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Track total number of open Audits per quarter using a pivot table

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    Track total number of open Audits per quarter using a pivot table

    Hello,

    I am building a template that can track the status of audits. The template has an input for the date the audit was opened, the date it was closed, and the status (open/closed). I am trying to figure out how to create a pivot table that tracks the total number of open audits per quarter. Currently the pivot table just shows the number of audits that were opened during that quarter, but it does not include audits from past quarters that are still open. Any suggestions?

    Thanks!
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    Last edited by pbayer14; 12-01-2022 at 01:48 PM. Reason: Added attachment

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    Re: Track total number of open Audits per quarter using a pivot table

    it might be helpful to upload a small sample (yellow banner at the top of the post for instructions) so people can see what the data is and how you've designed the pivot table to see what to tweak.
    Make contributors happy, click on the "* Add Reputation" as a way to say thank you.
    Sam Capricci

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    Re: Track total number of open Audits per quarter using a pivot table

    Hi Sam. I just added an attachment. Let me know if that is helpful.

    Thanks!

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    Forum Expert Sam Capricci's Avatar
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    Re: Track total number of open Audits per quarter using a pivot table

    what you uploaded seems to be counting correctly unless you don't want to count appeals. The sheet shows 3 open Q1 2022 claims, 2 Q3 2022 claims and 4 Q4 claims.
    I'm re-uploading your workbook with column F showing the quarters for claims that were not closed and you can see that the total numbers shown in your pivot table match the counts.
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    Re: Track total number of open Audits per quarter using a pivot table

    I am hoping to generate the total running sum of open appeals. Q1 should show 3 open, Q3 should show 5 open (since it includes 3 audits that are still open from Q1), and Q4 should show 9 open (that includes audits that have not been closed from Q1 and Q3). I hope that makes sense.

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    Re: Track total number of open Audits per quarter using a pivot table

    So i made some changes to your workbook. I removed the pivot table.
    I changed your entry data into a table.
    I added a QTR and a YEAR column which are based on formulas so they will automatically fill with new data when a new line is entered.
    Then i used a sumproduct() function to do the counting based on the criteria.
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