# Floating Summary in Pivot Table

#### cmcreynolds

##### Active Member
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.

Thank you.

### Excel Facts

Format cells as currency
Select range and press Ctrl+Shift+4 to format cells as currency. (Shift 4 is the \$ sign).

#### cmcreynolds

##### Active Member
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?

Last edited:

#### cmcreynolds

##### Active Member
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))))

Replies
8
Views
1K
Replies
1
Views
566
Replies
6
Views
886
Replies
2
Views
1K
Replies
2
Views
198

Excel contains over 450 functions, with more added every year. That’s a huge number, so where should you start? Right here with this bundle.

1,163,561
Messages
5,832,507
Members
430,136
Latest member
Asir Jefferson

### 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.

### Which adblocker are you using?

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

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