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Creating Groups in Pivot

  1. #1
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    Creating Groups in Pivot

    Hi all,

    I have a data source, with various projects (rows) and sub-projects (new column, various rows) and various budget columns and a cost column per year for various years (please see simplified version attached).

    I have created a calculated field per year, but is there a way for me to group the years to show only the result unless I expand it? I have too many years a different columns per year so when it shows all its very confusing. I was trying to see if I can do this with a Power Pivot, but I am not an expert in it. Any ideas?

    Thanks a lot.
    Attached Files Attached Files

  2. #2
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    Re: Creating Groups in Pivot

    Using Power Query (a free add-in for the 2013 version of Excel From Microsoft) you could produce a row over row table of data using the following steps:
    1. Convert A1:J11 to a table (Ctrl + t)
    2. From the Data tab choose From Table/Range
    3. Paste the following into the Power Query advanced editor:
    Please Login or Register  to view this content.
    4. Close and Load to a new worksheet (as modeled in columns A:E on Sheet2
    5. Produce a pivot table from the new table (also modeled on Sheet2)
    Note that the new column, Year, is used for the filter.
    Let us know if you have any questions.
    Attached Files Attached Files
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  3. #3
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    Re: Creating Groups in Pivot

    Quote Originally Posted by JeteMc View Post
    Using Power Query (a free add-in for the 2013 version of Excel From Microsoft) you could produce a row over row table of data using the following steps:
    1. Convert A1:J11 to a table (Ctrl + t)
    2. From the Data tab choose From Table/Range
    3. Paste the following into the Power Query advanced editor:
    Please Login or Register  to view this content.
    4. Close and Load to a new worksheet (as modeled in columns A:E on Sheet2
    5. Produce a pivot table from the new table (also modeled on Sheet2)
    Note that the new column, Year, is used for the filter.
    Let us know if you have any questions.
    Sorry for the late reponse. Thanks a lot!

  4. #4
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    Re: Creating Groups in Pivot

    You're Welcome. Thank You for the feedback and for marking the thread as 'Solved'. I hope that you have a blessed day.

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