Avatar of Michael Franz
Michael Franz asked on

Pivot Table and Pivot Chart

I have one data source. The source contains among other things.... Sales Person, Number of Customers, Number of Policies, and Total Revenue. I want to pivot table & Pivot Chart these items, but I want the Pivot table to contain Policy Count, Customer counts and Sum of Revenue. I want the chart to be the same, but do not want to show Revenue because it skews the chart with policies being in the 100's and revenue being $100K to $1.0M.. We also have month.

Right now I have

Report Filter - Sales Person
Column - Sum Values
Row - Moth
Values - Sum Policy, Sum Customer, Sum Revenue
Microsoft Excel

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Last Comment
Harry Lee

8/22/2022 - Mon
Harry Lee

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Michael Franz

I had to go with option #2. Thanks for the help.
Harry Lee

Glad I can help.
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