Problems with PivotTable Running Totals and HOW TO FIX THEM

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MyOnlineTrainingHub

MyOnlineTrainingHub

Күн бұрын

PivotTable running totals just don't make sense sometimes. In this video I'll show you why and how to fix them.
Download the Excel file here: www.myonlinetraininghub.com/p...
0:13 PivotTable running total example
0:26 Regular PivotTable Running Total Limitations
2:14 Running Total Power Piovt Measure
6:02 Running Total Pivot Chart
View my comprehensive courses: www.myonlinetraininghub.com/
Connect with me on LinkedIn: / myndatreacy

Пікірлер: 107
@diannedrechsler4792
@diannedrechsler4792 3 жыл бұрын
Wow Mynda, this is a great example. Something I definitely want to try at work.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
So pleased you found it helpful, Dianne!
@martinpaulbannister1745
@martinpaulbannister1745 2 жыл бұрын
Hi - thank you for this beautiful DAX running total explanation - straight to the point, very clear instructions - :)
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad it was helpful, Martin!
@wayneedmondson1065
@wayneedmondson1065 3 жыл бұрын
Awesome example Mynda! Thanks for demonstrating this technique :)) Thumbs up!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
Thanks, Wayne!
@m.raedallulu4166
@m.raedallulu4166 2 жыл бұрын
For short, you are a genius instructor! Thank you Thank you Thank you . . .
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks so much 😊
@johnbw2597
@johnbw2597 2 жыл бұрын
You’re the best I’ve came across btw. Explanations, definitions, professional terse intro with oblivious depth and passion is how I like it. Your dashboard training pretty much catapulted my career. My running totals stop at month ends, then rests every month. My lookup date column is week ending dates only. I wonder if that’s why. John Texas
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Wow, that's amazing to hear, John! Not sure what's causing your RT to reset each month. You can post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum
@johnbw2597
@johnbw2597 2 жыл бұрын
@@MyOnlineTrainingHub It works. Thanks!
@chrism9037
@chrism9037 3 жыл бұрын
This was great, thanks Mynda!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
Thanks, Chris! 😊
@darrylmorgan
@darrylmorgan 3 жыл бұрын
Hi Mynda!Really Great And Helpful Tip...Thank You :)
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
Great to hear, Darryl!
@rsn29sep
@rsn29sep 3 жыл бұрын
Hats off to you and your team.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
Thanks so much!
@heikoheimrath7514
@heikoheimrath7514 3 жыл бұрын
Great video Mynda - have a great weekend - greetings from Germany
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
Cheers, Heiko! Hope you have a great weekend too 😊
@samwatson2843
@samwatson2843 Жыл бұрын
Elegant soloution! Thank you!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad it was helpful!
@intanshaharudin9657
@intanshaharudin9657 2 жыл бұрын
thank you ! you're the mentor I wish I have. God bless you
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad you found my video helpful :-)
@intanshaharudin9657
@intanshaharudin9657 2 жыл бұрын
@@MyOnlineTrainingHub Thanks Mynda!
@KKB-tt4lj
@KKB-tt4lj 2 жыл бұрын
Well explained! Thanks!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad you enjoyed it!
@sachinkishore4115
@sachinkishore4115 7 ай бұрын
Your tips are outstanding
@MyOnlineTrainingHub
@MyOnlineTrainingHub 7 ай бұрын
Glad you think so! 🙏😊
@Acheiropoietos
@Acheiropoietos 3 жыл бұрын
Nice one Mynda!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
Thanks so much!
@stephanegarcia5567
@stephanegarcia5567 5 ай бұрын
Great video! For me it looks like a bug in the traditional pivot chart function but nevermind. Here is the formula shown in the video : =calculate(SUM(Table_with_data[value_field]),FILTER(ALLSELECTED(your_calendar[date]),ISONORAFTER(your_calendar[date],max(table_with_data[date]),desc))) It works also for cumulative count of values by replacing SUM in the formula with COUNT (or COUNTA for non numerical values)
@MyOnlineTrainingHub
@MyOnlineTrainingHub 5 ай бұрын
Glad you enjoyed it!
@mesutunsal727
@mesutunsal727 2 жыл бұрын
Hi Mynda Great video! I've searched around a bit now and only find examples similar to yours. I have a problem to run totals by date and product. I've tried to combine different DAX formulas but the runing totals with DAX only work when I exclude product. I would really appreciate and hope other will to it too if you can guide or help me. Example: In the end of your demonstration you made in the pivottable you, dragged and drop dates to "row" and dragged and drop measures to "Values" field How about when you drag and drop anydata (for.eg products) to "columns" Best Regards
@ksu3001
@ksu3001 3 жыл бұрын
Hi Mynda, this running total measure DAX is really helpful. But how could I create a measure to calculate the difference of two consecutive rows in a power pivot table, say next row’s value minus current one? (My case is - my data table has records only when the plant generates data, thus the date or time is not continuous, or I will have some empty row if I use my calendar table to summarise data, as far as I know I cannot use DAX function like PREVIOUSDAY, EARLIER, etc). I am still not familiar with DAX functions, so could you make an episode to address the above mentioned issue for calculating difference of two role in a power pivot table by using DAX function. Thanks!
@nigelsapalit43
@nigelsapalit43 2 жыл бұрын
Well Said.. Keep on uploading new video
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thank you, I will :-)
