Hello,
I am usually not too bad with Excel, but I can't figure out this.
Here is the issue I am facing. I have a very large set of data, with many different fields. In short, it shows all unique sales to customers with countries, product lines, month and other variables.
I have done a pivot table showing the total sales by customer and product lines for the year. Of course, this shows a very long list, and not all mix of customer/product line are of interest. From there, I only wanted to see the customers who have purchased over a certain amount of a product line during the year (let's say 25k). To do so, I used the value filter (right click on the last "ROW" field, and the go to Filters>Value Filters).
This showed exactly what I wanted, and eliminated about 80% of the mix customers/product lines. From there, I was asked to pull back the details we started from, but only for I selected. I thought double clicking on the total at the end of the pivot table would do the trick, but instead, it drilled down to the entire set of data I started with.
Therefore, my question is simple, how do I get to see only the informaion making up what I selected with the value filters (mix of customer/product line above 25k)?
I thought if I could get the details for multiple cells from the pivot table at the same time (of course with all outputs in the same sheet), it could do the trick, but I wasn't able to do this either.
Alternatively, what other options do I have?
Thanks in advance for the help,
I am usually not too bad with Excel, but I can't figure out this.
Here is the issue I am facing. I have a very large set of data, with many different fields. In short, it shows all unique sales to customers with countries, product lines, month and other variables.
I have done a pivot table showing the total sales by customer and product lines for the year. Of course, this shows a very long list, and not all mix of customer/product line are of interest. From there, I only wanted to see the customers who have purchased over a certain amount of a product line during the year (let's say 25k). To do so, I used the value filter (right click on the last "ROW" field, and the go to Filters>Value Filters).
This showed exactly what I wanted, and eliminated about 80% of the mix customers/product lines. From there, I was asked to pull back the details we started from, but only for I selected. I thought double clicking on the total at the end of the pivot table would do the trick, but instead, it drilled down to the entire set of data I started with.
Therefore, my question is simple, how do I get to see only the informaion making up what I selected with the value filters (mix of customer/product line above 25k)?
I thought if I could get the details for multiple cells from the pivot table at the same time (of course with all outputs in the same sheet), it could do the trick, but I wasn't able to do this either.
Alternatively, what other options do I have?
Thanks in advance for the help,