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Jim Thomlinson Jim Thomlinson is offline
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Default Pivot table setup

Is there a question in there somewhere? What you have sounds fine by me. The
only caution I would have is if you have more than 8,000 unique comments or
Invoice numbers then the pivot table will break down.
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HTH...

Jim Thomlinson


"Vic" wrote:

I need to setup a pivot table where I may see all expenses by vendor or by
year or by quarter or by month/year. This should help me to forecast for next
quarter and year. I should also be able to see totals by expense code (it
groups different types of vendors). I will also need to setup sort order.
My data table will have the following columns:
Vendor-Name, Invoice-Date, Invoice-Number, Description, Amount,
Expense-Code, Process-Date, Comments.