I would be grateful if you could look at the attached Excel spreadsheet (2007 format).
I have set up a Table in the 'Database' sheet so that my Pivot report will be dynamic and incorporate all data that is added in the rows.
The 'January' sheet is what the original report looked like. If you look at the different stream headers in columns B to I (in bold font), the completion dates can overlap and it is very difficult in this format to pick out the tasks to be done in chronological order.
This is why I created the Pivot Table report in the ‘Report’ sheet. This is the format and layout of how I want my Pivot Table report to look. It sorts each aspect of a task by month and then by alpha in the ‘Streams’ field then by alpha in the ‘Responsible’ field.
I have sorted this report by date and I created a grouped this field by ‘Month’ and ‘Year’
If you look at the “Product of Month Transaction” and “Days Until Completion” fields in the PT report, you will see I set the field format to Product. This was the only way I could keep the date format intact (I didn’t know what else to do).
The ‘Days Until Completion’ and ‘Days Elapsed’ fields are in sum format and I think that is correct as they show the right values.
The ‘Status (RAG)’ and ‘Notes’ fields I have added manually and are not part of the PT report. I just added them to illustrate what I wanted the report to look like.
So how can I incorporate the ‘Status (RAG)’ and ‘Notes’ fields into the report and keep them in the columns? This would make the report easy
If I was using Microsoft Access I could achieve the desired columnar layout fine but I don’t know how to replicate this in Excel.
Thanks in advance.