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Hi,
I am trying to create a dashboard for a 5 year financial plan as part of setting up a charity farm.
Having seen Mynda's video Problems with PivotTable Running Totals and HOW TO FIX THEM i have created a trial with three tables of data for years 1,2 & 3.
As suggested in the video, I populate the power pivot with the tables, ensuring that dates are formatted as dates in the source tables, then successfully created a 'calendar' table and linked the relevant fields.
When I create a pivot table from this model, I am able to collapse data by year and month but cannot see any option in the calendar table fields for Quarters.
I am using Windows 11, Excel 19.2.1 in Parallels Desktop for Mac Pro Edition
Please find the relevant file attached
Any help with this would be very gratefully appreciated.
Best regards
Nick
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November 8, 2013
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Hi Nick,
You cannot see the Quarter because it's not there, you have to create a Quarter column if you need it.
Use this formula to add a new calculated column (column name should be Quarter):
=SWITCH(TRUE, 'Calendar'[Month Number]<4,1,'Calendar'[Month Number]<7,2,'Calendar'[Month Number]<10,3,4)
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