Forum Discussion
This seems rudimentary but...
I'm attempting to analyze information in a pivot table. I have three columns of information: the category account and the two sub categories for each account - this is information from financial software so the subcategories indicate different accounts that have been billed to under the main category which is the first column. The further columns after these three are charge amounts. I'd like to nest or group these items in the pivot table to understand sub-costs per category. When I bring the information to the pivot table, the columns or categories are populating one after the other, not in sequence with their main category. It is a large data set, so I do not know that the group function would work, and am also not seeing that I have a group option when I right-hand click. To filter by main categories would be too arduous with the amount of data. Can you help?
3 Replies
I believe you need three separate pivot tables. One for Cost by project, one for Travel Cost and one for Total Costs by category, irrespective of project.
Projects
Category
Sub costs/category
current cost
current income
Project 1
Travel
Fuel
Lodging
Misc
Within the pivot table they populate as:
Project
Total Cost Project 1
Total Cost of project Project 2
Total Cost of project Project 3
" " Travel
Total cost of all travel Fuel
" " Lodging
Total cost/not per project
Misc1
" " Can I nest these within the pivot table to analyze each project cost breakdown without filtering by project, as the list is too large?
Can you share a scaled down version of your workbook? Save it on OneDrive or similar and share a link that gives access to it here.
