I have an Excel sheet that contains the following columns:
I created a pivot table, grouping the Date field by months, with a second grouping by Team, with the Project Value as the summarized field.
In each group created by the Pivot Table, I also want to list the Date, Proposal Number, Company Name & Project. Please see the attached sheet for the way I want it to look. Groupings---Data-Columns-in-Exce.xlsx
This is something that is easy enough to do in Crystal Reports, but I cannot find a way to do this in Excel Pivot Tables. My client wants something they can modify themselves, which means I cannot do it in Crystal Reports.
If, as I fear, this cannot be done in a Pivot Table, is there some other way to do it in Excel?
Thanks very much,