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Conditional SUM Pivot Table And Chart

  1. #1
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    Conditional SUM Pivot Table And Chart

    Column A shows Dates, Column B shows Cash Flow.

    I want Pivot Table, Pivot Chart and Slicers.

    1) I want to see the profit/loss of the months 6-8 (summed) on the Pivot Chart and the Pivot Table by choosing the regarded months on the slicer. How can I do that?

    2) " " 9th month " " ?

    3) I want to be able to choose years with the slicer as well.

    Is it possible? How can I do that?
    Attached Files Attached Files

  2. #2
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    Re: Conditional SUM Pivot Table And Chart

    If I understand correctly then group the dates by month and year.
    There are two slicers, one for month and another for year.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

  3. #3
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    Re: Conditional SUM Pivot Table And Chart

    You can check the status on Sheet2.

    I couldn't put Date field (For years) to Axis (Categories). I could only add Date (For Months).

    So I couldn't show the Year Column.

    How can I do that?
    Attached Files Attached Files

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    Re: Conditional SUM Pivot Table And Chart

    The file attached to post #3 does not have a Sheet2.

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    Re: Conditional SUM Pivot Table And Chart

    Sorry, I shared the wrong file.

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    Re: Conditional SUM Pivot Table And Chart

    Pulled out the old laptop with the 2010 version of Excel and I was able to produce the year slicer.
    Select one of the months in column A
    Right click the mouse and select group
    Years is the last selection
    After selecting years produce a slicer using years.
    Let us know if you have any questions.

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    Re: Conditional SUM Pivot Table And Chart

    It works. Thank you very much JeteMC.

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    Re: Conditional SUM Pivot Table And Chart

    You're Welcome and thank you for the feedback. Please take a moment to mark the thread as 'Solved' using the thread tools menu above your first post. I hope that you have a blessed day.

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