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Pivot Table Report against multiple columns and criteria

  1. #1
    Registered User
    Join Date
    12-19-2011
    Location
    BC, Canada
    MS-Off Ver
    Excel 2003
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    3

    Pivot Table Report against multiple columns and criteria

    Hi. Looking for some help and 1st time posting, so thanks in advance for any assistance.

    I am developing several reports with pivot tables if Excel 2003 (company won't upgrade unfortunately). I am familar with pivot tables, but this one is a mystery. The problem is trying to do a report against multiple columns of common information based on a criteria. I have attached an example of the data. If there is a better approach than PTs I am all ears.

    I have 3 producer columns each with a commission $ pay out and a particular payout date. Each producer can show up in multiple columns, rather than one after the other in rows. This was necessary because they only want one row per quote (hence my problem). The report needs to show the total payout to each producer based on a selected date from the payout date column. I also want to retain the other info from the other columns to show along with detail for the payout amount. The idea is I can see a total payout required to be given to a producer, but also the detail along with it so the producer can see what they are being paid against.

    My apologies in advance if this is confusing or needs clarity. I will await a response.
    Thanks again for your help either way.
    Cheers
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