Pagrieziena tabula: Pagrieziena tabula pēdējo 12 mēnešu laikā

Satura rādītājs

Lai izveidotu rakurstabulu, kurā parādīti pēdējo 12 mēnešu dati (ti, ritošie 12 mēneši), avota datiem varat pievienot palīga kolonnu ar formulu, lai atzīmētu ierakstus pēdējos 12 mēnešos, pēc tam izmantojiet palīga kolonnu, lai filtrētu dati rakurstabulā. Parādītajā piemērā pašreizējais datums ir 2019. gada 23. augusts, un rakurstabula parāda 12 mēnešus iepriekš. Kad laika gaitā tiks pievienoti jauni dati, rakurstabula turpinās izsekot iepriekšējos 12 mēnešus, pamatojoties uz pašreizējo datumu.

Lauki

Parādītajā rakurstabulā avota datos ir trīs lauki: Datums, Pārdošana un Filtrs. Filtrs ir palīgkolonna ar formulu, kas apzīmē pēdējos 12 mēnešus. Lauks Datums ir sagrupēts pēc gada un mēneša:

Formula

Lejupielādētā formula E5 ir šāda:

=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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