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Pivot table chart issues - dates on x-axis and adding another series

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(@dj-catmad)
Posts: 4
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Topic starter
 

I have data which shows completion dates of training modules by department (see tab = Raw Data in the attached)

I need to create a chart which will allow slicers to show individual modules and/or individual departments.

I have transformed the data in Power Query to unpivot the module columns and have created a Pivot table which counts up the number of completions by date. I have also created a chart to show the information and included 2 slicers which work fine (see tab = Table1 in the attached). 

I have 2 issues;

  • I am not able to set min/max dates as bounds or set the required date interval as the x-axis will not show as dates. 
  • I need to add another series which will show the deadline for completion

I believe it's all because the data source for the chart & slicers is a Pivot table and not a 'normal' table. However, there are 6 departments & 5 modules and I don't want to create 30 separate tables & charts and have to update them every week.

There is an example of what I want on tab = Example).

Can you advise how I can fix this issue or suggest an alternative which will do what I need?

Many thanks in advance

 
Posted : 06/02/2024 8:09 am
(@debaser)
Posts: 837
Member Moderator
 

Which version (and build, if 365) of Office do you have?

 
Posted : 07/02/2024 8:07 am
(@dj-catmad)
Posts: 4
Active Member
Topic starter
 

Hi - I have Microsoft 365 Apps for enterprise.

Build 16.0.17126.20132) 32-bit

 
Posted : 07/02/2024 8:19 am
(@dj-catmad)
Posts: 4
Active Member
Topic starter
 

To simplify the requirement, I would be happy to create charts for each module and just have a slicer to filter by department. As each module has a different deadline that may be easier. 

 
Posted : 07/02/2024 3:54 pm
Riny van Eekelen
(@riny)
Posts: 1195
Member Moderator
 

You can add a TimeLine to the pivot chart to control the dates displayed on the X-axis. And to include the deadline marker you need to create a table with all relevant deadlines and quantities (by department, by module) and append it to the Table1 query. Now you can make a combo chart as demonstrated in the attached file.

 
Posted : 08/02/2024 2:22 am
(@dj-catmad)
Posts: 4
Active Member
Topic starter
 

Thank you Riny - that does help. However, the axis still isn't in date format, so the Labels are inconsistent and I can't set them to a proper interval i.e. 7 days.

I note that you have also filtered the list of dates to end in June. However, each of the modules has different deadlines, so how could that be automated?

Is there a method I can use to 'trick' Excel into thinking they are dates, or do I need to create a custom grouping of dates and select that as the axis? Any help much appreciated

 
Posted : 08/02/2024 5:45 am
Riny van Eekelen
(@riny)
Posts: 1195
Member Moderator
 

  I am afraid I'll have to leave it to someone else.

 
Posted : 08/02/2024 10:36 am
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