Mate, thanks a lot... your work is incredible. I've almost got this working for my purposes, but not quite... I'm trying to have running totals across columns rather (I have dates along columns you see)... now... I have got the running totals at the row level... but NOT at the sub row level. In other words, when I click on the minus sign, it gives me erroneous figures. It would be great to have these dynamic total figures as running totals too. Please could you help me? or anyone else on this thread? Many thanks.
Nice, but what if you have multiple entries on the same date (where other criteria is different of course); i.e. two entries on May 4 for two different sales reps. The EOM function doesn't want to calculate properly. Edit: I didn't choose "Custom" in the pivot table properties when adding the custom function. Thanks! :)
I want to use a field called "FiscalYear-Month" (FM) which is loosely related to date, but not always precisely aligned. (i.e I might have a transaction on March 1 that's attributed to the February Fiscal Month.) My fiscal months are formatted "2023-02". I'm not sure why this SUMIFS formula gives an error when I try to follow this format using my FM field in place of the date. I have a feeling it's seeing it as text maybe, and can't figure out which text is greater or less than another text. So then I tried a formula saying =A1
I need group date list in pivot. how I do this. Aamir Andrabi (112) 4/3/2023 - 4/9/2023 4/10/2023 - 4/16/2023 4/17/2023 - 4/23/2023 4/24/2023 - 4/28/2023
Uh... not really necessary to do all that work. On the next column after the last column of the pivot table, take the total from the first month and add to it the total for the next moth. Then, take that sum and add the next month's total to it. Copy and paste all the way down the table. Good work, though...
The "copy-paste all the way down the table" is a very manual process that would work fine for a static data set, but it won't remain updated over time as more months go by, or it would require more manual updating if you wanted to slice and dice some portion of the data in a way that pivot tables are designed to do.
No frills. To the point. Not a single unneeded word. Mission accomplished. Way to go!
You're a hero! I was searching for this for soo long...
Thank you!
Neat! Thank you!
Very clever. Thanks
You might probably do =MAX(Date) instead of =EOMONTH(Date,0). That would allow to group rows not just by months
Mate, thanks a lot... your work is incredible.
I've almost got this working for my purposes, but not quite...
I'm trying to have running totals across columns rather (I have dates along columns you see)... now... I have got the running totals at the row level... but NOT at the sub row level.
In other words, when I click on the minus sign, it gives me erroneous figures. It would be great to have these dynamic total figures as running totals too.
Please could you help me? or anyone else on this thread?
Many thanks.
Nice, but what if you have multiple entries on the same date (where other criteria is different of course); i.e. two entries on May 4 for two different sales reps. The EOM function doesn't want to calculate properly.
Edit: I didn't choose "Custom" in the pivot table properties when adding the custom function. Thanks! :)
Amazing videos! At 4:26 why did you concatenate and not just type C2 and not lock it?
Great job! thank you for sharing. Can you please do the same with multiple criteria?
What you mean by "multiple criteria"?
I want to use a field called "FiscalYear-Month" (FM) which is loosely related to date, but not always precisely aligned. (i.e I might have a transaction on March 1 that's attributed to the February Fiscal Month.) My fiscal months are formatted "2023-02".
I'm not sure why this SUMIFS formula gives an error when I try to follow this format using my FM field in place of the date. I have a feeling it's seeing it as text maybe, and can't figure out which text is greater or less than another text. So then I tried a formula saying =A1
Hi, great video, what is the formula if I want to know the weekending running total instead of month?
Hi, can you make a CRUD operation on your web app series??
Where are you from?
how to make difference from date?
Please share the XL so that we can also try.
I need group date list in pivot. how I do this.
Aamir Andrabi (112)
4/3/2023 - 4/9/2023
4/10/2023 - 4/16/2023
4/17/2023 - 4/23/2023
4/24/2023 - 4/28/2023
Uh... not really necessary to do all that work. On the next column after the last column of the pivot table, take the total from the first month and add to it the total for the next moth. Then, take that sum and add the next month's total to it. Copy and paste all the way down the table. Good work, though...
The "copy-paste all the way down the table" is a very manual process that would work fine for a static data set, but it won't remain updated over time as more months go by, or it would require more manual updating if you wanted to slice and dice some portion of the data in a way that pivot tables are designed to do.
@@julieherrick8997True. I'm just being lazy.