Jul 30 2022 09:26 PM
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 |
Jul 31 2022 09:48 PM
Aug 01 2022 12:50 AM
@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.
Aug 06 2022 03:21 AM
Aug 06 2022 09:05 PM
@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?