Pivot Table Custom Calculations
 

I have a pivot table with the "columns" set up as Budget - Actual - Variance
for each month of the year. The rows are the expenses account, such as
supplies, maintenance, etc.

I want to be able to add the total of the "Actual" spent through September
plus the "Budget" for October through December, basically to get a projected
total by expense for the year.

How can I do this? Thanks for your help!

Pivot Table Custom Calculations
 

You could add a column to the source data, and calculate which amount
should be used. Then add that field to the pivot table. For example,
with dates in column A, Budget in C, and Actual in D:

=IF(A2=TODAY(),C2,D2)

CassieM wrote:
I have a pivot table with the "columns" set up as Budget - Actual - Variance
for each month of the year. The rows are the expenses account, such as
supplies, maintenance, etc.

I want to be able to add the total of the "Actual" spent through September
plus the "Budget" for October through December, basically to get a projected
total by expense for the year.

How can I do this? Thanks for your help!


--
Debra Dalgleish
Excel FAQ, Tips & Book List
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