Pivot table problem

  • Thread starter Thread starter Andrew
  • Start date Start date
A

Andrew

I have a worksheet which has the following columns:

Invoice number - Client - NetAmount - VAT - GrossAmount - Paid in quarter

To show when my invoice is paid, I enter a number (1-4) in the final column.

I want to create a pivot table which will give me sub-totals for each
quarter. Ideally, I would be able to drill down to, for example list the
other details relating to each quarter.

The pivot table would need to be up to date with whatever new data is added
to the main spreadsheet data.

I have tried and tried and cannot get this to work. I think I may be
missing a basic concept - perhaps a pivot table isn't really designed for
this? At the moment, I'm sure the amount of time I'm spending trying to
make it work is disproportionate to what is needed.

I am hoping for a quick fix as, if it can work, it will save me loads of
time with gathering totals each quarter for my VAT tax return.

Any help would be greatly appreciated!
 
If you want to send me a small workbook with representative source data and
a sample of what you want your output to look like, I can set it up for you,
including setting up a defined name to capture any newly entered data so if
you refresh the table it will be included.

(e-mail address removed)
 
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