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MS Office Forum / Excel / New Users / September 2007

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MAJOR PIVOT TABLE PROBLEMS

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shripaldalal - 26 Sep 2007 17:20 GMT
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 - 26 Sep 2007 22:24 GMT
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.
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Regards
Roger Govier

> Hi,
>
[quoted text clipped - 23 lines]
> best regards,
> shripal dalal.

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