Link to home
Start Free TrialLog in
Avatar of pdvsa
pdvsaFlag for United States of America

asked on

Pivot Table Help

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
ASKER CERTIFIED SOLUTION
Avatar of Shums Faruk
Shums Faruk
Flag of India image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
SOLUTION
Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Avatar of pdvsa

ASKER

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.
You're Welcome! Glad we're able to help you.
Avatar of pdvsa

ASKER

:)
Pleased to help