Multiple Matches Worksheet to Pivot Table

[jaslake]

The attached file has thee worksheets: Annual Budget, Check Register and a Pivot Table that summarizes the Check Register. What I would like to do is pull the summary data from the Pivot Table into the Annual Budget by Category by Month.

I'm currently doing this with an Excel function such as

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in Cell D7 of the Annual Budget worksheet. This works if there is data in the Check Register for each month and no month is skipped. However, if a month has no data in the Check Register, the sequence gets "out of whack" by the skipped month.

So, it seems to me that I need to do an IF(AND to match the month in Check Register to the month in Pivot Table then match the Category in Check Register to the Category in Pivot Table and pull in the value.

I can't get the syntax correct. Any help would be appreciated. If you can suggest a better way of doing this, such suggestions will also be appreciated.

Thanks, J

[jaslake]

Nevermind. I "think" I only needed to set the DATE field option to "Show Items With No Data" and all months show in the Pivot Table. This seems to solve the problem for the moment.

Thanks...J