On Oct 19, 2:16 pm, Debra Dalgleish wrote:
You could create a lookup table to group the amounts in the source data
table. For example with a named range GroupLU:

Amt Group
0 $0-$99
100 $100-249
250 $250-499
500 $500-999
1000 $1,000-2,499
2500 $2,500-4,900
5000 $5,000-4,999
10000 $10,000+

Use a VLookup formula in the source data: =VLOOKUP(B2,GroupLU,2)

Then, add that field to the pivot table's row area.
To show the years, add the Date field to the Row area, and group by Year:

http://www.contextures.com/xlPivot07.html

Then, move the grouped date field to the column area.



Captain Snuggles wrote:
Range 2005 2006 2007
0-$99 $500.00 $200.00 $2,500.00
$100-249 $2,500.00 $500.00 $5,000.00
$250-499 $6,000.00 $900.00 $2,500.00
$500-999 $1,000.00 $2,500.00 $5,000.00
$1,000-2,499 $25,000.00 $16,000.00 $2,500.00
$2,500-4,900 $60,000.00 $50,000.00 $30,000.00
$5,000-4,999 $90,000.00 $70,000.00 $50,000.00
$10,000 + $80,000.00 $70,000.00 $100,500.00

I have a spreadsheet full of individual financial transactions from
2005 to 2007, Amount and Date. I need the columns to be the sum of
the values per year and the rows to be the various financial levels.
I'm not sure how to group the transactions within the monetary
ranges. Any help would be appreciated.

--
Debra Dalgleish
Contextureshttp://www.contextures.com/tiptech.html

Debra,
Thanks for your answer. Unfortunately, I have no clue what I'm
supposed to do. I can't find anything on creating a "lookup table."
I added the Amt and Group columns to the data source, but I can't
figure out how to use this info for the grouping. I went to the site
mentioned above, but the only grouping it mentioned was grouping pivot
table data. I need to group the data in the data source first, I
think. Can you think of any more resources I can look at to figure
this out?