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#1
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Creating Views within pivot tables
I work for a sales department that is split into two teams. We have a cancel
team that have their own stats, inbound sales team that have different stats. What I am trying to do is create a pivot table that will let me select Cancel Team and have the pivot show just the stats that pertain to that group. I want to do the same with the inbound sales team. Does anyone have any suggestions? Thanks Nick |
#2
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Creating Views within pivot tables
Is there a column in the source data that identifies the team?
If there is, put that column in the Page area at the top of the pivot table. Then select a team from the dropdown list in the Page area. Nick Anderson wrote: I work for a sales department that is split into two teams. We have a cancel team that have their own stats, inbound sales team that have different stats. What I am trying to do is create a pivot table that will let me select Cancel Team and have the pivot show just the stats that pertain to that group. I want to do the same with the inbound sales team. Does anyone have any suggestions? Thanks Nick -- Debra Dalgleish Contextures www.contextures.com/tiptech.html Blog: http://blog.contextures.com |
#3
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Creating Views within pivot tables
Thanks for the response Debra,
There is a drop down for the team. For whatever reason though, when I select the team from that dropdown it does not display just the data for that team, it displays other columns that I dont need. There is no data in those columns but they are still there. Nick "Debra Dalgleish" wrote: Is there a column in the source data that identifies the team? If there is, put that column in the Page area at the top of the pivot table. Then select a team from the dropdown list in the Page area. Nick Anderson wrote: I work for a sales department that is split into two teams. We have a cancel team that have their own stats, inbound sales team that have different stats. What I am trying to do is create a pivot table that will let me select Cancel Team and have the pivot show just the stats that pertain to that group. I want to do the same with the inbound sales team. Does anyone have any suggestions? Thanks Nick -- Debra Dalgleish Contextures www.contextures.com/tiptech.html Blog: http://blog.contextures.com |
#4
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Creating Views within pivot tables
Do you have any calculated items in the pivot table? That can cause
unrelated data to appear. Nick Anderson wrote: Thanks for the response Debra, There is a drop down for the team. For whatever reason though, when I select the team from that dropdown it does not display just the data for that team, it displays other columns that I dont need. There is no data in those columns but they are still there. Nick "Debra Dalgleish" wrote: Is there a column in the source data that identifies the team? If there is, put that column in the Page area at the top of the pivot table. Then select a team from the dropdown list in the Page area. Nick Anderson wrote: I work for a sales department that is split into two teams. We have a cancel team that have their own stats, inbound sales team that have different stats. What I am trying to do is create a pivot table that will let me select Cancel Team and have the pivot show just the stats that pertain to that group. I want to do the same with the inbound sales team. Does anyone have any suggestions? Thanks Nick -- Debra Dalgleish Contextures www.contextures.com/tiptech.html Blog: http://blog.contextures.com -- Debra Dalgleish Contextures www.contextures.com/tiptech.html Blog: http://blog.contextures.com |
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