Part 1:

I am trying to re-familiarize myself with pivot tables. I am using Excel 2003 and have an Invoice Date column that returns data with the format YYYYMMDD, so viewing my resulting sales and quantity information YTD is by default.

I would like to view a date range and YTD side by side in my pivot table. I created a calculated field with the following formula to view the sales data for my date range:

=IF(AND(Inv_Dt >20110704,Inv_Dt <20110807),Sls_Amt,0)

This works perfectly, but doesn't give me any subtotals or grand totals. So close, yet so far. Any ideas how to simply do this without having to write enough code to fill a book would be welcome.

Part 2:

I have an item number column and I would like to narrow my initial query to about 400 item numbers (there are thousands altogether). Microsoft Query only lets you narrow results by about 10 or so, which is inadequate for my needs. Any ideas to further expand my narrowing of results (so to speak)?

Thanks much in advance!