Floating Summary in Pivot Table

cmcreynolds

Active Member
Joined
May 21, 2015
Messages
295
I am trying to organize a report (in a pivot table?) that displays the current month plus the next three months. I know I can group, but wouldn't I have to group all permutations of months? (i.e. 1,2,3 & 2,3,4, & 3,4,5...)

My data is rather simply constructed as a table - I have a field for Month (well, both word and number), Actual, Goals. (These fields are pulling from 2 sources which I then combined them into a table).

Just confused on how this can be structured "automatically" (based on a =Today()) cell. :confused:

Thank you.
 

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cmcreynolds

Active Member
Joined
May 21, 2015
Messages
295
I've used the following formula, but, like all the rest, it falls apart when I try to include January.

=IF(ISERROR(DATEDIF($C$2,DATEVALUE('Plus 3 Summary'!$E5&" 1"),"m")),0,IF(DATEDIF($C$2,DATEVALUE('Plus 3 Summary'!$E5&" 1"),"m")<3,1,0))

(Where C2=TODAY() and $E5 = Month (in words))


Is this really as complicated as I'm experiencing?:eek:
 
Last edited:

cmcreynolds

Active Member
Joined
May 21, 2015
Messages
295
Well, this is what I came up with - I hope this helps someone. I plan on using it as a filter field in a pivot table to produce only months 3 months out (well, including this month, too - if you just the next 3 months, take out the last IF() statement).

=IF(MONTH(EDATE($C$2,3))=[@MonthNum],1,IF(MONTH(EDATE($C$2,2))=[@MonthNum],1,IF(MONTH(EDATE($C$2,1))=[@MonthNum],1,IF(MONTH($C$2)=[@MonthNum],1,0))))
 

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