Pivot Tables - Quartile Data By Row Label?

Dec 12, 2011

I have a bunch of raw sales data, by individual, which I would like to quartile to determine who is performing at which level.

Not all of this data should factor into the Quartile - a T/F "Exclude?" column flags the individuals who should not count in the quartile for any given month.

I then built a pivot like this with the Row Labels nest like such:

Exclude
Year
Month
Agent

What I would like to do is define a formula that will quartile all of the agents where Exlude is False, Year is 2011, and the Month is January. And I would like this work going forward, so manually defining the range each month would not be a fix.

What do you all think? Is there a way to do this? To tell it to only quartile the individuals for each month?

FALSE
..2011
.....January
.........Roseus.........5
.........Mr. Excel......6
........................3
.....February

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I have a pivot table in the first sheet which includes the field "Date" as a column label.

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note that the field "Date" is used as a Column label, i.e., it is not a Report filter.

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Code:
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Microsoft Excel - 401027_0100.00_0221.00.csv_2014-03-10_11-41-35.jpg

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