Forum Discussion
kajeB
Nov 02, 2021Copper Contributor
Multiple Fiscal Year Pivot Tables in one Chart
Our Fiscal Years start on April 1, therefore when pulling data for various Fiscals I use the Date Filter "Between". If I want 5 Fiscal Years' data I then create 5 different PivotTables with this fil...
- Nov 02, 2021
kajeB Based on the date, add a column for the fiscal year/month and base the pivot table on that column. So, rather than using real dates that Excel tends to groups by year and month, just use the fiscal year label. That could be like "FY16/17-01" through "FY16/17-12" for April 2016 through "March 2017. Or, have two columns. One for the fiscal year and one for the month (1 to 12).
kajeB
Nov 03, 2021Copper Contributor
Thank you! This seems like such a logical answer and I tried it but the column doesn't show up in the PivotTable Fields for me to create a chart.
I really wished this had worked!
Riny_van_Eekelen
Nov 03, 2021Platinum Contributor
kajeB Did you rebuild the pivot table from scratch?
- kajeBNov 03, 2021Copper ContributorI did, but I just figured it out - I needed to go to "All" instead of "Active" in the PivotTable Fields.
THANK YOU!! You just made my day 100x better and now I can get this deck out. WHOO!