June 25, 2020
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.
December 7, 2016
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.