Displaying underlying Pivottable data

PivotTables are great for summarizing data. But have you ever wondered about the underlying data? Let’s say you want to know the underlying data for the Beverages category for the Ft. Lauderdale restaurant location - $28,667.61, listed in the screen shot below. Simply double-click on $28,667.61 and Excel will open a new sheet with the underlying data for that total. After reviewing the data, remember to delete the new detail worksheet.

Contact me at sharon_daniel@att.net or 561-289-9484 for support on PivotTables. Whether you need advice on cleaning up your Excel data, creating formulas or solving formula issues, count on me!

Using Excel's If Function

Use Excel Slicers to Filter Pivottable data

Excel Tip: Use a Pivot Table Slicer if you want to filter data in a Pivot Table. You can quickly change the filter criteria by clicking on the slicer buttons, without having to open the drop-down menus or use the filter dialog box. An example of a slicer is shown below where I am filtering on Sales Rep. On the left side is data for all the sales reps. On the right side I filtered data for Vicki Jones.

Contact me at sharon_daniel@att.net or 561-289-9484 for support on creating Pivot Table Slicers. Whether you need advice on cleaning up your Excel data, creating formulas or solving formula issues, count on me!