Forum Discussion
Apply Pivot Table on selected items with addition filter of billed in current quarter only
1. Below is image of data set on which I have to apply pivot. For reference I gave 3 sets, actually it can go upto 5000
2. Conditions are:
a) Customer name, manufacturer & item name should be same
b) total billing should >= 3000
c) One of Billing should happen in this current quarter, like in current scenario from 1-July-22 to 31-sep-22. So it could be case that part billed is >=3000 last year, but if in current quarter even if 1 dollar is billed, then it should count
3. Attached image, Robert should appear in end result since its billed in this quarter & total value is >=3000
4. How to do that? I can apply Pivot on rest of columns, but this condition that there should be some billing in this quarter, how to do that?
| Customer Name | Manufacturer | Item | Bill date | Amount |
| Robert | Newway | Apple | 15-Jul-22 | 1500 |
| Jass | Highend | Orange | 10-Dec-21 | 4000 |
| Robert | Newway | Apple | 07-Jan-20 | 1500 |
| End Result | ||||
| Customer Name | Manufacturer | Item | Bill date | Amount |
| Robert | Newway | Apple | 15-Jul-22 | 1500 |
| Robert | Newway | Apple | 07-Jan-20 | 1500 |
Let assume you your Excel version/platform supports data model. Creating PivotTable you need to add data to data model:
Right click on table name In PivotTable Fields pane and Add measure
Create DAX measure in opened window
Use this measure in PivotTable for aggregation
15 Replies
If with PivotTable - creating it we may add data to data model and use measures
Filtered Amount := VAR thisMonth = INT ( ( MONTH ( TODAY () ) + 2 ) / 3 ) VAR quarterStart = DATE ( YEAR ( TODAY () ), ( thisMonth - 1 ) * 3 + 1, 1 ) VAR quarterEnd = EOMONTH ( DATE ( YEAR ( TODAY () ), ( thisMonth - 1 ) * 3 + 3, 1 ), 0 ) VAR lastBillDate = CALCULATE ( MAX ( Table1[Bill date] ), ALL ( Table1[Bill date] ) ) VAR curentAmount = SUM ( Table1[Amount] ) VAR totalAmount = CALCULATE ( SUM ( Table1[Amount] ), ALL ( Table1[Bill date] ) ) RETURN IF ( totalAmount >= 3000 && lastBillDate >= quarterStart && lastBillDate <= quarterEnd, curentAmount, BLANK () )Result is
Thanks for ur detailed response.
1. I tried applying pivot table, but where & how to add filtered_amount column in it.
below is screenshot of pivot table i applied
2. Also if i direclty add bill_date in pivot table, it get broken into month, qtr & year.
what i do is first i change date format to number, apply pivot & then change format again to date. that way i can see full date dd-mm-yy in pivot.
Let assume you your Excel version/platform supports data model. Creating PivotTable you need to add data to data model:
Right click on table name In PivotTable Fields pane and Add measure
Create DAX measure in opened window
Use this measure in PivotTable for aggregation
This is intended to achieve the same result using a 365 formula
= LET( inQtr, COUNTIFS( Table1[Customer Name], Table1[Customer Name], Table1[Manufacturer], Table1[Manufacturer], Table1[Item], Table1[Item], Table1[Bill date], ">=" & DATE(2022,7,1), Table1[Bill date], "<=" & DATE(2022,9,31) ), total, SUMIFS(Table1[Amount], Table1[Customer Name], Table1[Customer Name], Table1[Manufacturer], Table1[Manufacturer], Table1[Item], Table1[Item] ), FILTER(Table1, (inQtr>0)*(total>=3000)) )Without LET and FILTER you would need helper columns (or Power Query of course)
So, we have full set of solutions except one for legacy Excel. Most probably it could be done with AGGREGATE(), but I'm lazy to generate it now.
vt_excel Not sure that a pivot table is what you need. I created something in Power Query that seems to achieve the desired output, based on the conditions you mentioned. See if you can get it to work on your real data.
- Hi Riny_van_Eekelen
How you have used power query and what filer/formula applied? I will check at my excel too.vt_excel Well, when you open the Advanced Editor in Power Query, you can see the applied steps that take you from the blue table to the green one. It's not very straight-forward if you haven't worked with PQ before. Have you?
- Could you please attach the dataset with a few more records.. kindly attach the excel file
Regards, Faraz
