Sales reports

%3CLINGO-SUB%20id%3D%22lingo-sub-1596616%22%20slang%3D%22en-US%22%3ESales%20reports%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1596616%22%20slang%3D%22en-US%22%3E%3CP%3EMy%20boss%20gave%20me%20a%20project%20to%20do%20and%20I'm%20not%20too%20sure%20how%20to%20get%20it%20lined%20up.%26nbsp%3B%20He%20wants%20totals%20and%20averages%20within%20a%20dashboard%20that%20includes%20sales%20and%20number%20of%20orders%20per%20month%20per%20year.%26nbsp%3B%20I%20can%20get%20July%20laid%20out%20but%20he%20wants%20a%20running%20total%20also%20for%20August.%26nbsp%3B%20I%20don't%20want%20to%20add%20endless%20columns%20to%20the%20sheet%20because%20that%20defeats%20the%20dashboard%20sheet.%26nbsp%3B%20I%20tried%20working%20with%20a%20pivot%20table%20and%20I%20don't%20believe%20it%20would%20be%20right%20for%20him.%26nbsp%3B%20He%20doesn't%20want%20to%20have%20to%20click%20here%20and%20there.%26nbsp%3B%20Just%20look%20at%20the%20numbers.%26nbsp%3B%20Anyone%20offer%20some%20suggestions%3F%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-1596616%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EExcel%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-1596984%22%20slang%3D%22en-US%22%3ERe%3A%20Sales%20reports%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1596984%22%20slang%3D%22en-US%22%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F763463%22%20target%3D%22_blank%22%3E%40Bryan1910%3C%2FA%3E%20use%20a%20macro%20with%20pivot%20table%2C%20he%20wont%20need%20to%20click%20too%20much%3CBR%20%2F%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-1597115%22%20slang%3D%22en-US%22%3ERe%3A%20Sales%20reports%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1597115%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F746148%22%20target%3D%22_blank%22%3E%40ramizassaf%3C%2FA%3E%26nbsp%3BThe%20more%20I'm%20learning%20about%20Pivot%20tables%2C%20I%20do%20believe%20that%20is%20what%20I%20am%20going%20to%20use.%26nbsp%3B%20I%20am%20liking%20the%20dashboard%20view%20with%20slicers.%26nbsp%3B%20He%20will%20just%20have%20to%20get%20used%20to%20them.%26nbsp%3B%20Thanks%20for%20the%20reply.%26nbsp%3B%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E
Highlighted
New Contributor

My boss gave me a project to do and I'm not too sure how to get it lined up.  He wants totals and averages within a dashboard that includes sales and number of orders per month per year.  I can get July laid out but he wants a running total also for August.  I don't want to add endless columns to the sheet because that defeats the dashboard sheet.  I tried working with a pivot table and I don't believe it would be right for him.  He doesn't want to have to click here and there.  Just look at the numbers.  Anyone offer some suggestions?

2 Replies
Highlighted
@Bryan1910 use a macro with pivot table, he wont need to click too much
Highlighted

@Ramiz_Assaf The more I'm learning about Pivot tables, I do believe that is what I am going to use.  I am liking the dashboard view with slicers.  He will just have to get used to them.  Thanks for the reply.