Htchandler,
Lets go (I'll use my example to facilitate):
1) With the selected source list (A1:E30), activate the Insert tab and choose Pivottable in group Tables.
2) In the Create table dialog box, do the following:
-make sure the range in the Table/range is the range selected initially (Sheet1!$A$1:$E$30)
-in the section Choose where you want the PivotTable to be placed choose existing worksheet.
-In the Location box, type I1
-Finally, click OK.
3) Now, in the PivotTable field list (in the upper section), drag the field CO for the Label area (at the bottom of the Panel). Repeat the previous operation to the SSN field.
4) Finally, in the PivotTable field list (in the upper section), drag the field GAIN to the Values area (at the bottom of the Panel).
Markmzz