Jadual Pangsi: Jadual pangsi 12 bulan terakhir -

Isi kandungan

Untuk membuat jadual pangsi yang menunjukkan data 12 bulan terakhir (iaitu 12 bulan bergulir), anda boleh menambahkan lajur pembantu ke data sumber dengan formula untuk menandakan rekod dalam 12 bulan terakhir, kemudian gunakan lajur penolong untuk menapis data dalam jadual pangsi. Dalam contoh yang ditunjukkan, tarikh semasa adalah 23 Ogos 2019, dan jadual pangsi menunjukkan 12 bulan sebelumnya. Apabila data baru ditambahkan dari masa ke masa, jadual pangsi akan terus mengesan 12 bulan sebelumnya berdasarkan tarikh semasa.

Padang

Dalam jadual pangsi yang ditunjukkan, terdapat tiga bidang dalam data sumber: Tarikh, Penjualan, dan Penapis. Tapisan adalah ruang penolong dengan formula yang menandakan 12 bulan terakhir. Medan Tarikh telah dikumpulkan mengikut Tahun dan Bulan:

Formula

Rumus yang digunakan dalam E5, disalin, adalah:

=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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