Pivot Table Running Total Stops at Year End
http://www.contextures.com/xlPivot14.... Visit this page for the sample file and written instructions.
In a pivot table, you can use the built-in Running Total calculation, to show how values accumulate over time.
However, if you group a date field by years and months, the running total stops at the year end, and begins again for the next year.
Instead of grouping the dates to get the monthly totals, you can add a calculation in the source data, to show the year and month for each record.
Then, add that field to the pivot table, and base the running total on the new field.
Watch this short video to see the steps for adding a running total, and a Year-month calculation in the source data.