Excel PivotTable for Utilization

[jessa_lee]

I'm sure I'm just missing the forest for the trees here, but I'm trying to make a utilization report from the attached data with the following criteria.

I need the parent level to be sorted by the Home Dept Descr and then by Full Name. This is like a utilization report to determine how many hours in one week in the month of April (will eventually need to use this for all months, which is why I left all the months in my file) an employee worked on helpdesk, work orders, projects or general admin tasks. And then I need to have a separate column that will be a formulated calculation of the % of those 40 hours was broken to each task, but just a percentage based on the first 3, not general.

I don’t know if I need to create that “formula” column before the pivot table or not..

The end result should be something like the image in my attached spreadsheet (sheet 1 called "Image"). At least, that's how it looked on my bosses' whiteboard.

 

[shades]

Howdy. I can't open the document right now - traveling with access to Excel.... but it is often better to put formulas in the original table. Two other approaches:

1. Set up the Pivot Table, then use formulas to draw data from Pivot (may be longer)

2. Write VBA code for Pivot Tables, then continue code to get the results you need. While this seems intimidating, it is actually very fast and powerful and much more flexible. If you continue to need help in this, check out chapter 12 of the book VBA and Macros for MS Excel by Bill Jelen, Tracy Syrstad, et al. Excellect book, btw.
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