Data arrangement (for Pivot output)

JackDanIce

Well-known Member
Joined
Feb 3, 2010
Messages
9,922
Office Version
  1. 365
Platform
  1. Windows
Hi,

I have a spreadsheet where each row represents a single person.

Column headers (row 4) are: "Days", "Fee", "Invoice amount"

However, above each column header is a date (row 3), e.g. 1 Jan 2018, 8 Jan 2018 etc

Data is updated weekly and then entered onto this sheet. Where 1st of a month is a weekday, the dates above are e.g. 29 Jan 2018 (Monday) and 1 Feb 2018 (Thursday)

This allows weekly data to be accurately updated, but with additional dates (1st of a month, if a weekday) to allow for month-end change

The pivot data needs to show monthly values

How can I "group?" rows 3 and 4 so that the pivot table can show aggregate sums of monthly data? The overall data is in range A5:IR168

Only answer I can think of is for each row 4 header, add a pre or postfix for the month, so that I collapse row 3 into row 4

Any suggestions thank you in advance,
Jack
 

Excel Facts

What is the last column in Excel?
Excel columns run from A to Z, AA to AZ, AAA to XFD. The last column is XFD.
If you transpose your data wit paste special, You get a column A with date (Write date as title), Column B with Category (Days/fee/amount/…) and one column per employee. If you do a pivot on that and put Date in rows or columns, you will get them by month.

 
Last edited:
Upvote 0
I ended up grouping <date>_<field> into a single row and pivot table unfortunately has too many fields, but does give the output User wants, so they'll have to deal with selecting/unselecting lots of fields, but problem resolved.

Thank you for the replies and suggestions.
 
Upvote 0

Forum statistics

Threads
1,216,873
Messages
6,133,183
Members
449,785
Latest member
TheCommish

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top