Pivot: Summarize Services for Client and Net Profits Calculation

why screen shot and not the file itself?


Fast answers need clear examples. Post a small Excel sheet (not a picture) showing realistic & representative sample data WITHOUT confidential information (10-20 rows, not thousands...) and some manually calculated results. Just before posting, scroll down to GO ADVANCED, click, and then scroll down to MANAGE ATTACHMENTS and click again. Now follow the instructions at the top of that screen.

Hi
Please see "Amended PVT" tab in the attached file.
I added another column in your timesheet with the below formula:
L2 and down:
=IF(SUMPRODUCT(--($J$2:J2&$K$2:K2=[@Client]&[@Services]))=1,VLOOKUP([@Services],'Services Overview'!A:B,2,0),"")

As for the calculated field - go to Pivotable tools---fields, items&sets----calculated field----
Put the name of the title you would like to have
in the formula section: = 'Original WIP Value EC'- Fee

This is because you have a table formatting (which I presonally cannot stand )

if you convert the table to a range you can see the cell refernce instead of the header titles (table tools----convert to range)
If you would like to maintain the table formatting - you can change the titles and type manually the cell numbers (J2&K2 for example in L2, and J3&K3 etc, as you drag it down).

Hope this helps...

Wow - so easy =)
Where can I give tips? You've really helped me out, thanks a lot!

you're welcome
You can press add reputation under my username, and thank you.