Hi,

I am new to Pivot Tables. I have a large worksheet which I named 'Master
List' and want to create 2 reports from this list - "Status" as Active and
the other as Closed.

My intention was that when an account Status changes on the Master List from
'Active' to 'Closed', the Pivot Table would remove the account from the
'Active' Pivot Table report and show it on the 'Closed' Pivot table report.

On 1 account, I changed the Status from Active to Closed, and even though I
saved the file with the change, then refreshed then Refreshed Data on the
Pivot table, the account in question remained on the Active report. Is there
something I am doing wrong, or once the Pivot Table is created, the data is
not 'removed' from the report?

--
Linda

The Status field from Master List needs to be included in both pivot tables,
as a page field or a row field. In the Active pivot table, set the Status
field to only include Active items. In the Closed pivot table, set the Status
field to only include Closed items. When the status is changed to Closed on
Master List and the pivot tables are refreshed, the item should move from the
Active table to the Closed table.

Hope this helps,

Hutch

"mathel" wrote:

Hi,

I am new to Pivot Tables. I have a large worksheet which I named 'Master
List' and want to create 2 reports from this list - "Status" as Active and
the other as Closed.

My intention was that when an account Status changes on the Master List from
'Active' to 'Closed', the Pivot Table would remove the account from the
'Active' Pivot Table report and show it on the 'Closed' Pivot table report.

On 1 account, I changed the Status from Active to Closed, and even though I
saved the file with the change, then refreshed then Refreshed Data on the
Pivot table, the account in question remained on the Active report. Is there
something I am doing wrong, or once the Pivot Table is created, the data is
not 'removed' from the report?

--
Linda