Pivot table for Each item in Report Filter

Pivot table for Each item in Report Filter - Hidden Feature

The pivot table below shows products across the top and customers down the side. The pivot table is sorted so the largest customers are at the top. The Sales Rep field is in the report filter.

This could be any pivot table, but the Rep field has been added to the Filter area.

If you open the Rep dropdown, you can filter the data to any one sales rep.

The typical way to use the Filter field is to open the dropdown in B1 and choose a sales rep from the list.

This is a great way to create a report for each sales rep. Each report summarizes the revenue from a particular salesperson‘s customers, with the biggest customers at the top. And you get to see the split between the various products.

Here is the pivot table, now showing numbers for the selected sales rep.

The Excel team has hidden a feature called Show Report Filter Pages. Select any pivot table that has a field in the report filter. Go to the Analyze tab (or the Options tab in Excel 2007/2010). On the far left side is the large Options button. Next to the large Options button is a tiny dropdown arrow. Click this dropdown and choose Show Report Filter Pages....

Excel asks which field you want to use. Select the one you want (in this case the only one available) and click OK.

This is the Show Report Filter Pages dialog. It says "Show All Report Filter Pages Of" and then gives you a list of all the fields in the Filter area. In the current case, there is only one field there - Rep. Choose that field and click OK.

Over the next few seconds, Excel starts inserting new worksheets, one for each sales rep. Each sheet tab is named after the sales rep. Inside each worksheet, Excel replicates the pivot table but changes the name in the report filter to this sales rep.

The Show Report Filter Pages command has inserted many new worksheets to the left of the original pivot table. Each worksheet name has the next sales rep name as the sheet name. On each sheet, the Rep drop-down in B1 is showing the appropriate sales rep for that page.

You end up with a report for each sales rep.

This would work with any field. If you want a report for each customer, product, vendor, or something else, add it to the report filter and use Show Report Filter Pages.

Comments

Data Analysis Tool Pack

The Analysis ToolPak is an Excel add-in program that provides data analysis tools for financial, statistical and engineering data analysis. To load the Analysis ToolPak add-in, execute the following steps. 1. On the File tab, click Options. 2. Under Add-ins, select Analysis ToolPak and click on the Go button. 3. Check Analysis ToolPak and click on OK. 4. On the Data tab, in the Analysis group, you can now click on Data Analysis . The following dialog box below appears. 5. For example, select Histogram and click OK to create a Histogram in Excel. Example Rank and Percentile The Rank and Percentile contained within the Analysis-ToolPak can be quickly used to find the rank of all the values in a list. The advantage of using the Rank and Percentile feature is that the percentile is also added to the output table. The percentile is a percentage that indicates the proportion of the list which is below a given number. Highlight the list (or the cells) which...

CAGR Dax Measure

CAGR stands for C ompound A nnual G rowth R ate. It describes the rate at which an investment would have grown over several years if it had grown at the same rate every year on a compounding, rather than simple, basis. The CAGR metric is calculated using the following formula: If we were to fit this entire formula into a single measure it may get messy and confusing for other users, so let’s step it out. We will need to create several measures to calculate the individual pieces the CAGR formula. Of course, this is not the only way to calculate CAGR in Power Pivot, but this is the way we’ve decided to go about it. So, let’s break it down, we will need the following measures to calculate CAGR: A measure to retrieve the First Year in the data set A measure to retrieve the Last Year in the data set A measure to calculate the Number of Years between the First and Last Years in the data set A measure to aggregate the total sales in the data set...

Protect Formula Cells

The use of worksheet protection in Excel is a little strange. Using the steps below, you can quickly protect just the formula cells in your worksheet. It seems unusual, but all 16 billion cells on a worksheet start out with their Locked property set to True. You need to unlock all of the cells first: Select all cells by using the icon above and to the left of cell A1. Press Ctrl+1 (that is the number 1) to open the Format Cells dialog. In the Format Cells dialog, go to the Protection tab. Uncheck Locked. Click OK. While all cells are still selected, select Home, Find & Select, Formulas. At this point, only the formula cells are selected. Press Ctrl+1 again to display the Format Cells dialog. On the Protection tab, choose Locked to lock all of the formula cells. Locking cells does nothing until you protect the worksheet. On the Review tab, choose Protect Sheet. In the Protect Sheet dialog, choose if you want people to be able to select your formula cells or no...

Solutions for Data Science

Search This Blog