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Use Pivot Table to Sum Most Items and Subtract Only a Few
I am wondering if there is a way to use a Pivot Table to Sum up all items by
€˜Type (in Column D), which contains the €˜Total Charge for a job (in Column E), and then subtract out a portion that has not been paid, such as €˜Balance Due (in Column J). Creating a PT with the Type and the Total Charge is simple, but some clients dont pay on time and thus there may be a small Balance Due at the end of each month. The sum in the PT is too high for some of the accounts that are not paid on time. Is there a way to account for all the items? Regards, Ryan--- -- RyGuy |
Use Pivot Table to Sum Most Items and Subtract Only a Few
Thanks to anyone and everyone who looked at my post. I just figured out what
to do. I added a helper column (Column M) and then took the difference between charges in Total Job (Column E) and Credit Card (Column H). The Type (Column D) described the kinds of orders handled, and each corresponded to a unique Job Number (Column B). It is sort of confusing. Well, basically, I filled in all blank cells in Type (Column D) with the following code: Range("D4").Select Range(Selection, Selection.End(xlDown)).Select Range("D4:D8000").Select Selection.SpecialCells(xlCellTypeBlanks).Select Selection.FormulaR1C1 = "=R[-1]C" These Job Numbers typically had data in just one row, but if the total was not 100%, there was related data in lower rows, and these were not being picked up in the Pivot Table because Type was only listed once in the first row for each Job Number. Once I made the modifications described above, the issue was resolved. The long and short of it was that I controlled everything in the spreadsheet and just let the Pivot Table do its thing. If anyone is interested in this, and needs further clarification, let me know. Regards, Ryan--- -- RyGuy "ryguy7272" wrote: I am wondering if there is a way to use a Pivot Table to Sum up all items by €˜Type (in Column D), which contains the €˜Total Charge for a job (in Column E), and then subtract out a portion that has not been paid, such as €˜Balance Due (in Column J). Creating a PT with the Type and the Total Charge is simple, but some clients dont pay on time and thus there may be a small Balance Due at the end of each month. The sum in the PT is too high for some of the accounts that are not paid on time. Is there a way to account for all the items? Regards, Ryan--- -- RyGuy |
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