Pivot Table: count multiple columns

R

rmb4466

New Member
Joined
Feb 1, 2010
Messages
11
I've got a worksheet in which each row represents a specific task. For each task, there will be at least one assignee and perhaps up to four assignees. I'd like to make a pivot table that will count the number of times each assignee has been assigned to a task. Currently, when I add each assignee column to the pivot table, they nest under each other. Is there a way to have them count all together instead of nested?

Current worksheet looks like this:
[TABLE="width: 700"]
<tbody>[TR]
[TD]Task ID
[/TD]
[TD]Date
[/TD]
[TD]Location
[/TD]
[TD]Task
[/TD]
[TD]Assignee1
[/TD]
[TD]Assignee2
[/TD]
[TD]
Assignee​
<strike></strike>3
[/TD]
[TD]
Assignee​
​4<strike></strike>
[/TD]
[/TR]
[TR]
[TD]1
[/TD]
[TD]1 Oct 2018
[/TD]
[TD]Kansas City, MO
[/TD]
[TD]On-site visit
[/TD]
[TD]Jon Dough
[/TD]
[TD]Jane Doh
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2
[/TD]
[TD]13 Oct 2018
[/TD]
[TD]Arkansas City, KS[/TD]
[TD]Telephone consult
[/TD]
[TD]Rick Row
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3
[/TD]
[TD]20 Oct 2018
[/TD]
[TD]Noel, MO
[/TD]
[TD]
On-site visit​
<strike></strike>
[/TD]
[TD]
Jon Dough​
<strike></strike>
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4
[/TD]
[TD]3 Nov 2018
[/TD]
[TD]Oark, AR
[/TD]
[TD]Research
[/TD]
[TD]
Jane Doh​
<strike></strike>
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]5
[/TD]
[TD]16 Nov 2018
[/TD]
[TD]Springfield, MO
[/TD]
[TD]
On-site visit​
<strike></strike>
[/TD]
[TD]
Rick Row​
​
<strike></strike>
[/TD]
[TD]
Jon Dough​
<strike></strike>
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]6
[/TD]
[TD]4 Dec 2018
[/TD]
[TD]Bogue, KS
[/TD]
[TD]
Telephone consult​
[/TD]
[TD]Jo Schmoe
[/TD]
[TD]
Jane Doh​
<strike></strike>
[/TD]
[TD]
Jon Dough​
[/TD]
[TD]
Rick Row​
<strike></strike>
[/TD]
[/TR]
[TR]
[TD]7
[/TD]
[TD]7 Dec 2018
[/TD]
[TD]Miami, OK
[/TD]
[TD]
Research​
<strike></strike>
[/TD]
[TD]
Jo Schmoe​
<strike></strike>
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]8
[/TD]
[TD]19 Dec 2018
[/TD]
[TD]Warsaw, MO
[/TD]
[TD]
On-site visit​
<strike></strike>
[/TD]
[TD]
Jane Doh​
<strike></strike>
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]9
[/TD]
[TD]28 Dec 2018
[/TD]
[TD]Kirksville, MO
[/TD]
[TD]
On-site visit​
<strike></strike>
[/TD]
[TD]
Jo Schmoe​
<strike></strike>
[/TD]
[TD]
Jon Dough​
<strike></strike>
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

