Unique by month management fee in a pivot table

[Murds]

Hello everyone,

I'm struggling with a problem on a pivot table. I have some data that looks like this

[TABLE="width: 500"]
<tbody>[TR]
[TD]Date[/TD]
[TD]Month[/TD]
[TD]Management fee[/TD]
[TD]Client[/TD]
[TD]Billing amount[/TD]
[/TR]
[TR]
[TD]01/01/19[/TD]
[TD]January[/TD]
[TD]200[/TD]
[TD]Client 1[/TD]
[TD]
500[/TD]
[/TR]
[TR]
[TD]01/01/19[/TD]
[TD]January[/TD]
[TD]250[/TD]
[TD]Client 2[/TD]
[TD]250[/TD]
[/TR]
[TR]
[TD]01/02/19[/TD]
[TD]January[/TD]
[TD]200[/TD]
[TD]Client 1[/TD]
[TD]560[/TD]
[/TR]
[TR]
[TD]01/02/19[/TD]
[TD]January[/TD]
[TD]250[/TD]
[TD]Client 2[/TD]
[TD]254[/TD]
[/TR]
</tbody>[/TABLE]

This goes on for 60 clients across the whole year. What I need to do is be able to sum up the billing amount by month (which is easy) but I also want to include a column in my pivot table that shows the management fee per month per client. I've tried using Max however this won't work if I want to show all of the combined fee's per client per month and I also can't add a total column to show the total billing amount! I'm totally stumped so any help would be appreciated!

 

[JamesonMH]

Hello everyone,

I'm struggling with a problem on a pivot table. I have some data that looks like this

[TABLE="width: 500"]
<tbody>[TR]
[TD]Date[/TD]
[TD]Month[/TD]
[TD]Management fee[/TD]
[TD]Client[/TD]
[TD]Billing amount[/TD]
[/TR]
[TR]
[TD]01/01/19[/TD]
[TD]January[/TD]
[TD]200[/TD]
[TD]Client 1[/TD]
[TD]500[/TD]
[/TR]
[TR]
[TD]01/01/19[/TD]
[TD]January[/TD]
[TD]250[/TD]
[TD]Client 2[/TD]
[TD]250[/TD]
[/TR]
[TR]
[TD]01/02/19[/TD]
[TD]January[/TD]
[TD]200[/TD]
[TD]Client 1[/TD]
[TD]560[/TD]
[/TR]
[TR]
[TD]01/02/19[/TD]
[TD]January[/TD]
[TD]250[/TD]
[TD]Client 2[/TD]
[TD]254[/TD]
[/TR]
</tbody>[/TABLE]

This goes on for 60 clients across the whole year. What I need to do is be able to sum up the billing amount by month (which is easy) but I also want to include a column in my pivot table that shows the management fee per month per client. I've tried using Max however this won't work if I want to show all of the combined fee's per client per month and I also can't add a total column to show the total billing amount! I'm totally stumped so any help would be appreciated!

Hi there, using the 5 column format you have above, do the following in your PivotTable Fields:

Drag Month to ROWS area
Drag Client under Month in ROWS area
Drag Billing amount to VALUES area
Drag Management fee under Billing amount in VALUES area

Let me know if that's what you're after.

Note, the "area" I reference above are the 4 quadrants in the bottom of your PivotTable Fields pane on the right of your screen.

James