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@kpalaci15 Which is 'this template"?

@sari-becker I assume that you real data is different from what's included in your example file. Though if the table structures are the same, the ea...

@james-latham Perhaps the attached file helps you on your way. I have assumed that you have a modern Excel version and therefore used XLOOKUP. If yo...

@nikkib Please upload your file so that we can see what you have done already and not have to second guess how the data looks like. Anonymize the da...

@stephanrs Not sure if this forum is the correct place to express ideas like yours. I believe the purpose here is primarily to ask questions and get...

@bldragon41 Just add two hidden sheets, for instance "First" and "Last". One just before Sheet01 and one just before the Totals sheet. Then change t...

@cbird You have a Calculated Field called "Dec-25" with the formula =Period which makes no sense. Just remove that Calculated Field all together o...

@cbird But cell O4 and onwards contains a pt called "PivotTable1". Remove it or insert at least 6 columns, refresh PivotTable4 and it will have the ...

@cbird Well, I didn't really. After unpivoting the data I added a custom column saying that, on a row-by-row basis, "if the Category column equals ...

@cbird Your file has only one visible sheet "AprWorkings", and one hidden called "Apr". May I assume that the latter is the Xero report? And may ...

@j8150outlook-com Like this perhaps? Note that the Name column needs to be sorted!!

@julian8759 After the migration to new forum software a while ago, file attachments did not migrate with the questions and answers. And I have cleaned...

@helmut200115gmail-com See attached. Perhaps a bit clunky but it works and it doesn't require any complex M-coding. Would this work for you? ...

@helmut200115gmail-com Probably not very difficult, but to avoid that we are providing a solution that probably doesn't exactly fit your situation, ...

@cbird But you need to look in the 'Calculations' group to find the calculated field or item button!