Pivot table help.
 

I have a large file which I have simplified below:
acct name actual budget variance
3010 soda sales 200 150 50
6010 soda exp 125 100 25

I am trying to create a pivot table that would enable me to select certain
account numbers and see the actual budget and variance columns of data...I
want to be able to select 3010 and see the name the actual, buget and
variance. I can create a pivot table and get actual OR budget OR variance to
appear in the data field but cannot get all 3 to appear. Most samples I have
seen are only working with pulling one column of data.

Pivot table help.
 

Hi,

If your data is laid out as below
1. Drag the Acct & Name fields to the row area
2. Drag the Actual, Budget and Variance fields to the Data area
3. Drag the Data button to the Column Area (where it says Total
4. Double-click the Acct button and set Subtotals to None.

This is for 2003.

However, there is nothing you are doing that requires a pivot table, so you
could just highlight the entire Acct column and choose Data, Filter,
AutoFilter. Then you can open the AutoFilter and pick an account.

If this helps, please click the Yes button.

Cheers,
Shane Devenshire

"Jim W" wrote:

I have a large file which I have simplified below:
acct name actual budget variance
3010 soda sales 200 150 50
6010 soda exp 125 100 25

I am trying to create a pivot table that would enable me to select certain
account numbers and see the actual budget and variance columns of data...I
want to be able to select 3010 and see the name the actual, buget and
variance. I can create a pivot table and get actual OR budget OR variance to
appear in the data field but cannot get all 3 to appear. Most samples I have
seen are only working with pulling one column of data.

Pivot table help.
 

Thanks Shane - that is exactly what I was looking for, the advantages of a
pivot table are that it allows me to pick and choose from the accounts
listed. I have played around with this for some time but never would have
thought to do the step 3. Drag the Data button to the Column Area (where it
says Total.
Thanks again.
Jim

"Shane Devenshire" wrote:

Hi,

If your data is laid out as below
1. Drag the Acct & Name fields to the row area
2. Drag the Actual, Budget and Variance fields to the Data area
3. Drag the Data button to the Column Area (where it says Total
4. Double-click the Acct button and set Subtotals to None.

This is for 2003.

However, there is nothing you are doing that requires a pivot table, so you
could just highlight the entire Acct column and choose Data, Filter,
AutoFilter. Then you can open the AutoFilter and pick an account.

If this helps, please click the Yes button.

Cheers,
Shane Devenshire

"Jim W" wrote:

I have a large file which I have simplified below:
acct name actual budget variance
3010 soda sales 200 150 50
6010 soda exp 125 100 25

I am trying to create a pivot table that would enable me to select certain
account numbers and see the actual budget and variance columns of data...I
want to be able to select 3010 and see the name the actual, buget and
variance. I can create a pivot table and get actual OR budget OR variance to
appear in the data field but cannot get all 3 to appear. Most samples I have
seen are only working with pulling one column of data.