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Pivot Table Creation Help!

%3CLINGO-SUB%20id%3D%22lingo-sub-2787158%22%20slang%3D%22en-US%22%3EPivot%20Table%20Creation%20Help!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-2787158%22%20slang%3D%22en-US%22%3E%3CP%3EHi%20-%20I%20am%20able%20to%20create%20Pivot%20Tables%20from%20data%20but%20have%20something%20that's%20a%20little%20out%20of%20my%20depth%20-%20not%20even%20sure%20there%20is%20a%20way%20to%20do%20it%20but%20figured%20I'd%20try%20and%20I%20hope%20I'm%20explaining%20myself%20clearly%20with%20what%20I%20need.%20%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EFirst%20off%20I'm%20running%20PC%2FWindows%2010%20and%20Excel%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI%20am%20trying%20to%20make%20two%20pivot%20tables%20side%20by%20side%20if%20possible%20using%20same%20data%20set%20to%20show%20different%20analysis%20of%20the%20same%20data.%3CSPAN%20class%3D%22%22%3E%26nbsp%3B%20%3C%2FSPAN%3EOn%20the%20attached%20I%20gave%20a%20sample%20of%20my%20data%20(Columns%20A%20through%20H%20through%20Row%209)%20and%20then%20below%20that%20I%20showed%20how%20I%20would%20like%20the%20pivot%20tables%20to%20display%20the%20information.%20%3CSPAN%20class%3D%22%22%3E%26nbsp%3B%3C%2FSPAN%3E%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EWhat%20I%20am%20looking%20for%20is%20to%20see%20the%20volume%20by%20agent%2C%20the%20sales%20rep%20attached%20to%20it%20and%20IF%20the%20agent%20used%20a%20manager.%3CSPAN%20class%3D%22%22%3E%26nbsp%3B%20%3C%2FSPAN%3EThen%20to%20the%20right%20of%20that%20I%20would%20also%20need%20to%20see%20the%20sold%20case%20volume%20by%20sales%20rep%20based%20on%20that%20information.%20%3CSPAN%20class%3D%22%22%3E%26nbsp%3B%3C%2FSPAN%3E%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-2787158%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EBI%20%26amp%3B%20Data%20Analysis%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EExcel%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EFormulas%20and%20Functions%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-2787250%22%20slang%3D%22en-US%22%3ERe%3A%20Pivot%20Table%20Creation%20Help!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-2787250%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F1167123%22%20target%3D%22_blank%22%3E%40antjamally%3C%2FA%3E%26nbsp%3BSomething%20like%20in%20the%20attached%20file%20perhaps%3F%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%3CSPAN%20class%3D%22lia-inline-image-display-wrapper%20lia-image-align-inline%22%20image-alt%3D%22Screenshot%202021-09-27%20at%2006.47.50.png%22%20style%3D%22width%3A%20748px%3B%22%3E%3CIMG%20src%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fimage%2Fserverpage%2Fimage-id%2F313034i2EE2E23CE9F874FE%2Fimage-size%2Flarge%3Fv%3Dv2%26amp%3Bpx%3D999%22%20role%3D%22button%22%20title%3D%22Screenshot%202021-09-27%20at%2006.47.50.png%22%20alt%3D%22Screenshot%202021-09-27%20at%2006.47.50.png%22%20%2F%3E%3C%2FSPAN%3E%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-2788526%22%20slang%3D%22en-US%22%3ERe%3A%20Pivot%20Table%20Creation%20Help!%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-2788526%22%20slang%3D%22en-US%22%3EYes%20thank%20you%20-%20however%20the%20only%20thing%20I%20also%20would%20need%20is%20on%20the%20right%20pivot%20table%20is%20which%20agent%20(and%20manager%20if%20applicable)%20were%20attributed%20to%20the%20Sales%20Exec's%20sale%2C%20i.e.%2C%20Marcia%20had%201%20sale%20in%202019%2C%20who%20was%20the%20agent%20and%20if%20there%20was%20a%20manager%20or%20not%20used%20with%20the%20sale.%3C%2FLINGO-BODY%3E
New Contributor

Hi - I am able to create Pivot Tables from data but have something that's a little out of my depth - not even sure there is a way to do it but figured I'd try and I hope I'm explaining myself clearly with what I need.  

 

First off I'm running PC/Windows 10 and Excel

 

I am trying to make two pivot tables side by side if possible using same data set to show different analysis of the same data.  On the attached I gave a sample of my data (Columns A through H through Row 9) and then below that I showed how I would like the pivot tables to display the information.  

 

What I am looking for is to see the volume by agent, the sales rep attached to it and IF the agent used a manager.  Then to the right of that I would also need to see the sold case volume by sales rep based on that information.  

4 Replies

@antjamally Something like in the attached file perhaps?

 

Screenshot 2021-09-27 at 06.47.50.png

Yes thank you - however the only thing I also would need is on the right pivot table is which agent (and manager if applicable) were attributed to the Sales Exec's sale, i.e., Marcia had 1 sale in 2019, who was the agent and if there was a manager or not used with the sale.
best response confirmed by antjamally (New Contributor)
Solution

@antjamally Like so?

Screenshot 2021-09-27 at 16.40.12.png

Just drag the Agent and Manager fields into the Rows area.

Screenshot 2021-09-27 at 16.40.41.png

Yes! Riny - thank you very much for you assistance! Have a wonderful day!