Sabrina has attended:
Excel Advanced course
Pivot Table
Good afternoon,
Our Credit Manager is looking to create a drop down tab to select the categories of the Accounts Receivable ageing analysis which are currently presented in columns.
It is logical splitted between current / 30 days / 60 days / 90 days/ 120 and over with a total column at the right and a credit limit column and accounts names on the left.
The idea is that we can click the drop down and choose to see only 60 days and 90 days by ticking them for example without having to redo the pivot table.
We thought that a Pivot table and drop down would be the ideal way to pick this up but this did not work. Any suggestions ?
Regards,
Sabrina
RE: Pivot Table
Hi Sabrina
Thanks for getting in touch. What you've suggested sounds like it should work perfectly. Have you tried putting the overdue field into the Report section instead?
If that's not working, I'd have to see a sample of it to figure it out. My address is gary@stl-training.co.uk.
If you're unable to send it, in what does it not work?
Kind regards
Gary Fenn
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
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RE: Pivot Table
Hello Gary,
Thank you for your quick reply.
Yes, I tried to put the overdue fields in the report section but not successful. The filters are coming on the top with all the values to be selected. Instead I would rather have one filters with the overdue fields to be selected.
Regards,
Sabrina
