Need help trying to pivot against multiple worksheets

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
 
E

Earl Kiosterud

Robert,

This one comes up often. Similar data in separate tables precludes the use
of many Excel tools (like pivot tables). Consider combining the four tables
into one, with an additional column for the quarter. It's a simple
copy/paste operation, adding the quarter (1, 2, 3, 4, and copying it down
with the fill handle). Now your pivot table will be a snap. An Autofilter
on the consolidated table will allow you to reduce it to any particular
quarter at will. Much more flexibility. Strongly recommended.
 

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