Compare Pivot table data to other dated data

BloodyBill

New Member
Joined
Oct 5, 2020
Messages
33
Office Version
  1. 365
Platform
  1. Windows
Hi,
So I collect a lot of raw data into a pivot table that shows categories and dates. Something like this:

Pivot table
1619554126132.png


On a separate worksheet there is a whole year's worth of goals on a regular (not pivot) table:

Goal Table
1619554215869.png


I want to create a third worksheet that finds the actual sales reflected in the pivot table (1/10, Apples = 19) and compares that with the corresponding goal on the static goals sheet (1/10, Apples = 17) and gives the difference (+2). We exceeded goal. (We're behind by 12 on peaches, that day.)

The tricky thing for me is that the dates on the pivot sheet will be constantly changing as the year goes by, while the year-long goal sheet is pretty static. I need a way to go fetch the right date-specific goals to compare to the moving pivot.

Any help? Thanks!

Bill
 

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Hi,
So I collect a lot of raw data into a pivot table that shows categories and dates. Something like this:

Pivot table
View attachment 37622


On a separate worksheet there is a whole year's worth of goals on a regular (not pivot) table:

Goal Table
View attachment 37623

I want to create a third worksheet that finds the actual sales reflected in the pivot table (1/10, Apples = 19) and compares that with the corresponding goal on the static goals sheet (1/10, Apples = 17) and gives the difference (+2). We exceeded goal. (We're behind by 12 on peaches, that day.)

The tricky thing for me is that the dates on the pivot sheet will be constantly changing as the year goes by, while the year-long goal sheet is pretty static. I need a way to go fetch the right date-specific goals to compare to the moving pivot.

Any help? Thanks!

Bill
Without seeing the dataset, I believe a better solution is to use the Pivot Table's data source for the lookup/comparison. You can turn the source into an Excel table and your formulas will be dynamic and always update. Additionally, you can specify criteria ranges (dates) for those SUMIFS/COUNTIFS/INDEX functions so that it updates automatically.

Does that make sense?
 
Upvote 0
Solution
Without seeing the dataset, I believe a better solution is to use the Pivot Table's data source for the lookup/comparison. You can turn the source into an Excel table and your formulas will be dynamic and always update. Additionally, you can specify criteria ranges (dates) for those SUMIFS/COUNTIFS/INDEX functions so that it updates automatically.

Does that make sense?
I think so. I'm going to have to rethink my approach to this.
Thanks.
 
Upvote 0

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