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
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)
Many thanks for that
