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PivotTable Help - Excel Pipeline Template!

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    PivotTable Help - Excel Pipeline Template!

    Hi Guys,

    I need to build a sales pipeline for my company. I've mades templates by myself before and shared with my co workers but they're not very good.

    Therefore, I've downloadet Microsofts Detailed Pipeline template (Attached as file). It looks awesome and I am confident it will be a HUUUGE asset to our company.

    Now, my problem: This template includes a function where you can insert "Forecast Close" (Expected Date of closing the sales). You can choose month and year. Problem is, that if I choose 2018 (current year), the table on the 2nd sheet ("Papeline Calculations") totally screw up. In that table all the cells just suddenly turn to "#Name?"

    Why is that? And how do I avoid this? Basically I need to know how I update this Pipeline so I can share with my Sales Team and so I can update it also when reaching 2019, 2020, 2021 etc.....

    PS: I have no clue when it comes to PivotTable. It really needs to be idiot proof. Appreciate if I can get explanation as well as solving the problem in the file itself? Hope it's not too much to ask.

    Thanks so much guys and have an awesome weekend!
    Attached Files Attached Files

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    Re: PivotTable Help - Excel Pipeline Template!

    Help me out here - where do you enter those variables?
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    Re: PivotTable Help - Excel Pipeline Template!

    Quote Originally Posted by FDibbins View Post
    Help me out here - where do you enter those variables?
    Hey FDibbins,

    In the first sheet, column J: All these are currently set at 2017. If I write 2018, go to 2nd sheet "Pipeline Calculations", right click on the table and press update, all the cells goes nuts and says this "#Name"-thing....

    I hope it makes sense.

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    Administrator FDibbins's Avatar
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    Re: PivotTable Help - Excel Pipeline Template!

    hmmm actually, the same thing happens if you just leave it as 2017 and refresh

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    Re: PivotTable Help - Excel Pipeline Template!

    The problem is with the Forecast Amount field on the Pipeline Input tab. There is a carriage return in the header. Remove this and the refresh works.

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    Administrator FDibbins's Avatar
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    Re: PivotTable Help - Excel Pipeline Template!

    Quote Originally Posted by kersplash View Post
    The problem is with the Forecast Amount field on the Pipeline Input tab. There is a carriage return in the header. Remove this and the refresh works.
    Good catch!!

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    Re: PivotTable Help - Excel Pipeline Template!

    Quote Originally Posted by kersplash View Post
    The problem is with the Forecast Amount field on the Pipeline Input tab. There is a carriage return in the header. Remove this and the refresh works.
    Hey. Thanks for your message. I am not sure what this "There is a carriage return in the header" means? Can you elaborate? Thanks!

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    Re: PivotTable Help - Excel Pipeline Template!

    Quote Originally Posted by kersplash View Post
    The problem is with the Forecast Amount field on the Pipeline Input tab. There is a carriage return in the header. Remove this and the refresh works.
    Oh now I got it. That was amazing, man! Thanks

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