Getting values from a Pivot table

[travismorien]

I've got two pivot tables.

One has all the fees earned for services for customers.
The other has all the payments received from a customer.

The pivot tables are normally sorted by customer, so I can pull up
customer JSMITH in each table and it will extract JSMITH's fees in the
left pivot table and JSMITH's payments in the right.

Now its quite simple creating an invoice for one customer. Print out
each Pivot Table to give a report of all the fees and all of the
payments, and then you bill them for [fees] less [payments received].

But I want to do this in a more systematic way, I'd actually like to be
able to generate a kind of form letter where an invoice is printed for
each customer, the front page has the customer's billing details and an
invoice amount which is the grand total from the fees pivot table minus
the grand table from the other pivot table, the second page lists all
the fees, the third page lists all the payments.

Any suggestions?

Travis

 

[Debra Dalgleish]

You can use the GetPivotData function to pull data for the selected
customer. There's information in Excel's Help, and here:

http://www.contextures.com/xlPivot06.html

I've got two pivot tables.

One has all the fees earned for services for customers.
The other has all the payments received from a customer.

The pivot tables are normally sorted by customer, so I can pull up
customer JSMITH in each table and it will extract JSMITH's fees in the
left pivot table and JSMITH's payments in the right.

Now its quite simple creating an invoice for one customer. Print out
each Pivot Table to give a report of all the fees and all of the
payments, and then you bill them for [fees] less [payments received].

But I want to do this in a more systematic way, I'd actually like to be
able to generate a kind of form letter where an invoice is printed for
each customer, the front page has the customer's billing details and an
invoice amount which is the grand total from the fees pivot table minus
the grand table from the other pivot table, the second page lists all
the fees, the third page lists all the payments.

Any suggestions?

Travis