How to: Inventory Rollforward in Pivot Table

Daniel Gerow 0 Reputation points
2023-09-08T14:44:47.6833333+00:00

How can I create a pivot table where subtotals are shown as a running total but the rows that make up the subtotals are not? In my example below, I have set the value field to "Show Values As Running Total in Months." This gets the subtotals as I want them, but the rows in between are also shown as running totals in each activity type, which I don't want. The concept is that each subtotal should show the inventory balance at the end of each month and the rows between the subtotals should show each type of change to inventory during the month (see Desired Pivot Table below).

Example Running Total Pivot Table

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Desired Pivot Table

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Microsoft 365 and Office | Install, redeem, activate | For business | Windows
Microsoft 365 and Office | Excel | For business | Windows
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  1. Emi Zhang-MSFT 30,126 Reputation points Microsoft External Staff
    2023-09-11T09:03:27.3766667+00:00

    Hi,

    I tested the subtotal in a simple PivotTable, it works:

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    Did the Grand Total Row is a Calculated Filed?

    If yes, this is the by design behavior in PivotTable:

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    Hope the information is helpful.


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