Excel - General Question on Pivot Table - Expert Solution

Question description:
This user has given permission to use the problem statement for this blog.

Ok, I am trying to create a running workbook where I have data in different tabs (each tab is one month) that I want to add values to, and create a ytd summary tab that will track how much is being spent for each month, I am attempting to use the data model pivot table tool but am having trouble building the relationships, is there an easier way to do this ?
Solved by Z. Y. in 60 mins
This is the chat thread from the real Excelchat help session. It contains no private user information.
Excelchat Expert 25/04/2018 - 07:21
Hi…Welcome to Got It Pro
Excelchat Expert 25/04/2018 - 07:21
Could you please share your data or the file?
User 25/04/2018 - 07:25
Ok so lets say I have someone giving someone else a gift today
Excelchat Expert 25/04/2018 - 07:26
ok
User 25/04/2018 - 07:26
I want to be able to add these in and have them automatically total for YTD in the YTD tab
User 25/04/2018 - 07:26
and I want it sorted under rep code and then other party
User 25/04/2018 - 07:27
the purpose is to track the amounts per rep per other party for the year
Excelchat Expert 25/04/2018 - 07:28
could you also show the format that you want in YTD tab?
Excelchat Expert 25/04/2018 - 07:28
are you doing this in excel or google sheet in your actual work?
User 25/04/2018 - 07:29
In excel, I'm just showing you an example. The data is confidential
Excelchat Expert 25/04/2018 - 07:29
ok
Excelchat Expert 25/04/2018 - 07:30
ok...got you
User 25/04/2018 - 07:30
I have tried the consolidated table wizard and that doesn't work because I can't separate out the other party names into rows
Excelchat Expert 25/04/2018 - 07:31
well, pivot also will not work as you are trying to consolidate the tables in different tabs.
User 25/04/2018 - 07:31
I am attempting the data model in pivot table to connect everything
Excelchat Expert 25/04/2018 - 07:31
but a formula will work.
Excelchat Expert 25/04/2018 - 07:31
Let me set that up for you so that you can replicate it
User 25/04/2018 - 07:32
Ok, will I be able, say I get this set up and tomorrow someone gives a $5 gift and I go in and put it into the table, will it update?
Excelchat Expert 25/04/2018 - 07:32
yes, off course
Excelchat Expert 25/04/2018 - 07:33
You will need to make a list of Rep code to be use as filter
Excelchat Expert 25/04/2018 - 07:33
I will be using a data validation as a filter, is that ok?
User 25/04/2018 - 07:33
like a list of all the rep codes?
Excelchat Expert 25/04/2018 - 07:33
yes
Excelchat Expert 25/04/2018 - 07:34
and you can keep adding or deleting
User 25/04/2018 - 07:34
hmm, ok I don't have that, I just export this data and then use that data
Excelchat Expert 25/04/2018 - 07:34
I am working on a downloaded excel file
Excelchat Expert 25/04/2018 - 07:35
You can then use this as template
User 25/04/2018 - 07:43
ok thanks
Excelchat Expert 25/04/2018 - 07:44
will you be having multiple entries of other party on the monthlyl sheets
User 25/04/2018 - 07:46
ok
Excelchat Expert 25/04/2018 - 07:52
ok, then its going to work only through data consolidation model
Excelchat Expert 25/04/2018 - 07:52
I am working on that
User 25/04/2018 - 07:54
okie!
Excelchat Expert 25/04/2018 - 08:08
this can be either by rep code or by Other party
Excelchat Expert 25/04/2018 - 08:08
I have tried multiple ways but we cannot get both the criteria
Excelchat Expert 25/04/2018 - 08:09
Alternatively will be to pull all the month tabs to a consolidate YTD tab through query and then do a pivot from the consolidated data.
Excelchat Expert 25/04/2018 - 08:11
[Uploaded an Excel file]
User 25/04/2018 - 08:12
ah ok, yeah I already have the full list of the gifts thus far, but I want to be able to run a monthly report and then copy that tab in and have it add to the YTD is all but maybe I should go a different route
Excelchat Expert 25/04/2018 - 08:13
sql query will be the best way
Excelchat Expert 25/04/2018 - 08:13
You won't need any coding, query wizard is a very helpful and self explanatory

This is the output file from the real Excelchat help session:
This is an example of the expert help you can get. It contains no private user information.

Get instant expert help with Excel and Google Sheets

Post your problem and you’ll get expert help in seconds.

Your message must be at least 40 characters
Your privacy is guaranteed. Your session will not be used for blog unless you give us persmission.