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#1
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group items in a pivot table using wildcards
Question Excel pivot tables...
I have a pivot table where we grouped customer names alphabetically (all A's together, etc) But this grouping only works for customers already in the pivot table when we did the grouping. If a new customer is added to the underlying data, the pivot table leaves them as a separate item in the table. Is there a way to define a group using wildcards, so that the first group is for customers named "A*", etc? Thanks RonB |
#2
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group items in a pivot table using wildcards
You could add a column to the data that feeds the pivot table and fill it
with the first letter of the last name of each entry (using "=left(A47,1)", eg). Then make this column the first row item for the pivot table. Will "RonB" wrote: Question Excel pivot tables... I have a pivot table where we grouped customer names alphabetically (all A's together, etc) But this grouping only works for customers already in the pivot table when we did the grouping. If a new customer is added to the underlying data, the pivot table leaves them as a separate item in the table. Is there a way to define a group using wildcards, so that the first group is for customers named "A*", etc? Thanks RonB |
#3
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group items in a pivot table using wildcards
Roadkill,
Thanks - I see what you mean, and yes, grouping that column would solve my problem. Unfortunately, I can't edit the table structures in the SQLServer database to fix my report without affecting the main client application. In dedicated reporting tools you can create groups, and leave all the rest of the results in a single group named "other". I'm searching for a way to mimic that behaviour in Excel. RonB "roadkill" wrote: You could add a column to the data that feeds the pivot table and fill it with the first letter of the last name of each entry (using "=left(A47,1)", eg). Then make this column the first row item for the pivot table. Will "RonB" wrote: Question Excel pivot tables... I have a pivot table where we grouped customer names alphabetically (all A's together, etc) But this grouping only works for customers already in the pivot table when we did the grouping. If a new customer is added to the underlying data, the pivot table leaves them as a separate item in the table. Is there a way to define a group using wildcards, so that the first group is for customers named "A*", etc? Thanks RonB |
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