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Refreshing pivots with week ending dates

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    Refreshing pivots with week ending dates

    Hello,

    In the attached file I need to sum the lines of goods in, against the week it comes in. So, for example
    In the data tab any goods received between 01/01/2023 - 06/01/2023 will be for Week 1.

    As the data already includes these lines in week 2, I have created a separate pivot for week 2 data, anything from 07/01/2023 - 13/01/2023

    The issue is that this happens manually. I have gathered the week ending dates for 2023, and created a drop-down list which automatically retrieves the dates.

    Would there be a way on combining both to automatically gather the goods in relating to the month/ week ending dates.

    Or any process which can gather this, while also leaving it easy to update month on month.

    The same would also be needed for storage, if possible, but this one is not too bad.
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    Forum Expert dflak's Avatar
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    Re: Refreshing pivots with week ending dates

    First of all, I converted the data range to an Excel Table because Excel tables have too many good things going for them. Among them is that tables "know" how big they are, so when you add data to a table all you have to do is refresh the pivot table and the new data is included automatically. I also expanded the data to make it cover a couple of months and be a bit more random.

    Then I added helper columns to calculate the week end and the month of the week end.

    Sheet 1 has the pivot table built on the table. I included a slicer. To "do" slicers, click in the pivot table and then select Insert > Slicer. The rest is intuitive. Slicers a fancy filters and they are self-cascading and you can use them to control multiple pivot tables at once.
    Attached Files Attached Files
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

  3. #3
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    Re: Refreshing pivots with week ending dates

    Hi,

    Thanks this looks really good, will check everything now!

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