PivotTable question

  • Thread starter Thread starter Kent McPherson
  • Start date Start date
K

Kent McPherson

I have a table that has these 3 fields I'm trying to use in a pivot table.
1. Industry name - e.g. retail, automotive, healthcare, etc.
2. Project name
3. Total Contract Value (TCV)

I drop Industry name in the Drop Row Fields Here. I drop Project Name in the
Drop Data Items Here. And I drop Total Contract Value in the Drop Column
Fields Here. Great, that works fine. But I want to filter the the table
such that I only get projects with a TCV of less than 50 in the table. I
haven't found a way to do this in the pivot table yet but I'm sure there
must be a way. Any help would be greatly appreciated.
 
Simplest way is to add a helper column and a formula to check if amount <
50, and add that to the pivot.
 
I have a table that has these 3 fields I'm trying to use in a pivot table..
1. Industry name - e.g. retail, automotive, healthcare, etc.
2. Project name
3. Total Contract Value (TCV)

I drop Industry name in the Drop Row Fields Here. I drop Project Name in the
Drop Data Items Here.  And I drop Total Contract Value in the Drop Column
Fields Here.  Great, that works fine.  But I want to filter the the table
such that I only get projects with a TCV of less than 50 in the table.  I
haven't found a way to do this in the pivot table yet but I'm sure there
must be a way.  Any help would be greatly appreciated.
Click to expand...

I haven't tried it yet, but there is a filter that you can be applied
to fields. Also, if you could post the version of Excel that you're
using, that will help people answer your question better.
 
I'm using Excel 2003. Do you mean add a column on the data worksheet
itself to check if the TCV is less than some number? Or is there a helper
column feature in the pivottable?
 
Hi Kent

One way, using the dropdown arrow on TCV, deselect those values greater than
50
Alternatively, click on a value in the TGV row>Group and Show
Detail>Group>Ending at 50>Group by 1

All values above 50 will be in a single column, which can be deselected as
outlined above if required.
 
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