Data Relationships between date tables, forecast tables and actual sales tables

DrBacon

New Member
Joined
Sep 4, 2018
Messages
27
Hey guys!

I have 3 tables:

  • Salespersons data
  • forecast sales per salespersons
  • actual sales per salespersons
I want to make a pivot table that shows per day of the month, how much a person needs to be selling, vs how much the person sold on each of the elapsed days of the month. The problem is that I when I try to make the pivot table of salesperson and the other two, I can display how much they have sold, how much they can have forecasted, but I can't use the date of the FC table (forecast table) and the actual sales table, because the each of the tables, has their own date column.

What I tried to do is create a date table, which would then be related to each of the sales and forecast table, and use that as the date to compare Sales vs Forecast. But this does not work either.

The dates in both sales and FC tables, have the mm/dd/yyyy format, but I can't seem to make the relationship properly.

The idea is that the pivot table looks like this:

1688420089797.png


But when I try to do this, this comes up:
1688420168189.png

(Nomenclature is the salesperson code)


Pls help?

Thanks!
 

Excel Facts

Convert text numbers to real numbers
Select a column containing text numbers. Press Alt+D E F to quickly convert text to numbers. Faster than "Convert to Number"
Guys my apologies!

I kept on reading and found my error. The dates were in fact not the same format. One had midnight, and the other one didn't. Thanks! This is solved :D
 
Upvote 0

Forum statistics

Threads
1,215,073
Messages
6,122,970
Members
449,095
Latest member
Mr Hughes

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top