When you say prepare . .
What data is going in - and what needs to come out ?
At the moment - it looks like you just need standard coloumn control...
From the standard input columns do you need to break the data down into specifics (Ie time frames etc...which will incorporate cumulatives..)
I would personally suggest using MS Access - you will have greater control and GUI to minimize accidental deletion etc..
Prepare table having coloumns Client, Premium Amount , Month.
Now take Pivot table of the above table. Take Field 'Month' in Page field and Client in 'Row' field and sum of amount in 'Data field'.
If you refresh the data and select the required month you will get the desired information.
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I cant open ex because version 1.0 in my PC
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