Жыл бұрын
Great, it is a life saver!.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Great to hear, Alberto!
@johnbauer3158
@johnbauer3158 2 жыл бұрын
I found this formula helpful, but ended up having my running totals go to zero in months where I had no data, then reappearing in months with activity. Any recommendation on how to work around this?
@sjd7aa
@sjd7aa Ай бұрын
Excellent video. Why at 4:00 do you choose Descending order? Aren't they ascending from oldest to newest? Thank you.
@Trucpq
@Trucpq 2 жыл бұрын
Great. Thanks
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
You are welcome!
@seanain1
@seanain1 2 жыл бұрын
Thank You
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
You're welcome 😊
@hardikey
@hardikey 2 жыл бұрын
I’ve seen many masters in excel…but you are outstanding. You are doing with so confidently, we have to pause the video to understand. Curious to know how long you are using this excel ?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks for your kind words 😊 I’ve been using Excel for nearly 30 years 😉 but really my skills improved significantly when I started teaching others about 12 years ago.
@Lyriks_
@Lyriks_ 2 жыл бұрын
@@MyOnlineTrainingHub Holy molly you look like you are in your thirties lol
@MrNoBSgiven
@MrNoBSgiven 2 жыл бұрын
Simply amazing. Love hour channel. Question: how would one get the beginning -->month activities --> ending running running subtotals In pivot tables? Subject for another video ? 😁
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thank you! Yes, a topic for another video perhaps 🤔
@aliasghar09
@aliasghar09 2 ай бұрын
This is excellent. May in know how you do the running total of subtotals. Lets say for a product over months(horizintal) if you need to show data like for first month, the first value, for second Month value of first month plus value of 2nd Month and for 3rd month value of 1st plus value of 2nd plus value of 3rd and so on...
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@shangrila3165
@shangrila3165 Жыл бұрын
Hi Mynda, a SOS question 🙋‍♀️ what if I want to calculate the running total of the last 4 weeks for a MEASURE value? I tried multiple ways, and couldn’t get it. Could you please help me?
@MultiMrDJ
@MultiMrDJ 9 ай бұрын
Hi Mynda, Great video! One difference to the built in Show values as 'Running Total In..' is that the built in version repeats the value from the last month if the next month does not have any actuals values (or forecast or budget), while your version leaves an empty row and a gap in the graph. For example, if you remove the values for actuals and forecast for August 2020 in your example, you get a gap in the graph. Any way to fix the measure to keep the value from last month instead? David
@MyOnlineTrainingHub
@MyOnlineTrainingHub 9 ай бұрын
Hi David, Yes, unfortunately, this formula doesn't allow for gaps in your dataset. I don't have a tutorial that explains the solution, so I recommend you post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@ursula9875
@ursula9875 3 жыл бұрын
hi Mynda, thanx for posting, would it be possible to download the file?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
My pleasure! The file download link is available at the end of the video. However, I've also posted it in the video description now.
@jarrodtuxworth9670
@jarrodtuxworth9670 2 жыл бұрын
Thanks for the great video. Does this work the same way when we want the running total along the bottom rather than down the side?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Yes, you can orientate the PivotTable with the running total going across columns.
@shoppersdream
@shoppersdream Ай бұрын
Nice, thanks! Mynda, I couldn't watch the whole video since it gave an error on Mac that It will not work properly on Mac. My question to you is how to take out Total of Running Total? I have created my Pivot Table and got the Running Total but now at the end, I want it to show Total of Running Total? Thanks
@MyOnlineTrainingHub
@MyOnlineTrainingHub Ай бұрын
The total of a running total is the same as the column total, so you don't need a running total to get this. Hopefully, I've understood your question. If not, please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@Jay21121
@Jay21121 2 жыл бұрын
Is there a way to use the STDEV function in a pivot table custom formula? I keep getting #DIV/0 errors.
@georgeaslanis7166
@georgeaslanis7166 2 жыл бұрын
Great video! If there are two dates in the table i.e. Order date and shipped date, thus making one active and one inactive relationship, how can we get the RT result? Where do we place the USERELATIONSHIP formula? Thanks in advance!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks, George! You can use USERELATIONSHIP with CALCULATE like this: =CALCULATE( expression, USERELATIONSHIP(Table1[Column], Table2[Column]))
@redpoo
@redpoo 2 жыл бұрын
Hi Mynda, how did you get the option for Actual(Date)? I assume that's referring to an Actual column in the date table? When I create a date table it doesn't add data columns into it.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Actual[Date] date is the date column from the Actual table.
@Jill_Liu
@Jill_Liu Жыл бұрын
hi Mynda, thanks for your video, however the part ISONORAFTER part is a little bit confusing, could you please kindly explain a little bit.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Hi Jill, I don't have any tutorials specifically on ISONORAFTER, but perhaps this breakdown of the function will help: learn.microsoft.com/en-us/dax/isonorafter-function-dax
@vincentrovedatti8677
@vincentrovedatti8677 2 жыл бұрын
