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  1. #1
    Star Lounger
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    Pivot table: sum at end of month (XP SR 2)

    Folks,

    I am toying with some Pivot table reports and in one instance I would like to generate an automatic "end of month" recap.

    Let's say I have a database with two fields, date and amount.

    I have setup the PT so that I have a running total of amount by date (simplified version):

    Original Data:

    <pre>date ! amount
    ----------------
    01/01 ! +50
    06/01 ! -10
    04/02 ! -20
    </pre>


    Pivot table
    <pre>date ! amount
    ----------------
    01/01 ! +50
    06/01 ! +40
    04/02 ! +20
    </pre>


    Everthing is fine except that I would like to have an end-of-month total; in other words, I would like my PT to look like

    <pre>date ! amount
    ----------------
    01/01 ! +50
    06/01 ! +40
    ----------------
    End 01 ! +40
    ----------------
    04/02 ! +20
    </pre>


    What would be the best way to achieve this ?

    Any suggestion welcome !

    Thanks & regards

    --alex

  2. #2
    WS Lounge VIP sdckapr's Avatar
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    Re: Pivot table: sum at end of month (XP SR 2)

    How about adding another column to your data that is month, and subtotal on the month.

    Steve

  3. #3
    Star Lounger
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    Re: Pivot table: sum at end of month (XP SR 2)

    I thought about what but it was initially not working... I forgot to change the base of my running totals to that new field !

    Everything is fine now.

    Thanks

    --alex

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