Multiple Criteria to Create Pivot Table

[LHDinh]

Hello, I want to create a pivot table based on two criteria. I have a spreadsheet that contains columns for Client Name, Account Number, and Merger Bank. The presence of a Merger Bank value means the account was acquired through a merger. Client accounts without a value indicates the accounts were opened after the merger.

I want to capture all the accounts for clients associated with merger Bank1.

For example, from the attached table, I want to be able to create a pivot table that contains all 4 accounts for James Construction, 3 accounts for Airgas, and 4 accounts for The Bodega. Is there a way for me to do that?
Thank you!

[JeteMc]

While this solution uses a pivot table as per request in post #1, it also adds a helper column to the source data. The array formula (which must be activated by holding Ctrl and Shift while pressing Enter) that populates the helper column is:

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The pivot table is then set up with Customer and Account as row labels. The report layout is set to tabular, and the grand totals and subtotals are turned off. The helper column, Merg Client, is used as the report filter.
Here is a copy of your file set up as stated above: Copy of Client List.xlsx
Let me know if you have any questions.

[LHDinh]

Thanks, that worked perfectly!

[JeteMc]

You're Welcome and thank you for the feedback. If you haven't already please take a moment to mark the thread 'Solved' using the thread tools link above your first post. I hope that you have a good day.