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Pivot table help. Creating slicer for date range across multiple data sources

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    Pivot table help. Creating slicer for date range across multiple data sources

    Using excel 2019. I am new to using pivot tables and power pivot. I've been trying to research how to accomplish what I want, but I am not getting everything to work properly. I created a sample data set and report and attached to help.

    I have 2 data sources at the moment. Simplifying the info, data source 1 contains amount of product 1 sent out from Location 1 and Location 2, including costs and other data. Data source 2 is the same except it is for product 2. And to note, the dates of sending out product are not consistent between the two. It varies from once a week to once a month or anywhere in between. Also, there are often multiple entries for the same date (xx amount to customer 1, xx amount to customer 2).

    What I am looking to do is create a simple report in which I create several pivot tables/charts from this data. Ideally, I would like to be able to open the excel file and have a dashboard where you can select which Location and what month report. So if I was generating a report for August 2019, the tables and charts throughout the report would have data displayed from August 2018 to August 2019.


    What I have working so far is I've linked the source data into the data model, so one tab for each. I've gotten the Location to work but creating a table for my dashboard with the two locations and adding that to the data model, and then created a relationship between the locations table and data source 1 and then a second relationship between the locations table and data source 2. This allowed me to create a slicer to select which location on my dashboard.

    What I'm struggling with is how to get the date range to work. Worst case I was thinking I could create a timeline for each data source and have both on the dashboard. But is there a better way to do this? Better than that I would like to have 1 timeline instead of 2 but since all of the dates are different, I don't understand how to link the timeline across data sources. Best, I would like the user to be able to select the year and month from dropdowns in other cells (or type it in I suppose), and have the report automatically pull the correct amount of historical data (so select 2019 from one dropdown and August from a second).

    Sorry for the lengthy post but I'd appreciate any help I can get.
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    Re: Pivot table help. Creating slicer for date range across multiple data sources

    Unfortunately, since my version's data model is incompatible with your version. I can't do a demo.
    But idea is to add table listing all dates in years present in Data Source 1 & 2 (i.e. Jan 1, 2018 to Dec 31, 2019), then create relationship to both the source tables from this table.

    Then create Pivot Tables from the data model (instead of worksheet tables) to take advantage of the data relationship.

    If you have access to PowerQuery (Get & Transform). You can dynamically create date dimension table on the fly as well.
    Last edited by CK76; 09-03-2019 at 03:01 PM. Reason: Grammer and clarity.
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    Re: Pivot table help. Creating slicer for date range across multiple data sources

    CK76, thank you! I've got it working and I feel like I'm getting better at this.

    Am I pretty much stuck using a timeline to set the date range? It seems simple enough and I know I can update it, but if someone else gets into reporting who isn't aware how timelines work it would be nice to know if there are other options.

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    Re: Pivot table help. Creating slicer for date range across multiple data sources

    Pretty much without access to DAX measures. Which requires PowerPivot.
    You could use month and year hierarchy columns as slicers/filter field, but most find it more cumbersome.

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