Pivot Table or Not?

I'm relatively new to pivot tables and am trying to figure out if a pivot table is the way to go for a report I need to create. I've attached a simplified version of sample data and desired output.

1. I need a count/sum of all "true" cases for each name for each date of occurance. (and to include dates with no data like Jan 5)

2. I need a count of unique names occuring for each company for each date.

3. I need to do a logical test on each name based on the number of occurances over the date range.

The input data will be 1000's of lines long and will be updated monthly. The names and dates appearing in the data will vary from month to month but the format of the input data will stay consistent except for length. I will need to generate reports that show daily for a month, and monthly for a year.

Is a pivot table the way to go, or am I asking it for more than it was designed and need to build something more complex from scratch?

Any advice would be aprreciated.

Hi and welcome to the forum

Is the attached something you can work with?

Regards

Thanks for the reply! I looked at your attached example and I notice that I didn't upload the correct example file I intended. I was able to get what you provided on my own, but I will attach here what I'm really trying to get.

The main issues are:

-I need a "count" and not a "sum" on the company total. (I want it to count the number of unique "name" records for each company total)
-I need to include dates even if there is no data (I think I have resolved this on my own in the meanwhile)
-I need to have some sort of logical test on the end
-I don't want to have to rebuild the reports every month, but rather paste the new data in a worksheet and refresh the pivot table

Obviously my questions other than the first wouldn't have made much sense with the first attachment provided.

Any advice on if I can do this in a pivot table will hopefully get me pointed in the right direction.

Hi,

Not entirely sure what the rules are for your logical test, but you can just drag the name field into the data area and it will use the COUNT option automatically.

HTH