I need some assistance with a pivot table using Excel 2007. I attached the spreadsheet I’m trying to work with. I’m trying to track lead_goals with leads_created. The data comes from a view in Oracle.
My lead_goals data is compiled at the month level, for instance 110 leads is the goal for a particular location for Sept 2010 (you can see this in rows 95-129 in Sheet1). However, my leads_created data is broken down to a finer level, by day created, source, current status, etc. Therefore, the lead_goals data is repeated for every row that corresponds to that month.
When I pull the data into a pivot table, Excel naturally wants to sum or count the lead_goals data (as well as apparently break it down by day, source, and status). My customer knows that if she drills down below the month level with the leads_created data, the lead_goals data will not drill down. I want to have leads_created and lead_goals in two separate columns in the, ‘data’ area (I’m not sure of the terminology).
How do I tell Excel to associate the lead_goals value with the month level? I don’t know much about pivot tables or VB code, but my background is pl/sql and a little java, so I’m open to whatever suggestions anyone has.