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Make 1 Pivot Table from 2 Tables - Income and Expense - with different columns.

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    Make 1 Pivot Table from 2 Tables - Income and Expense - with different columns.

    HI.
    I've 2 tables - 1 is Orders table which captures the income and other is an Expense table which captures daily expenses. Both these tables are on 2 different worksheet of the same Workbook. I want to create an Overview of Income and Expense on a 3rd worksheet named "Overview" where I would be able to see Income & Expense of a particular selected month (or ALL months).

    The tables are as follows:-
    1. Orders table (Income):
    Date |Bill No.|Customer|Mob. No.|Society|Room No.|Product|Qty|Type Vendor|Category|My Rate|Vendor Revenue|Splash Revenue

    2. Expense table:
    Date|Category|Amount

    Please help. Thanks.
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    Re: Make 1 Pivot Table from 2 Tables - Income and Expense - with different columns.

    Hi and welcome to the forum,

    Please upload a workbook or a representative cut down copy, anonymised if necessary. It is always easier to advise if we can see your request in its context.

    Show a before and after situation with manually calculated results, explaining which information is data and which is results, and if it's not blindingly obvious how you have arrived at your results some explanatory notes as well.
    Richard Buttrey

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    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: Make 1 Pivot Table from 2 Tables - Income and Expense - with different columns.

    Hi Richard.
    As requested I'm attaching the workbook with a few sample data. I've mentioned what I need to do in the file itself in a textbox.
    Let me know if it makes sense.
    Thanks.

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    Re: Make 1 Pivot Table from 2 Tables - Income and Expense - with different columns.

    Does the attached help.

    I've used SUMIFS formula which depend on a single date entered in D6 rather than having to pick both a year and a month. Any date in the month in question will be fine.

    Of course if you really want two drop downs you could make D6 a formula which returned say the 1st of the month for the year & month specified.

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    Re: Make 1 Pivot Table from 2 Tables - Income and Expense - with different columns.

    It works perfectly well. I had assumed it wouldn't upon viewing the formula as I thought the Range name would have to be updated every time as I enter new data since range is increasing. But I was wrong. Worked brilliantly.
    Thanks..

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