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Creating Pivot Chart with Multiple Years - filtering out part of prior year

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    Creating Pivot Chart with Multiple Years - filtering out part of prior year

    Hello,

    I am sure I am missing something very simple, but I've been driving myself crazy trying to figure this out. I am creating a monthly report that will ideally show the last 6 months. The data goes back through all of 2018. When I try to filter to August 19 - Jan 20, it bundles all of 2019 into one entry. If I try to remove years, everything gets collapsed into a single year. I'm sure there must be a way in include a slicer that lets me show months spanning across two calendar years, but I can't figure out how.

    Hopefully I'm phrasing the question in a way that makes sense.

    Related to this task, once I have the Pivot Chart made, I'd like to easily toggle between metrics to show different views. Would slicers be the best way to go about this, or just control from the pivotchart fields panel?

    This is the table:

    Date AMS Clicks AMS Spend AMS Revenue Total Revenue Units Organic Revenue ACoS TACoS Organic CVR Ad CVR ASP Rev +/- Ad Share
    1/1/2019 100 $75.00 $150.00 $400.00 15 $250.00 50.0% 18.8% 23.97% 14.65% $26.67 - 37.5%
    2/1/2019 150 $80.00 $175.00 $500.00 20 $325.00 45.7% 16.0% 26.10% 11.54% $25.00 25.0% 35.0%
    3/1/2019 200 $85.00 $200.00 $600.00 25 $400.00 42.5% 14.2% 28.98% 11.98% $24.00 20.0% 33.3%
    4/1/2019 250 $90.00 $225.00 $700.00 30 $475.00 40.0% 12.9% 31.44% 14.37% $23.33 16.7% 32.1%
    5/1/2019 300 $95.00 $250.00 $800.00 35 $550.00 38.0% 11.9% 30.33% 15.01% $22.86 14.3% 31.3%
    6/1/2019 350 $100.00 $275.00 $900.00 40 $625.00 36.4% 11.1% 20.01% 17.16% $22.50 12.5% 30.6%
    7/1/2019 400 $105.00 $300.00 $1,000.00 45 $700.00 35.0% 10.5% 21.72% 18.65% $22.22 11.1% 30.0%
    8/1/2019 450 $110.00 $325.00 $1,100.00 50 $775.00 33.8% 10.0% 39.43% 19.15% $22.00 10.0% 29.5%
    9/1/2019 500 $115.00 $350.00 $1,200.00 55 $850.00 32.9% 9.6% 38.03% 17.97% $21.82 9.1% 29.2%
    10/1/2019 550 $120.00 $375.00 $1,300.00 60 $925.00 32.0% 9.2% 43.51% 17.96% $21.67 8.3% 28.8%
    11/1/2019 600 $125.00 $400.00 $1,400.00 65 $1,000.00 31.3% 8.9% 40.02% 16.34% $21.54 7.7% 28.6%
    12/1/2019 650 $130.00 $425.00 $1,500.00 70 $1,075.00 30.6% 8.7% 33.91% 14.33% $21.43 7.1% 28.3%
    1/1/2020 700 $135.00 $450.00 $1,600.00 70 $1,150.00 30.0% 8.4% 37.11% 16.11% $22.86 6.7% 28.1%

    Thank you!
    Attached Files Attached Files
    Last edited by seerauber; 02-04-2020 at 12:54 PM.

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    Re: Creating Pivot Chart with Multiple Years - filtering out part of prior year

    Bumping this in hopes that someone may see and be able to help.

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    Forum Expert Pepe Le Mokko's Avatar
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    Re: Creating Pivot Chart with Multiple Years - filtering out part of prior year

    Click the filter arrow next to " Date" - Select " Date filter" - "Between" - enter dates -OK

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    Re: Creating Pivot Chart with Multiple Years - filtering out part of prior year

    Attached is a copy of the file which employs a date filter on the PT1 sheet.
    Note that changing metrics would involve selection/deselection from the pivot table fields panel.
    The PQTable sheet is produced using Power Query which is a free download from Microsoft for the 2013 version (comes standard with 2016 and later).
    The table is a standard row by row data set in which the columns are date metric and value and is produced by the following code in the Power Query advanced editor:
    Please Login or Register  to view this content.
    Utilizing this type data set the pivot table is easily constructed such that the timeline displays the months Aug-2019 through Jan-2020 and the slicer may be used to select the metric(s) to be displayed.
    Let us know if you have any questions.
    Attached Files Attached Files
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