I think you are actuaaly trying to pivot table here...
Please see this video
IF it doesnt gte solved Can you please post your workbook (twbx format) we can have a go at it..
Thanks for the suggestion, but that didn't help me. I've attached a sample workbook to the original message.
Please my attached workbook
I think I have solved your question
How I did it :
Take excel file and say Ctrl+A and exclude Date Filed and at the end of slection you will get a drop down which will say pivot click on that and goto sheet
Example of Pivot:
Drag and Drag required filed
then create a calulated field as calc and write "First() "
and say compute using Month- Year and drop it to filter u will always get First month only.
Let me know if you undertood it or not?
Done.twbx 21.7 KB
Thank you for trying to help, but I'm afraid I'm still not getting what I need from your suggestion.
Did u have a glance at my workbook
According to excel , the last month was december so it displayed that month is it not what you want.?
Hi, yes, I did take a look. I'm not able to see the data source to see what you did there, but when I try what I see in your workbook, it doesn't work on my end. Perhaps I'm not understanding your steps. Also, I need Actual and Budgeted in 2 columns.
Also, I'd rather not pivot my entire excel sheet since I have other columns of data that were not included in this sample, and need to be able to update the entire sheet on a monthly basis.
I do appreciate your efforts. Any other suggestions appreciated.