Forum Discussion
Pivot table column Filtering
Hello I receive a file in which project expenses are being reported with the following layout that goes so throughout the year: I want to create a pivot table in which I can easily vie...
For grouping the months to querters you need to transform your table as fallows
Type---Real/Plan---Date---Project---Budget
and Date column need to have real dates like 1/1/2020. So when you create a pivot table you will have dates on the Pivot Table and than right click on the column name, one of the dates on the column of Pivot table (not the Date shown on "Pivot table fields" column area), and select "Group By" to have quarterly and yearly grouping.
For your second question you can check below web site. Not the exact answer however it may help you.
https://excelchamps.com/blog/link-slicer-to-multiple-pivot-tables/