Fiscal Calculations: Need Qtr, Month and Year...show at once

pete234

Active Member
Joined
Feb 10, 2004
Messages
419
Table of sales with reps and dates linked to fiscal date table and employee names.
All is good, I can drop in fiscal week, qtr, month and it will calculate for that period.
But I need it to show each period total in it's own column and at the same time, not changing the view.

In other words, rep names on the row in their categories.
Sales periods on the columns, with SUM of revenue for each of Qtr. Month and Week.

Right now if I try Qtr with month below it (field chooser), it will only show the month I pick, not the qtr, same with week below month. This seems like very basic biz and I'm probably making it too hard.
Maybe needs the dates or a DAX formula? Any help appreciated.
 
Last edited:

Excel Facts

Did you know Excel offers Filter by Selection?
Add the AutoFilter icon to the Quick Access Toolbar. Select a cell containing Apple, click AutoFilter, and you will get all rows with Apple
Hi Pete. If you give me a glimpse of what your fiscal date table looks like and what you want your pivot to look like, I am pretty sure there is a simple solution.
 
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