example data (and pivot table source); the Month and Sales values (row 2) would be formulas:
[TABLE="class: grid, width: 200"]
<tbody>[TR]
[TD]Month
[/TD]
[TD]Sales
[/TD]
[/TR]
[TR]
[TD]Dec[/TD]
[TD]100
[/TD]
[/TR]
</tbody>[/TABLE]
Desired results:
[TABLE="class: grid, width: 200"]
<tbody>[TR]
[TD]Month
[/TD]
[TD]Sales
[/TD]
[/TR]
[TR]
[TD]Oct
[/TD]
[TD]75
[/TD]
[/TR]
[TR]
[TD]Nov
[/TD]
[TD]85
[/TD]
[/TR]
[TR]
[TD]Dec
[/TD]
[TD]100
[/TD]
[/TR]
</tbody>[/TABLE]
Is there any way to accomplish this without using macros or copy/paste? I am open to other solutions, but am most interested in turning what seems like a bug in the way pivot tables work into a useful tool. References to how this "feature" is supposed to work would be helpful, as I have not found any yet. Thanks in advance!