Home

Pivot table help please!

%3CLINGO-SUB%20id%3D%22lingo-sub-477753%22%20slang%3D%22en-US%22%3EPivot%20table%20help%20please!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-477753%22%20slang%3D%22en-US%22%3E%3CP%3EHi%2C%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI%20have%20to%20complete%20a%20project%20overview%20template%20by%20Tuesday%20and%20have%20no%20idea%20the%20best%20way%20to%20do%20it!%20The%20project%20is%20reconciling%20accounts%20and%20splitting%20all%20the%20accounts%20in%20different%20tabs%20depending%20on%20what%20the%20problem%20is%20with%20the%20account%20(i.e.%20information%20required%2C%20miss-management%20of%20account%2C%20etc).%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EIn%20summary%2C%20I%20have%202%20workbooks%20in%20total%20which%20I%20work%20on%20named%20'Master%20File'%20and%20'Up%20to%20date%20reconciliations'.%20The%20two%20workbooks%20are%20linked%20by%20the%20'existing%20connections'%20function%20in%20Excel.%20Therefore%2C%20when%20I%20have%20completed%20a%20reconciliation%20on%20an%20account%2C%20I%20update%20the%20master%20file%20and%20this%20will%20automatically%20keep%20everything%20up%20to%20date.%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EHowever%2C%20I%20need%20to%20create%20a%20'project%20overview'%20spreadsheet%20which%20will%20show%20in%20summary%20how%20many%20accounts%20are%20remaining%20to%20rec%2C%20total%20in%20each%20query%20type%2C%20weekly%20progress%2C%20etc%2C%20which%20I%20can%20forward%20to%20senior%20management.%20The%20senior%20management%20want%20to%20receive%20monthly%20trends%20and%20totals.%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI%20am%20not%20very%20good%20with%20excel%20so%20wondering%20if%20anyone%20has%20ideas%20on%20the%20best%20way%20to%20do%20this%20please%3F%20I%20have%20tried%20to%20put%20in%20Pivot%20tables%2C%20however%20it's%20not%20displaying%20the%20data%20I%20want.%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EAny%20help%20would%20be%20greatly%20appreciated.%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EThanks%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-477753%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EExcel%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EFormulas%20and%20Functions%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E
Deleted
Not applicable

Hi, 

 

I have to complete a project overview template by Tuesday and have no idea the best way to do it! The project is reconciling accounts and splitting all the accounts in different tabs depending on what the problem is with the account (i.e. information required, miss-management of account, etc). 

 

In summary, I have 2 workbooks in total which I work on named 'Master File' and 'Up to date reconciliations'. The two workbooks are linked by the 'existing connections' function in Excel. Therefore, when I have completed a reconciliation on an account, I update the master file and this will automatically keep everything up to date. 

 

However, I need to create a 'project overview' spreadsheet which will show in summary how many accounts are remaining to rec, total in each query type, weekly progress, etc, which I can forward to senior management. The senior management want to receive monthly trends and totals. 

 

I am not very good with excel so wondering if anyone has ideas on the best way to do this please? I have tried to put in Pivot tables, however it's not displaying the data I want. 

 

Any help would be greatly appreciated. 

 

Thanks 

 

Related Conversations
Tabs and Dark Mode
cjc2112 in Discussions on
46 Replies
Extentions Synchronization
Deleted in Discussions on
3 Replies
Stable version of Edge insider browser
HotCakeX in Discussions on
35 Replies
How to Prevent Teams from Auto-Launch
chenrylee in Microsoft Teams on
30 Replies
flashing a white screen while open new tab
Deleted in Discussions on
14 Replies
Security Community Webinars
Valon_Kolica in Security, Privacy & Compliance on
13 Replies