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(@pauldarrow)
Posts: 8
Active Member
Topic starter
 

I have the following lease data for a building we are selling.  In the past we've created a table with weighted averages for market, actual, and effective rents (they are all column headers in the attached table), using count if and sum if forumales.  Pivot tables seems to make the process a lot easier, plus it allows us to use the lease dates as the row tables so compare averages over time.  

My concern is the averages used in pivot tables are straight averages.  

I also wanted to have a running total column.  I can easily do all this manually but was having a tough time creating in pivot table.  

This is with excel 2013

 
Posted : 28/02/2017 1:28 pm
(@mynda)
Posts: 4761
Member Admin
 

Hi Paul,

See workbook attached - Sheet2. It contains a PivotTable with the straight averages and running totals. Note: the running totals are based on the sum of the Actual Rent etc, not the averages.

As for calculating weighted averages, you could possibly use a Calculated Field for this (depending on the formula required):

https://www.myonlinetraininghub.com/excel-pivottable-calculated-fields

Mynda

 
Posted : 28/02/2017 9:59 pm
(@pauldarrow)
Posts: 8
Active Member
Topic starter
 

Thanks.  How did you get the running total to continue through the years.  I think i figured out how to add running total but it resets every year. 

 
Posted : 03/03/2017 12:57 am
(@mynda)
Posts: 4761
Member Admin
 

Right-click a cell containing the values you want to display as a running total > Show Values As > Running Total In... >  Base Field: Lease Date.

 
Posted : 03/03/2017 6:41 am
(@pauldarrow)
Posts: 8
Active Member
Topic starter
 

i tried that but the data resets when the year turns

 
Posted : 09/03/2017 1:17 am
(@mynda)
Posts: 4761
Member Admin
 

Ah, I'm afraid you've reached the limitation of regular PivotTables. You'll need to use Power Pivot and write a DAX measure for that.

 

Mynda

 
Posted : 09/03/2017 8:01 am
(@sunnykow)
Posts: 1417
Noble Member
 

Hi Paul

Maybe you could add a helper column to get the Quarters and then Pivot the result.

See if this helps.

Sunny

 
Posted : 09/03/2017 7:12 pm
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