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Issue with summing values in spreadsheet with Pivot Table

  1. #1
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    Issue with summing values in spreadsheet with Pivot Table

    I have this simple scenario:

    Supplier Inv Num Transaction Amount Tax Amount
    Supplier Test 1 ZAADEa1 -67 -13.4
    Supplier Test 1 BBFE443 -341.6 -68.32
    Supplier Test 1 BBFE443 341.6 68.32
    Another Supplier AADD_56 -9.96 -1.99
    Whatever Supplier TEST45 -22.05 -4.41

    I'd like to be able to sum the Transaction Amount and Tax Amount on each distinct supplier and invoice number, so I would in the above example I would end up with:

    Supplier Inv Num Transaction Amount Tax Amount
    Supplier Test 1 ZAADEa1 -67 -13.4
    Supplier Test 1 BBFE443 0 0
    Another Supplier AADD_56 -9.96 -1.99
    Whatever Supplier TEST45 -22.05 -4.41

    In this example, there were 2 lines for Invoice ZAADEa1, but after summing there is just one line:

    I tried a Pivot Table, with "Supplier" as a Row, and Tax Amount and Invoice Amount as Values, and that looks nice and tidy, like this:

    1Untitled.png

    However, without the invoice number next to the supplier, it's no good. If I include the Invoice number, then due to the way Pivot Tables work, the nice tabular format is lost and it looks like this:

    2Untitled.png

    Is there any way I can achieve what I need using a Pivot Table?

    Any advice much appreciated.

    Thanks

  2. #2
    Forum Expert Keebellah's Avatar
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    Re: Issue with summing values in spreadsheet with Pivot Table

    Mayby adding a Pivot table filter for the invoice number
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  3. #3
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    Re: Issue with summing values in spreadsheet with Pivot Table

    Try changing the Pivot Table Report Layout to Tabular Form.
    Last edited by Flyboy65; 02-10-2017 at 12:39 PM.

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