Microsoft Excel

I am trying to create a chart where we can show the $ of lender paid fees (column K+O (unless the exact same $ amount as K)+R(unless the exact same amount as K or O)+V+W).

I need the $ of lender paid fee to be able to be calculated for Branch (Column A), LO (B), Closer (E) & Company wide.

The pivot table needs to permit a manager to toggle between LO, Closer, Company and/or Branch.

ORGID 301 301 301 301 301 312 312 313 313 313 313 313 313 313 313 313 313 313 LO JLO JLO SBB CLO CLO LAC LAC KCG KCG RES RPC SLH RPC RPC SEM SLH RES SLH PROCESSOR Chelsey Hughes Chelsey Hughes Emily Horton Christina C Lopez Stefanie Jo Coffey Pamela Snowden Parker Pamela Snowden Parker Brenda Pool Brenda Pool Ashlee Wagner Camille Polk Becky Burnet Camille Polk Camille Polk LaRonda Gholston Becky Burnet Ashlee Wagner Becky Burnet UNDERWRITER Terri Rodriquez Terri Rodriquez Mary Tipton Terri Rodriquez Terri Rodriquez Haley Lee 313 313 KCG SLH Brenda Pool Becky Burnet Julie Zsambok Mary Tipton 313 313 RPC TJH Becky Burnet LaRonda Gholston Mary Tipton Marie Trawick Julie Zsambok Julie Zsambok Julie Zsambok Mary Tipton Julie Zsambok Mary Tipton Mary Tipton Mary Tipton Marie Trawick Mary Tipton Marie Trawick CLOSER Aileen Bunting Aileen Bunting Jennifer Curry Sally Ann Frierson Sally Ann Frierson Janice Chesson Gillet LaVona R Daily LaVona R Daily LaVona R Daily LaVona R Daily LaVona R Daily LaVona R Daily LaVona R Daily Michelle Smith Michelle Smith Michelle Smith Michelle Smith NAME CLOSE DATE REQUIRED CURE Tauer 1/13/2017 5.31 Hall 1/9/2017 0 Lenz 2/9/2017 0 Siewert 1/23/2017 0 Bennet 1/31/2017 373.5 Noyola 1/27/2017 0 Blotner 1/25/2017 1,042.50 Wooldridge 2/24/2017 28.15 Van Noy 2/27/2017 0 Cornish 3/22/2017 0 Michaelis 3/10/2017 0 Widman 3/14/2017 0 Michaelis 3/10/2017 0 Meyer 3/14/2017 0 Delisse 3/13/2017 0 Murski 1/18/2017 120.8 Reynolds 1/20/2017 0 Morgan 3/16/2017 0 Michelle Smith Michelle Smith Chipman Wood 3/9/2017 3/10/2017 0 0 Michelle Smith Michelle Smith Markham Isbell 1/20/2017 1/6/2017 0 0 INITIAL CD DATE INITIAL CD CU INITIAL 1/10/2017 0 1/3/2017 0 2/6/2017 0 1/19/2017 0 1/27/2017 0 1/24/2017 0 1/19/2017 0 2/17/2017 0 2/21/2017 0 3/17/2017 0 3/7/2017 0 3/10/2017 0 3/7/2017 0 3/9/2017 0 3/9/2017 0 1/13/2017 0 1/17/2017 0 3/13/2017 0% VARIANCE 125 1/30/2017 3/7/2017 0% VARIANCE 0 75 12/27/2016 0% VARIANCE 12/29/2016 175 0 INITIAL CD NOTES Appraisal Fee is $600, Disclosed $475. Appraisal fee was dislcosed at $475, appraisal fee came in at $550. Appraisal Fee REVISED CD COC CD CURE COC CD 1/12/2017 0 1/5/2017 0 2/8/2017 0 1/20/2017 0 1/30/2017 0 1/27/2017 0 1/24/2017 0 2/24/2017 0 2/27/2017 0 3/22/2017 0 3/10/2017 0 3/14/2017 0 3/10/2017 0 3/14/2017 0 3/13/2017 0 1/18/2017 0 1/20/2017 0 3/15/2017 0 3/9/2017 0% VARIANCE 3/10/2017 1/20/2017 1/3/2017 125.15 0 0 0 COC CD NOFINAL CD CUREFINAL C FINAL CD NOTES POST CD DATPOST CD R REFUND 0 1/25/2017 Technical 4 0 3/20/2017 Technical 0.01 0 3/2/2017 Technical 42.76 0 2/9/2017 Clerical 0 0 2/9/2017 Clerical 0 0 2/2/2017 Clerical 0 0 2/13/2017 Technical 0 0 3/2/2017 Technical 0 0% VARIANCE 36.75 Lock Extension Fee 3/2/2017 Clerical 0 0 3/23/2017 Other 0 0 3/14/2017 Technical 460.06 0 3/22/2017 Technical 511 0 3/14/2017 Clerical 0 0 3/20/2017 Technical 50 0 3/20/2017 Clerical 0 0 1/20/2017 Clerical 0 0 2/2/2017 Technical 668.4 0% VARIANCE 125 Appraisal Fee is $600, Disclosed $475. 3/22/2017 Technical 50 125.15 in credit report fees. Added a final inspectio n - not permited 0% VARIANCE 0% VARIANCE Cured $125.15 in credit report fees. Added a final inspection - not 125.15 permited 0 $175 Appraisal Fee $37.69 Credit Report Fee 362.69 $150 Final Inspection 0 3/22/2017 Technical 2/13/2017 Clerical 1/17/2017 Clerical 160.17 0 0 0 LENDER 0 0 0 0 0 0 811 28.15 0 0 0 0 0 0 0 0 0 125 125.15 0 0 0 POST CD NOTES Tolerance Violation of Title Fees. Overcharged for Credit Report Fee (1) Clerical - The late payment and security interest on page four was left blank (2) Technical - Failed to issue SSPL with initi The figures on page one,calculating your monthly payment, was not accurate. The correct monthly amount should be $779 The late payment and security interest was left blank on page 4. failed to describe the Other included in your estimated taxes, insurance & assessments on pg 1 of CD 0 the other is HOA Du Did not accurately account for Second Lien fees of $811 Total credit report fees = $127.50, closed the loan collecting $99.35, lender paid portion = $28.15 Page 1 of the CD - ESt. Taxs, Ins refelcted the checkmark for Other & it should not have been checked. Page 4, missing the ' failed to list the survey payee name and the correct amount for your survey. The survey fee was paid to Rivers Surveying, In TItle informed us at clsoing that there should not have been a charge for the survey. Failed to give the borrower credit for their $511 POC on the CD. Missing Difference for Improved Taxes on both the 1st Lien CD and 2nd Lien CD. Overcahrged for final insepction Closing Costs Financed page 3 incorrect we failed to list the extension fee of $ 635.88 as being paid by the seller on page 2 of the Closing Disclosure overcharged you for your Initial Escrow Payment at Closing by $668.40 Collected $600 for the appraisal fee at closing. There were 2 invoices, one for $550 and one for $600. The $550 is correct. Actual Credit Reports fees = $189.98 (lender paid = $125.15 - borrower paid $64.83 = $35.17 refund to customer) No Final Inspection fee ($125) = refund to customer Lender Cure on Closing CD = $125.15 for credit report fees File # on page 1 of the CD was left blank we failed to list the payee name, American Home Shield, for your Home Warranty on page 2 of the Closing Disclosure