Excel 2016 Pivot table from multiple tables

[walrus_86]

Scenario: I download a monthly statement each month The statement has transaction dates. I give each line of the statement a category. I want to analyse the statement by month using a PivotTable. Each month when I download a new statement, I want to add this into my PivotTable that consolidates all statements that I download. (as you know, statements don't always run from beginning to end of a month as the statement date may be mid-month).

I don't want to copy and paste each month's statement into a consolidated table as I know that PivotTables can hand data in more than one table.

When I build my PivotTable (see below), I want to summarise the date as I've currently got it set up.

My problem is, I don't want to see the values in separate columns (which are the different statements) within the Transaction Period. I don't care what statement they come from. I just want to analyse by Transaction Period.



*I have asterisked the value that come from two separate statements that I want to just appear in one column.

 

[Fluff]

Cross posted https://superuser.com/questions/1302406/excel-2016-pivot-table-from-multiple-tables

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