Help with pivot configuration

[Ofina]

Hello.
I have a table that looks something like this:
Line Item Qty Customer Note CIF Date
1 item1 10 customer 1 increase by 5% CIF Edm 2/6/2016
1 item1 10 customer 3 keep steady CIF Cgy 2/28/2016
2 item2 5 customer 2 decrease by 2% CIF Tor 3/1/2016
3 item3 20 customer 3 decrease by 10% CIF Cgy 2/15/2016

And I'd like to pivot it to look something like this:
Customer 1 Customer 2 Customer 3
Line Item Qty Note CIF Date Note CIF Date Note CIF Date
1 item1 10 increase by 5% CIF Edm 2/6/2016 keep steady CIF Cgy 2/28/2016
2 item2 5 decrease by 2% CIF Tor 3/1/2016
3 item3 20 decrease by 10% CIF Cgy 2/15/2016

Can I do this in Excel? I know Excel is touchy when it comes to text fields in the values section.

 

[SkipVought]

Hey Ofina,

You've been around Tek-Tips for over 10 years. Can you please post your table data using TGML tags so it is intelligible?
[pre]
Line Item Qty Customer Note. CIF Date
1 item1 10 customer 1 increase by 5% CIF Edm 2/6/2016
1 item1 10 customer 3 keep steady CIF Cgy 2/28/2016
2 item2 5 customer 2 decrease by 2% CIF Tor 3/1/2016
3 item3 20 customer 3 decrease by 10% CIF Cgy 2/15/2016
[/pre]

Well on your pivot, sorry. The PivotTable feature does aggregations, not text.

And you ought to brush up on your Forum etiquette. Over this decade, you have never once thanked any contributor for their helpful post. You ought to have recognized that in your years of browsing here at Tek-Tips. Or maybe you never really got any helpful tips, despite posting over four dozen times. Maybe you could clarify that?

Skip,
[sub]
Just traded in my OLD subtlety...
for a NUance![/sub]

 

[Ofina]

I'm sorry. After 10 years of having an account on this site I have no idea what TGML tags are. Please enlighten me so that I may live up to my 10 years since account creation. It obviously has something to do with formatting a grid to look like a grid. I see TGML is checked off in my post options, but I don't know how to use them and had never heard of them before 2 minutes ago. Your comment is neither appreciated nor helpful.

I googled it and it seems it's a proprietary language for these forums similar to html tags. You learn something new every day. But I still do not know which ones to use to make my grid look like a grid and make it intelligible. Do I use a bunch of tab tags?

On my pivot, I do know that pivots don't like text in the values section. I'm looking for ways to get it to look the way I want, regardless. Doesn't even have to be a pivot, to be honest. I'm open to moving my report to Crystal (I know that's a different board on here).

 

[SkipVought]

Select the table data you post and hit the Pre Icon above the Submit Post button. You may also need to add spaces at appropriate places in order to line up the data in all columns. It's pretty intuitive.

Skip,
[sub]
Just traded in my OLD subtlety...
for a NUance![/sub]

 

[Ofina]

Holy cow. That is one of the least intuitive things I have ever seen. Never in a million years would I have thought that "Pre" meant "Make this block of text look exactly how I put it in here", even if I had been able to think of looking for something other than "format as spreadsheet". The popup text when I hover over the button (which is not above the submit post button on my screen by the way) doesn't even make it any clearer.

However, you have helped me make my grids more intelligible, so I thank you, even if you did so in quite a rude manner.

Back to the matter at hand.

My table:[pre]
Line Item Qty Customer Note CIF Date
1 item1 10 customer 1 increase by 5% CIF Edm 2/6/2016
1 item1 10 customer 3 keep steady CIF Cgy 2/28/2016
2 item2 5 customer 2 decrease by 2% CIF Tor 3/1/2016
3 item3 20 customer 3 decrease by 10% CIF Cgy 2/15/2016[/pre]

How I want it to look:
[pre] Customer 1 Customer 2 Customer 3
Line Item Qty Note CIF Date Note CIF Date Note CIF Date
1 item1 10 increase by 5% CIF Edm 2/6/2016 keep steady CIF Cgy 2/28/2016
2 item2 5 decrease by 2% CIF Tor 3/1/2016
3 item3 20 decrease by 10% CIF Cgy 2/15/2016[/pre]

 

[SkipVought]

And to my final comments in 4 Mar 16 21:38?

Skip,
[sub]
Just traded in my OLD subtlety...
for a NUance![/sub]

 

[JVFriederick]

Ofina

How about a combination of pivot table and formulas?

The pivot table could summarize the columns Item and Quantity, and then write formulas to the right of that in predefined columns for each customer.

If the maximum number of customers was say 5, that would be 15 columns of formulas, and easy to expand if necessary.

You could be done in 20 minutes and could skip touchy text fields in tables.

 

[SkipVought]

@Ofina, check out JVFriederick's profile of responses:

http://www.tek-tips.com/userinfo.cfm?member=JVFriederick.

Then:

http://www.tek-tips.com/userinfo.cfm?member=ofina,

noting the last column.

In addition, you have rarely even acknowledged any helpful responses, leaving your threads hanging unanswered! This is not how Tek-Tips works. We try to encourage helpful and courteous give and take, not merely take!

Skip,
[sub]
Just traded in my OLD subtlety...
for a NUance![/sub]

 

[Ofina]

hmmm...JV that's a thought. Thanks. I'll try to play around with that idea.
I have a feeling this wouldn't work for a fluid list of items on the left, would it? Each time this report is run it would be for a different list of items.
I've done formulas beside pivots before, I think, and the next time it's run, the lines don't match up anymore. I could be wrong on that though.

Skip, I'm sorry if I have angered you. Honestly. I'm not that type of person. And I'm certainly not the type to fail to thank someone, so I'm a bit baffled by that. I can only think it's because other things pushed that tendency out of my mind. I know I have seen your name on here a lot when I do come on and if you have helped me in the past, I do thank you, whether or not the help worked. What I don't understand is how I, in particular, have caused such ire in you, and why this caused you to jump down my throat in your very first sentence in this thread. I was quite blindsided last week.
Your last paragraph in your first post was added after I read the post, so I didn't see it until this morning. I see that my answer came after your edit, but I didn't refresh my screen while I was formulating my answer. I think I have addressed your question just above though.
If there is a published etiquette guide for this forum, can you direct me to where it is? I have looked and I can't find it.
I don't know what those votes columns mean. Where do I vote on someone's help? Is it "Great post"? If I am supposed to vote on responses, I was unaware. Perhaps this is covered in the etiquette guide.
I have also learned to Preview my posts before posting, no matter how much of a rush I am in.

 

[SkipVought]

Ofina,

http://www.tek-tips.com/userthreads.cfm?pid=183&handle=Ofina

The data in your profile indicates that you have been a taker, with little reciprocation. In the 17 threads in the SQL Server forum that you started, you gave a final reply in 3 cases and left unanswered replays in 14 cases. I didn't bother to go any further.

We expect members here to express appropriate gratitude for good tips, and not let other members replays go ignored. Of course, not every post deserves a little purple star (have you noticed them?) and guess what: there's a little purple star right next to the [blue]Great post![/blue]

So I wanted to draw your attention to this issue for you, in order that you can become a better contributor here ar Tek-Tips.


Skip,
[sub]
Just traded in my OLD subtlety...
for a NUance![/sub]

 

[SkipVought]

Back to your old ways, I see, oblivious to what has become obvious to many others.

Skip,
[sub]
Just traded in my OLD subtlety...
for a NUance![/sub]