Forum Discussion
Pivot Table
kelvinwbruce You need to flatten the data first. With PowerQuery you can "unpivot" the data. The attached file contains an example where I imported a portion of the date in your screenshot. Unpivoting or flattening means you create a tabular data base with one column for each field. Thus, you end up with one column for the Job, one for the Company, one for the Date and one for the Stage. From that table you can create the pivot table as you want it.
The Query in the attached file was made with PQ in Excel for the Mac (still beta). It has a different look and feel and requires a slightly different approach when connecting to a local table. But the bulk of the process is the same.
If you are not familiar with PQ, the link below is a good place to start. Chapter 13 in particular (scroll down a bit).
- kelvinwbruceJun 21, 2022Copper ContributorThanks Riny, I really appreciate your input. I will step through your solution tonight and see I can get a functional pivot. My concerned that my data was not laid out for Pivot use. I am using formulas to get aging data, so sort of functional. Will let you know how I make out