Need some help with calculated fields in a pivot table

[coolkidz33]

I am REALLY trying to become a fan of pivot tables, really. However, there are some things that I cannot seem to do so I am coming here for help. I am not allowed to download anything on my work computer so PowerPivot is not in the cards. Using 2010.

Please see below for an example of my small part of my spreadsheet and the PT:

Date	Customer	Amount	% of Qta (amt/4000)
6/15/2014	XYZ	1000	25%
6/30/2014	ABC	1500	48%
7/1/2014	FTR	400	10%
8/15/2014	FGY	800	20%
9/23/2014	CDE	2000	50%
Years	Quarters	Date	Sum of Amount	Sum of % of Qta
2014	Qtr2	Jun	2500	73%
	Qtr3	Jul	400	10%
		Aug	800	20%
		Sep	2000	50%
Grand Total			5700	153%

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I have put it in tabular form and group by M/Q/Y.
Here are my questions:

1. I want my PT to show “Amount” rather than “sum of amount”. Every time I go into field settings and try to change it, it says that name already exists in the pivot table. I want to be able to control the names in my actual PT to anything I want.
2. I want to have another column in my PT that says if I hit a bonus during the quarter. Quota is 4000 per month so for quarter 3 I only did 3,200 against a 12,000 number so the answer is no. I am not sure if you can have text show up in a PT. If not, then July could show 11,600 (12000-400), August could show 10,800 (12000-400-800). Then when it hits a new quarter, it starts over.
3. It always annoys me that pivot tables do not update automatically. Can this changed? I never want to use PTs in my spreadsheets or dashboards fearing that new info will be added and the PT not refreshed and the data will be wrong.
4. How do I make my PT not show the word blank if there is no data. I would rather see 0 or an empty cell.
5. I want to be able to format the cells by putting vertical borders in and making it bold. Every time I refresh, it reverts back.

Some of these things may be very easy but they have been holding me back from using PT's. Thanks to everyone to helps on this board.

Jon

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