Pivot Table Subtotal Question

[Dave]

I have a pivot table of prescription drug costs consisting of 4 columns:
Month, Customer, Insurance and Base. [ Medicare D program - you're going to
see a lot of this ]

Actually 2 questions:
1) Auto format gets me "January Total" for example, but no monthly totals
or sub-totals.

2) Auto format seems to require something in Data Items. Other than the
subtotal issue, column only format is really what I want.

Presume these 2 issues are related. Appreciate any suggestions.

Thx

Dave

 

[Debra Dalgleish]

A pivot table works by summarizing a field in the data area. If
Insurance and Base are numbers, they should go in the data area. Then
you could see a total per month or per customer.

I have a pivot table of prescription drug costs consisting of 4 columns:
Month, Customer, Insurance and Base. [ Medicare D program - you're going to
see a lot of this ]

Actually 2 questions:
1) Auto format gets me "January Total" for example, but no monthly totals
or sub-totals.

2) Auto format seems to require something in Data Items. Other than the
subtotal issue, column only format is really what I want.

Presume these 2 issues are related. Appreciate any suggestions.

 

[Dave]

Thank you Debra - that worked,

I now have essentially three columns; Month, Data and Total. The Data
column labels,
vertically, are Sum of Customer, Sum of Base and Sum of Insurance. Third
column is totals for each. All OK and the sums are correct.

But - I need Customer/Base/Insurance strung out to the right from Month, as
if each were a column head.

Is there a way to do this???

Thx again
Dave

A pivot table works by summarizing a field in the data area. If Insurance
and Base are numbers, they should go in the data area. Then you could see a
total per month or per customer.

I have a pivot table of prescription drug costs consisting of 4 columns:
Month, Customer, Insurance and Base. [ Medicare D program - you're going
to see a lot of this ]

Actually 2 questions:
1) Auto format gets me "January Total" for example, but no monthly
totals or sub-totals.

2) Auto format seems to require something in Data Items. Other than the
subtotal issue, column only format is really what I want.

Presume these 2 issues are related. Appreciate any suggestions.

 

[Debra Dalgleish]

You can rearrange the data fields so they appear horizontally:

http://www.contextures.com/xlPivot02.html

Thank you Debra - that worked,

I now have essentially three columns; Month, Data and Total. The Data
column labels,
vertically, are Sum of Customer, Sum of Base and Sum of Insurance. Third
column is totals for each. All OK and the sums are correct.

But - I need Customer/Base/Insurance strung out to the right from Month, as
if each were a column head.

Is there a way to do this???

Thx again
Dave

A pivot table works by summarizing a field in the data area. If Insurance
and Base are numbers, they should go in the data area. Then you could see a
total per month or per customer.

I have a pivot table of prescription drug costs consisting of 4 columns:
Month, Customer, Insurance and Base. [ Medicare D program - you're going
to see a lot of this ]

Actually 2 questions:
1) Auto format gets me "January Total" for example, but no monthly
totals or sub-totals.

2) Auto format seems to require something in Data Items. Other than the
subtotal issue, column only format is really what I want.

Presume these 2 issues are related. Appreciate any suggestions.

 

[Dave]

Fabulous -

Thank you again Debra - one key stroke. Kind of embarrassing in a way,
although not too intuitive ( at least to me.) Ditto the intuitive re:
changing names (really Bill Gates.)

LOVE your website - looks like I have quite a bit more to study. (Again,
it's really embarrassing when you first question is answered in the first
item. Ah well!)

Thanks again -
Best regards

Dave
Off and running -

You can rearrange the data fields so they appear horizontally:

http://www.contextures.com/xlPivot02.html

Thank you Debra - that worked,

I now have essentially three columns; Month, Data and Total. The Data
column labels,
vertically, are Sum of Customer, Sum of Base and Sum of Insurance. Third
column is totals for each. All OK and the sums are correct.

But - I need Customer/Base/Insurance strung out to the right from Month,
as
if each were a column head.

Is there a way to do this???

Thx again
Dave

A pivot table works by summarizing a field in the data area. If Insurance
and Base are numbers, they should go in the data area. Then you could see
a
total per month or per customer.

Dave wrote:

I have a pivot table of prescription drug costs consisting of 4 columns:
Month, Customer, Insurance and Base. [ Medicare D program - you're
going
to see a lot of this ]

Actually 2 questions:
1) Auto format gets me "January Total" for example, but no monthly
totals or sub-totals.

2) Auto format seems to require something in Data Items. Other than
the
subtotal issue, column only format is really what I want.

Presume these 2 issues are related. Appreciate any suggestions.

 

[Debra Dalgleish]

You're welcome! And thanks for letting me know that you like my web site.

Fabulous -

Thank you again Debra - one key stroke. Kind of embarrassing in a way,
although not too intuitive ( at least to me.) Ditto the intuitive re:
changing names (really Bill Gates.)

LOVE your website - looks like I have quite a bit more to study. (Again,
it's really embarrassing when you first question is answered in the first
item. Ah well!)

Thanks again -
Best regards

Dave
Off and running -

You can rearrange the data fields so they appear horizontally:

http://www.contextures.com/xlPivot02.html

Thank you Debra - that worked,

I now have essentially three columns; Month, Data and Total. The Data
column labels,
vertically, are Sum of Customer, Sum of Base and Sum of Insurance. Third
column is totals for each. All OK and the sums are correct.

But - I need Customer/Base/Insurance strung out to the right from Month,
as
if each were a column head.

Is there a way to do this???

Thx again
Dave





A pivot table works by summarizing a field in the data area. If Insurance
and Base are numbers, they should go in the data area. Then you could see
a
total per month or per customer.

Dave wrote:


I have a pivot table of prescription drug costs consisting of 4 columns:
Month, Customer, Insurance and Base. [ Medicare D program - you're
going
to see a lot of this ]

Actually 2 questions:
1) Auto format gets me "January Total" for example, but no monthly
totals or sub-totals.

2) Auto format seems to require something in Data Items. Other than
the
subtotal issue, column only format is really what I want.

Presume these 2 issues are related. Appreciate any suggestions.

 

[Dave]

My pleasure !

Dave

You're welcome! And thanks for letting me know that you like my web site.

Fabulous -

Thank you again Debra - one key stroke. Kind of embarrassing in a way,
although not too intuitive ( at least to me.) Ditto the intuitive re:
changing names (really Bill Gates.)

LOVE your website - looks like I have quite a bit more to study. (Again,
it's really embarrassing when you first question is answered in the first
item. Ah well!)

Thanks again -
Best regards

Dave
Off and running -

You can rearrange the data fields so they appear horizontally:

http://www.contextures.com/xlPivot02.html

Dave wrote:

Thank you Debra - that worked,

I now have essentially three columns; Month, Data and Total. The Data
column labels,
vertically, are Sum of Customer, Sum of Base and Sum of Insurance.
Third
column is totals for each. All OK and the sums are correct.

But - I need Customer/Base/Insurance strung out to the right from
Month, as
if each were a column head.

Is there a way to do this???

Thx again
Dave





A pivot table works by summarizing a field in the data area. If
Insurance
and Base are numbers, they should go in the data area. Then you could
see a
total per month or per customer.

Dave wrote:


I have a pivot table of prescription drug costs consisting of 4
columns:
Month, Customer, Insurance and Base. [ Medicare D program - you're
going
to see a lot of this ]

Actually 2 questions:
1) Auto format gets me "January Total" for example, but no monthly
totals or sub-totals.

2) Auto format seems to require something in Data Items. Other than
the
subtotal issue, column only format is really what I want.

Presume these 2 issues are related. Appreciate any suggestions.