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Lakshman_1031
Partner - Contributor
Partner - Contributor

How to display every Quarter of First month Sales data

Hi All,

I Have Year, Quarter and Month with Sales data.

I have taken pivot table for displaying the data.

If i click ‘+’ symbol on year in pivot table, it will expand and showing Quarters and if I click ‘+’ on Quarters then expand and showing Months.

Q 1 having Sep, Oct, Nov and Q 2 having Dec, Jan, Feb like that

If I collapse Q 1 then I want to display the Sep data for Q 1 (Like Beginning Month of the Quarter Q 1 like Sep) and if collapse Q 2 then Display Dec for Q 2 Data like that.

How to Achieve that.

Please see the below attached example for reference.

Please suggest me How to Achieve This Scenario.

 

Thanks & Regards, 

lakshman

 

 

 

 

11 Replies
Lakshman_1031
Partner - Contributor
Partner - Contributor
Author

Hi Lorenzoconforti,

I am facing another problem in pivot table.

Please suggest me how to do.

I have Year, Quarter and Month in top drill down, if i expand the years showing Quarters and Expand Quarters then showing Months.

we are using a flag to hide future month data in pivot and as we need to show only quarters data.

In this case we were facing difficulty to hide only months data as when we are clicking on quarter expansion then the whole quarter column was hiding.

for example Q 4 .

Note: As we are suppressing zero values by default and inside Q 4 months are having zero values this behavior might be expected but we need to show Q 4 data but not the month data.  

Please see the image for your reference

 

Please suggest me how to achieve these scenarios.

 

Thanks & Regards,

Lakshman

lorenzoconforti
Specialist II
Specialist II

Apologies but I'm not fully understanding what you are trying to achieve.

You want to show only quarter data without month details?

 

Can you please do a mock up of what you are getting and what you would like to get?