Forum

Notifications
Clear all

Date selector for different Dates

6 Posts
2 Users
0 Reactions
103 Views
(@stc1664)
Posts: 3
Active Member
Topic starter
 

I've seen a few discussions about using slicers for dates from multiple sources but not exactly one source (data file) with 2 dates, as follows:

I have a chunk of data in Excel with sales orders from a start date >=1/4/2010 

Various data fields, customer, product, quantity, Date entered, Date Invoiced.

Orders are at various stages, Invoiced, unfulfilled,

I want a Month selector, and see a value for orders Entered that Month, and a value for orders Invoiced that Month, (not a value for Orders entered and invoiced in the same Month)

Thanks,

Simon

 
Posted : 11/03/2017 9:24 am
(@fravis)
Posts: 337
Reputable Member
 

You first have to bring your data one way or another to one table I think.

Then create a PivotTable from that table and use the slicer on the Date column for the presentation of your selection.

With a little examples of your two data files we maybe can see how to combine them and how to go on after that.

 
Posted : 11/03/2017 10:52 am
(@stc1664)
Posts: 3
Active Member
Topic starter
 

On a small scale see below.

https://ibb.co/fXP3mF

 
Posted : 14/03/2017 8:54 am
(@fravis)
Posts: 337
Reputable Member
 

OK that helps. I'll give it a try.

 
Posted : 14/03/2017 9:10 am
(@fravis)
Posts: 337
Reputable Member
 

OK, this might not be the most elegant way, but maybe you can work it further to your convenience.

I always have some difficulties with date and time, so maybe not the best solution.

I added two helper columns L for the data in G and M for the data in H. Of course you can add this to the table itself, but I thought this would be more clear for here. In O1 a lookup list with the months (in Dutch, sorry you have to translate those) and in P1 that is 'translated' to the months number (also in Dutch).

You can of course use a Vlookup for this as well, but this is what I had somewhere.

If you select a month in P1, the invoices and Received ones are calculated in P4 and P5.

I hope I did understand your wish, cause the example given didn't count the same value of the green ones?

But you gave that one by hand so maybe a mistake.

Good luck!

 
Posted : 14/03/2017 10:30 am
(@stc1664)
Posts: 3
Active Member
Topic starter
 

Thanks for your solution.

Yes excuse my poor addition 🙁

That works for me!

 

Simon

 
Posted : 18/03/2017 6:23 am
Share: