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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. Wh...
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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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