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...
Alejandro_Rivero If you're open to a solution using Power Query (PQ), have a look at the attached file. I created a data table based on the first picture in your question.
The steps applied in PQ are:
1: Query the data table (A1:J12)
2: Remove the Quarter columns (not needed, as the pivot table will calculate them for you)
3: Unpivot the month plan and real columns
4: Split Month name and Plan/Real into two separate columns
5: Rename the two new columns
6: Keep first three characters of month name (i.e. "Mmm")
7: Create a date from "Mmm" and set correct type
8: Load table back to Excel (starting at A8)
Now you can create a pivot table using the dates as row headers and group them by quarter.