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dokat's avatar
dokat
Icon for Post Prodigy rankPost Prodigy
4 years ago
Solved

Splitting data TY vs LY in matrix table

I have below P&L table on the left and i'd like to transpose and format it same way as the table on the righ. I created a matrix table Iand transpose data however it doesnt split the data between 2020 and 2021 . Is there a workaround splitting data between 2020 and 2021 and include as column header.

 

 

 

  • dokat  The table on the left looks good from a database persepective, just add a column in Power Query that turns Calendar Year into a date (Jan 1, Calendar Year is easy). Then you can relate to a DimDate table and use TimeIntelligence.

     

    Excel with Allison: DimDate: What, Why and How?

     

    Alternatively you could just put Calendar Year in the Columns of your matrix and P&L in the rows and Values in Values and no transposing is needed.

     

     

2 Replies

  • AllisonKennedy's avatar
    AllisonKennedy
    Icon for Community Champion rankCommunity Champion

    dokat  The table on the left looks good from a database persepective, just add a column in Power Query that turns Calendar Year into a date (Jan 1, Calendar Year is easy). Then you can relate to a DimDate table and use TimeIntelligence.

     

    Excel with Allison: DimDate: What, Why and How?

     

    Alternatively you could just put Calendar Year in the Columns of your matrix and P&L in the rows and Values in Values and no transposing is needed.

     

     

    • dokat's avatar
      dokat
      Icon for Post Prodigy rankPost Prodigy

      that worked, i uploaded calendar year table and drop it under column  and it worked.

       

      Thanks