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A macro to create pivot table

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  1. #3
    Registered User
    Join Date
    11-16-2011
    Location
    San Diego, California
    MS-Off Ver
    2007
    Posts
    78

    Post Re: A macro to collapse and total rows

    Thank you, I came to the same conclusion myself.
    The issue is that Quickbooks outputs to this format so I have little choice.


    I've figured out exactly what I need to do to organize the data how I need.

    Now I would like a macro to automate the tasks (it's for someone who's not very comp literate)

    Here's a list of the tasks;
    Delete column D
    Add "Job" title to cell C1
    Copy appropriate job title down column C
    (C3 copied to cells C4-C24)
    Unnecessary rows deleted
    (totals and job headings i.e. rows 2-3, 25-28)

    Then the sheet should look like "middle step"

    Then I'm sure there's an easy macro to convert the data to a pivot table
    setup for pivot table;
    Report Filter: Date
    Column Labels: Source Name
    Row Labels: Job
    Values: Sum of amount

    Finally it would be amazing if it made a freeze pane
    (in my example cell B5)

    **I've never worked with macros but I'm very computer savvy so I could put several together if need be**
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