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Dynamic presentation tables

MediumLebowski

New Member
I want to create a dynamic presentation table in what amounts to a pivot table format. But a routine pivot table does not meet this need.

Why do I want to do this?
  • I want my table to automatically update when new quarterly data are entered.
  • I want the table to automatically display the most recent eight quarters of data and only eight quarters of data.
  • I want to lock in the format and look of the presentation table including use of conditional formatting.
Attached is a sample of the data. I want to “turn” the data on its side, reorder it in alphabetical order, and automatically bring back a “rolling” eight quarters of data each time the workbook is open. The data will be organized with the oldest quarter to the left and the newest quarter to the right. When new data are entered, the oldest quarter will roll off and the newest quarter will roll on.

I’ve been looking at OFFSET, INDEX/MATCH, named ranges, and creating a structured data table, but am not getting how to perform the data gymnastics I need to get all my data elements up on their podiums and standing on their hind legs at the same time. Can one or more of the functions be used with “GETPIVOTDATA”? Other approaches?
 

Attachments

  • Dynamic Table Sample.xlsx
    14.7 KB · Views: 4
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