Excel Magic Trick 1396: PivotTable Show Values As: Running Total and % of Running Total (2 Examples)

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See how to:

1. (00:13) Introduction. What is a Running Total or Cumulative Frequency. What is a % Running Total
2. (03:10) Example 1: Grouping Integer Values for # of Transactions with a Quantity between an Lower & Upper Value
3. (04:25) Frequency (Count Function)
4. (05:20) Show Values As: Running Total, Cumulative Frequency
5. (05:49) Show Values As: % Running Total, % Cumulative Frequency
6. (06:40) Example 2: Grouping Dates to calculate Month Totals
7. (07:35) Add Revenue for Each Month
8. (08:41) Show Values As: Running Revenue Total, Cumulative Revenue Total for each Month in each Year
9. (09:36) Show Values As: % Running Total, % Cumulative Frequency for Month Totals within each year
10. (10:20) Summary

Reference Videos:
Excel Magic Trick 1396: PivotTable Show Values As: Running Total and % of Running Total (2 Examples)
Excel Magic Trick 1397: Excel Count Formulas for Running Total and % of Running Total & Ogive Chart
Excel Magic Trick 1397 Part 2: Formulas: Monthly Revenue, Running Total & % Running Total & Chart
Excel Magic Trick 1397 Part 3: % Frequency Running Total Formula w Irregular Increments & X-Y Scatter
Excel Magic Trick 1398: DAX Formulas for Running Total and % of Running Total & other DAX Tricks

[ExcelInstructor]

gr8 video as always, 1 question:
in regards to grouping
how do I make grouping labels instead of:
1 - 50
51 - 100
101 - 150"
etc

to
< 50
< 100
< 150

or:
less then 50
less then 100
less then 150
etc?

[Sal_A]

Few years ago I changed from typing "Count" to "Frequency" because it sounded a little more business professional :) BTW, You can also check mark "Defer Layout Update" in the very bottom of the Pivot Table Field List to keep column widths.

[hectorricardus]

hello Mike thumbs up! I was trying myself in pivot table and I filtered top ten and wanted to use a slicer, but when clicked clear filter I couldn't get back to top ten. is there a way to do that with slicer? thanks your classes are awesome!

[bricc]

Hi, Mike! Would it be possible to carry the running totals for the next year? I want a pivot table to display the running totals for each expense category for a company whose year end is not Dec 31. Their year starts on November 1st and ends on December 31. When I ask for the running totals, they work for the first two months, but then they restart at zero in January.
Any tip that you might provide would be very much appreciated. Thank you.

[thegreat]

can someone explain how I can achieve this scenario below in Excel application.

I have a budget column bonus column and actual column with various figures according to the relevance of the column.

can Excel tell me what to achieve on a daily basis to achieve bonus or target?

on a calculator I can divide from the current date to the end date then divide that number by the budget or bonus number and this gives me what I need to achieve each day.

how do I put that information into Excel?

[ilyalegalov]

Great! Do you plan to make a video on how to make running total with power query?