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Need consolidated pivot or other pivot to extract data

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  1. #1
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    Join Date
    07-15-2012
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    NW Ontario
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    Excel 2010
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    19

    Need consolidated pivot or other pivot to extract data

    A new requirement from my invoicing company has me going in circles. I have a single sheet containing data that I input for each call. The requirement is to atomically populate the invoice sheet based on some specific criteria. I need a populated invoice produced each week (Sat to Friday,, ie Feb 8 to 14th,,, Feb 15 to 21 ect) The weekly invoice can only be populated if the call is indicated as closed in the data sheet. Once the call is closed I need to total all the hours for that call and populate that on a single line entry with the last date worked on. If the data indicates that the call is a project, and the call is closed, that information is populated to the data section. Once the weekly sheet is created, I need a new sheet created and the template ready for the next week to be again automatically populated.

    In my old system I was using weekly sheets and consolidated pivot table. I can have that do part of what I need It won't do the job. I prefer to start a fresh year with a single data source. I'm not even sure how to approach my problem, any help would be much appreciated. Thanks
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    Last edited by Lowtech; 02-09-2014 at 12:00 PM.

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