Pivot Table - Referencing Different Data In Same Pivot

Mar 18, 2013

I manage a team that quote for business. They are targetted on number of quotes per month but then also wins per month, however a win may come a number of months after the original quote was generated.

They work off a spreadsheet where they log:

Quote date (And month)
Quote Value
... customer info etc

Win month (against orginal quote information)
Win value (against orginal quote information)

I started writing my pivot using the Quote month as the main reference point, IE Quote Month in the Row, and then put all the data in the central drop data section... However, there are two immediate problems with this:

They are targetted on quotes generated per month, some business won has come from last year, which they are lifting from the old spreadsheet and puttin in my new one... meaning that quotes they generated in Oct 2012 are now showing up as quotes for October this year.

If the wins span a number of months they are showing in January (if quoted in January) and not in March (when actually won)

Is there a better way of writing my pivot table??? There must be... ideally what I would like is half the table referencing the Quote date and half referencing the order date... but I don't know how to do this? I could probably do this with pages but I would like to show all on one sheet...

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Code:

Dim VBAPPPC As PivotCache
Dim VBAAPPC As PivotCache
Dim VBAPRPC As PivotCache
Dim VBAEXPC As PivotCache
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Dim VBAIVPC As PivotCache
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[code]...

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[img]Count of NAMdate
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ExcelHelp.jpg
ExcelHelp.xlsx

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