Problem in Runing Total using Pivot Table

Question

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 "Runing 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.

Answer 1

Excel 365 Pro Plus with Power Pivot and Power Query.

Add customer name, but not as sub-category.

With PQ List.FirstN()

https://www.mediafire.com/file/v1z4j7jlaghn7ti/02_22_23.xlsx/file

https://www.mediafire.com/file/x1w9s953k82dfm1/02_22_23.pdf/file

Answer 2

Hi,

You will have to first clarify the order in which the records to appear. Before generating a running total, do you want the records to be sorted in descending order of Amount?