Pivot table setup
 

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.

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.
--
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.

Pivot table setup
 

My attempts to setup this pivot table were not successful. Dollars don't get
totalled. It counts how many invoices I have instead of counting the money.
There are some wierd subtotal lines that I don't need at all. I just need $$
totals by vendor or category or month or year or quarter. How do I do all of
that?
I don't know how to attach the file that I used. Can I send you my files? It
is 57kb and has 55 invoice rows.

"Jim Thomlinson" wrote:

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.
--
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.