Is there a way to view what I assume to be a pivot table in the “Yearly Budget Filter” sheet? I am trying to edit or recreate this table. Picture below:
The Yearly Budget Filter uses formulas embedded in the sheet to produce the report.
It’s not done with a pivot table.
Pivot table are a great way to get many reports and views of your data.
But using formulas gives you much more flexibility on the design.
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Hi @hbwilliams22,
You might also want to watch this webinar with @benlcollins where he covers how to build something somewhat similar from scratch.
Here is the one page reference that goes along with it: