a. Drag Merchant Category, Tran Date, Name and Notes fields to rows – be sure that they are listed in that order. Tran Date a. Drag Merchant Category, Tran Date, Name and Notes fields to rows – be sure that they are listed in that order. Tran Date entry will populate the Rows with three (3) Tran Dates.b. Remove the Tran Date (Year) and Tran Date (Quarter) from the Rows. Hovering the cursor over each “Tran Date” line item in Rows, will open a little box that indicates the full name of the line item, eg. Tran Date (Year).c. Drag Line Amount field to ∑ Values.d. Drag Line Amount field to ∑ Values a second time and click on the “” next to Sum of Line Amount, select Value Field Settings, select Count, then click OK. This provides the number of line amount entries for each Name in the Pivot Table.