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#1
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Hi,
I have a pivot table based on an access query. It gives sales by month and then a total by customer. The totals by customer vary from $100 to $100,000. I want to be able to somehow filter out amount based on a dollar amount that I type in. For instance, I only want to see those clients with totals 5000 or 50000. Is there a way to create an input box where I can type in a dollar amount and have the report filter all amounts below the amount that I type in? Thanks, -- Chuck W |
#2
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Chuck,
One easy way is to use another column of formulas in your database table (insert a column so that it is included in your pivot table source). Use a formula like: =IF(B2=$H$2,"Include","") and then copy that down. Set up your PT to show only values of that field where the entry is "Include", and then when you want to change the level, enter the new cutoff level in cell H2, and refresh your pivot table. HTH, Bernie MS Excel MVP "ChuckW" wrote in message ... Hi, I have a pivot table based on an access query. It gives sales by month and then a total by customer. The totals by customer vary from $100 to $100,000. I want to be able to somehow filter out amount based on a dollar amount that I type in. For instance, I only want to see those clients with totals 5000 or 50000. Is there a way to create an input box where I can type in a dollar amount and have the report filter all amounts below the amount that I type in? Thanks, -- Chuck W |
#3
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Bernie,
Thanks for your help. I am not fully understanding the steps though. Do I create a field in my Access DB table and populate it with something? I am a novice Excel user so any additional explaining would be helpful. Thanks, -- Chuck W "Bernie Deitrick" wrote: Chuck, One easy way is to use another column of formulas in your database table (insert a column so that it is included in your pivot table source). Use a formula like: =IF(B2=$H$2,"Include","") and then copy that down. Set up your PT to show only values of that field where the entry is "Include", and then when you want to change the level, enter the new cutoff level in cell H2, and refresh your pivot table. HTH, Bernie MS Excel MVP "ChuckW" wrote in message ... Hi, I have a pivot table based on an access query. It gives sales by month and then a total by customer. The totals by customer vary from $100 to $100,000. I want to be able to somehow filter out amount based on a dollar amount that I type in. For instance, I only want to see those clients with totals 5000 or 50000. Is there a way to create an input box where I can type in a dollar amount and have the report filter all amounts below the amount that I type in? Thanks, -- Chuck W |
#4
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Chuck,
After you do the data extract from Access, add in the column of formulas, then do your pivot table. You probably could do your extract to pull a limited set of data, but then you wouldn't be able to look at the different levels without re-doing the extract. HTH Bernie MS Excel MVP "ChuckW" wrote in message ... Bernie, Thanks for your help. I am not fully understanding the steps though. Do I create a field in my Access DB table and populate it with something? I am a novice Excel user so any additional explaining would be helpful. Thanks, -- Chuck W "Bernie Deitrick" wrote: Chuck, One easy way is to use another column of formulas in your database table (insert a column so that it is included in your pivot table source). Use a formula like: =IF(B2=$H$2,"Include","") and then copy that down. Set up your PT to show only values of that field where the entry is "Include", and then when you want to change the level, enter the new cutoff level in cell H2, and refresh your pivot table. HTH, Bernie MS Excel MVP "ChuckW" wrote in message ... Hi, I have a pivot table based on an access query. It gives sales by month and then a total by customer. The totals by customer vary from $100 to $100,000. I want to be able to somehow filter out amount based on a dollar amount that I type in. For instance, I only want to see those clients with totals 5000 or 50000. Is there a way to create an input box where I can type in a dollar amount and have the report filter all amounts below the amount that I type in? Thanks, -- Chuck W |
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