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Best way to format daily data to get rolling weekly data

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(@talechlider66)
Posts: 1
New Member
Topic starter
 

I have daily data that I roll up to weekly totals and present a 6-week rolling chart of the data. Currently the daily data is going across rows with the dates as column headings. Since I recently learned the best way to format the data is with a table, what is the best way to get the daily data into a table to feed the chart?

 
Posted : 10/01/2018 2:14 pm
(@mynda)
Posts: 4762
Member Admin
 

Hi Torie,

Great to hear you're embracing the tabular data layout 🙂

You can use PivotTables to group your dates into 7 day periods: https://www.myonlinetraininghub.com/excel-pivottable-group-data-video

Let me know if you get stuck.

Mynda

 
Posted : 11/01/2018 10:14 am
(@hhoefele)
Posts: 1
New Member
 

The video is very helpful.  Thanks!   

I have a related question.  I see now how to group days into 7-day weeks.  However, I would like to also group by Months and Year, too.  Ideally, I would like to be able to filter by Month and Year, but then show weekly data.  But it seems to be either/or.  When I select Days, Months, and Year, the weekly grouping goes away.  Is that right?  Is there a workaround?  

 

Update:  Actually, I figured it out.  I can extract year and month in the source table and use those to filter.  So, I'm good now.  Thanks!

 
Posted : 21/04/2018 10:27 am
(@mynda)
Posts: 4762
Member Admin
 

Or you can just add the weekly grouped field to the row/column area and use Slicers for the Month/Year filters. You don't have to have the Month/Year fields present in the PivotTable to filter by them.

This will be more efficient than adding the fields to the source data table.

Mynda

 
Posted : 21/04/2018 10:22 pm
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