Reply
 
LinkBack Thread Tools Search this Thread Display Modes
  #1   Report Post  
Old September 29th 06, 06:03 PM posted to microsoft.public.excel.misc
external usenet poster
 
First recorded activity by ExcelBanter: Sep 2006
Posts: 1
Default how to group a pivot table

My sales guys want to see MTD, YTD and LY columns for their sales data.

I have a database which indicates the month of the sale and the sales amount
and a pivot table which shows the summary. I can group by month and year,
then for last year, I hide the detail which gives me LY sales total. For the
current year, if I hide the detail I can get the YTD number, but not the MTD
number. If I show the detail, I can see the MTD, but can't get a YTD total.

Is there a way to get just 3 columns: MTD, YTD and LY?


  #2   Report Post  
Old September 29th 06, 07:04 PM posted to microsoft.public.excel.misc
external usenet poster
 
First recorded activity by ExcelBanter: Jul 2006
Posts: 5,942
Default how to group a pivot table

So does your source data contain an actual date or just a month and year. if
it is an actual date then you can reight click on the date field and select
group which will allow you to aggregate you data by month, quarter year...
You can also switch the aggregation to be cumulative for a year over year
comparison...
--
HTH...

Jim Thomlinson


"saraht" wrote:

My sales guys want to see MTD, YTD and LY columns for their sales data.

I have a database which indicates the month of the sale and the sales amount
and a pivot table which shows the summary. I can group by month and year,
then for last year, I hide the detail which gives me LY sales total. For the
current year, if I hide the detail I can get the YTD number, but not the MTD
number. If I show the detail, I can see the MTD, but can't get a YTD total.

Is there a way to get just 3 columns: MTD, YTD and LY?



Reply
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules

Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are On


Similar Threads
Thread Thread Starter Forum Replies Last Post
Pivot Table Group Naming Arun Excel Discussion (Misc queries) 3 June 26th 06 10:58 PM
pivot table rmsterling Excel Discussion (Misc queries) 5 November 14th 05 04:40 PM
Change Data In Pivot Table John Calder New Users to Excel 1 July 7th 05 10:41 PM
Pivot Table - Multiple consolidation Range tengreen Excel Worksheet Functions 1 July 1st 05 07:18 PM
Pivot Table - Group by Month - Show Items with no data Dan Reynolds Excel Discussion (Misc queries) 0 November 28th 04 01:01 AM


All times are GMT +1. The time now is 03:36 AM.

Powered by vBulletin® Copyright ©2000 - 2019, Jelsoft Enterprises Ltd.
Copyright 2004-2019 ExcelBanter.
The comments are property of their posters.
 

About Us

"It's about Microsoft Excel"

 

Copyright © 2017