Hi,
I'm new to pivot tables and can't seem to figure this out. Basically I have a bunch of plans catogorized as designated or non designated (1,0) , then further classified as ongoing, terminated or partial terminated (O, T, P). Each plan has a valuation date and an amount. Basically I want to group T&P together, and I want to group the valuation date by years.
My problem is I can't seem to group T&P together and O separetly and I also want to find out the number of entries in each year.
So in the end my pivot table will tell me
How many Designated (Terminated & Partial) in 1990 & amount
How many Designated (Terminated & Partial) in 1991 & amount
....
How many Designated (Ongoing) in 1990 & amount
...
How many Non Designated (Terminated & Partial) in 1990 & amount
How many NonDesignated (Terminated & Partial) in 1991 & amount
....
How many Non Designated (Ongoing) in 1990 & amount
...
What I've done so far was put the following in the row fields: (designated/nondesignated); (Ongoing/Termination/Partial Termination); and Valuation Year. In the data row I have the amount as a calculated field adding some entries together, and I grouped the valuation year.
Thanks,
Paul
I'm new to pivot tables and can't seem to figure this out. Basically I have a bunch of plans catogorized as designated or non designated (1,0) , then further classified as ongoing, terminated or partial terminated (O, T, P). Each plan has a valuation date and an amount. Basically I want to group T&P together, and I want to group the valuation date by years.
My problem is I can't seem to group T&P together and O separetly and I also want to find out the number of entries in each year.
So in the end my pivot table will tell me
How many Designated (Terminated & Partial) in 1990 & amount
How many Designated (Terminated & Partial) in 1991 & amount
....
How many Designated (Ongoing) in 1990 & amount
...
How many Non Designated (Terminated & Partial) in 1990 & amount
How many NonDesignated (Terminated & Partial) in 1991 & amount
....
How many Non Designated (Ongoing) in 1990 & amount
...
What I've done so far was put the following in the row fields: (designated/nondesignated); (Ongoing/Termination/Partial Termination); and Valuation Year. In the data row I have the amount as a calculated field adding some entries together, and I grouped the valuation year.
Thanks,
Paul