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!