*** Gardiant video with instructions attached, at the end of this article. ***
First, run the Billing Case Note Details report by entering the start and end date desired, selecting Professional Hours (select All if interested in seeing Travel and Mileage associated with the various activity types) in the Charge Type parameter, and Preview. Once the report comes back with results, export it to Excel.
Create a pivot table from the report by going to the Insert tab and clicking the Pivot Table button:
The Create Pivot Table window will open asking you to Select a table or range. If you want the PivotTable in a separate worksheet, leave the option New Worksheet selected.
Highlight the table without the header and the logo of the report (click on the top left column header cell - Lead VRC - and use CTRL + SHIFT + END to select the entire table), and click OK in the Create Pivot Table window.
A new sheet will open with the Pivot Table. Drag and drop the following columns into the fields:
Lead VRC into the Columns field,
Activity Type into the Rows field,
Hours and Charges into the Values field:
As you are dropping the different column headers into the fields, the Pivot Table will fill out with information from the report on the left hand side of the screen:
Depending on the data you are interested in analyzing, you can use different columns in the fields for the Pivot Table.
For a Microsoft article on how to create a Pivot Table, please go to the following link: Create a PivotTable to analyze worksheet data