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Budget Tracking Spreadsheet

  1. #1
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    Budget Tracking Spreadsheet

    I've been struggling so far with creating a pivot, or number of pivots to display budget tracking details in the format we need for our team.

    The format the data comes in is:
    PO No | PO Qty | PO Date | Receipt Qty | Receipt Raised | Outstanding | Budget

    PO No = ID Number
    PO Qty = Amount raised with each PO Number
    PO Date = Month the PO was raised
    Receipt Qty = A portion of the PO paid that month
    Receipt Date = Month the Receipt Qty is paid
    Outstanding = Amount left to pay for the PO that month
    Budget = annual amount allocated to pay per PO No

    I have also attached a jpeg of the source spreadsheet, a jpeg of the desired resulting data and a jpeg of the final chart.

    Essentially what we would like is a chart with:
    - An accumulative line showing Budget
    - An accumulative line showing total PO's raised that year
    - An line showing receipts payed each month
    - A depreciating line showing outstanding total each month

    I've been struggling with this, and how to get all this on one Pivot table, not even sure if it's possible! Any suggestions would be welcome!

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    Last edited by khibullimore; 12-05-2007 at 04:40 AM.

  2. #2
    Forum Expert oldchippy's Avatar
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    You may find this link helpful showing Pivot Table demo's

    http://www.datapigtechnologies.com/ExcelMain.htm
    oldchippy
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  3. #3
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    Thanks OldChippy. That page definitely has some useful tips I didn't know about - however it still doesn't really quite help with this particular problem.

    I know a bit about pivot tables, enough to get by, but this one is currently beyond my ability, as it is the logic behind the table structure I'm struggling with.

    Any further options or manipulation I'm pretty happy I can do. I am convinced this cannot be done on a single pivot table, however I'd be very happy if someone can prove me wrong!

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