Single source worksheet, and multiple pivot tables using filtered data
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How does one create a workbook, where one worksheet is the master source data, but multiple pivot tables need to be created with the same set of "row labels" and "summed values", but different filters set on the master source data.
For example, say my master source looks like this :
Account Region Quota Actuals Upside
----------------------------------------------
ACME co Europe 120 130 10
Dodo Inc Americas 80 70 5
Imagine co Europe 90 60 20
ABCD plc Asia 50 80 0
Spooky Inc Americas 200 190 20
XYZ plc Asia 110 100 15
And, I'd like a separate pivot table, per Region, given shortfall (Quota minus Actuals) and potential of that being offset by the Upside.
This is a simplification of a much bigger and more complex table, but hopefully it gives the picture. I'd prefer not to create copies of the same master data, and using multiple copies, it is trivial to do the multiple pivots.
I have Microsoft-Excel-2010, but anything that works in 2007/2010 is good for me.
microsoft-excel pivot-table multiple-instances
edited Aug 24 '14 at 13:39
niton
1,6941219
asked Feb 28 '13 at 8:57
icarus74icarus74
1781211
add a comment |
How does one create a workbook, where one worksheet is the master source data, but multiple pivot tables need to be created with the same set of "row labels" and "summed values", but different filters set on the master source data.
For example, say my master source looks like this :
Account Region Quota Actuals Upside
----------------------------------------------
ACME co Europe 120 130 10
Dodo Inc Americas 80 70 5
Imagine co Europe 90 60 20
ABCD plc Asia 50 80 0
Spooky Inc Americas 200 190 20
XYZ plc Asia 110 100 15
And, I'd like a separate pivot table, per Region, given shortfall (Quota minus Actuals) and potential of that being offset by the Upside.
This is a simplification of a much bigger and more complex table, but hopefully it gives the picture. I'd prefer not to create copies of the same master data, and using multiple copies, it is trivial to do the multiple pivots.
I have Microsoft-Excel-2010, but anything that works in 2007/2010 is good for me.
microsoft-excel pivot-table multiple-instances
edited Aug 24 '14 at 13:39
niton
1,6941219
asked Feb 28 '13 at 8:57
icarus74icarus74
1781211
add a comment |
How does one create a workbook, where one worksheet is the master source data, but multiple pivot tables need to be created with the same set of "row labels" and "summed values", but different filters set on the master source data.
For example, say my master source looks like this :
Account Region Quota Actuals Upside
----------------------------------------------
ACME co Europe 120 130 10
Dodo Inc Americas 80 70 5
Imagine co Europe 90 60 20
ABCD plc Asia 50 80 0
Spooky Inc Americas 200 190 20
XYZ plc Asia 110 100 15
And, I'd like a separate pivot table, per Region, given shortfall (Quota minus Actuals) and potential of that being offset by the Upside.
This is a simplification of a much bigger and more complex table, but hopefully it gives the picture. I'd prefer not to create copies of the same master data, and using multiple copies, it is trivial to do the multiple pivots.
I have Microsoft-Excel-2010, but anything that works in 2007/2010 is good for me.
microsoft-excel pivot-table multiple-instances
edited Aug 24 '14 at 13:39
niton
1,6941219
asked Feb 28 '13 at 8:57
icarus74icarus74
1781211
How does one create a workbook, where one worksheet is the master source data, but multiple pivot tables need to be created with the same set of "row labels" and "summed values", but different filters set on the master source data.
For example, say my master source looks like this :
Account Region Quota Actuals Upside
----------------------------------------------
ACME co Europe 120 130 10
Dodo Inc Americas 80 70 5
Imagine co Europe 90 60 20
ABCD plc Asia 50 80 0
Spooky Inc Americas 200 190 20
XYZ plc Asia 110 100 15
And, I'd like a separate pivot table, per Region, given shortfall (Quota minus Actuals) and potential of that being offset by the Upside.
