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Excel 2007 : pivot table and multiple dates - same column

  1. #1
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    Unhappy pivot table and multiple dates - same column

    In attached Excel 2007 file the following problems present:

    1. One column with MATERIAL (Part #)
    2. Another column could have THREE different dates corresponding to that same material (within three different fiscal years to complicate matters).
    3. Column with reason codes used for filtering in pivot table.

    *** see columns marked in RED in sheet named "Data" ***

    What I need:

    1. The existing pivot table is filtered by column "Reason Code" and needs to remain so.

    2. I need to have three columns (2008, 2009 and 2010) for the column with the dates "VALID TO". Whereas the fiscal year goes from Sep to Oct. Meaning if a VALID TO date for a materials states "12/31/9999" this belongs in fiscal year 2010. "VALID TO" 09/30/09 belongs in 2009, "VALID TO" 09/30/2008 belongs in 2008 and so forth. There is sheet for this to be added. I played with various scenarios but these are just not working.

    3. I need to be able to have the three different dates on the SAME row, not in staggered rows. Meaning: If there was a change made in 08, 09 and 10 then all three years should have the LAST DATE of "VALID TO" in the field - not ALL dates available. As I said, some materials may have multiple dates - I only want the last one UP TO 09/30 of THAT fiscal year. Sometimes there will only be a change in one or two fiscal years.

    4. The Pivot Table needs to be dynamic so that if I make a new download of new data it should automatically adjust to the different size of the new database.

    For an Excel guru with expert pivot table skills this should be cinch to do in an hour or less. I am (obviously!) no expert and boss man is driving me nuts to make this happen today.

    I had to zip the file because it's over 2 MB's, sorry. Uploading doesn't seem to work right now but I'd be happy to send the file to you if you PM me.

    If anyone wants to earn a quick buck today I'd even be willing to pay for the help!!

  2. #2
    Forum Guru Andy Pope's Avatar
    Join Date
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    Re: pivot table and multiple dates - same column

    Why not post a cut down version of your file. You only need enough records to illustrate the problem.
    Cheers
    Andy
    www.andypope.info

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