Excel reporting question

Question

I want to create a pivot table to forecast recurring commission over a period of years.

My source example data is here:

Account Name	Amount	Type	Invoice Frequency	Invoice Due Date	Year 1 Invoice 1	Invoice 2 Due Date	Year 1 Invoice 2
Customer 1	45000	Renewal	Bi-annual	27/2/2025	562.5	27/8/2025	562.5
Customer 2	101500	Renewal	Annual	25/2/2025	2537.5
Customer 3	100000	Renewal	Bi-annual	25/5/2025	1250	25/11/2025	1250

I would like to see a report that ultimately shows me a list of all invoices with their values in Month and year order looking at both sets of invoices and values with the relevant account beside each entry to so I know which account is it attributed to.

Answer 1

Hi,

Show the expected result very clearly.

Answer 2

There are several ways to start a PivotTable.

Try this one:

Click on a cell in the data range, then, on the Home tab of the Ribbon, click the Analyze Data button. You will likely find some examples that might work for you.