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SOLVED

How to regroup data with new headers

ll1100000
8 - Asteroid

Here is my raw data and pulled out with regular calendar month.

 Year   Month   Sales

2016       1         100

2016       2          50

2016       5         110

2016      12        120

2017       1         130

2017       2         100 

 

For financial purpose, the first month of the Financial Calendar always starting as Feb and ending as Jan in next year.

Therefore, the 2016 Jan sales (100) should be counted as 2015 sales in Financial Calendar.

And the 2017 Jan Sales (130)  should be counted as 2016 sales in Financial Calendar.

So I need to re-arranged those regular month sales accordingly with Financial calendar...

 

And then transpose into the following format in the final result....

                            2      3      4       5       6       7     8     9     10      11     12      1

Year   2017       100     ---------------------------------------------------------------  

           2016         50                                                                                          130

           2015                                                                                                       100

 

What would be the best practise to do this?

 

 

Thank you.  

5 REPLIES 5
pcatterson
11 - Bolide

There are arrows at the top of the select tool.  After you've transposed your data, you can reorder them as you choose with those arrow toggles:

 

Arrow.png

 

ll1100000
8 - Asteroid

Hi Pcatterson;

Thank you for your reply, but I think the method you mentioned can only transpose the data.

It doesn't filter out all the 2017 Jan data and change group it under 2016 ....

 

alex
11 - Bolide

 Does this do the trick?

fin.JPG

pcatterson
11 - Bolide

Sorry, I didn't understand what you meant initially.  Alex's solution is good and essentially parallel to mine.

ll1100000
8 - Asteroid

Sorry for the late reply, I was on vacation....

This is fantastic and worked perfectly!! Thank you very much for your great support!

 

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