Running Totals and Summary Calculations in Excel Pivot Tables

Analyzing performance over time requires more than simple totals. Mastering cumulative values and running totals in Excel Pivot Tables allows you to track progress, uncover trends, and generate actionable reports without writing complicated manual formulas. What you will learn: Understand foundational Pivot Table terminology and proper data structure principles; Configure running totals and running percentage calculations across dates and categories; Apply built-in calculation types including percentage of total and difference from previous periods; Prepare clean source datasets using structured tables and modern formula concepts; Practice troubleshooting calculation errors, date groupings, and sort order dependencies through written exercises. The course begins with core concepts and field settings before guiding you through practical calculation techniques step by step. This course is ideal for beginners and regular spreadsheet users who want to elevate their reporting skills with no prior advanced data analysis experience required. Start reading to turn your raw data into insightful summary reports.