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
Solved

Pivot Table Field/Item question

Posted on 2012-03-13
8
144 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
  • 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
Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

 

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: Site Down Detector

Helpful to verify reports of your own downtime, or to double check a downed website you are trying to access.

One of a set of tools we are providing to everyone as a way of saying 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

INDEX and MATCH can be used to great effect to replace HLOOKUP and VLOOKUP as it does not have the limitation of needing the data to be sorted so that the reference value is in the first column or row. It also has the ability to perform a bi-directi…
Introduction While answering a recent question (http:/Q_27311462.html), I created an alternative function to the Excel Concatenate() function that you might find useful.  I tested several solutions and share the results in this article as well as t…
This Micro Tutorial demonstrates using Microsoft Excel pivot tables, how to reverse engineer competitors' marketing strategies through backlinks.
This Micro Tutorial will demonstrate how to create pivot charts out of a data set. I also added a drop-down menu which allows to choose from different categories in the data set and the chart will automatically update.

808 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