Creating Pivot Table from Multiple Sheets
Hi All,
I'm working on a large tracking workbook, consisting of several clinical trials in order to track by patient detail the payments we are owed by the funder, what we have received, and the difference. All these payments are delayed by 3m-2 years in some cases and leadership wants to accurately predict how much we are owed.
I think what where I'm running into issues is that while I did standardized as much as I could, there are still several columns for each study that don't apply to other studies. I.e. some studies have different arms they could be enrolled in, some are just a 1 time enrollment payment, others have several milestones that can receive payments. But every sheet has roll ups that are standardized that I need in the Pivot Table. Those being:
- Protocol
- Randomized Date
- Federal Accrued
- Foundation Accrued
- Industry Accrued
- Supplement Accrued
- Federal Received
- Foundation Received
- Industry Received
- Supplement Received
- Total Owed
The Accrued and received columns sum the individual payments into those buckets, that way we can go back to the funder and ask specifically what we are missing for to see if they missed paying us for that milestone specifically.
When I tried pulling all these sheets into Power Query, I was able too, and aggregated all the sheets into one via Power Query. Then I tried to pull that aggregate into a pivot table. No Pivot table Loaded and all I got was "load to data model failed" on each queries. Am I asking for too much? Can I get rid of the extra columns in Power Query that do no align together with ruining the data that is being pulled in by formulas.
I have if statements pulling into the table for the individual, study specific milestones, from a separate table that automatically helps us track payments accrued, and the "standard columns" have sums formulas that sum the columns that apply to them from the individual milestone columns. The milestone, study specific received columns are entered in manually and have no formulas, but are rolled up into the standard columns just like in the accrued side. And the total owed column is also a formula of the standard accrued and received columns.
The goal of pulling this into a pivot table is so we can give high level data to leadership to actually start tracking how much we are owed, given the constant delay in payments, and to have a real sense of the deficit this specific program runs year to year. This way they can accurately plan for the yearly "donation" from other sources of funding in the department.
If you made it through this post, thank you! Any help is appreciated.
I'm using Excel 365.