G
Guest
I'm having a huge amount of difficulty trying to do the following:
I have a pivot table showing business YTD by customer number however the
main data is by line item (so each customer number is listed 50, 60, more
times per table). The order number is also repeated based on the number of
line items.
I also have another set of data with a pivot table showing last years data
and out to the side in dead space the projected amount of sales by customer
id.
What I am trying to do is take the current data (from the pivot by the
customer number and business segment, yes the dollar values by customer
number are broken down by product line (3 of them) -- and update the dead
space in the original last years table to the right of the typed in 'planned'
sales.
Instead of having someone manually go through each set of data (30 +
spreadsheets) and see the customer number, business done in each segment and
go back in and update the actuals next to the planned data. I want it to be
able to find by customer number from actuals to pull in the updated amount
itno the original spreadsheet that contains last years numbers (and of course
to the right of that is projected/planned business by customer number and to
the right of that -so that it can all be in one place - the actuals).
Please let me know if this makes sense.
- 2 seperate sets of data
(last years with planned to the right)
(this years YTD)
- want to be able to pull current from this years YTD and place into far
right colums by segment into the original by utilizing customer number but
also being able to identify by product line where to place the amounts.
Thanks,
CE
I have a pivot table showing business YTD by customer number however the
main data is by line item (so each customer number is listed 50, 60, more
times per table). The order number is also repeated based on the number of
line items.
I also have another set of data with a pivot table showing last years data
and out to the side in dead space the projected amount of sales by customer
id.
What I am trying to do is take the current data (from the pivot by the
customer number and business segment, yes the dollar values by customer
number are broken down by product line (3 of them) -- and update the dead
space in the original last years table to the right of the typed in 'planned'
sales.
Instead of having someone manually go through each set of data (30 +
spreadsheets) and see the customer number, business done in each segment and
go back in and update the actuals next to the planned data. I want it to be
able to find by customer number from actuals to pull in the updated amount
itno the original spreadsheet that contains last years numbers (and of course
to the right of that is projected/planned business by customer number and to
the right of that -so that it can all be in one place - the actuals).
Please let me know if this makes sense.
- 2 seperate sets of data
(last years with planned to the right)
(this years YTD)
- want to be able to pull current from this years YTD and place into far
right colums by segment into the original by utilizing customer number but
also being able to identify by product line where to place the amounts.
Thanks,
CE