How do I drill down by value in a pivot table?
I have a pivot table that sums a boolean column (so 1 = yes, 0 = no). I want to be able to double-click in a cell and get just those rows that have a value of 1 for the column. Instead, when I double-click, I get all rows. I've tried updating the column so that null = no, but I get the same result. Is there a way to do what I'm looking for? I want to avoid a VBA solution.
Here's the source data for the pivot table
Here's option 1 for the pivot table. Department and Month are row filters. Sum of Reportable Boolean is the value. There are no column filters.
For option 1, when I drill down into, say Department A+October, I get records 1, 3, and 4, but I only want to get record 1 (since that's the only one where Reportable Boolean= 1).
Here's option 2 for the pivot table. Department and Month are still row filters, but now Reportable Boolean is a Column filter and Count of ID is the value. When I drill down into Department A + October + Reportable, I get just record 1, as I'd expect.
So option 2 should work, but it looks really messy once I have multiple columns (example).
I've tried slicers, but I'm getting the same results when I drill down.
What I really want is something that looks like this, where I can double-click in a cell and get just the records that count towards that metric.
microsoft-excel microsoft-excel-2016 pivot-table
asked Nov 6 '18 at 15:41
AvyncentiaAvyncentia
11
add a comment |
I have a pivot table that sums a boolean column (so 1 = yes, 0 = no). I want to be able to double-click in a cell and get just those rows that have a value of 1 for the column. Instead, when I double-click, I get all rows. I've tried updating the column so that null = no, but I get the same result. Is there a way to do what I'm looking for? I want to avoid a VBA solution.
Here's the source data for the pivot table
Here's option 1 for the pivot table. Department and Month are row filters. Sum of Reportable Boolean is the value. There are no column filters.
For option 1, when I drill down into, say Department A+October, I get records 1, 3, and 4, but I only want to get record 1 (since that's the only one where Reportable Boolean= 1).
Here's option 2 for the pivot table. Department and Month are still row filters, but now Reportable Boolean is a Column filter and Count of ID is the value. When I drill down into Department A + October + Reportable, I get just record 1, as I'd expect.
So option 2 should work, but it looks really messy once I have multiple columns (example).
I've tried slicers, but I'm getting the same results when I drill down.
What I really want is something that looks like this, where I can double-click in a cell and get just the records that count towards that metric.
microsoft-excel microsoft-excel-2016 pivot-table
asked Nov 6 '18 at 15:41
AvyncentiaAvyncentia
11
How about inserting a Slicer? Could you provide a screenshot about the PivotTable and the result you want?
– Lee
Nov 8 '18 at 1:44
So far slicers haven't helped. I added screenshots which should hopefully clarify what I'm working with.
– Avyncentia
Nov 12 '18 at 17:14
add a comment |
I have a pivot table that sums a boolean column (so 1 = yes, 0 = no). I want to be able to double-click in a cell and get just those rows that have a value of 1 for the column. Instead, when I double-click, I get all rows. I've tried updating the column so that null = no, but I get the same result. Is there a way to do what I'm looking for? I want to avoid a VBA solution.
Here's the source data for the pivot table
Here's option 1 for the pivot table. Department and Month are row filters. Sum of Reportable Boolean is the value. There are no column filters.
For option 1, when I drill down into, say Department A+October, I get records 1, 3, and 4, but I only want to get record 1 (since that's the only one where Reportable Boolean= 1).
Here's option 2 for the pivot table. Department and Month are still row filters, but now Reportable Boolean is a Column filter and Count of ID is the value. When I drill down into Department A + October + Reportable, I get just record 1, as I'd expect.
So option 2 should work, but it looks really messy once I have multiple columns (example).
I've tried slicers, but I'm getting the same results when I drill down.
What I really want is something that looks like this, where I can double-click in a cell and get just the records that count towards that metric.
microsoft-excel microsoft-excel-2016 pivot-table
asked Nov 6 '18 at 15:41
AvyncentiaAvyncentia
11
I have a pivot table that sums a boolean column (so 1 = yes, 0 = no). I want to be able to double-click in a cell and get just those rows that have a value of 1 for the column. Instead, when I double-click, I get all rows. I've tried updating the column so that null = no, but I get the same result. Is there a way to do what I'm looking for? I want to avoid a VBA solution.
Here's the source data for the pivot table
Here's option 1 for the pivot table. Department and Month are row filters. Sum of Reportable Boolean is the value. There are no column filters.
For option 1, when I drill down into, say Department A+October, I get records 1, 3, and 4, but I only want to get record 1 (since that's the only one where Reportable Boolean= 1).
Here's option 2 for the pivot table. Department and Month are still row filters, but now Reportable Boolean is a Column filter and Count of ID is the value. When I drill down into Department A + October + Reportable, I get just record 1, as I'd expect.
So option 2 should work, but it looks really messy once I have multiple columns (example).
I've tried slicers, but I'm getting the same results when I drill down.
What I really want is something that looks like this, where I can double-click in a cell and get just the records that count towards that metric.
microsoft-excel microsoft-excel-2016 pivot-table
microsoft-excel microsoft-excel-2016 pivot-table
asked Nov 6 '18 at 15:41
AvyncentiaAvyncentia
11
asked Nov 6 '18 at 15:41
AvyncentiaAvyncentia
11
edited Nov 12 '18 at 17:19
Avyncentia
asked Nov 6 '18 at 15:41
AvyncentiaAvyncentia
11
asked Nov 6 '18 at 15:41
AvyncentiaAvyncentia
11
asked Nov 6 '18 at 15:41
AvyncentiaAvyncentia
11
11
How about inserting a Slicer? Could you provide a screenshot about the PivotTable and the result you want?
– Lee
Nov 8 '18 at 1:44
So far slicers haven't helped. I added screenshots which should hopefully clarify what I'm working with.
– Avyncentia
Nov 12 '18 at 17:14
add a comment |
How about inserting a Slicer? Could you provide a screenshot about the PivotTable and the result you want?
– Lee
Nov 8 '18 at 1:44
So far slicers haven't helped. I added screenshots which should hopefully clarify what I'm working with.
– Avyncentia
Nov 12 '18 at 17:14
How about inserting a Slicer? Could you provide a screenshot about the PivotTable and the result you want?
– Lee
Nov 8 '18 at 1:44
How about inserting a Slicer? Could you provide a screenshot about the PivotTable and the result you want?
– Lee
Nov 8 '18 at 1:44
So far slicers haven't helped. I added screenshots which should hopefully clarify what I'm working with.
– Avyncentia
Nov 12 '18 at 17:14
So far slicers haven't helped. I added screenshots which should hopefully clarify what I'm working with.
– Avyncentia
Nov 12 '18 at 17:14
add a comment |
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How about inserting a Slicer? Could you provide a screenshot about the PivotTable and the result you want?
– Lee
Nov 8 '18 at 1:44
So far slicers haven't helped. I added screenshots which should hopefully clarify what I'm working with.
– Avyncentia
Nov 12 '18 at 17:14