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I want to add a RunningTotal column to my data using Pivot table, i've the following data:

id Customer item SalesAmount
1 Global inc apple 50
2 Americana banana 10
3 Americana apple 100
4 Americana apple 60
5 Global inc apple 10

So i insert my data in a pivot table like the following:

https://1drv.ms/x/s!AqlwmtWDbQlecINwCdAHwCkvkho?e=huhRsq

it's a very simple pivot table with the "id" field in the Rows section, and the "item" in the Filters section, and the "SalesAmount" in the Values section,

i set the "Show Value As" of the SalesAmount column "Value Filed settings" to "Running Total in" and set the Base Field to "id"

and it works fine,

but i also want to show the customer, so i add this field to the Rows section after the "id" Field but as soon as i do this the running total column becomes distorted, as if the summing process reset when the customer change, or Excel auto group the data according to the customer despite that i set the Base Field of the running total column to id.

I make the Base Field of the running total column to the "id" column but still can't get the runing total correct.

technotux
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  • You'll need to add your table to the Data Model and use a measure within Power Pivot to achieve what you want. Let me know if that's an option for you. – Jos Woolley Feb 23 '23 at 05:48

0 Answers0