Izvedena tablica: Izvedena tablica zadnjih 12 mjeseci -

Da biste stvorili zaokretnu tablicu koja prikazuje zadnjih 12 mjeseci podataka (tj. Tekućih 12 mjeseci), izvornim podacima možete dodati pomoćni stupac s formulom za označavanje zapisa u zadnjih 12 mjeseci, a zatim upotrijebiti pomoćni stupac za filtriranje podaci u pivot tablici. U prikazanom primjeru trenutni je datum 23. kolovoza 2019., a zaokretna tablica prikazuje 12 mjeseci ranije. Kad se s vremenom dodaju novi podaci, zaokretna tablica nastavit će pratiti prethodnih 12 mjeseci na temelju trenutnog datuma.

Polja

U prikazanoj zaokretnoj tablici postoje tri polja u izvornim podacima: Datum, Prodaja i Filtar. Filter je pomoćni stupac s formulom koja označava zadnjih 12 mjeseci. Polje Datum grupirano je prema godini i mjesecu:

Formula

Formula korištena u E5, kopirana dolje, je:

=AND(B5>=EOMONTH(TODAY(),-13)+1,B5

This formula returns TRUE when a date is greater than or equal to the first day of the month 12 months earlier and when the date is less than the last day of the previous month. The formula uses the AND, TODAY, and EOMONTH functions as explained here.

Steps

  1. Add helper column with formula to data as shown
  2. Create a pivot table
  3. Add Sales as a Value field
  4. Add Date as a Row field
  5. Group Date by Year and Month
  6. Disable subtotals for Year
  7. Add helper column as a Filter, filter on TRUE

Related pivots

Pivot table last 7 days To create a pivot table that shows the last 7 days of data (or, more generally, the last n days) you can add a helper column to the source data with a formula to flag records in the last 7 days, then use the helper column to filter the data in the… Pivot table filter by weekday To create a pivot table with a filter for day of week (i.e. filter on Mondays, Tuesdays, Wednesdays, etc.) you can add a helper column to the source data with a formula to add the weekday name, then use the helper column to filter the data in the…

Pivot Table Training

If you use Excel, but don't know how to use Pivot Tables, you're missing out… wasting time trying to do things that a Pivot Table can do for you automatically. Core Pivot is a step-by-step Excel video course that will teach you everything you need to know to use this powerful tool. With a small investment, Pivot Tables will pay you back again and again. See details here.

Zanimljivi članci...