Sumifs to Pivot Tables (Excel 2016)

Question

My current role maintains and updates reports created in Excel. I'm on the process of cleaning the source sheets for the dashboard.

I want to create a pivot table based on the table below:

Record (A) | Created_Month (B) | Report_Month (C)
Entry 1    | Feb-17            | May-17
Entry 2    | Mar-17            | May-17
Entry 3    | Apr-17            | May-17
Entry 4    | May-17            | May-17
Entry 5    | May-17            | May-17
Entry 6    | May-17            | Jun-17
Entry 7    | Apr-17            | Jun-17
Entry 8    | Jan-17            | Jun-17
Entry 9    | Feb-17            | Jun-17
Entry 10   | May-17            | Jun-17
Entry 11   | Jun-17            | Jun-17
Entry 12   | Jun-17            | Jun-17

So we receive an Excel file with data table similar above. I just need to report the number of entries created on the same month as the reporting month. So for example, for Jun-17, there are 2 entries created. Using COUNTIFS, this data could be extracted but I want to do it in Pivot tables with Reporting_Month as the column. Any suggestions?

Answer 1

For robustness, turn your original data into an Excel Table object with Insert > Table or Ctrl-T. Then, with any table cell selected, click Insert > PivotTable. Drag the Report Month field into the Rows area and drag the Record field into the values, where, since it is text, it will default to Count.

Edit after comment: add a column to your data source with a formula that checks if the two months are the same and return the correct value. Then use that column as a filter in the pivot table.