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Consolidating Filters in Pivot Tables

  1. 02-06-2017, 02:18 PM #1
    nmbell
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    Consolidating Filters in Pivot Tables

    I am trying to figure out how to use a pivot table to be able to show much much individual vendors have invoiced per month. On the first tab of the attached sheet I have a summary of the information. The second tab lists the individual invoices. I am trying to insert pivot tables following these tabs that would allow me to cleanly shows how much each vendor has invoiced during a certain period that aligns with our owner billing period. I believe I have done that correctly using date filters.

    I am having a few problems streamlining the information though. I can not figure out why there is a SUM of the amounts I need AND a total sum. What I want is a sum of the Taxable Amount and then a sum of the nontaxable amount so that I can calculate the current period sales & use taxes as done in the Nov. & Dec tab.

    After that I am trying to figure out the best way to continue tracking for the following months. Do I just copy the tab and then reset the filters?

    Any help is greatly appreciated! Thank you!
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  2. 02-06-2017, 05:13 PM #2
    dflak
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    Re: Consolidating Filters in Pivot Tables

    See if this will work for you.

    First of all, you do not have to add blank rows at the end of a table. When you add new data to a row directly under the table, the table will expand to include the row.

    Secondly why compute the tax "out of table". Compute it as a helper column in the source data.

    To get rid of the extra totals at the end of the column Right Click on one of them. One of the options that comes up in the menu is to remove them.
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  3. 02-07-2017, 02:11 PM #3
    nmbell
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    Re: Consolidating Filters in Pivot Tables

    Thank you. I have been able to remove the grand totals. However, I need to be able to break down the sums by month so I can determine the taxable amount for the period then calculate the correct sales and use tax based on whether the invoiced amount has exceeded the $5,000 threshold.
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  4. 02-08-2017, 12:39 PM #4
    JeteMc
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    Re: Consolidating Filters in Pivot Tables

    If I understand correctly you are looking to add a couple of 'Calculated Fields' to your pivot table. The first calculated field gives the 'Tax this Period' based on the formula that populates B18. The second calculated field gives the 'Total Invoice this Period' based on the formula that populates C18.
    In order to upload a copy of the workbook with the calculated fields applied I either need the password to unprotect the NON TAX sheet, so that I can remove my personal information, or for you to upload another copy of the workbook that doesn't include the NON TAX sheet, assuming the PT will work without it.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.
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  5. 02-08-2017, 03:38 PM #5
    nmbell
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    Re: Consolidating Filters in Pivot Tables

    THat is correct. I have tried to figure out how to add them but each time I get some error!

    I am sorry! I didn't realize the passwords were still on. It should be 1201.
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  6. 02-08-2017, 03:50 PM #6
    JeteMc
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    Re: Consolidating Filters in Pivot Tables

    I get a popup saying that password is not correct.
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  7. 02-08-2017, 04:17 PM #7
    nmbell
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    Re: Consolidating Filters in Pivot Tables

    My assistant says its 5053 then
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  8. 02-08-2017, 04:22 PM #8
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    Re: Consolidating Filters in Pivot Tables

    Still not working. I suggest that y'all unprotect or take the protected sheet out (if not necessary to pivot table) on your end, and upload again.
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  9. 02-08-2017, 04:24 PM #9
    nmbell
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    Re: Consolidating Filters in Pivot Tables

    This one should have the non tax item removed. I apologize. I didn't even know it was there!!
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  10. 02-08-2017, 04:54 PM #10
    JeteMc
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    Re: Consolidating Filters in Pivot Tables

    Take a look and see if this is what you want.
    The formula for the 'Tax This Period' field is:
    Formula: copy to clipboard 
    Please Login or Register  to view this content.

    The formula for the 'Total Invoiced This Period' field is:
    Formula: copy to clipboard 
    Please Login or Register  to view this content.

    Let us know if you have any questions.
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  11. 02-09-2017, 10:43 AM #11
    nmbell
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    Re: Consolidating Filters in Pivot Tables

    This is great. One more question. Do you know how I would add a field to calculate the total of previously invoiced taxable amounts? I need to be able to verify that the sum of all previous months invoices is >= 4999.99
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  12. 02-09-2017, 11:56 AM #12
    JeteMc
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    Re: Consolidating Filters in Pivot Tables

    See if Sheet 1 is what you want. There are actually two pivot tables on the sheet, with a slicer tied to both. The row labels for the second pivot table are in column C and have been hidden.
    Let us know if you have any questions.
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