Multiple Tables into 1 PivotTable

Hello,

I am working on a spreadsheet that shows the total amount of donations made to each charity.

I have 1 table with manually entered data from 2010-2014 (we weren't using an ERP at this point), and another table that is a Query from our ERP for 2015 forward.

Both tables are identical in terms of format.

The Query table can be refreshed with data pulled straight from our ERP. So when a new charity is added in our system, if i refresh that table it will add the Name | Year the donation was made | Amount, to the table and it will keep growing as needed.

The 2010-2014 table has some of the same charities listed in the 2015-Present. On the reverse, the 2010-2014 table has charities listed that AREN'T in 2015-Present and vice versa.

I need to create a "Master List/Summary" (either a PivotTable or regular table) of every charity we've ever give money to and the total amount (2010-2014+2015-Present)

I want something that is totally automatic, if I refresh the Query, and a new charity appears, that new charity will get added to the "Master List/Summary".

I'm trying to do it in a PivotTable but i cannot get it to show properly. The grouping is all messed up, see below.DonationHelp.JPG

Completely out of ideas, if anyone has an idea how to do this using formulas instead of a PivotTable I'd be happy to hear that idea too.

Attaching the spreadsheet but it's not great to work off of because i can't have my Query in the workbook so there won't be a refresh-able query table.

Hello, I hope you had a great Christmas and a Happy New Year!

Thanks for pointing out that error in column names, i thought i made them match.

I had never used PowerQuery before, this tool is amazing. After checking out those links, a few google searches and comparing my pivot table code to your pivot table code i managed to make it work perfectly even with the Query table from our ERP.

Thanks so much, this was an incredible learning experience for me.