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Figure for last month instead of total for year

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(@markrbarron)
Posts: 4
Active Member
Topic starter
 

How do I get my pivot table to show the figures for just December when I collapse the year instead of showing the total? 

My pivot table covers years 2019-2022. For each year I have values for each month. When I collapse 2019 I for instance, I just want to see the value for December. Instead, I get the sum of the values Jan-Dec. 

For 2019 for instance let’s say I have:

                 -2019

                 Jan    Feb     ……Jul   ......  Dec

Etrade        15     14   ...       12.  ....    18

 

When I hit the - beside 2019, I want to look like this:

 

                +2019

                  Dec

Etrade          18

Instead I get the sum of the months i.e. 15+14...+18

Is this possible? Seem like something obvious - I just can’t figure it out.

I have turned off totals for rows. I have totals only turned on for columns.

Thanks All!

 
Posted : 20/04/2022 4:15 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Mark,

Welcome to our forum. PivotTables aren't designed to work that way. If you collapse the year it will show you the year total as you've found. You could use a Slicer or the filter buttons to choose which month you want to display.

The other option would be to write a measure that displays a specific period, in your case December, if the data is filtered at the year level using HASONEVALUE. This post has a similar scenario which you can modify for your needs.

Mynda

 
Posted : 20/04/2022 6:29 am
(@markrbarron)
Posts: 4
Active Member
Topic starter
 

Thanks Mynda. Much appreciated!

I can live with the totals. 

Mark

 
Posted : 20/04/2022 8:27 pm
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