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Hey with Pivot Table Sums

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  1. #1
    Forum Expert judgeh59's Avatar
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    Re: Hey with Pivot Table Sums

    so, I did a few things and I hope they helped

    1) if you are grouping by months in a pivot and using real Dates (which you are), you can use the group system built into the pivot table. I change your PT using the real dates and grouping by month and year...(no need for the helper column, so far)

    2) in your summary table I used a SUMIFS to get totals for you.

    this may not be exactly what you want but I hope it gets you closer...
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    Re: Hey with Pivot Table Sums

    Quote Originally Posted by judgeh59 View Post
    so, I did a few things and I hope they helped

    1) if you are grouping by months in a pivot and using real Dates (which you are), you can use the group system built into the pivot table. I change your PT using the real dates and grouping by month and year...(no need for the helper column, so far)

    2) in your summary table I used a SUMIFS to get totals for you.

    this may not be exactly what you want but I hope it gets you closer...
    Indeed that does get me closer! It'll definitely do the trick for now, I had completely forgotten about simply using the real dates and grouping appropriately. Thanks!

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