I have a Pivot Table from a cube that has multiple date columns on it (New, Sale Made, Revenue Recognized). I'm aggregating by a dimension (Level in this case, but could be just about any dimension) and I'd like to provide only 1 Timeline slicer and by selecting a date range in the slicer, adjust counts based on the different date columns.
I've tried the Data Model Date Table trick from the Common timeline for multiple date fields, but I am mentally missing a step to follow so I haven't been able to link multiple dates to the same date in that for a slicer.
Has anyone else successfully done something like this before that can share additional steps to what I might be missing? Thanks!
Related
I'm looking to create a overview of the planned maintenances for this year.
I have a maintenance worksheet where we put in the planned events, with a column where the dates are in the format of 'day, dd-mm-yyyy'. Since the format of the cells is 'date' in this exact format, I can use the filter to create an order based on the 'dd-mm-yyyy'. PRNTSC of source data
It becomes an issue when I want to create a pivot table. While using a pivot table gives good insights what type of different maintenance is done on a certain day PRNTSCR of pivot, the column can only be ordered in alphabetically. , although format of the column should is 'day, dd-mm-yyyy'
How do I format the column in the pivot table to be able to order chronologically?
Thanks!
I'm trying to calculate how many times a person completes a task in a date range Excel? I can get part but not all of it.
For example For Admin 1, I'd like them to confirm a task is complete (data validation drop down) and then enter the date.
I want to count the dates for that person by the week and so the date range would be 01/01/2022 to 17/01/2022.
Any help appreciated.
Many thanks.
This may be a good place for a Pivot Table solution.
Using the following table that is a similar format to yours:
Table
You can go to the insert tab and in the Tables section select PivotTable. Use the defaults.
PivotTable Selection
This will allow you to start creating the Pivot Table. From here you can place Date in Rows, Person in Columns, and Confirm Task Complete into values.
Proper PivotTable Arrangement
You can group the date by clicking on any date value and selecting Group Selection in the Analyze tab. Group by Month and you should get a result similar to what you expect.
I have a column full of specific date and time information, but I want use that data to filter my table to show only MTD, QTD, and YTD rows.
I can't upload an image of my table because of my work computer program, but I have the variable with the dates in the "report filter" field. The data in the column is given as an individual date and time, so that's all I can select when I try to filter it. There's too many option, and I need to be able to select simply QTD, MTD, or YTD dates. How can I do this? Apologies for the lack of imagery.
Select any part of the Pivot table
Under the Analyze tab of the ribbon select Insert Slicer or Insert Timeline whichever you prefer
Filter the dataset based on the criteria you want.
This won't give you your select columns, but without seeing the way you're data is structured should be a good fix.
If you have the issue where the dates won't summarize by month you can create two new columns to summarize the data and create a table with the following columns:
Month # / Month Name
1 January 'you can use whatever naming convention you prefer (jan, etc.)
2 February
....
Then you want to use the MONTH function combined with a VLOOKUP. It should look like =vlookup(month( [date cell reference]), [table you just made], 2, 0) This will pull the month name. Then you can use the YEAR function to get the years. Then make sure the pivot table accounts to the adjusted range and pull those in instead of date. You can still use the slicer and timeline to filter out the dates, but it will be summarized based on these new labels.
In excel I have a column of days (mm/dd/yyyy) and I want to have a timeline sort of plot showing how many points I have for each month of each year. It's easy to show how many instances a day appears with a pivot table (added a column "Count" with just 1's), and then make a plot for that, but I don't know how to do that with just the month/year.
I tried using the =month and =year functions, and highlighted those columns (with the "Count" column) to make a pivot table, but I'm not sure how to group and plot it the way I want. Here's what it looks like when I have data point sums for month/day/year, I want the same thing but with the month/year:
And here's my data:
I'm sorry if this is a really low level problem, I'm a noob at pivot tables and have been trying this all day
You can group the data by month (or other useful options like quarter & year) IF values are formatted as actual dates. It looks like yours is formatted as a date but just in case, here are two ways to test...
A) Change format of a cell with date to number (this should return a date serial)
B) Use =ISTEXT(Select Cell With Date) (this should return FALSE)
Once valid date format has been verified
Click on a date in pivot table
Navigate to Analyze tab
Select Group Selection
You should get a pop-up asking how you want to group the data. Select Month
Ensure you are summarizing the points by Sum (right click on point cell in pivot and set option at Summarize Values By)
If you are using a pivot chart, it will update on refresh to reflect new row groupings (I.E. show monthly sums as you asked for)
Before & After photos below
I have a cube with two measure(count of patients) and (distinct count of visits) , and various dimension(date,program,region,etc), when I browse the cube data from excel, I can choose all the dimensions in the slicer, but my question is is there anyway i can choose the measures in the slicer? From what I see, when I insert a slicer I only get to pick the dimesnions
Any help would be appreciated
I'm not sure of a way around using PowerPivot to do this, short of complicated VBA scripts.
To do it with PowerPivot:
Create a new table with two columns. Column 1 contains the name of your measures and column 2 contains an index for each. e.g.
and add this to the Data Model (but don't create any relationships to any other tables).
Create a new measure with a SWITCH function that has the same relationship between the measures and their values in the Index column, e.g.
[Chosen Measure]:=SWITCH(TRUE, MIN(MeasureTable[Index])=1, [DistinctPatients], MIN(MeasureTable[Index])=2,[DistinctDates])
Add the new measure to the values section of the pivot table and add the
Measure column from your new table to BOTH a slicer AND the column headings in the pivot table and remove the row and column totals.