Extracting data from pivot tables for Mont day and Year

carlnel

New Member
Joined
Mar 26, 2010
Messages
4
Good day everyone

I am trying to exctract data (profit) from my pivot tables for a daily amount, month to date amount and finally for the year to date amount.

This is for various portfolios which then builds up into relationships (I need this info per portfolio and relationship ie daily profit, MTD profit and YTD profit)

Could anyone assist? I have tried various methods, but all seem very cumbersome and the workbook gets enourmous.

P.s. I use a pivot tables (for the different kinds of revenue) linked directly to an Access database and just refresh these.

Quoting Stephen Covey - "start with the end in mind. I want to get to a point where I can just enter the date in a cell for which I want the daily profit figure and get the monthly and yearly figures as well (obviously after refreshing the pivots)
 

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Norie

Well-known Member
Joined
Apr 28, 2004
Messages
76,318
Office Version
  1. 365
Platform
  1. Windows
Couldn't you just do everything in Access using queries/reports?
 

carlnel

New Member
Joined
Mar 26, 2010
Messages
4
I can... And I can't... Don't know too much about Access. Can create a basic query, but that's about it... I have my access for dummies here :) but not sure where to start though
 

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