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May 13, 2020
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Our customers typically place orders annually, but sometimes the orders shift a out or in a quarter depending on various factors. I'd like to figure how to to use a pivot table and pivot chart to make it easy to see these quarter to quarter shifts when analyzing order results at the end of the quarter, especially for the bigger deals that could make or break the quarter. What big deals moved out or were pulled into the prior quarter?
July 16, 2010
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Hi Joe,
Welcome to our forum!
How are you determining whether an order has shifted? Are you expecting the same sales each quarter?
Mynda
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May 13, 2020
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Hi Mynda,
From a logical viewpoint, I look at what orders came in in the same quarter last year and see if that order came in in the quarter this year. Often it does, but sometimes the order this year either came in a quarter early or didn't come in yet and might come in next quarter or doesn't come in at all.
Yes, generally speaking, I expect an order to come from most customers each year in the same quarter. We've got thousands of customers, its really the largest 10-20 each quarter that can have the biggest impact on the quarter though. So I want to be able to filter the top 10-20 from the quarter a year ago and see if the came in.
I can get a pivot table that kinda works, but I can't easily filter the top 10 on Q2 results from the pivot table. So its still more manual than I'd like.
I would think this is a pretty typical problem for large companies who need to analyze sales each quarter, but I don't see any examples like what I'm looking for online. Usually only simpler ones that track orders by month to month, not a compare Q/Q from the previous year by account.
Thanks for you interest.
Joe
July 16, 2010
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Hi Joe,
You need to use Power Pivot to do this as you need the DAX function, SAMEPERIODLASTYEAR. See example file attached. I hope that points you in the right direction.
Mynda
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