The source data contains three fields: Date, Sales, and Color. Only two fields are used to create the pivot table: Date and Sales.

The Date field has been added as a Row field, then grouped by Months:

The Sales field has been added twice as a Value field. The first instance is a simple sum, and has been renamed “Total”:

The second instance is renamed “Running” and set to calculate a running total based on the Date field:

Helper column alternative

This example uses automatic date grouping. As an alternative, you can add a helper column to the source data, and use a formula to extract the month name. Then add the Month field to the pivot table directly.

Steps to make this pivot table


Dave Bruns

Hi - I’m Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.   

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