Get pivot table analysis working in an Excel sheet

Estimated duration: not set
Description: We use the attached excel sheet (Job and Project financial planning TEMPLATE) as the way our project managers set, monitor and control their costs. See tabs 11) and 12) - this is the area that needs work/to be made to work. I want to be able to see budget vs actual spend against the project's specific 'Expenditure Tracking Codes' (tab 3).

If you look through the whole spreadsheet, the 'journey' should make sense - the first set of (red) tabs are about the budgeting and planning stage, the second set of (yellow) tabs are about monitoring ongoing performance - the YELLOW set needs work, the RED set does not in my opinion (but you can tweak the Red section if you need to for the changes made to the Yellow set).

The data for the Yellow set comes from our finance system (Quickbooks Online), and from a P&L report in the same format as the example in the second attachment - "Profit and Loss for one customer".

The Project Manager should be able to open their latest P&L report for their project, select all, copy and paste into the 'main document', click a button and "get an analysis" of their spending/profit and loss for the programme. This should be as comprehensive and 'multi layered' as possible, e.g. give them the option of looking at the data by month, overall, compared to budget, etc etc etc. It should also be as idiot proof and "unbreakable" as possible, as people have a tenancy to want to overwrite cells/formulas...

Many thanks for looking and hope you can help!

(Note the first attachment does have macros - all I can do is give you my word they are not malicious!!!)