I'm trying to make a pivot table that looks like this:
[TABLE="width: 500"]
<tbody>[TR]
[TD]Count of Task
[/TD]
[TD]Column Labels
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Row Labels
[/TD]
[TD](blank)
[/TD]
[TD]Oct
[/TD]
[TD]Nov
[/TD]
[TD]Dec
[/TD]
[TD]Grand Total
[/TD]
[/TR]
[TR]
[TD].On-site visit
[/TD]
[TD][/TD]
[TD]3
[/TD]
[TD]2
[/TD]
[TD]3
[/TD]
[TD]8
[/TD]
[/TR]
[TR]
[TD]
..Jane Doh​
[/TD]
[TD]<strike></strike>
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD]1
[/TD]
[TD]2
[/TD]
[/TR]
[TR]
[TD]
..Jo Schmoe​
<strike style="background-color: transparent; border-collapse: collapse; color: rgb(34, 34, 34); font-family: Verdana,Arial,Tahoma,Calibri,Geneva,sans-serif; font-size: 13px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: line-through; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; width: auto; word-spacing: 0px;"></strike>
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[TD][/TD]
[TD]1
[/TD]
[TD]1
[/TD]
[/TR]
[TR]
[TD]
..Jon Dough​
[/TD]
[TD]<strike></strike>
[/TD]
[TD]2
[/TD]
[TD]1
[/TD]
[TD]1
[/TD]
[TD]4
[/TD]
[/TR]
[TR]
[TD]
..Rick Row​
<strike style="background-color: transparent; border-collapse: collapse; color: rgb(34, 34, 34); font-family: Verdana,Arial,Tahoma,Calibri,Geneva,sans-serif; font-size: 13px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: line-through; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; width: auto; word-spacing: 0px;"></strike>
[/TD]
[TD]<strike></strike><strike></strike>
[/TD]
[TD][/TD]
[TD]1
[/TD]
[TD][/TD]
[TD]1
[/TD]
[/TR]
[TR]
[TD].Research
[/TD]
[TD][/TD]
[TD][/TD]
[TD]1
[/TD]
[TD]1
[/TD]
[TD]2
[/TD]
[/TR]
[TR]
[TD]
..Jane Doh​
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[TD]1
[/TD]
[TD][/TD]
[TD]1
[/TD]
[/TR]
[TR]
[TD]
..Jo Schmoe​
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[TD][/TD]
[TD]1
[/TD]
[TD]1
[/TD]
[/TR]
[TR]
[TD]
.Telephone consult​
[/TD]
[TD]<strike></strike><strike></strike>
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD]4
[/TD]
[TD]5
[/TD]
[/TR]
[TR]
[TD]
..Jane Doh​
[/TD]
[TD]<strike></strike><strike></strike>
[/TD]
[TD][/TD]
[TD][/TD]
[TD]1
[/TD]
[TD]1
[/TD]
[/TR]
[TR]
[TD]
..Jo Schmoe​
<strike style="background-color: transparent; border-collapse: collapse; color: rgb(34, 34, 34); font-family: Verdana,Arial,Tahoma,Calibri,Geneva,sans-serif; font-size: 13px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: line-through; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; width: auto; word-spacing: 0px;"></strike>
[/TD]
[TD]<strike></strike><strike></strike>
[/TD]
[TD][/TD]
[TD][/TD]
[TD]1
[/TD]
[TD]1
[/TD]
[/TR]
[TR]
[TD]
..Jon Dough​
[/TD]
[TD]<strike></strike>
[/TD]
[TD][/TD]
[TD][/TD]
[TD]1
[/TD]
[TD]1
[/TD]
[/TR]
[TR]
[TD]
..Rick Row​
[/TD]
[TD]<strike></strike>
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD]1
[/TD]
[TD]2
[/TD]
[/TR]
[TR]
[TD]Grand Total
[/TD]
[TD][/TD]
[TD]4
[/TD]
[TD]3
[/TD]
[TD]8
[/TD]
[TD]15
[/TD]
[/TR]
</tbody>[/TABLE]


Thanks,
--Ryan
 

Excel Facts

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)
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is that what you want?

