Add the measures Actual Sum, YTD Actual Sum, Prior Year Actual Sum, and Prior Year YTD Actual Sum from the Finance Data table to Values. Insert a Slicer on the Fiscal Year from the Date table. Select FY2016 in the Slicer. Print Page ...
First of all, since you have NOT shared any example of how your raw data are arranged, it's kind of difficult to know what function or method (Pivot Table?) could be used to first summarize the data to serve as a basis for the visualization itself. So one thing you...
@negi007, below is a sample screen shot of the data table. I will research creating this separate date table and linking it to the factTable. All of this is completely new to me. Trying to find some content that's directly relatable with values to count over time in a help forum has...
I was recently working on a project where I had some dates and had to classify each date into its fiscal year (also sometimes called the financial year).
How to show fiscal year and month in Excel pivot table. Summarize fiscal year to date. Get free workbook with example
Next, the formula gets the MONTH number, based on the date in cell A4 Then it checks if that month number is greater than or equal to the fiscal year start month -- TRUE (1) or FALSE (0) Finally, the SUM function adds the year, and the 1 (TRUE) or 0 (FALSE) ...
To create similarcomparison chartin Excel Watchthistutorial to get clear understanding. Qaiser_j You've had a LOT of views without anybody attempting a reply. Given that there are many folks here on these boards far more knowledgeable about the advanced features of...