MAJOR PIVOT TABLE PROBLEMS

[shripaldalal]

Hi,

Trying to make an inventory ledger that displays all products, with
all their transaction no's and dates subcategorised under the products
using excel pivot tables.

The problem was that If i kept row fields as product, under that
transaction date and under that transaction no then i could not get
the running total to work properly.

I made another cell in my source data called transaction date &
transaction no, and put that under product and finally my running
total started working properly. removed individual transaction date
and transaction product row fields.

I got another problem now, the transactions would not be sorted date
wise. They will just come any how. First May, then Apr, then June,
etc. This is fatal!

If I add a date field, the running total stops working.

I tried to sort the list in place, autofilter (sort ascending) etc but
nothing works. I dont even think advanced filter will work. Has anyone
a solution to this one ?

best regards,
shripal dalal.

 

[Roger Govier]

Hi

How did you try to create your running total?
If you drag Value field to the data area for a second time, double click on
the field and choose Show Data as>Running Total>Base field>Date
then the running total should work fine.