I am quite new to pivot tables and have managed to create a rather nice one if I do say so myself to summarize our Sales by year, Property & Month, giving $ volume and number of nights booked.
This is being done in Excel.
1. Source Data is expanding. New data is added to my source file each month (new bookings) as we progress through our season, so I have been doing some reading on Dynamic Named Range and Dynamic Defined Names...found some step by step instructions on adding that (not sure which one I would use or why)...I think this is how you keep the Pivot table updating without have to redo it each month.
2. How to get the new data into the Pivot?? We share the files in a Drop box. I don't think I can reference that location for the source data file of the Pivot Report? So I have been doing some reading on Queries... and this is where I started to get lost it the ever expanding maw of Excel > Access > ... programming.
Then I ran into a discussion about Tables and someone was suggesting that their data be setup in a table first...and I have never run into a discussion on Tables, so don't know what Tables are all about... I'm afraid I'm going off into a wrong direction with that.
So I guess my question is should I just content myself with copy, paste the new date from the Live Workbook into my Reporting Workbook...at the very least this is inelegant...it may also be ineffective...
Hoping some kind and knowledgeable person is willing map out the overview for an ongoing Sales Reporting Pivot....where data is being added by other staff members.... then there's the Protection aspect as well... any other tips most gratefully appreciated.
cheers
jp
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