Pivot Table and adjacent columns

Hi Forum, I have a simple power pivot table summarising clients and sales amounts. Adjacent to the pivot table, I have set up two columns - a vlookup returning the corresponding account manager for a client, and a status column (if formula to numerically classify sales amount, with conditional formatting icons applied).

I would like to effectively "merge" the pivot table and my columns as one sortable table. Should I be using getpivotdata to create a new table, or is there a better way to achieve this? Thank you.

Hi JeteMc, thanks for the feedback. I guess I oversimplified my description. There is a pivot table value showing sales amount for each client, and another column calculating the days since the last client visit. These are based on different sheets within the data model.

On an adjacent column to the pivot table, I made up my own conditions (whether sales is below or above a certain threshold vs. whether days since last visit is above or below a certain number). Depending on the permutation, I use a nested IF formula to return one of four numbers. I then used conditional formatting to colour code the status.

I'm not sure how to replicate this within the pivot table itself instead of an adjacent column. I can add a calculated column in a data model sheet, but the IF formula is based on values calculated from two separate sheets.

I guess the account manager lookup part is not as important since the vlookup should work correctly regardless of how the pivot table is sorted.