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Pivot Table filter by a date range inlcuding items with no data inisde that range only

  1. #1
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    Unhappy Pivot Table filter by a date range inlcuding items with no data inisde that range only

    Hello, I am in desperate need of some help here please. I would be so greatful for any advice on my problem

    I have a large amout of data pulled by query into an excel worksheet. Each line item is a "Claim" with an "Open Date". Open Dates go as far back as 2008 but I only need the last 13 months of data in a pivot table to create a column chart to display the no. of "Claims" per month for the last year (13 months to compare current month and that same month last year).

    I have "Open Date" in the Row field and the "Claims" being counted in the Values field. I have tried to filter the date ranges two ways: 1) with the date filter "between" in the pivot table 2) added an extra column in my source data to say true or false if it is between my specified date ranges and put that into the filter field of the pivot table. Both have worked with one problem....

    Months that did not have any claims are being skipped over completely in the table and graphs. I need those to show in the column graph as 0 for that month, not skip the month completely. If I check the "show items with no data" it seems to erase any date filtering I have done and shows all months in all years going back to 2009. Each old month doesnt have any data reported but they are still showing up on the graph when I only need the last 13 months to show.

    Is there a way to format the axis of the graph with max and min values like you can when creating a graph without a pivot table? Is there a way to make "items with no data" appear only in a specified date range? Any suggestions would be greatly appreciated.

  2. #2
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    Re: Pivot Table filter by a date range inlcuding items with no data inisde that range only

    hi,
    can you please post some dummy data, so other members can see what it is you are working on. This will speed up any answers people can give you.

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    Re: Pivot Table filter by a date range inlcuding items with no data inisde that range only

    Thanks for responding. Here is some data with examples of the different methods I have tried. example data.xlsx

  4. #4
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    Re: Pivot Table filter by a date range inlcuding items with no data inisde that range only

    Hi, i found that you cant filter for example 13 months data in a pivot as you need the year and month, and the month appears in all the years you select, so unchecking jan 2011 un check jan 2012 to, so a rolling 12 month is only possible to my knowledge.
    Ive added a "0" to the pivot table for blank months, so it appears in the chart. ( right click on pivot table> pivot table options>for empty cells, add "0".
    I dont think there is the option to format the axis between a range.
    see if the attached helps you in your question.
    Attached Files Attached Files

  5. #5
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    Re: Pivot Table filter by a date range inlcuding items with no data inisde that range only

    Thanks for looking into it but no, the graph is still showing the irrevelent months all the way back to 2008. I dont care too much how the data looks, I just really need the graph to show the current year with months that have no claims showing up as 0.

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