The document begins with the column headers for project, job, qty, etc, then
each account has its own header with a single text string in a merged cell
followed by the columns of data directly under it. Each account begins after
the data from the last account with a single text string in a merged cell and
a space between the data and the new account header. The information in the
account header is consistent. I am curious to know more about pivot tables
and if this is the way to do it, then also, can each account header have a
label, one for the actual name of the account and the other for the site
location, so it can be sorted on site and back again to be sorted on account?
Thanks!

"HKaplan" wrote:

Assuming the account, site, rep, and billing person are fields
(columns) in the table (along with project, job, qty, etc.), you can
get exactly what you want with a pivot table. If not I recommend
starting a new table with those columns added.

You could even have a single "header" field in your table that has the
account, site, rep, etc. data as a single text string (as you showed
above), assuming those are consistent. Meaning Account A rep is
always Chicago Rep John and billing Jane. If this is an ever changing
combination then they need to be in separate fields in the table.
Then Pivot tables are the ticket.

Is the "report" you showed above, actually how the data is entered
now? Excel prefers the data in neat columns and rows.

If I know how the raw data entry is structured I can suggest a pivot
table design for you.