How to Roll in Quarter?

[neena123]

I have four quarters. In the first quarter I have the months Sep, Oct, Nov, 2nd quarter: Dec, Jan, Feb and so on...

I have the data in a pivot table and would like to have each quarter up to date. Currently I have last years data for January and February showing and would only like 2014 data's to show. How would I accomplish this? I have separated each quarter into 4 pivot tables. Currently I am using this to separate each quarter: =If(MATCH([Month],'Sep','Oct','Nov'),[Month])

[robert_mika]

Is your data source up loadable?

If yes could you attached sample?

[#3]

Hi Neena,

do like to have one table for each quarter?

Do you have quarter as dimension?

I think you should. Then you may use set analysis on quarter fields.

Please attach sample data and give more details about dashboard you would like to create.

regards

Darek

[neena123]

I have made some changes. I have made one of my dimensions Quarter. Each Quarter is separated by a pivot table Quarter 1 pivot table: Jan, Feb, Mar, Quarter 2 pivot table: Apr, May, Jun, Quarter 3 pivot table: Jul, Aug,Sep and Quarter 4 pivot table: Oct, Nov, Dec.  At this time I cannot load my data. I just want my quarters to be up to date without showing both 2013 and 2014 details. For example we have already passed the months Jan, Feb, Mar, Apr therefore I do not want any data from 2013 to show in each of those month's quarters. I have no idea how to keep each quarter up to date. Thanks for the help!

[#5]

Hi Neena, you can create the Quarter field in the script level and use this field in the dimensions.