Notes/Annotations Column in PivotTable

[econnell]

Hello,

I am working on a dashboard for project management that is current a pivot table that allows the user to filter by group, deliverable and owner and shows the progress of the deliverable, status and OTD. What I want to do is add a column to the right of the pivot table for Notes where the user can enter in comments on the specific deliverable.

But as PT are used for data output and not data input, the data entered into this column will not filter according to the selections made in the PT. I also don't want to go back to my Data worksheet where the pivottable pulls from to have to enter in these comments.

There was a thread made awhile back on here how to annotate pivot tables? that had a code but I couldn't get it to work for my example.

 

[denzo36]

Easy solution to this one - enter your 'Notes' on the column next to the last one of your pivot i.e. no gaps between your last pivot table column and your notes column.

Put your active cell in your 'Notes' column header and apply your filters CTRL+SHIFT+L.
This should apply the filters to all of your pivot columns as well as your new Notes column. Your filter will now filter the pivot table and the Notes column as one 'table' as normal.

Note for this to work you have to apply the filters in the column next to your pivot i.e your 'Notes' column. It won't work if your active cell is inside the pivot table itself