Hi guys,
I am trying to create sales projections by customer over the next few years and I am currently stuck.
Example Data below:
[TABLE="width: 500"]
<tbody>[TR]
[TD]Client name[/TD]
[TD]Salesman name[/TD]
[TD]Revenue per month[/TD]
[TD]Contract open[/TD]
[TD]Contract Close[/TD]
[/TR]
[TR]
[TD]Customer A[/TD]
[TD]Salesman A[/TD]
[TD]2,000[/TD]
[TD]March 2018[/TD]
[TD]December 2018[/TD]
[/TR]
[TR]
[TD]Customer B[/TD]
[TD]Salesman A[/TD]
[TD]2,500[/TD]
[TD]May 2018[/TD]
[TD]December 2018[/TD]
[/TR]
</tbody>[/TABLE]
I want to create a pivot table which would look like the below but I want to keep my original data set as basic as possible. I realise this is unlikely but hopefully I am missing something. The reason I want to use a pivot table is because I want to add slicers and timelines to analyse the sales projections quickly.
[TABLE="width: 500"]
<tbody>[TR]
[TD]Client Name[/TD]
[TD]Jan[/TD]
[TD]Feb[/TD]
[TD]Mar[/TD]
[TD]Apr[/TD]
[TD]May[/TD]
[TD]Jun[/TD]
[TD]Jul[/TD]
[TD]Aug[/TD]
[TD]Sep[/TD]
[TD]Oct[/TD]
[TD]Nov[/TD]
[TD]Dec[/TD]
[TD]Grand Total[/TD]
[/TR]
[TR]
[TD]Customer A[/TD]
[TD][/TD]
[TD][/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]20,000[/TD]
[/TR]
[TR]
[TD]Customer B[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]20,000[/TD]
[/TR]
</tbody>[/TABLE]
Thank you for any help!
I am trying to create sales projections by customer over the next few years and I am currently stuck.
Example Data below:
[TABLE="width: 500"]
<tbody>[TR]
[TD]Client name[/TD]
[TD]Salesman name[/TD]
[TD]Revenue per month[/TD]
[TD]Contract open[/TD]
[TD]Contract Close[/TD]
[/TR]
[TR]
[TD]Customer A[/TD]
[TD]Salesman A[/TD]
[TD]2,000[/TD]
[TD]March 2018[/TD]
[TD]December 2018[/TD]
[/TR]
[TR]
[TD]Customer B[/TD]
[TD]Salesman A[/TD]
[TD]2,500[/TD]
[TD]May 2018[/TD]
[TD]December 2018[/TD]
[/TR]
</tbody>[/TABLE]
I want to create a pivot table which would look like the below but I want to keep my original data set as basic as possible. I realise this is unlikely but hopefully I am missing something. The reason I want to use a pivot table is because I want to add slicers and timelines to analyse the sales projections quickly.
[TABLE="width: 500"]
<tbody>[TR]
[TD]Client Name[/TD]
[TD]Jan[/TD]
[TD]Feb[/TD]
[TD]Mar[/TD]
[TD]Apr[/TD]
[TD]May[/TD]
[TD]Jun[/TD]
[TD]Jul[/TD]
[TD]Aug[/TD]
[TD]Sep[/TD]
[TD]Oct[/TD]
[TD]Nov[/TD]
[TD]Dec[/TD]
[TD]Grand Total[/TD]
[/TR]
[TR]
[TD]Customer A[/TD]
[TD][/TD]
[TD][/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]2,000[/TD]
[TD]20,000[/TD]
[/TR]
[TR]
[TD]Customer B[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]2,500[/TD]
[TD]20,000[/TD]
[/TR]
</tbody>[/TABLE]
Thank you for any help!