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Cubbles's avatar
Cubbles
Copper Contributor
Jun 11, 2019

Transfer date to a table

So at work we keep a long spreadsheet of all the enquiries we get, when we get them, if we win them so on and so forth. At the minute it’s just one long spreadsheet with one enquiry after the next. What I need to do is transfer it to a spreadsheet, but I need to link it so we see how many enquiries we get each month, how many we win and how much they’re for. How do I do that?
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  • Wyn Hopkins's avatar
    Wyn Hopkins
    MVP
    Jun 11, 2019

    Hi Cubbles 

     

    I'd suggest turning your long list into a Table and then creating a Pivot Table from it like in the attached example.

     

    Have you used Tables or Pivot Tables before?   What version of Excel are you using?

     

    Thanks

     

    Wyn

    • Dani_McArthur's avatar
      Dani_McArthur
      Copper Contributor
      Jun 11, 2019
      Hi Wyn!

      I've currently created a pivot table, similar to what you have mentioned above, from a massive budget spreadsheet. I'm tracking five different accounting codes through about seven areas of budget vs spend. I finally got the pivot table to the place I want it, but when I go to refresh the data, it drastically scrambles what was there and removes two of my accounting codes. I'm not sure what I'm doing wrong or if there is an issue in the data I'm pulling from. Hoping you can help!
      • Wyn Hopkins's avatar
        Wyn Hopkins
        MVP
        Jun 11, 2019

        Hi Dani_McArthur 

         

        Would you mind posting a new thread rather than adding to Cubbles  one.   Feel free to @ me in and if you can add a sample file & screenshots 

         

        Thanks

         

        Wyn

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