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Pivot Table - Drill down to source and update
Is there a way to drill down on a cell of a pivot table and update or change
the underlying source data from the pivot report? I'm afraid that the users will have too much trouble understanding the data in a matrix or table format. The Pivot Table report is being used as a budget report and I would need the user to be able to change or adjust some of the fields in the amount area. The drill down displays the source rows in a new worksheet - that doesn't solve the problem at all. This one file will be access by several users separately to view their specific budget, make changes, save the file and get out for the next user to do the same. Any ideas from the you brilliant wizards would save my job! |
#2
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Pivot Table - Drill down to source and update
Drill down? Yes. Double-click on the value. That inserts a new tab in your
workbook showing you the detail behind the value. However, if you want to change that data and have the changed data reflected in the pivot table, you have to change the data in the source table and then click the refresh button on the pivot table tool bar. The refresh button is the exclamation mark icon. Dave -- Brevity is the soul of wit. "TimT" wrote: Is there a way to drill down on a cell of a pivot table and update or change the underlying source data from the pivot report? I'm afraid that the users will have too much trouble understanding the data in a matrix or table format. The Pivot Table report is being used as a budget report and I would need the user to be able to change or adjust some of the fields in the amount area. The drill down displays the source rows in a new worksheet - that doesn't solve the problem at all. This one file will be access by several users separately to view their specific budget, make changes, save the file and get out for the next user to do the same. Any ideas from the you brilliant wizards would save my job! |
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