How to use group table data by start and end dates











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After unpivoting my table using Power Query, I have this table below.



enter image description here



My next objective is to calculate the task allocation for each person by month in a single pivot table.



However, the start and end dates span across multiple months, how can I group the allocation by month using Excel tools like Power Query, Power Pivot, formulae etc. (anything that works)?



If I do it manually, it should look like this:



enter image description here



So that from this table, I can use pivot table to group the allocations by month and sum the Proportioned Allocation to find out each person's allocation per task per month.



enter image description here










share|improve this question


























    up vote
    0
    down vote

    favorite












    After unpivoting my table using Power Query, I have this table below.



    enter image description here



    My next objective is to calculate the task allocation for each person by month in a single pivot table.



    However, the start and end dates span across multiple months, how can I group the allocation by month using Excel tools like Power Query, Power Pivot, formulae etc. (anything that works)?



    If I do it manually, it should look like this:



    enter image description here



    So that from this table, I can use pivot table to group the allocations by month and sum the Proportioned Allocation to find out each person's allocation per task per month.



    enter image description here










    share|improve this question
























      up vote
      0
      down vote

      favorite









      up vote
      0
      down vote

      favorite











      After unpivoting my table using Power Query, I have this table below.



      enter image description here



      My next objective is to calculate the task allocation for each person by month in a single pivot table.



      However, the start and end dates span across multiple months, how can I group the allocation by month using Excel tools like Power Query, Power Pivot, formulae etc. (anything that works)?



      If I do it manually, it should look like this:



      enter image description here



      So that from this table, I can use pivot table to group the allocations by month and sum the Proportioned Allocation to find out each person's allocation per task per month.



      enter image description here










      share|improve this question













      After unpivoting my table using Power Query, I have this table below.



      enter image description here



      My next objective is to calculate the task allocation for each person by month in a single pivot table.



      However, the start and end dates span across multiple months, how can I group the allocation by month using Excel tools like Power Query, Power Pivot, formulae etc. (anything that works)?



      If I do it manually, it should look like this:



      enter image description here



      So that from this table, I can use pivot table to group the allocations by month and sum the Proportioned Allocation to find out each person's allocation per task per month.



      enter image description here







      microsoft-excel pivot-table power-query






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      share|improve this question











      share|improve this question




      share|improve this question










      asked Nov 13 at 15:12









      Jake

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