Hello everyone,
I'm new to the forum but finding the resources super helpful.
I require some help relating to the layout of a monthly budget vs spend tracker that I am building. I want to see a monthly view of the planned spend, any additional upweight spend and the pacing amount or completed spend against each month. The Pivot would allow me to have a detailed view of each activity but also just an overview of the top line figures. I'm stuck on how to lay this out - please see attached file and image.
I made an attempt to build the pivot but need to add in calculated rows which I'm guessing I need to do in the data sheet. Do I have separate rows for planned, upweight and actual data or does the data relating to a particular activity all go on one row? Is there a general rule to follow here. This is what I mean:
Any help this weekend greatly appreciated.
Thanks
Hi Glyn,
Welcome to our forum! Your images didn't upload properly, so I'm not sure what they refer to and I can't see what the issue is in your file. You said "The Pivot would allow me to have a detailed view of each activity but also just an overview of the top line figures." but I don't understand what you mean by the part in bold font.
Mynda
Here are the images again:
datasheetformat — ImgBB (ibb.co)
I'm hoping the images will make it clearer. I'm trying to get a monthly view of budget + upweight vs actual spend. With calculated fields showing variance and variance %.
Thanks
Glyn
Hi Glyn,
I think I understand. In the attached file I've used calculated fields to create the PivotTable on Summary (2) sheet.
Hope that's what you wanted.
Mynda
Hi Mynda,
Thanks for taking the time to put that sheet together. It was what I was after. I also discovered another way of creating the calculated rows I needed by making them as calculated items. So that's something new that I've learnt and your resource on it helped to explain how it's used.
I was stumped on how in your approach to using the calculated field you created a sum of values in the Row part of the pivot. I wasn't sure how you did that, would you mind explaining? It would be useful to know this other method properly.
Screen shot here:
https://ibb.co/3p52y3m
Thanks
Glyn
Hi Glyn,
Glad that helped.
The 'values' field is automatically inserted in the PivotTable. It's usually in the Columns area, but I just dragged it to the Rows area in the field list.
Mynda
Hi Mynda,
I'm sorry that was so basic of me, but understanding that, it's all clicked into place. Thanks for sharing.
Glyn
