In a PivotChart filter, how do I select a just range in the column to display?

Jennifer Carner

Help! I have created a pivot chart that shows 3 data series across iterations (time). All series are shown as 'running total in' base field: iterations.

The series are:

  • Total Hours Planned
  • Capacity in Hours
  • Completed Work

They would like to see the series Total Hours Planned and Capacity in Hours through the end of the year, but Completed Work only through the current iteration. Not sure how to apply a filter only to one series and not to the others? This will be widely used so I am trying to keep it as simple and/or automated as possible. Ideally they'd like a trendline that starts at the current iteration to predict completed work through the end of the year... but I'd settle for filter. (updated to align with new titles)

enter image description here

Sun

There isn't an easy way partially display column data. It'd be easier to set up a separate sheet that looks up the Data from the PivotTable, do some additional logic on it, then display a PivotChart from the processed data.

Here's what I did based on your screenshot. I copied the data and added two more columns called Show? and ShowCompletedWork. The formula for ShowCompletedWork is =IF(E2="yes",B2,"")

I think others have used the OFFSET function to do what you want, but seems like a lot of effort.

Date,CompletedWork,Total Hours Planned,Capacity In Hours,Show?,ShowCompletedWork
19-Apr-2016,1000,1200,2500,yes,1000
3-May-2016,5000,5000,5000,yes,5000
17-May-2016,7000,7500,7500,yes,7000
31-May-2016,8000,8500,10000,yes,8000
14-Jun-2016,8000,10000,12500,,
28-Jun-2016,8000,15000,15000,,
12-Jul-2016,8000,17500,17500,,
26-Jul-2016,8000,21000,20000,,
9-Aug-2016,8000,27000,22500,,
23-Aug-2016,8000,31000,25000,,
6-Sep-2016,8000,37000,27500,,
20-Sep-2016,8000,40500,30000,,
4-Oct-2016,8000,46000,32500,,
18-Oct-2016,8000,49000,35000,,
1-Nov-2016,8000,52000,37500,,
15-Nov-2016,8000,53000,40000,,
29-Nov-2016,8000,55000,42500,,
13-Dec-2016,8000,59000,45000,,
27-Dec-2016,8000,61000,47500,,

I created a PivotChart from that data:

enter image description here

enter image description here

enter image description here

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