Vrtilna tabela: Vrtilna tabela zadnjih 12 mesecev -

Če želite ustvariti vrtilno tabelo, ki prikazuje podatke o zadnjih 12 mesecih (tj. Tekočih 12 mesecev), lahko izvornim podatkom dodate pomožni stolpec s formulo za označevanje zapisov v zadnjih 12 mesecih, nato pa uporabite pomožni stolpec za filtriranje. podatke v vrtilni tabeli. V prikazanem primeru je trenutni datum 23. avgust 2019, vrtilna tabela pa 12 mesecev prej. Ko se sčasoma dodajo novi podatki, bo vrtilna tabela še naprej spremljala prejšnjih 12 mesecev glede na trenutni datum.

Polja

V prikazani vrtilni tabeli so v izvornih podatkih tri polja: Datum, Prodaja in Filter. Filter je pomožni stolpec s formulo, ki označuje zadnjih 12 mesecev. Polje Datum je razvrščeno po letu in mesecu:

Formula

Formula, uporabljena v E5, kopirana navzdol, je:

=AND(B5>=EOMONTH(TODAY(),-13)+1,B5

This formula returns TRUE when a date is greater than or equal to the first day of the month 12 months earlier and when the date is less than the last day of the previous month. The formula uses the AND, TODAY, and EOMONTH functions as explained here.

Steps

  1. Add helper column with formula to data as shown
  2. Create a pivot table
  3. Add Sales as a Value field
  4. Add Date as a Row field
  5. Group Date by Year and Month
  6. Disable subtotals for Year
  7. Add helper column as a Filter, filter on TRUE

Related pivots

Pivot table last 7 days To create a pivot table that shows the last 7 days of data (or, more generally, the last n days) you can add a helper column to the source data with a formula to flag records in the last 7 days, then use the helper column to filter the data in the… Pivot table filter by weekday To create a pivot table with a filter for day of week (i.e. filter on Mondays, Tuesdays, Wednesdays, etc.) you can add a helper column to the source data with a formula to add the weekday name, then use the helper column to filter the data in the…

Pivot Table Training

If you use Excel, but don't know how to use Pivot Tables, you're missing out… wasting time trying to do things that a Pivot Table can do for you automatically. Core Pivot is a step-by-step Excel video course that will teach you everything you need to know to use this powerful tool. With a small investment, Pivot Tables will pay you back again and again. See details here.

Zanimive Članki...