I am trying to do year on year comparisons of financial charges (i.e. how is each month for 2016 v each month for 2015), in essence so I end up with a clustered barchart showing months with years as the series, I have one date field in my data and cant seem to configure this as it formats it. So my source data is
Hope this makes sense, thanks
Oh the data is in excel on a sharepoint site.
Hi Peter,Based on the scenario you described, the attached screenshot illustrates visualizing the data grouped by months for both years.Is this what you are trying to achieve?
If this is the solution you are looking for, then, first, you need to drop the fields from the data in the respective pivot boxes (as displayed on the screenshot). The Month field not present in your data is a calculated one, which can be added by using the "+" button in the Fields header. The expression used to create it is: MonthName([Date]) which extracts the name of the month from the date field specified in the square brackets (in this case called Date).The currency format can be added by specifying Currency for Number format and £ as Currency Symbol from the Formatting settings available upon clicking the Charge field once it's been dropped in the Values pivot box.The selected visualization is a Column chart.
In case this is not the solution you need, would you please provide more details on the scenario?
Please let us know in case you have any questions or need any additional information.
Thanks thats better but not there yet, as the sorting is now on the text so the months starts with April not January.
You could also add a calculated column for the month number using the formula "MONTH([Date])". Then you should drop the month number and month name columns in the rows pivot area. This way the data is sorted by the month number, but you could display the month name in the chart. I am attaching a zip containing an rplus file with a configured widget. Please let me know if you have any other issues or questions.
Great thanks for that, I now have exactly what I am after.
I think the application is missing a way to simply see all the available formula, Im sure they are listed on the web site somewhere.
Thanks again for the assistance!