Just a few things:
in your part A), yes there is a way to format the SAP report the way
it currently is, but in my position, I do not have the ability to
override the current layout.

So what this tells me is that the reports are being generated
'willy-nilly', but I suspect by the same 'department' personnel.
Regardless, you need to urge they use a report template so their's
consistency period-to-period. The important factor here is *staff
productivity*, and so the reort period process needs to be handled in a
pre-defined manner if any degree of reliability/accuracy/consistency is
to be expected/realized.

the reason I was supposed to check via autofilter was that it would
show how the foundation of my summations were based on the cell
itself and not a text related . I tried each of those formulas, and
came up nihil. I might have to redesign my coversheet.

When I did the Vlookup by category, it gave me one of each amount
listed, but it didn't give me every number in each category. If there
was a way to combine Vlookup with Sum, I think that would work.

Sorry, my bad for omitting the lookup functions in my list. Depending
on what I need, I use VLookup/HLookup respectively. I also neglected to
include SumIf(). I see Claus also mentions the newer version SumIfs (I
use early version templates) and SumProduct(). I don't use SumProduct()
but it may also be useful depending on the source data layout.

<FWIW
I'm not in favor of using a pivot table (per se), unless that's the
layout you want to use for your intended use of the source data. My
clients prefer 'read only' outputs because they usually don't want
users messing around with things as a pivot table would rewuire for
viewing different data. What's common (for my clients, at least) is to
have a sheet with Outlines below a category heading/title so they can
expand/collapse as preferred when they request a single-sheet solution.
This, of course, will print all reports to separate pages as per
inserted PageBreaks, or individual reports as per selection or defined
range. I usually automate this process via a separate addin so printing
prefs are user-friendly. (Using a separate addin leaves the report file
macro-free, which is the usually prefered approach.

--
Garry

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