Hello,
I have following system for updating contracts and their prices:
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I want to see monthly and yearly total prices for portfolio. I have manual system already, where I update prices by hands. I have about two hundred contracts and their prices differ yearly. Biggest problem is that new contracts come and old ones retire all the time, but I need keep up whole system. System has to show monthly prices for any given month. I need also update contract-table all the time and add or modify contracts.
What I want to see for any month:
DECEMBER 2016
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</tbody>
DECEMBER 2017
<tbody>
</tbody>
I have tried to use PivotTable and connect different kind timetables to my contract table - without success. Do you have ideas what is the easiest solution for me? I was thinking to use Calculated Field/Item, but with multiple tables in PivotTable, this seems not to be possible. I want to create system, where to pick any month and then check portfolio prices.
Best regards
J
I have following system for updating contracts and their prices:
| Portfolio | Service | Start | End | Monthly cost (Period 1: 1.4.2016-30.3.2017) | Monthly cost (Period 1: 1.4.2017-30.3.2018) |
| Portfolio 1 | Service 1 | 1.5.2016 | 100 | 200 | |
| Portfolio 3 | Service 2 | 1.7.2016 | 1.8.2017 | 300 | 200 |
| Portfolio 1 | Service 3 | 1.7.2017 | 100 | ||
| Portfolio 1 | Service 4 | 1.8.2017 | 10 | ||
| Portfolio 2 | Service 5 | 1.9.2017 | 1.10.2017 | 200 | |
| Portfolio 1 | Service 6 | 1.9.2017 | 400 |
<tbody>
</tbody>
I want to see monthly and yearly total prices for portfolio. I have manual system already, where I update prices by hands. I have about two hundred contracts and their prices differ yearly. Biggest problem is that new contracts come and old ones retire all the time, but I need keep up whole system. System has to show monthly prices for any given month. I need also update contract-table all the time and add or modify contracts.
What I want to see for any month:
DECEMBER 2016
| Portfolio | Price |
| Portfolio 1 | 100 |
| Portfolio 3 | 300 |
<tbody>
</tbody>
DECEMBER 2017
| Portfolio | Price |
| Portfolio 1 | 710 |
<tbody>
</tbody>
I have tried to use PivotTable and connect different kind timetables to my contract table - without success. Do you have ideas what is the easiest solution for me? I was thinking to use Calculated Field/Item, but with multiple tables in PivotTable, this seems not to be possible. I want to create system, where to pick any month and then check portfolio prices.
Best regards
J
