All,
I need to figure out how to show the Top 1, dollar value, for each Year & Qtr along with Customer name.
In the file, I highlighted in yellow which Items should be shown on the Pivot Table after the Top 10 filter is set to 1. See below
Q1-2013 = 200
Q2-2013 = 400
Q3-2013 = 600
Q4-2013 = 500
Q1-2014 = 400
Q2-2014 = 500
Q3-2014 = 500
Q4-2014 = 700
I'm not sure if there's a grouping method that can be applied or something to accomplish this.
In the file I attached, I included PT1 tab that is linked to DATA1 tab and PT2 tab that is linked to DATA2 tab. I did this set up because I was also having issues with the charts showing the data in the X axis out of order.
However, I want to be able to work with both types of DATA source sets up: one with the Qtr & Year combined into one column or one that has the Year & Qtr on separate columns.
Lastly, when this pivot table shows the items I need, I want to also be able to use a Pivot Table Chart to see each item plotted on a graph with the values on the Y axis and the Year,Qtr,Customer Name showing on the X axis.
Please let me know the best way to achieve this objective for this project.
I need to figure out how to show the Top 1, dollar value, for each Year & Qtr along with Customer name.
In the file, I highlighted in yellow which Items should be shown on the Pivot Table after the Top 10 filter is set to 1. See below
Q1-2013 = 200
Q2-2013 = 400
Q3-2013 = 600
Q4-2013 = 500
Q1-2014 = 400
Q2-2014 = 500
Q3-2014 = 500
Q4-2014 = 700
I'm not sure if there's a grouping method that can be applied or something to accomplish this.
In the file I attached, I included PT1 tab that is linked to DATA1 tab and PT2 tab that is linked to DATA2 tab. I did this set up because I was also having issues with the charts showing the data in the X axis out of order.
However, I want to be able to work with both types of DATA source sets up: one with the Qtr & Year combined into one column or one that has the Year & Qtr on separate columns.
Lastly, when this pivot table shows the items I need, I want to also be able to use a Pivot Table Chart to see each item plotted on a graph with the values on the Y axis and the Year,Qtr,Customer Name showing on the X axis.
Please let me know the best way to achieve this objective for this project.