help with pivot table please
 

hey all,

i have the following fields and data

tableX
Sales Rep Name, Amount, Goal
Rep1,7.50,10.00
Rep1,5.00,7.50
Rep2,5.00,5.00


i'm trying to create a simple pivot table so it will look like:

Rep1 7.50 10.00
5.00 7.50
Total 12.50 15.00
Rep2 5.00 5.00
Total 5.00 5.00

i try to drag rep1 to row area, drop amount field in data area as well as
goal in data area but it looks like:

Rep1 Sum of Amount 12.50
Sum of Goal 17.50
Rep2 Sum of Amount 5.00
Sum of Goal 5.00

basically, is there a way to move goal next to amount instead of below it?

thanks,
rodchar

help with pivot table please
 

Take a look at Debra Dalgleish's video and you'll be slapping your forehead in
moments:

http://contextures.com/xlVideo001.html

rodchar wrote:

hey all,

i have the following fields and data

tableX
Sales Rep Name, Amount, Goal
Rep1,7.50,10.00
Rep1,5.00,7.50
Rep2,5.00,5.00

i'm trying to create a simple pivot table so it will look like:

Rep1 7.50 10.00
5.00 7.50
Total 12.50 15.00
Rep2 5.00 5.00
Total 5.00 5.00

i try to drag rep1 to row area, drop amount field in data area as well as
goal in data area but it looks like:

Rep1 Sum of Amount 12.50
Sum of Goal 17.50
Rep2 Sum of Amount 5.00
Sum of Goal 5.00

basically, is there a way to move goal next to amount instead of below it?

thanks,
rodchar

--

Dave Peterson

help with pivot table please
 

lol, you weren't kidding.

thanks for the help,
rod.

"Dave Peterson" wrote:

Take a look at Debra Dalgleish's video and you'll be slapping your forehead in
moments:

http://contextures.com/xlVideo001.html

rodchar wrote:

hey all,

i have the following fields and data

tableX
Sales Rep Name, Amount, Goal
Rep1,7.50,10.00
Rep1,5.00,7.50
Rep2,5.00,5.00

i'm trying to create a simple pivot table so it will look like:

Rep1 7.50 10.00
5.00 7.50
Total 12.50 15.00
Rep2 5.00 5.00
Total 5.00 5.00

i try to drag rep1 to row area, drop amount field in data area as well as
goal in data area but it looks like:

Rep1 Sum of Amount 12.50
Sum of Goal 17.50
Rep2 Sum of Amount 5.00
Sum of Goal 5.00

basically, is there a way to move goal next to amount instead of below it?

thanks,
rodchar

--

Dave Peterson

help with pivot table please
 

how did you even begin to find a resource like that.

"rodchar" wrote:

lol, you weren't kidding.

thanks for the help,
rod.

"Dave Peterson" wrote:

Take a look at Debra Dalgleish's video and you'll be slapping your forehead in
moments:

http://contextures.com/xlVideo001.html

rodchar wrote:

hey all,

i have the following fields and data

tableX
Sales Rep Name, Amount, Goal
Rep1,7.50,10.00
Rep1,5.00,7.50
Rep2,5.00,5.00

i'm trying to create a simple pivot table so it will look like:

Rep1 7.50 10.00
5.00 7.50
Total 12.50 15.00
Rep2 5.00 5.00
Total 5.00 5.00

i try to drag rep1 to row area, drop amount field in data area as well as
goal in data area but it looks like:

Rep1 Sum of Amount 12.50
Sum of Goal 17.50
Rep2 Sum of Amount 5.00
Sum of Goal 5.00

basically, is there a way to move goal next to amount instead of below it?

thanks,
rodchar

--

Dave Peterson

help with pivot table please
 

Debra is a frequent contributor to these excel forums.



rodchar wrote:

how did you even begin to find a resource like that.

"rodchar" wrote:

lol, you weren't kidding.

thanks for the help,
rod.

"Dave Peterson" wrote:

Take a look at Debra Dalgleish's video and you'll be slapping your forehead in
moments:

http://contextures.com/xlVideo001.html

rodchar wrote:

hey all,

i have the following fields and data

tableX
Sales Rep Name, Amount, Goal
Rep1,7.50,10.00
Rep1,5.00,7.50
Rep2,5.00,5.00

i'm trying to create a simple pivot table so it will look like:

Rep1 7.50 10.00
5.00 7.50
Total 12.50 15.00
Rep2 5.00 5.00
Total 5.00 5.00

i try to drag rep1 to row area, drop amount field in data area as well as
goal in data area but it looks like:

Rep1 Sum of Amount 12.50
Sum of Goal 17.50
Rep2 Sum of Amount 5.00
Sum of Goal 5.00

basically, is there a way to move goal next to amount instead of below it?

thanks,
rodchar

--

Dave Peterson


--

Dave Peterson