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Pivot table - running total by month - year

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MO22

Technical User
Apr 20, 2001
43
CA
I am having a really stupid day, so please excuse the dumb question:

My spreadsheet has rows of documents with date received. (Column A is doc#, column B is date received, in format yyyy/mm/dd). Currently I have a pivot table, grouped by year, then month.

I want to ultimately do a pivot line-graph, with a running count of the documents per month, but my running total keeps re-setting itself at the beginning of every year. It seems I can do a running total on month or year but not both? This is a 4 year project, so totals for ALL Januarys doesn't do me any good!

 
How bout another field in your data named "Year_of_date"
to pull the year from the date.

=year(b2)....fill down

then add that field to your pivot table
 
I can already separate out the year using the Grouping feature in the pivot table, but it still re-sets at each new year.

In the meantime, I did find a workaround at mrexcel.com:

Use the DAY() function to reset every date to the first of its month (ie A2-DAY(A2)+1). Then just group on that field, and you get one, long, continuous running total! Great website!
 
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