• Skip to main content
  • Skip to header right navigation
  • Skip to site footer

My Online Training Hub

Learn Dashboards, Excel, Power BI, Power Query, Power Pivot

  • Courses
  • Pricing
    • Free Courses
    • Power BI Course
    • Excel Power Query Course
    • Power Pivot and DAX Course
    • Excel Dashboard Course
    • Excel PivotTable Course – Quick Start
    • Advanced Excel Formulas Course
    • Excel Expert Advanced Excel Training
    • Excel Tables Course
    • Excel, Word, Outlook
    • Financial Modelling Course
    • Excel PivotTable Course
    • Excel for Customer Service Professionals
    • Excel for Operations Management Course
    • Excel for Decision Making Under Uncertainty Course
    • Excel for Finance Course
    • Excel Analysis ToolPak Course
    • Multi-User Pricing
  • Resources
    • Free Downloads
    • Excel Functions Explained
    • Excel Formulas
    • Excel Add-ins
    • IF Function
      • Excel IF Statement Explained
      • Excel IF AND OR Functions
      • IF Formula Builder
    • Time & Dates in Excel
      • Excel Date & Time
      • Calculating Time in Excel
      • Excel Time Calculation Tricks
      • Excel Date and Time Formatting
    • Excel Keyboard Shortcuts
    • Excel Custom Number Format Guide
    • Pivot Tables Guide
    • VLOOKUP Guide
    • ALT Codes
    • Excel VBA & Macros
    • Excel User Forms
    • VBA String Functions
  • Members
    • Login
    • Password Reset
  • Blog
  • Excel Webinars
  • Excel Forum
    • Register as Forum Member

Help with Pivot table & formula for a Invoice Tracker|General Excel Questions & Answers|Excel Forum|My Online Training Hub

You are here: Home / Help with Pivot table & formula for a Invoice Tracker|General Excel Questions & Answers|Excel Forum|My Online Training Hub
Avatar
sp_LogInOut Log In sp_Registration Register
sp_Search Search
Advanced Search|Last Search Results
Search
Forum Scope




Match



Forum Options



Minimum search word length is 3 characters - maximum search word length is 84 characters
sp_Search Search
sp_RankInfo
Lost password?
sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…Help with Pivot table & formula…
sp_PrintTopic sp_TopicIcon
Help with Pivot table & formula for a Invoice Tracker
Avatar
Mahesh K

Active Member
Members
Level 0
Forum Posts: 4
Member Since:
June 25, 2020
sp_UserOfflineSmall Offline
1
October 12, 2021 - 1:36 pm
sp_Permalink sp_Print

Hello Community,

In the attached file, intended to be used as Invoice tracker, I need help on extracting a Pivot table & automating the results in GREEN cells, in co-orelation to the ORANGE cells.

Basically, we have many services which we provide to client. These services have resources assigned (in terms of FTE) and the invoicing is done on the basis of effort hours expended on the respective services by the resources. The Resources have a 'per hour' rate.

Now, the Monthly invoices could be a combination of any services (with the expended hours on those services) and I am trying to record this data in the attached sheet as our client wants to see the break-up of the Invoice amount (i.e. how many services & their costs make up the invoice amount, How many FTEs worked, Names of FTEs (i.e. Resources).

I finally need a summary; which the client is asking for. Any ideas or suggestions to improve upon the file is greatly appreciated.

 

Thanks,

Mahesh

Avatar
Anders Sehlstedt
Eskilstuna, Sweden

VIP
Members


Trusted Members
Level 3
Forum Posts: 871
Member Since:
December 7, 2016
sp_UserOfflineSmall Offline
2
October 14, 2021 - 7:28 am
sp_Permalink sp_Print

Hello,

For the summary part you can use SUMPRODUCT.

If you want this data in a PivotTable then you need to rearrange the source data to be in tabular format. If your client is satisfied with this layout then no need to change/improve.

Br,
Anders

sp_Feed
Go to top
Forum Timezone: Australia/Brisbane
Most Users Ever Online: 245
Currently Online: Kim Knox, Bhuwan Devkota
Guest(s) 8
Currently Browsing this Page:
1 Guest(s)
Top Posters:
SunnyKow: 1432
Anders Sehlstedt: 871
Purfleet: 412
Frans Visser: 346
David_Ng: 306
lea cohen: 219
Jessica Stewart: 204
A.Maurizio: 202
Aye Mu: 201
jaryszek: 183
Newest Members:
Bhuwan Devkota
Kathryn Patton
Maria Conatser
Jefferson Granemann
Glen Coulthard
Nikki Fox
Rachele Dickie
Raj Mattoo
Mark Luke
terimeri dooriyan
Forum Stats:
Groups: 3
Forums: 24
Topics: 6221
Posts: 27285

 

Member Stats:
Guest Posters: 49
Members: 31909
Moderators: 3
Admins: 4
Administrators: Mynda Treacy, Philip Treacy, Catalin Bombea, FT
Moderators: MOTH Support, Velouria, Riny van Eekelen
© Simple:Press —sp_Information

Sidebar

Blog Categories

  • Excel
  • Excel Charts
  • Excel Dashboard
  • Excel Formulas
  • Excel PivotTables
  • Excel Shortcuts
  • Excel VBA
  • General Tips
  • Online Training
  • Outlook
  • Power Apps
  • Power Automate
  • Power BI
  • Power Pivot
  • Power Query
microsoft mvp logo
trustpilot excellent rating
Secured by Sucuri Badge
MyOnlineTrainingHub on YouTube Mynda Treacy on Linked In Mynda Treacy on Instagram Mynda Treacy on Twitter Mynda Treacy on Pinterest MyOnlineTrainingHub on Facebook
 

Company

  • About My Online Training Hub
  • Disclosure Statement
  • Frequently Asked Questions
  • Guarantee
  • Privacy Policy
  • Terms & Conditions
  • Testimonials
  • Become an Affiliate

Support

  • Contact
  • Forum
  • Helpdesk - For Technical Issues

Copyright © 2023 · My Online Training Hub · All Rights Reserved. Microsoft and the Microsoft Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Product names, logos, brands, and other trademarks featured or referred to within this website are the property of their respective trademark holders.