Excel のピボットテーブルで累計を表示する

Excel では「値フィールドの設定 > 計算の種類」で「基準フィールドの累計」を選び、累積するフィールド(通常は日付や月)を指定します。最後の値は総計と一致するはずです。Google Sheets に同じ選択肢が無い場合は、月順の横で =SUM($B$2:B2) を使います。

目次

要点

Excel では「値フィールドの設定 > 計算の種類」で「基準フィールドの累計」を選び、累積するフィールド(通常は日付や月)を指定します。最後の値は総計と一致するはずです。Google Sheets に同じ選択肢が無い場合は、月順の横で =SUM($B$2:B2) を使います。

=7800
=7800+5400
=7800+5400+8850
=7800+5400+8850+2400

確認のポイント

8行サンプルの月合計は 7800、5400、8850、2400 です。2026年11月12日の確認では累計は 7800、13200、22050、24450 で、最後は売上総計と一致します。売上を値に2回入れ、一方を合計、もう一方を月の累計にし、2つ目の名前を分かりやすくします。

注意点と互換性

文字列の月名は Apr、Feb、Jan、Mar の順になり累計が乱れます。実際の日付か月初の補助列を使います。製品方向の累計は、年初来ではなく製品間の累計です。最後が 24450 でなければ、基準フィールド違い、月がフィルタされている、値が個数のまま、といった原因があります。

英語の詳細例・数式・著者メモ

Tested in: The monthly cumulative figures below were evaluated in Google Sheets on 12 November 2026. Excel 365 menu names are the current desktop labels; I did not click Show Values As in Excel this session.

This is a display option, like percentage of total. It is not a calculated field.

Turn on Running Total In (Excel)

  1. Click a number in the Values area.
  2. Open Value Field Settings, then the Show Values As tab.
  3. Choose Running Total In.
  4. In the Base field box, pick the field the total should run along — typically Date or Month, not Product.
  5. Click OK. Drag Revenue into Values a second time if you also want the month’s own amount next to the running total.

On the eight-sale sample the monthly sums are 7800 (Jan), 5400 (Feb), 8850 (Mar), and 2400 (Apr). In Google Sheets on 12 November 2026 the cumulative additions were:

=7800
=7800+5400
=7800+5400+8850
=7800+5400+8850+2400

Those returned 7800, 13200, 22050, and 24450. A pivot running total down the month list should match those four figures, and the last one should equal the Revenue grand total of 24450.

To show both the month amount and the running total, add Revenue twice: leave one as Sum, set the other to Running Total In Month, and rename the second field so the captions are clear.

Google Sheets, and checking the order

If your Sheets pivot editor has a Show as > Running total (or similar) option, use it the same way and check it against the 7800 / 13200 / 22050 / 24450 sequence. If it does not, put the months in a column, sort them, and fill:

=SUM($B$2:B2)

next to the first month amount in B2. That formula is the sheet equivalent of Running Total In.

Month names stored as text sort as Apr, Feb, Jan, Mar, which will scramble a running total. Use real dates and group them, or a month-start helper =DATE(YEAR(A2),MONTH(A2),1), so January comes before February.

Running Total In Product would accumulate across products instead of across months — useful for a different question, wrong if you wanted a year-to-date. If the last number is not 24450, you chose the wrong base field, a filter is hiding a month, or Values is still a Count.

A line chart of the running total should end at 24,450. If the chart drops April, the source range is short; see chart not showing all data.

Oscar

表計算の数式とトラブル解決を紹介。検証環境と未確認事項は各記事を参照。

Tested in Google Sheets (via Sheets API) on 12 November 2026: monthly sales 7800, 5400, 8850, and 2400 produce running totals 7800, 13200, 22050, and 24450 (the grand total). Excel 365 menu names are the current desktop labels; I did not click Show Values As in Excel this session..

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