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Pivot Table Help

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Last Modified: 2017-04-28
Experts,

I have made a pivot of the attached but I cant seem to manipulate it the way I want.
The raw data is organized as DD Amount ("draw down amount"), DD Date, Repay Amount, Repay Date, Payment Made Yes or No,
The grouping of data isnt that great when I put into a pivot table and I am not too familiar with pivot tables.

If I could put the Repayment Date in the "Sum of Value" I think it would look better however excel "counts" the field instead of showing the field as a date.  I also need to show the Payment Made field in the sum values part but I have the same problem as excel counts the field.

Possibly an expert could organize the data a bit better than I can.  

Please see attached file.
Grateful for your help
qryBalancePivot.xlsx
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Managing Director/Excel VBA Developer
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Roy CoxGroup Finance Manager
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pdvsaProject finance

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Commented:
Roy, that is a very nice looking pivot table.  I decided to split the points though because Shum's answer does give me what I need and right now I am not sure which method will work for me.  It might be combination of the two as I do like the year groupings.   thanks to both.  excellent job.
ShumsManaging Director/Excel VBA Developer
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You're Welcome! Glad we're able to help you.
pdvsaProject finance

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:)
Roy CoxGroup Finance Manager
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Pleased to help

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