I have a dynamically created Excel Workbook that includes a PivotTable. Pivot Table needs to be modified to sum some dollar fields by month. So in the source data we have installed amount, installed date, booked amount and booked date.
I need it to look like this in PivotTable format:
Customer Estimated Revenue July Aug Sept
Booked Install Booked Install Booked Install
Microsoft 400,000 100,000 300,000
Oracle 100,000 25,000 75,000
IBM 300,000 100,000 200,000
The source data will look like this:
Company Name Estimate Revenue Booked Revenue Book Date Install Revenue Install Date
Microsoft 400,000 100,000 July 14, 2011 300,000 Sept 29, 2011
Oracle 100,000 25,000 Aug 22, 2011 75,000 Aug, 29, 2011
IBM 300,000 100,000 July 10, 2011 200,000 Aug 22, 2011
The source data is being dynamically pulled from Microsoft Dynamics CRM. Upon winning, I will provide the actual spreadsheet.