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May 30, 2021
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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
July 16, 2010
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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
Active Member
May 30, 2021
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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
July 16, 2010
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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
Active Member
May 30, 2021
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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
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