Pivot Table to Find-List-Group-Total Line Items
Hello!
I have a rather complicated formula question. I have a large table tracking all project invoices and purchase orders. Once there is a paid date, they are extracted to a pivot table to total by month/year, and a separate pivot for paid by year. The POs end up in a 'blank' group because they have no paid date. But, I would like to extract a list of PO line items.
I would like to create a pivot table that finds the line items with ORD "=PO", creates a list with values and give me a grand total. Ideally, I would group them by category, but the individual line item is the most important thing for this pivot.
The reference table is grouped by category, then sub category and sorted by recent paid date on top. Each group and sub group is sub totaled and grand total at the bottom. When you re-sort, it throws everything off and I have to re-adjust my SUMIF formulas in other sheets that reference the tracking table. I would really like to not have to do that.
Is that even possible? I am not very good at math or statistics or anything like that, but I can follow a formula to see how it works.
I have attached a screen shot of the table with the SUMIF I use for the grand PO total at the bottom of the table. That is the basics of what I am looking for, I want those line items listed with values and totaled. I don't know how to get a pivot table to list all of the line items found in that formula.
Thank you for your help & have a great day!
Lisa in Atlanta
Mac mini, macOS 13.0
