Mixing Timeframes on the same Pivot

[#1]

Hello,

I’m quite new on QV and I’m currently struggling trying to mix different time frames on the same pivot table. Is that possible?

Basically I need to show the Actuals by month and compare with the annual Budget (figure attached).

Thanks!!

[Anonymous · Accepted solution]

It is possible to use calculated expression for Month.  Assuming it is dual (Jan is 1, Feb is 2,...), it could have this look:

=if(Month>month(today()), 'Forecast ' & Month, Month)

And expressions also should be conditional based on month, calculating Actual ot Budget

[#3]

Thank you Michael for the support!

I made the adjustment but the problem now is regarding the total row...it's summing up either actuals or forecast, depending which one I state last in the string:

if(Month>7,sum(Forecast),sum(Actual))  the total row give me the sum of Actual

if(Month<=7,sum(Actual),sum(Forecast))  the total row give me the sum of Forecast

The target is to have a total row of 7 months Actual + 5 months Forecast

Any idea?

Thanks!

[Anonymous]

It should be a little different.  In this case:

sum(if(Month>7,Forecast,Actual))

[#5]

It worked! Thanks a lot!