Dividing data by customer using report filters


show more Dividing data by customer using report filters provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2007: Creating and Managing Invoices show less
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Dividing data by customer using report filters

In Excel 2007, you can create separate worksheets, which contain PivotTables for each of your customers. To do that, you need to use what's called a Report Filter. The Report Filter field is here in the PivotTable field list. If you want to add a field to the Report Filter area, you can drag it either from the list up here or from one of the existing area such as Column Labels or Row Labels. In this case, I want to use the Customer ID, so I will drag it from the Row Labels area to the Report Filter area. Now that it's there, it no longer affects the organization here in the body of the PivotTable.

But instead, if I wanted to, I could filter the values within the PivotTable. So if I only wanted to see the items for CustomerID #1824, I could filter and click OK. To remove the filter, just go up here click All and they come back. Now that I have a field, in this case the Customer ID field, in the Report Filter area, I can use it to create my separate PivotTables. To do that, on the ...

Dividing data by customer using report filters
Video duration: 2m 2s 42m 37s Intermediate

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Dividing data by customer using report filters provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2007: Creating and Managing Invoices

Subject:
Business
Software:
Excel
Author:
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