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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. |
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