[Table="width:, class:head"]
[tr=bgcolor:#FFFFFF][td=bgcolor:#5B9BD5]Task ID[/td][td=bgcolor:#5B9BD5]Date[/td][td=bgcolor:#5B9BD5]Location[/td][td=bgcolor:#5B9BD5]Task[/td][td=bgcolor:#5B9BD5]Assignee1[/td][td=bgcolor:#5B9BD5]Assignee2[/td][td=bgcolor:#5B9BD5]Assignee 3[/td][td=bgcolor:#5B9BD5]Assignee 4[/td][td][/td][td=bgcolor:#DDEBF7]Count of Value[/td][td=bgcolor:#DDEBF7]Column Labels[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
1​
[/td][td=bgcolor:#DDEBF7]
01-Oct-18​
[/td][td=bgcolor:#DDEBF7]Kansas City, MO[/td][td=bgcolor:#DDEBF7]On-site visit[/td][td=bgcolor:#DDEBF7]Jon Dough[/td][td=bgcolor:#DDEBF7]Jane Doh[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td=bgcolor:#DDEBF7]Row Labels[/td][td=bgcolor:#DDEBF7]October[/td][td=bgcolor:#DDEBF7]November[/td][td=bgcolor:#DDEBF7]December[/td][td=bgcolor:#DDEBF7]Grand Total[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
2​
[/td][td]
13-Oct-18​
[/td][td]Arkansas City, KS[/td][td]Telephone consult[/td][td]Rick Row[/td][td][/td][td][/td][td][/td][td][/td][td]On-site visit[/td][td]
3​
[/td][td]
2​
[/td][td]
3​
[/td][td]
8​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
3​
[/td][td=bgcolor:#DDEBF7]
20-Oct-18​
[/td][td=bgcolor:#DDEBF7]Noel, MO[/td][td=bgcolor:#DDEBF7]On-site visit[/td][td=bgcolor:#DDEBF7]Jon Dough[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td] Jane Doh[/td][td]
1​
[/td][td][/td][td]
1​
[/td][td]
2​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
4​
[/td][td]
03-Nov-18​
[/td][td]Oark, AR[/td][td]Research[/td][td]Jane Doh[/td][td][/td][td][/td][td][/td][td][/td][td] Jo Schmoe[/td][td][/td][td][/td][td]
1​
[/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
5​
[/td][td=bgcolor:#DDEBF7]
16-Nov-18​
[/td][td=bgcolor:#DDEBF7]Springfield, MO[/td][td=bgcolor:#DDEBF7]On-site visit[/td][td=bgcolor:#DDEBF7]Rick Row[/td][td=bgcolor:#DDEBF7]Jon Dough[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td] Jon Dough[/td][td]
2​
[/td][td]
1​
[/td][td]
1​
[/td][td]
4​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
6​
[/td][td]
04-Dec-18​
[/td][td]Bogue, KS[/td][td]Telephone consult[/td][td]Jo Schmoe[/td][td]Jane Doh[/td][td]Jon Dough[/td][td]Rick Row[/td][td][/td][td] Rick Row[/td][td][/td][td]
1​
[/td][td][/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
7​
[/td][td=bgcolor:#DDEBF7]
07-Dec-18​
[/td][td=bgcolor:#DDEBF7]Miami, OK[/td][td=bgcolor:#DDEBF7]Research[/td][td=bgcolor:#DDEBF7]Jo Schmoe[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td]Research[/td][td][/td][td]
1​
[/td][td]
1​
[/td][td]
2​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
8​
[/td][td]
19-Dec-18​
[/td][td]Warsaw, MO[/td][td]On-site visit[/td][td]Jane Doh[/td][td][/td][td][/td][td][/td][td][/td][td] Jane Doh[/td][td][/td][td]
1​
[/td][td][/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
9​
[/td][td=bgcolor:#DDEBF7]
28-Dec-18​
[/td][td=bgcolor:#DDEBF7]Kirksville, MO[/td][td=bgcolor:#DDEBF7]On-site visit[/td][td=bgcolor:#DDEBF7]Jo Schmoe[/td][td=bgcolor:#DDEBF7]Jon Dough[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td] Jo Schmoe[/td][td][/td][td][/td][td]
1​
[/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td]Telephone consult[/td][td]
1​
[/td][td][/td][td]
4​
[/td][td]
5​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td] Jane Doh[/td][td][/td][td][/td][td]
1​
[/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td] Jo Schmoe[/td][td][/td][td][/td][td]
1​
[/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td] Jon Dough[/td][td][/td][td][/td][td]
1​
[/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td] Rick Row[/td][td]
1​
[/td][td][/td][td]
1​
[/td][td]
2​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td=bgcolor:#DDEBF7]Grand Total[/td][td=bgcolor:#DDEBF7]
4​
[/td][td=bgcolor:#DDEBF7]
3​
[/td][td=bgcolor:#DDEBF7]
8​
[/td][td=bgcolor:#DDEBF7]
15​
[/td][/tr]
[/table]

