Forum Discussion
Summarize Data: 3 parameters [Department, Expense, Months], Values as sum of 3 months.
Thank you for the response.
1. Here is the link to excel file: https://1drv.ms/x/s!AiZbUq129VyDhKN_O77QSSOqqIJnGA?e=Z6Qlwd
2. I am using Office 365 subscription. (Microsoft® Excel® for Microsoft 365 MSO (Version 2401 Build 16.0.17231.20084) 64-bit )
3. OS: Windows 11
Thanks again.
In attached workbook the Range of cells I colored in yellow (only for you to understand/replicate):
is named BudgetData (see in Name Manager) - Eventually it can be https://support.microsoft.com/en-us/office/format-an-excel-table-6789619f-c889-495c-99c2-2f971c0e2370#:~:text=1%20Select%20any%20cell%20in%20the%20table%20from,displayed%20in%20the%20default%20table%20format.%20See%20More (would be ideal) but I didn't want to change your current setup
This named range is transformed with Power Query so the Data Source for the PivotTable looks like:
Make sense? Any question let me know (I won't be much avail. in the next few days)
Lorenzo Thank you!
I understood what you've done there. Works.
So, there's no way I can execute this without any Power Query + Pivot Table? Because I would prefer to achieve this through just formulas so that I can maintain the worksheet and do work on top of it instead of overriding workbooks with Pivot Table.
Thanks,
guru
(in attached file) On the Data sheet, see a 365 Formula (quick & dirty work...) in G38 that does what you except
Not sure I understand why a PivotTable doesn't work for you given that Budget figures don't - theoretically - change every day...