Hi Mynda, When using this formula for a measure on a data set that is really long (160k+ rows) it takes a very long time to load. Is there a more complex formula/filter I can apply to make sure it is not looking at all of the data (every row) to make the chart/table? Currently it take 3 minutes to make the chart.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Try just using the Show Values As > Running Total and removing the sub totals as you wouldn't need these for a chart anyway.
@injunnear72
@injunnear72 2 жыл бұрын
Thank you! In your example, what if you have forecast in 2022 but no actuals. How do you show zero for actuals RT in 2022 instead of repeating 301,845 . I would like to show where the RT stops in a year and not repeat the values.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Hi Jason, in my example the actuals stop in April and so does the running total, so it appears to do what you describe.
@jamespaterson4529
@jamespaterson4529 3 жыл бұрын
Hi Mynda, would it be possible to create a burndown chart which is almost the opposite of running totals?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
Yes, it's possible, but I don't have any examples I can point you to.
@lucalenzi9922
@lucalenzi9922 2 жыл бұрын
I'm a beginner of Power Pivot: I downloaded the Excel file but didn't understand when and where you created the calendar table, I found it directly in data model but it doesn't exist in Excel sheets. Is it possible?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
On the Design tab you can create a date table based on the dates in the model via the Date Table drop down > New. If you don't see this option then you have an old version of Excel that doesn't have it. If so, you can create one in Power Query or Excel.
@alikoohi8265
@alikoohi8265 2 жыл бұрын
What should we do if we want the pivot table show the value not sum or mean or any other modifications on the values of each row?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
PivotTables aggregate data. If you don't want to see the data aggregated, then you need to bring in the fields from all the columns to the row labels until such time as it is no longer able to aggregate any of the values.
@grahamparker7729
@grahamparker7729 3 жыл бұрын
👏🏻👏🏻👏🏻
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
Cheers, Graham!
@zulhairibaba
@zulhairibaba 2 жыл бұрын
Can you show to create a "calendar table"?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
I’ll add it to my list 😉
@edsta714
@edsta714 3 жыл бұрын
How would you “reset” the running total for each year?
@Acheiropoietos
@Acheiropoietos 3 жыл бұрын
It would be dependent upon the date field, a chart filtering for 2021 data, would not show 2022. But another chart with the 2022 filter, would.
@regihamp0206
@regihamp0206 Ай бұрын
How do you know all this stuff...OMG, thank you.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Ай бұрын
You are so welcome 😊
@SuzukiKid400
@SuzukiKid400 Жыл бұрын
This is so convoluted. Why didn't Excel just make this a feature? This is the way that running totals should be displayed!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
I guess it's complicated to do that more easily.
@victorsamgichuhi2486
@victorsamgichuhi2486 6 ай бұрын
Thank you @MyndaTreacy
@MyOnlineTrainingHub
@MyOnlineTrainingHub 6 ай бұрын
My pleasure! Thanks for watching 😊
@zabrus24
@zabrus24 3 жыл бұрын
👍🏻
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
Cheers, Andrew!
@PaulRichards1
@PaulRichards1 2 жыл бұрын
This is great work. Interested in a job?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks, Paul! This is my job 😉
@physicsmostafa1774
@physicsmostafa1774 Жыл бұрын
hi, I want to make a RunningTotal 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 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.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum
@danushairan
@danushairan 2 ай бұрын
I tried to adjust your way for variables and it does not work :(
@tobiisagoodboy7935
@tobiisagoodboy7935 2 жыл бұрын
how did you create the "Calendar table"?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Power Pivot window > Design tab > Date Table
@tobiisagoodboy7935
@tobiisagoodboy7935 2 жыл бұрын
@@MyOnlineTrainingHub yes thanks. but i was referring to your dimension table. how did you create that?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Using the steps in my previous reply. i.e. the Date Table button you'll find on the Design tab of the ribbon in the Power Pivot window.
@tobiisagoodboy7935
@tobiisagoodboy7935 2 жыл бұрын
@@MyOnlineTrainingHub oh wow. got it now. thank you very much.
@IvanCortinas_ES
@IvanCortinas_ES 3 жыл бұрын
Fine, but it would be appropriate to have the working file to be able to work with the data.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 жыл бұрын
If you watched to the end you'd have seen the file download link ;-) I've also put it in the description now.
@sureshvenkatesh886
@sureshvenkatesh886 Жыл бұрын
Grand total in pivot table is always wrong why
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
It's not always wrong, so there must be something specific to your scenario. Please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum
@davidgray5764
@davidgray5764 5 ай бұрын
It’s a great video, but I can’t believe that something so basic and simple as a running total in Excel is so complicated. There is no way an average user would know how to write that measure, I expect everyone that watches this video copies it from your video.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 5 ай бұрын
I agree, it does seem overly complicated for something so commonly required.
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