D
darkwing_duck
I have a sales forecast workbook that has 4 different tabs, one for
each quarter. In those tabs are columns like:
Customer Name
Revenue Type (product vs. services)
Quarter
$ Booked (deal is in and processed)
$ Forecasted (commiting to the deal)
$ Upside (upside business)
Revenue Segment (direct vs. partner)
What I'd like to do is summarize those 4 tabs on a pivot table in a
summary worksheet that looks like:
1) In the Page field, I want to put the quarter the deal is in
2) In the Row field, I want to put the customer name AND the revenue
type
3) In the Column field, I want to put the revenue segment
4) in the Data field, I want to put the $ booked, forecasted, and
upside
I found that I could come close to this by selecting "Multiple
consolidation ranges" in step 1 of the pivot wizard and I selected
"Create a single page field for me" in step 2. What I ended up with
is close to what I want but it doesn't seem to allow me to define what
I want in the rows, columns, and data fields only what it will do for
me.
Any suggestions?
Thanks.
Robert
each quarter. In those tabs are columns like:
Customer Name
Revenue Type (product vs. services)
Quarter
$ Booked (deal is in and processed)
$ Forecasted (commiting to the deal)
$ Upside (upside business)
Revenue Segment (direct vs. partner)
What I'd like to do is summarize those 4 tabs on a pivot table in a
summary worksheet that looks like:
1) In the Page field, I want to put the quarter the deal is in
2) In the Row field, I want to put the customer name AND the revenue
type
3) In the Column field, I want to put the revenue segment
4) in the Data field, I want to put the $ booked, forecasted, and
upside
I found that I could come close to this by selecting "Multiple
consolidation ranges" in step 1 of the pivot wizard and I selected
"Create a single page field for me" in step 2. What I ended up with
is close to what I want but it doesn't seem to allow me to define what
I want in the rows, columns, and data fields only what it will do for
me.
Any suggestions?
Thanks.
Robert