Hi all,
I have an excel document that is a column of names and then a column for each month of the year. In the month columns, I have set up drop down lists to select who the customer was billed to (i.e. ABC, XYZ). Each month then had a separate tab with a pivot table set up to pull in only those customers who purchased in that month. What I'm hoping to do is set up a report so I can quickly invoice each billing location each month. Ideally, my employees could choose the month and then choose the billing location (maybe from drop down lists??) and the report would pull all the customers who were billed to ABC for the month of April. Then I'd like this to calculate the number of customers and the total cost of each.
I've spent hours trying to figure out how to do this with pivot tables, filters, linked sheets, etc. I also can create more tabs such as one tab for each company that is billed. Any help on this would be great! Thanks!
I have an excel document that is a column of names and then a column for each month of the year. In the month columns, I have set up drop down lists to select who the customer was billed to (i.e. ABC, XYZ). Each month then had a separate tab with a pivot table set up to pull in only those customers who purchased in that month. What I'm hoping to do is set up a report so I can quickly invoice each billing location each month. Ideally, my employees could choose the month and then choose the billing location (maybe from drop down lists??) and the report would pull all the customers who were billed to ABC for the month of April. Then I'd like this to calculate the number of customers and the total cost of each.
I've spent hours trying to figure out how to do this with pivot tables, filters, linked sheets, etc. I also can create more tabs such as one tab for each company that is billed. Any help on this would be great! Thanks!