Done with PowerQuery

M-code
Code: 
[SIZE=1]
let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Extracted Month Name" = Table.TransformColumns(Source, {{"Date", each Date.MonthName(_), type text}}),
    #"Removed Columns" = Table.RemoveColumns(#"Extracted Month Name",{"Task ID", "Location"}),
    #"Unpivoted Other Columns" = Table.UnpivotOtherColumns(#"Removed Columns", {"Date", "Task"}, "Attribute", "Value")
in
    #"Unpivoted Other Columns"[/SIZE]

then PivotTable from external data source Query - Table1
 
Upvote 0
It appears so, though it doesn't look like a pivot table as I'm familiar with them (to the limited degree that I am familiar with them). Using your method, does the table incorporate new data automatically? (i.e., if we add a new entry for Rick Row doing a Research visit in January, would it add a new row for Rick Row under Research and a new column for January?)

I'm unfamiliar with PowerQuery...going to have to do some poking around.

Thanks for your response!
 
Upvote 0
You mean like this?

[Table="width:, class:head"]
[tr=bgcolor:#FFFFFF][td=bgcolor:#5B9BD5]Task ID[/td][td=bgcolor:#5B9BD5]Date[/td][td=bgcolor:#5B9BD5]Location[/td][td=bgcolor:#5B9BD5]Task[/td][td=bgcolor:#5B9BD5]Assignee1[/td][td=bgcolor:#5B9BD5]Assignee2[/td][td=bgcolor:#5B9BD5]Assignee 3[/td][td=bgcolor:#5B9BD5]Assignee 4[/td][td][/td][td=bgcolor:#DDEBF7]Count of Value[/td][td=bgcolor:#DDEBF7]Column Labels[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
1​
[/td][td=bgcolor:#DDEBF7]
01-Oct-18​
[/td][td=bgcolor:#DDEBF7]Kansas City, MO[/td][td=bgcolor:#DDEBF7]On-site visit[/td][td=bgcolor:#DDEBF7]Jon Dough[/td][td=bgcolor:#DDEBF7]Jane Doh[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td=bgcolor:#DDEBF7]Row Labels[/td][td=bgcolor:#DDEBF7]October[/td][td=bgcolor:#DDEBF7]November[/td][td=bgcolor:#DDEBF7]December[/td][td=bgcolor:#DDEBF7]January[/td][td=bgcolor:#DDEBF7]Grand Total[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
2​
[/td][td]
13-Oct-18​
[/td][td]Arkansas City, KS[/td][td]Telephone consult[/td][td]Rick Row[/td][td][/td][td][/td][td][/td][td][/td][td]On-site visit[/td][td]
3​
[/td][td]
2​
[/td][td]
3​
[/td][td][/td][td]
8​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
3​
[/td][td=bgcolor:#DDEBF7]
20-Oct-18​
[/td][td=bgcolor:#DDEBF7]Noel, MO[/td][td=bgcolor:#DDEBF7]On-site visit[/td][td=bgcolor:#DDEBF7]Jon Dough[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td] Jane Doh[/td][td]
1​
[/td][td][/td][td]
1​
[/td][td][/td][td]
2​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
4​
[/td][td]
03-Nov-18​
[/td][td]Oark, AR[/td][td]Research[/td][td]Jane Doh[/td][td][/td][td][/td][td][/td][td][/td][td] Jo Schmoe[/td][td][/td][td][/td][td]
1​
[/td][td][/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
5​
[/td][td=bgcolor:#DDEBF7]
16-Nov-18​
[/td][td=bgcolor:#DDEBF7]Springfield, MO[/td][td=bgcolor:#DDEBF7]On-site visit[/td][td=bgcolor:#DDEBF7]Rick Row[/td][td=bgcolor:#DDEBF7]Jon Dough[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td] Jon Dough[/td][td]
2​
[/td][td]
1​
[/td][td]
1​
[/td][td][/td][td]
4​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
6​
[/td][td]
04-Dec-18​
