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Help with summarizing data

  1. #1
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    Help with summarizing data

    Please see attached. We currently have a spreadsheet that we use for monthly projections based on client. We are a healthcare business, so we have billing date, expected receipt date, etc. What we are trying to do is take the projected receipt date and expected amount for each client and put it on a summary tab and then sort by oldest date to newest date in order to know when cash will be coming in.

    If you see on the attached worksheet, I tried to do a pivot table to summarize the data I want, which I would do for each of the client tabs, but I am wondering how do I summarize the data on another tab? Would I have to link it or should I make the pivot table on another tab, etc. Please help. This is a problem that I have not been able to solve and it is creating a lot of manual work. Thank you. Any input would be greatly appreciated.
    Attached Files Attached Files

  2. #2
    Forum Expert boopathiraja's Avatar
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    Re: Help with summarizing data

    Hi, move the pivot table to another sheet, Go to Pivot Tables>Analyse>Move PT, select the new sheet
    Click just below left if it helps, Booşathì

  3. #3
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    Re: Help with summarizing data

    If I move the pivot table(s) for each client, will I then be able to sort by date "expected receipt date" for all clients (separate pivot tables for each)?

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