• Pivot Table Totals (2003)

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    #454388

    See attached. I’d like to know how to add totals within the sample “pivot table” data. I would like to add each time there is a name change in column A.

    How do I do???

    Thanks.

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    • #1127827

      You should start from the source data instead of adding the subtotals afterwards.

    • #1127833

      In the pivot table, dbl-click the field name (G/L Account) and in the dialog box select the “Automatic” under the “Subtotals” area

      [You can’t do in your example file, since it is not a pivot table….]

      Steve

      • #1128170

        I do this (automatic under subtotals) and nothing happens. Ideas?

        • #1128173

          The data in the workbook that you attached does *not* have the correct structure for subtotals or for the data source for a pivot table. The data in column A should be repeated for this.

          • #1128176

            I try the the comments in the actual pivot table and I got no changes. I was wanted to do a subtotal at every change in the G/L account.

            I double clicked on G/L account, automatic under subtotals and then closed out of dialog. It doesn’t calculate a subtotal at each change in G/L account.

            What do you mean by the “data in column A should be repeated for this.”

            • #1128178

              Data to be used for subtotals or for a pivot table should be in a database-like table format, like this:

              A B C
              1 Region Quarter Amount
              2 North Q1 120
              3 North Q2 115
              4 North Q3 108
              5 North Q4 111
              6 East Q1 133
              7 East Q2 128
              8 East Q3 131
              9 East Q4 126

              instead of like this:

              A B C
              1 Region Quarter Amount
              2 North Q1 120
              3   Q2 115
              4   Q3 108
              5   Q4 111
              6 East Q1 133
              7   Q2 128
              8   Q3 131
              9   Q4 126
            • #1128179

              Can you attach a sample workbook with dummy data and the pivot table derived from it, so we can discuss with a better idea of what you have and want?

              Steve

            • #1128185

              I attached file with a short highlighted note on the Pivot table as to what I am trying to do.

            • #1128260

              The problem is that your data is not setup as a database to do that. You want to sum across several columns and to XL that means that they should not be subtotaled as you subtotal identical type of data which is in the same column. Different columns means different fields. You need to reorganize your data.

              There is one rearrangement in the attached. It seems that you could eliminate “xQ” rows since they seem to be sums of the data. If you make a column of Dates and perhaps another column with OP, LE, etc it can summarize easier. I did not do this as I was unsure what all the breakdowns are exactly and it wasn’t required to give you want you wanted…

              Steve

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