[/td][td]Bogue, KS[/td][td]Telephone consult[/td][td]Jo Schmoe[/td][td]Jane Doh[/td][td]Jon Dough[/td][td]Rick Row[/td][td][/td][td] Rick Row[/td][td][/td][td]
1​
[/td][td][/td][td][/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
7​
[/td][td=bgcolor:#DDEBF7]
07-Dec-18​
[/td][td=bgcolor:#DDEBF7]Miami, OK[/td][td=bgcolor:#DDEBF7]Research[/td][td=bgcolor:#DDEBF7]Jo Schmoe[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td]Research[/td][td][/td][td]
1​
[/td][td]
1​
[/td][td]
1​
[/td][td]
3​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
8​
[/td][td]
19-Dec-18​
[/td][td]Warsaw, MO[/td][td]On-site visit[/td][td]Jane Doh[/td][td][/td][td][/td][td][/td][td][/td][td] Jane Doh[/td][td][/td][td]
1​
[/td][td][/td][td][/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
9​
[/td][td=bgcolor:#DDEBF7]
28-Dec-18​
[/td][td=bgcolor:#DDEBF7]Kirksville, MO[/td][td=bgcolor:#DDEBF7]On-site visit[/td][td=bgcolor:#DDEBF7]Jo Schmoe[/td][td=bgcolor:#DDEBF7]Jon Dough[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td][/td][td] Jo Schmoe[/td][td][/td][td][/td][td]
1​
[/td][td][/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#FFFF00]
10​
[/td][td=bgcolor:#FFFF00]
10-Jan-18​
[/td][td=bgcolor:#FFFF00]Any[/td][td=bgcolor:#FFFF00]Research[/td][td=bgcolor:#FFFF00]Rick Row[/td][td=bgcolor:#FFFF00][/td][td=bgcolor:#FFFF00][/td][td=bgcolor:#FFFF00][/td][td][/td][td=bgcolor:#FFFF00] Rick Row[/td][td=bgcolor:#FFFF00][/td][td=bgcolor:#FFFF00][/td][td=bgcolor:#FFFF00][/td][td=bgcolor:#FFFF00]
1​
[/td][td=bgcolor:#FFFF00]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td]Telephone consult[/td][td]
1​
[/td][td][/td][td]
4​
[/td][td][/td][td]
5​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td] Jane Doh[/td][td][/td][td][/td][td]
1​
[/td][td][/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td] Jo Schmoe[/td][td][/td][td][/td][td]
1​
[/td][td][/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td] Jon Dough[/td][td][/td][td][/td][td]
1​
[/td][td][/td][td]
1​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td] Rick Row[/td][td]
1​
[/td][td][/td][td]
1​
[/td][td][/td][td]
2​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td=bgcolor:#DDEBF7]Grand Total[/td][td=bgcolor:#DDEBF7]
4​
[/td][td=bgcolor:#DDEBF7]
3​
[/td][td=bgcolor:#DDEBF7]
8​
[/td][td=bgcolor:#DDEBF7]
1​
[/td][td=bgcolor:#DDEBF7]
16​
[/td][/tr]
[/table]

example excel file
 
Last edited:
Upvote 0
Great info, thanks!

I think I've pretty much got it set up and reporting properly. One quick question, though: when I make changes to the original dataset, do I always need to refresh the query table and then the pivot table or is there a way to have the automatically refresh?
 
Upvote 0
:) Both

Refresh PivotTable (you don't need refresh Query Table)
or
You can use any vba code to refresh PivotTable on Worksheet_Change but IMHO it doesn't make any sense with a big data
or
PivotTable option - Data - Refresh data when opening the file
 
Last edited:
Upvote 0
Got it. Going to have to read your links on Get & Transform and Power Query a bit more closely later.

Thanks for your help!
 
Upvote 0
You are welcome

Power Query aka Get&Transform - it's the same

Have a nice day
 
Upvote 0
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