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Dashboard that shows multi year data and pivot tables with slicers|Dashboards & Charts|Excel Forum|My Online Training Hub

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Dashboard that shows multi year data and pivot tables with slicers
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Lori Nelson

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May 26, 2023 - 3:03 am
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My name is Lori and I would greatly appreciate any help and/or suggestions on the reporting requirements below.

My raw data is in two pivot tables, with slicers, so the result will be an interactive dashboard. I need to do a 2 year comparison, side by side of money being applied. So, the pivot tables have a column for each year (ex: 2022 (col 1) and 2023 (col 2). I now need to create an interactive table (s) that will capture the correct data based on the filtered options the user has selected.

The results in the table (s) will need to show how much the selected employee applied, the total amount applied by all employees doing the same job (including the selected employee), and the percentage of money applied by the selected employee. The table (s) must change, based on the filtering selections. And, again, I need to see 2022 and 2023.

Below is a mock-up of what I envision, but am always open to suggestions.

In the example below, let's say I want to see the amount of money applied in April and May of 2022 and 2023, by the employee I selected. Then I want to see the total amount all employees applied. Finally, what percentage is the amount the one employee applied. For aesthetic purposes, I want blank cells for any month that is not included in the filtered options.

TABLE 1 2022

Selected |Selected Employee(s)| All Doing Same Work| % Applied
Month (s) | 2022 | 2022 | 2022
| | |
Jan | | |
Feb | | |
Mar | | |
Apr | $1,276,784 | $3,982,052 | 32%
May | $1,193,572 | $3,951,224 | 30%

TABLE 2 2023

Selected |Selected Employee(s)| All Doing Same Work| % Applied
Month (s) | 2023 | 2023 | 2023
| | |
Jan | | |
Feb | | |
Mar | | |
Apr | $1,276,784 | $3,982,052 | 32%
May | $1,193,572 | $3,951,224 | 30%

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Mynda Treacy
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May 30, 2023 - 9:57 am
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Hi Lori,

Welcome to our forum!

Please upload an Excel file with some dummy data, the PivotTables and a mock-up of what you'd like to see so we can help you.

Mynda

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Lori Nelson

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May 31, 2023 - 12:40 am
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