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pivot tables

ResolvedVersion 2013

Stephen has attended:
Excel Advanced course
PowerPoint Intermediate Advanced course

Pivot Tables

Hi there,

I'm currently creating a dashboard and as part of this I've created a pivot table based on one regular table (which houses all my data) to make the dashboard easier to update.

The aim of the pivot table is to showcase a variety of different metrics in the rows section, with years (e.g. 2014, 2015, 2017 etc) across the top in the columns, and then each corresponding metric's value in the core of the table, with the whole table being controlled by slicers.

I'm running in to issues when pulling in the values, as I need the pivot table to sum up different values depending on the metric in the row column, however whenever I add in a different 'sum value' to the values section, the table also adds it in to the columns section and distorts it.

Is it possible to have the pivot table sum up different values depending on the metric in the row column without altering the columns headings (i.e. years), or creating a different pivot table for each metric (there are over 50 so would rather not do this)?

Also, if I add a slicer to control which metric is shown, is it possible to make the pivot bring back the different data depending on which metric is selected?

Thanks

Steve

RE: Pivot Tables

Hi Stephen,

I'm not completely sure what you mean by metrics.
If you mean that you have two fields in the values section and one is using Sum and the other using Count then these will both apply their function to all the data that's currently showing in the table (however you have it filtered).

If you have two items in the values section then you will have two column headers - the function and the year - which can look very busy. If you only have one then you would just see the years and the function will show in the top left hand corner.

You can only slice on the column headers, so you don't get to choose the metrics.

Please let me know if I've misunderstood the problem, but I think you may have to create multiple tables :(

thanks
Claire

Excel tip:

Fill formulae across a sheet

To copy a formula down a spreadsheet where there is data underneath, to the left or to the right of the formula, double-click on the fill handle. The fill handle is the little black cross that appears in the bottom right-hand corner of the formula cell. Unfortunately, no similar facility exists to copy formulae across the sheet.

One reasonably quick way to copy an existing formula across a sheet is to select the formula and the cells on the right to which you want to copy it. Then press Ctrl+R to copy the formula across the selected range, or, if you are menu-minded, use the Edit|Fill|Right command.

View all Excel hints and tips

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