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MS Office Forum / Excel / New Users / October 2006

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Pivot Table Question

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WhytheQ - 18 Oct 2006 16:35 GMT
I have a pivot table that looks a bit like this

              Month
Measure   Jul-06   Aug-06   Sep-06
Income      20        30          40

 Each month the data table that the pivot is based on has another
month's worth of data added i.e for the above example the income for
Oct-06 will be added.

 The problem is that in the above pivot I have manually gone into the
Month field and deselected 'All' and then selected 'Jul-06', 'Aug-06',
'Sep-06', so next month when October is added to the data the above
pivot will be unchanged i.e Oct-06 won't appear: what I want is a pivot
where only the most recent three months in the data field Month appear
in the pivot - is this possible without code??

Rgds
J
Debra Dalgleish - 18 Oct 2006 22:13 GMT
You could add a field to the source data, to calculate if the record
should be shown in the pivot table. For example, with dates in column A:

  =AND(A2>=StartDate,A2<=EndDate)

StartDate and EndDate are named ranges, where the date range could be
manually entered or calculated.

In the pivot table, add the new field to the Page area, and select TRUE
from its dropdown list.

> I have a pivot table that looks a bit like this
>
[quoted text clipped - 15 lines]
> Rgds
> J

Signature

Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html

WhytheQ - 19 Oct 2006 22:20 GMT
Thanks Debra: I've used your advice (and will probably use similar
logic a lot in the future)

J

On Oct 18, 10:13 pm, Debra Dalgleish <d...@contexturesXSPAM.com>
wrote:
> You could add a field to the source data, to calculate if the record
> should be shown in the pivot table. For example, with dates in column A:
[quoted text clipped - 29 lines]
> Debra Dalgleish
> Contextureshttp://www.contextures.com/tiptech.html- Hide quoted text -- Show quoted text -
Debra Dalgleish - 20 Oct 2006 00:33 GMT
You're welcome, and thanks for letting me know that it helped.

> Thanks Debra: I've used your advice (and will probably use similar
> logic a lot in the future)
[quoted text clipped - 39 lines]
>>Debra Dalgleish
>>Contextureshttp://www.contextures.com/tiptech.html- Hide quoted text -- Show quoted text -

Signature

Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html

 
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