jharris308
New Member
- Joined
- May 29, 2015
- Messages
- 1
All,
Excel 2013 - I'm hoping that this is an easy solution and not impossible. I have a revenue forecast that was developed within the company that shows all projects and some associated data. There are several columns that have monthly, fiscal year and calendar revenue data for each project. I am trying to develop a pivot table that will allow me to filter the list by project, sales rep, etc and then by month(S)/FY/CY and show the respective value. I've simulated the sheet below. I've tried all that I know; my knowledge and Google search skills are tapped out. Hoping for some advice. Thanks in advance.
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Excel 2013 - I'm hoping that this is an easy solution and not impossible. I have a revenue forecast that was developed within the company that shows all projects and some associated data. There are several columns that have monthly, fiscal year and calendar revenue data for each project. I am trying to develop a pivot table that will allow me to filter the list by project, sales rep, etc and then by month(S)/FY/CY and show the respective value. I've simulated the sheet below. I've tried all that I know; my knowledge and Google search skills are tapped out. Hoping for some advice. Thanks in advance.
| Project Name | Rep 1 | Rep 2 | 7/15 | 8/15 | 9/15 | FY 15 | 10/15 | 11/15 | 12/15 | CY15 |
| Project 1 | JH | N/A | $1 | $5 | $8 | $14 | $2 | $2 | $4 | $22 |
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