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:

[TABLE="width: 344"]
<tbody>[TR]
[TD]YTD Current Month[/TD]
[TD]Online Actual[/TD]
[TD]Online Target[/TD]
[/TR]
[TR]
[TD]January[/TD]
[TD] £ 1,914.25[/TD]
[TD] £ 2,000.00[/TD]
[/TR]
[TR]
[TD]February[/TD]
[TD] £ 2,328.00[/TD]
[TD] £ 4,000.00[/TD]
[/TR]
[TR]
[TD]March[/TD]
[TD] £ 4,366.75[/TD]
[TD] £ 7,000.00[/TD]
[/TR]
[TR]
[TD]April[/TD]
[TD] £ 9,751.75[/TD]
[TD] £ 9,250.00[/TD]
[/TR]
[TR]
[TD]May[/TD]
[TD] £ 13,689.75[/TD]
[TD] £ 11,000.00[/TD]
[/TR]
[TR]
[TD]June[/TD]
[TD] £ 13,689.75[/TD]
[TD] £ 12,750.00[/TD]
[/TR]
[TR]
[TD]July[/TD]
[TD] £ 13,689.75[/TD]
[TD] £ 14,000.00[/TD]
[/TR]
[TR]
[TD]August[/TD]
[TD] £ 13,689.75[/TD]
[TD] £ 15,500.00[/TD]
[/TR]
[TR]
[TD]September[/TD]
[TD] £ 13,689.75[/TD]
[TD] £ 17,750.00[/TD]
[/TR]
[TR]
[TD]October[/TD]
[TD] £ 13,689.75[/TD]
[TD] £ 20,250.00[/TD]
[/TR]
[TR]
[TD]November[/TD]
[TD] £ 13,689.75[/TD]
[TD] £ 23,000.00[/TD]
[/TR]
[TR]
[TD]December[/TD]
[TD] £ 13,689.75[/TD]
[TD] £ 25,000.00[/TD]
[/TR]
</tbody>[/TABLE]

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:

[TABLE="width: 344"]
<tbody>[TR]
[TD]July[/TD]
[TD] £ 13,689.75[/TD]
[TD] £ 14,000.00[/TD]
[/TR]
</tbody>[/TABLE]

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

[TABLE="width: 344"]
<tbody>[TR]
[TD="class: xl65, width: 160"]July[/TD]
[TD="class: xl66, width: 92"] £ -[/TD]
[TD="class: xl66, width: 92"] £ 1,250.00[/TD]
[/TR]
</tbody>[/TABLE]

Any suggestions?

Thanks!
 
Last edited:

Excel Facts

Quick Sum
Select a range of cells. The total appears in bottom right of Excel screen. Right-click total to add Max, Min, Count, Average.

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