Feb 19 2020 02:01 PM
I have a data set, where I'm trying to report on time off running balances among departments, by month. The system in which the data is being pulled automatically includes a running balance by transaction. How do I summarize and reference the total balance by department, by month, when there are multiple employees in each department? I created a fake data set (attached) to hopefully explain what I'm talking about. There must be a way to do this in a pivot table...
Goal:
January values would equal:
Marketing: 34.18
Quality Assurance: 242.58
February values would equal:
Marketing: 8.34
Quality Assurance: 255.30
Feb 20 2020 12:36 AM
Hi @cdolan27
Please see the attached file, I managed to get the solution done by Power Query, You can see the steps in the file & follow the same with your data.
Regards, Faraz Shaikh | MCT, MIE, MOS Master, Excel Expert | www.ExcelExciting.com
Feb 20 2020 06:30 AM
@Faraz Shaikh thank you! I haven't used Power Query before, so I have a bit of research to do on my end. I didn't see the steps in the file? Or, where can I find them? Thank you!!