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Creating multiple totals by year by quarter in pivot table

I'm trying to take a series a data into a summary table. (to keep things simple [:)] ) I have a date field and a quantity field and need to produce a summary of this data by quarter by year using pivot tables.

I would like it to look something like the following

2010

2011

{total for all of 2010}

{total for all of 2010}

Jan-Mar 2010

Apr-Jun 2010

Jul-Sep 2010

Oct-Dec 2010

Jan-Mar 2011

Apr-Jun 2011

Jul-Sep 2011

Oct-Dec 2011

{Q1 total}

{Q2 total}

{Q3 total}

{Q4 total}

{Q1 total}

{Q2 total}

{Q3 total}

{Q4 total}



Mine usually ends up close to this but usually falls over on the yearly totals, I've tried putting multiple expressions and using partial sums but to no avail.

Many many thanks in advance for any help anyone can offer me.

Maria

1 Solution

Accepted Solutions
fernandotoledo
Partner - Specialist
Partner - Specialist

See the example atached. Shows both solutions.

Hope it helps!

Thanks ; ) !

Fernando

View solution in original post

4 Replies
fernandotoledo
Partner - Specialist
Partner - Specialist

You can use a calculated dimention to do that, but the best performance would be using Presentation>Show Partial Sums for the Quarter dimension.

Hope it helps

Best regards

Fernando

Not applicable
Author

Thanks for the reply Fernando.

I have yearname(datefield) and quartername(datefield) in my expressions and I've ticked the partial sums. This gives me a total for the year but puts it to the right of the quarter totals. This is not what my boss wants and would like the totals under the year.

I know it is trivial but he wants it to look like it did on Excel originally!

Maria

fernandotoledo
Partner - Specialist
Partner - Specialist

See the example atached. Shows both solutions.

Hope it helps!

Thanks ; ) !

Fernando

Not applicable
Author

Thanks Fernando, worked like a charmBig Smile