在 Excel 資料透視表中顯示累計值
在 Excel 中開啟“值欄位設定 > 值顯示方式”，選擇“按某一欄位累計”，並指定沿其累計的欄位，通常是日期或月份。最後一項應等於總計。Google Sheets 若沒有同樣選項，可在按月排序的旁邊用 =SUM($B$2:B2) 計算累計。
本文目錄
快速解答
在 Excel 中開啟“值欄位設定 > 值顯示方式”，選擇“按某一欄位累計”，並指定沿其累計的欄位，通常是日期或月份。最後一項應等於總計。Google Sheets 若沒有同樣選項，可在按月排序的旁邊用 =SUM($B$2:B2) 計算累計。
=7800
=7800+5400
=7800+5400+8850
=7800+5400+8850+2400檢查重點
八行樣本的月合計為 7800、5400、8850、2400。2026 年 11 月 12 日測試中，累計加法得到 7800、13200、22050、24450，最後一項等於收入總計。可以把收入拖進值區域兩次，一次求和，一次按月累計，並改好第二個欄位的名稱。
邊界與相容性
以文本儲存的月名會按字母排序（Apr、Feb、Jan、Mar），從而打亂累計，應使用真正的日期或月初輔助列。若沿產品累計，得到的是產品之間的累計而不是年初至今。若最後一項不是 24450，可能選錯了基準欄位、篩選隱藏了某個月，或值仍是計數。
完整英文範例、公式與作者備註
Excel How-toTested in: The monthly cumulative figures below were evaluated in Google Sheets on 12 November 2026. Excel 365 menu names are the current desktop labels; I did not click Show Values As in Excel this session.
This is a display option, like percentage of total. It is not a calculated field.
Turn on Running Total In (Excel)
- Click a number in the Values area.
- Open Value Field Settings, then the Show Values As tab.
- Choose Running Total In.
- In the Base field box, pick the field the total should run along — typically Date or Month, not Product.
- Click OK. Drag Revenue into Values a second time if you also want the month’s own amount next to the running total.
On the eight-sale sample the monthly sums are 7800 (Jan), 5400 (Feb), 8850 (Mar), and 2400 (Apr). In Google Sheets on 12 November 2026 the cumulative additions were:
=7800
=7800+5400
=7800+5400+8850
=7800+5400+8850+2400Those returned 7800, 13200, 22050, and 24450. A pivot running total down the month list should match those four figures, and the last one should equal the Revenue grand total of 24450.
To show both the month amount and the running total, add Revenue twice: leave one as Sum, set the other to Running Total In Month, and rename the second field so the captions are clear.
Google Sheets, and checking the order
If your Sheets pivot editor has a Show as > Running total (or similar) option, use it the same way and check it against the 7800 / 13200 / 22050 / 24450 sequence. If it does not, put the months in a column, sort them, and fill:
=SUM($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.