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#1
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pivot Table Newbie
I have '03, '04 & '05 sales data, with the following column headings: "Customer Inv Date Item # Qty Price Total" I have sorted the source data first by Customer and then by Inv Date. The Inv Date is in the following format; mm/dd/yyyy. I need total sales by customer by year. I can do a basic Pivot Table and sort it so that it gives me a listing by customer in descending order of total (aggregate of 3 years) sales. My problem is that I can't figure out how to subtotal sales by year. Hope this isn't too confusing - any help would be appreciated!!! -- tech lead ------------------------------------------------------------------------ tech lead's Profile: http://www.excelforum.com/member.php...o&userid=28862 View this thread: http://www.excelforum.com/showthread...hreadid=489308 |
#2
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pivot Table Newbie
In the Pivot Table right click int he Invoice Date field. Select "Group
and Show Detail" then select "Group". In the By box click on Years (make sure nothing else is highlighted). Click Ok. You should now have your totals by years. Hope this helps Rowan tech lead wrote: I have '03, '04 & '05 sales data, with the following column headings: "Customer Inv Date Item # Qty Price Total" I have sorted the source data first by Customer and then by Inv Date. The Inv Date is in the following format; mm/dd/yyyy. I need total sales by customer by year. I can do a basic Pivot Table and sort it so that it gives me a listing by customer in descending order of total (aggregate of 3 years) sales. My problem is that I can't figure out how to subtotal sales by year. Hope this isn't too confusing - any help would be appreciated!!! |
#3
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pivot Table Newbie
Rowan, Wow! How easy was that?!?! Thanks!!! -- tech lead ------------------------------------------------------------------------ tech lead's Profile: http://www.excelforum.com/member.php...o&userid=28862 View this thread: http://www.excelforum.com/showthread...hreadid=489308 |
#4
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pivot Table Newbie
You're welcome. Thanks for the feedback.
tech lead wrote: Rowan, Wow! How easy was that?!?! Thanks!!! |
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