Separating Monthly Results in Data for Same Item?

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Are you struggling to separate monthly results for the same item in your dataset? You’re not alone. In this scenario, you have multiple financial figures—budget, forecast, and actuals—stacked within the same column for each item. This setup complicates the analysis, especially when using a pivot table. By understanding how to organize your data effectively, you can compare figures for each month, ensuring accurate calculations. Let’s explore how to tackle this challenge and streamline your data management for better insights.

Hey all, I’ve got a dataset that I’m having some trouble separating for calculating properly on a pivot table. It is a list of items in Column A, which all belong to a group in Column B, and then C D and E are results for Q1 so Jan, Feb, and March. the problem is that we have a budget figure, a forecast figure, two new forecast figures and the actual figure for each item, that are stacked in the column. so for the first item there are five rows of data that I would like to compare for each month. I just can’t figure out how to do this in a pivot table because the forecast/new forecast/budget/actuals aren’t column headers.

I tried adding new columns that totaled up the rows for each category of forecast/actual etc but the results were far more than the real actuals so something failed there.

Thanks!

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