Forum Discussion
Funding Tracking
I need to figure out the easiest way to track the source of funding for payments. For example I have a list of 500 payments ranging from $1 to $5M.
Depending on the type of invoice, and the amount of the payment, the payments come from different sources.
Example:
Type A Invoice: first $1,000 paid from account 1, anything over $1,000 paid from account 2.
Type B Invoice: first $100,000 paid from account 1, anything over paid from account 2.
I want to calculate how much was paid from account 1 and account 2 for each type of invoice. Also, if possible, can I also calculate the amounts per fiscal years?
I tried adding to conditional formulas into a pivot table. (Couldn’t figure out how) Any ideas?
Depending on the type of invoice, and the amount of the payment, the payments come from different sources.
Example:
Type A Invoice: first $1,000 paid from account 1, anything over $1,000 paid from account 2.
Type B Invoice: first $100,000 paid from account 1, anything over paid from account 2.
I want to calculate how much was paid from account 1 and account 2 for each type of invoice. Also, if possible, can I also calculate the amounts per fiscal years?
I tried adding to conditional formulas into a pivot table. (Couldn’t figure out how) Any ideas?
2 Replies
Perhaps that could be PivotTable, depends on how your data is structured.
Conditional formatting - see for example here Pivot Table: Pivot table conditional formatting | Exceljet
