Solved

Pivot Table Field/Item question

Posted on 2012-03-13
8
145 Views
Last Modified: 2012-03-14
Dealing with financial data.  We have what are called budget versions.  1 and 11 for one month of actuals and then are 11 months of forecast.  also a 2 and 10 that has 2 months of actuals and 10 months of forecast.  The first thing I do is add budget version to the columns and then add all the months.  So the title of my columns are Jan, Feb, Marc etc.  and then repeats again for the next budget verions.  Is there anyway I can select only Jan under 1&11 and November under 2&10?  Currently when I select a month it addes it to both budget versions.
Thanks
0
Comment
Question by:BigWill5112
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 4
  • 4
8 Comments
 
LVL 11

Expert Comment

by:Runrigger
ID: 37714174
are you able to post an example
0
 

Author Comment

by:BigWill5112
ID: 37714189
See Attached.  I want only February for 2011 to show and March of 2012.
PivotTable-only-certain-months-a.xls
0
 
LVL 11

Expert Comment

by:Runrigger
ID: 37714266
I think you will need to add an additional column on your table called for example "Display" and have this value Yes or No, you can then use that in your pivot table to display months, or not, see example.

You can use some kind of logic to determine if a value displays or not, see example.
ee-budget-versions.xls
0
Salesforce Has Never Been Easier

Improve and reinforce salesforce training & adoption using WalkMe's digital adoption platform. Start saving on costly employee training by creating fast intuitive Walk-Thrus for Salesforce. Claim your Free Account Now

 

Author Comment

by:BigWill5112
ID: 37714280
I don't like that it is not possible with the pivot table function but bravo on your suggestion.  Gonna leave the question open for a little while to see if somone else can top that but otherwise they are your points.  thanks.
0
 
LVL 11

Expert Comment

by:Runrigger
ID: 37714288
No problem, I am happy to think about this some more too
0
 

Author Comment

by:BigWill5112
ID: 37714438
I lied.  I assumed the data looked a certain way on my export.  Bummer.  The attached is what it actually looks like.  I've tried working magic on it like you did but can't seem to get it to work.  Can you give this one a shot?
Thanks.
PivotTable-only-certain-months-a.xls
0
 
LVL 11

Accepted Solution

by:
Runrigger earned 500 total points
ID: 37714875
yes, I see your problem, a pivot table is probably not the way for you to approach this then, sorry.

You probably need to go back to source and either tabulate as follows;

Name:Budget Version: Month:Value
e.g. Boo:2012:Jan:100
e.g. Boo:2012:Feb:50
etc
etc

Or you extract the relevant months/budget versions from source, before performing your pivot table.

You can not do it directly from that attached data set.
0
 

Author Closing Comment

by:BigWill5112
ID: 37721574
Can't figure it out either.  And yes I agree that I need to change the way I am tabulating but I don't think I can in my system.  I got around the issue by doing without the pivot table as suggested.
0

Featured Post

Free Tool: ZipGrep

ZipGrep is a utility that can list and search zip (.war, .ear, .jar, etc) archives for text patterns, without the need to extract the archive's contents.

One of a set of tools we're offering as a way to say thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This code takes an Excel list of URL’s and adds a header titled “URL List”. It then searches through all URL’s in column “A”, looking for duplicates. When a duplicate is found, it is moved to the top of the list. The duplicate URL’s are then highlig…
This article descibes how to create a connection between Excel and SAP and how to move data from Excel to SAP or the other way around.
The viewer will learn how to use a discrete random variable to simulate the return on an investment over a period of years, create a Monte Carlo simulation using the discrete random variable, and create a graph to represent the possible returns over…
Finds all prime numbers in a range requested and places them in a public primes() array. I've demostrated a template size of 30 (2 * 3 * 5) but larger templates can be built such 210  (2 * 3 * 5 * 7) or 2310  (2 * 3 * 5 * 7 * 11). The larger templa…

726 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question