Pivot Table Question - Subtotal

[Kevin Stecyk]

Hi,

A couple questions concerning my pivot table. Can I have subtotals in my
pivot table, and if so, how do I do it?

Larger fund entities are required to file 13F documents, which reveals their
holdings, each calendar quarter. In my situation, I am tracking which funds
own Stock ABCDE. The 13F documents are filed quarterly and it shows how
many shares are owned by a) sole discretion and b) share discretion. A fund
can own ABCDE shares in both the sole and share discretion categories.

My pivot table has the following layout.

1) Dates (quarterly data) - Column.
2) Fund Companies - Row
3) Sole - Data
4) Share - Data

By each quarter, the pivot table shows how much stock of ABCDE is held by
each of the fund companies by Sole and Share Discretion categories. I would
like to have a subtotal for each quarter. This is where I am stuck.

When I right click on Dates, and choose Field Settings | Sub Totals Custom
and Sum, I don't get sub totals shown for each quarter.

I do not want a Grand Total for the dates, as the dates are simply points in
time and are not additive. I have removed the Grand Total for the dates.

Any thoughts?

Thank you.

Regards,
Kevin

 

[Kevin Stecyk]

Hi,

I think I solved my own question. I just needed to create another "data"
called "Combined".

Kevin