Pivot Table Layout

Hi People,

This is my first post. Hello!

Basically, I've been given a task at work - we have VAT invoices going back four years and they need the information breaking down into the months and years and the totals for each month.

In the Excel sheet, I have a list of several thousand amounts that I marked as complete when the invoice comes in. I aim to build the Pivot Table from this information.

How can I have the Pivot Table where there is a table to the left, broken down into the four years and the 12 months and the amounts before the project begins next to each month. I would then like anothe Pivot Table to the right that tells us how much money has come in for each month in each year.

Is this possible? If you could explain how you'd do it, that'd be great.

Thanks for your help.

Lee.

Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

Remember to desensitize the data.

Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

Hi Sandy,

Thanks for replying. Since posting this, I've managed to work out most of this on my own. There's only one thing left to do.

I have tried attaching an Excel sheet, but I can't seem to do it. I'll try and explain what I'm trying to do.

I have two Pivot Tables next to each other - the one on the left lists the Years and Months and the outstanding figures for each month - this is all done. now.

The second Pivot Table (on the right) also has the Years and Months, but this is where I refesh the table daily when invoices have come in. In the table where the data is pulled from, I have a column titled 'Received.' Once an invoice has come in, I wish to put a 'Y' in the relevant box and I want the figure in this row to be pulled into the Pivot Table. I have the two Pivot Tables next to each other so I can compare what is outstanding and what has come in. Does this make sense?

I'm having difficulty attaching an Excel sheet - I'll see if I can do it after posting this.

Thanks Sandy,

Lee.

To attach an Excel file to your post,

• desensitize data
• remeber that your example should reflect structure and type of data
• click Go Advanced,
• scroll down until you see Manage Attachments,
• click that and select Browse,
• select your file and click Open,
• click Upload and you will see your attachment below Upload Files from a website
• click Close this window,
• click Submit reply

After that you should see attachment in your post

Hi Sandy,

I've attached the Excel sheet. It's only a random sheet I've created, so there's no data that's important. I hope the request in the previous post makes sense.

Thanks Sandy,

Lee.

Hi Sandy,

Sorry! I've taken out as much info as I can. The Pivot Table doesn't appear the same if I take out the dates and amounts - once the data is out of the table, it's hard for me to explain how I want the table laid out.

I hope this is helpful?

Thanks for your help Sandy. I appreciate it.

Lee.

is that what you want?

Originally Posted by sandy666

is that what you want?

Hi Sandy,

Not quite, no. Basically, there are two Pivot Tables - the one on the left is exactly as I want it. However, the Pivot Table on the right - I need to have totals next to the months for the amounts that have come in. In the original table of data, I have marked this column as 'Received' and I put a big 'Y' when an invoice has come in. What I would like the Pivot Table to do (the one on the right) is to pull the £ figure through to the Pivot Table and in the correct month. I've done everything else - it's just this last thing and it's annoying me greatly!

Thanks Sandy,

Lee.