Pivottabel: Pivottabel sidste 12 måneder

Indholdsfortegnelse

For at oprette en pivottabel, der viser de sidste 12 måneders data (dvs. rullende 12 måneder), kan du tilføje en hjælpekolonne til kildedataene med en formel til at markere poster i de sidste 12 måneder og derefter bruge hjælpekolonnen til at filtrere dataene i pivottabellen. I det viste eksempel er den aktuelle dato 23. august 2019, og pivottabellen viser 12 måneder tidligere. Når nye data tilføjes over tid, vil pivottabellen fortsætte med at spore de foregående 12 måneder baseret på den aktuelle dato.

Felter

I den viste pivottabel er der tre felter i kildedataene: Dato, Salg og Filter. Filter er en hjælpekolonne med en formel, der markerer de sidste 12 måneder. Datofeltet er grupperet efter år og måned:

Formel

Formlen, der anvendes i E5, kopieret ned, er:

=AND(B5>=EOMONTH(TODAY(),-13)+1,B5

This formula returns TRUE when a date is greater than or equal to the first day of the month 12 months earlier and when the date is less than the last day of the previous month. The formula uses the AND, TODAY, and EOMONTH functions as explained here.

Steps

  1. Add helper column with formula to data as shown
  2. Create a pivot table
  3. Add Sales as a Value field
  4. Add Date as a Row field
  5. Group Date by Year and Month
  6. Disable subtotals for Year
  7. Add helper column as a Filter, filter on TRUE

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