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oliviar's avatar
oliviar
Data Storage
05-31-2022
Solved

How to Calculate YTD by Month in a pivot table

I have a pivot table that works for my team. It looks like this: The variance column is a simple formula showing the difference between Budget and Revenue (Revenue - Budget). I have received...
  • gwolfe's avatar
    06-01-2022

    Hey oliviar , 

    If you want to show YTD by Month next to your monthly amount you can utilize the "Running Sum" Quick Calculation. If you want to show this next to the monthly amount, just bring in that same value again.

    If you just want to show total for the time period you can use the "Grand Total" on columns

    Hope this helps