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Hi, I have a sales report which needs to sum year-to-date sales by state.
Right now, the information is sitting in a pivot table linked to a live database... so while my sales report may be for February, the pivot table is also reporting sales up to the current date (which is often a week or two into the next month). That means I cannot use the "sales total" reported in the pivot table... because it will include sales for the current month which is not part of the report. So what I'm doing now, is linking a "table" to the pivot report via the SUM() formula. Every month I drag the sum formula down one more row for EACH STATE! Is there not a way that I could have the argument of the SUM() function defined such that if the month is March, then the summed range is defined as the first cell in the range + the next two cells below... e.g., I could have a table with each month equal to an integer (Jan, 0, Feb 1, Mar, 2, Apr, 3) and perhaps use VLOOKUP() to pull in the correct integer by which to grow the range. This may be confusing. I'm sorry if it is. If there is an entirely easier way to do this please let me know that as well. AND the reason I'm not just going into the Pivot Table to restrict it to the current month is that there are 3 pivot tables per report and 4 reports (one for each sale representative... and growing)... and I don't want to have to go in and change each pivot table each month... This is also the first set of several reports that I'm working on... and I'm trying to make them as automatic as I can. |
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