VBA to Pivot by Month and Cumulative Year to Date, then include variance field

Hi all,

I've pretty much exhausted all other avenues and internet searches, and desperately need some advice/help please?

I’ve created a Pivot Table based on several months (periods) data. However, try as I might through various other snippets of code, I’ve been unable to create a pivot table showing the current period (based on a user-changeable range on Sheet1 called “period”) as well as a cumulative year to date position (in this case periods 201301-201309), split by two column labels.

The attached workbook shows a simplified pivot and macro. What I’m trying to achieve here is instead of a Grand Total Column, have YTD cumulative columns split by Retainer Articles Used, Retainer Expenses and Retainer Fees.

THEN, and this is the even trickier bit (at least I feel it is): there is a budget column in the source data tab (Download2). I want to do a variance between the total amount for the period and the total budget, rather than have a budget column against each individual column.

I.e. as it currently shows, keep column E,F,G,H exactly as they are, then insert a budget column in I, but without splitting the budget into Retainer Articles etc etc… and then insert a calculation field to work out the variance between the Period Total and the budget column.

Long shot, but could anyone help on either one of these two problems, are they even possible??

Thanks in advance,

Mike

Hi Oeldere,

Many thanks for your reply, however I needed something more dynamic with periods across the top of the page instead of down, so had to find a work around.

Thanks to another problem I was working on, I came up with a workaround that met my needs and seems to work just fine. I've attached this, please feel free to review it and let me know if you have any thoughts/improvements/suggestions

Thanks again for your efforts, much appreciated!

Cheers,

Mike