This is a simplification of a much bigger and more complex table, but hopefully it gives the picture. I'd prefer not to create copies of the same master data, and using multiple copies, it is trivial to do the multiple pivots.
I have Microsoft-Excel-2010, but anything that works in 2007/2010 is good for me.
microsoft-excel pivot-table multiple-instances
microsoft-excel pivot-table multiple-instances
edited Aug 24 '14 at 13:39
niton
1,6941219
asked Feb 28 '13 at 8:57
icarus74icarus74
1781211
edited Aug 24 '14 at 13:39
niton
1,6941219
asked Feb 28 '13 at 8:57
icarus74icarus74
1781211
edited Aug 24 '14 at 13:39
niton
1,6941219
edited Aug 24 '14 at 13:39
niton
1,6941219
edited Aug 24 '14 at 13:39
niton
1,6941219
1,6941219
asked Feb 28 '13 at 8:57
icarus74icarus74
1781211
asked Feb 28 '13 at 8:57
icarus74icarus74
1781211
asked Feb 28 '13 at 8:57
icarus74icarus74
1781211
1781211
add a comment |
add a comment |
1 Answer
1
active
oldest
votes
After some research, I have found the answer to this question. What I had to do was to use the standard pivot table creation mechanism, using the Insert Pivot-Table wizard, after selecting the source table.
In the "Pivot Table Field List" sub-window that appears on the right side of the worksheet with the pivot table being designed, one needs to drag the fields (like Region in my case) to the Report Filter box, and then make the selection of the Region value from the drop-down list, while creating rest of the pivot table. Once one such pivot table is created, I could just copy paste the entire pivot table into another worksheet, and make a different region selection.
answered Feb 28 '13 at 15:14
icarus74icarus74
1781211
add a comment |
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1 Answer
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1 Answer
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votes
After some research, I have found the answer to this question. What I had to do was to use the standard pivot table creation mechanism, using the Insert Pivot-Table wizard, after selecting the source table.
In the "Pivot Table Field List" sub-window that appears on the right side of the worksheet with the pivot table being designed, one needs to drag the fields (like Region in my case) to the Report Filter box, and then make the selection of the Region value from the drop-down list, while creating rest of the pivot table. Once one such pivot table is created, I could just copy paste the entire pivot table into another worksheet, and make a different region selection.
answered Feb 28 '13 at 15:14
icarus74icarus74
1781211
add a comment |
After some research, I have found the answer to this question. What I had to do was to use the standard pivot table creation mechanism, using the Insert Pivot-Table wizard, after selecting the source table.
In the "Pivot Table Field List" sub-window that appears on the right side of the worksheet with the pivot table being designed, one needs to drag the fields (like Region in my case) to the Report Filter box, and then make the selection of the Region value from the drop-down list, while creating rest of the pivot table. Once one such pivot table is created, I could just copy paste the entire pivot table into another worksheet, and make a different region selection.
answered Feb 28 '13 at 15:14
icarus74icarus74
1781211
add a comment |
After some research, I have found the answer to this question. What I had to do was to use the standard pivot table creation mechanism, using the Insert Pivot-Table wizard, after selecting the source table.
In the "Pivot Table Field List" sub-window that appears on the right side of the worksheet with the pivot table being designed, one needs to drag the fields (like Region in my case) to the Report Filter box, and then make the selection of the Region value from the drop-down list, while creating rest of the pivot table. Once one such pivot table is created, I could just copy paste the entire pivot table into another worksheet, and make a different region selection.
answered Feb 28 '13 at 15:14
icarus74icarus74
1781211
After some research, I have found the answer to this question. What I had to do was to use the standard pivot table creation mechanism, using the Insert Pivot-Table wizard, after selecting the source table.
In the "Pivot Table Field List" sub-window that appears on the right side of the worksheet with the pivot table being designed, one needs to drag the fields (like Region in my case) to the Report Filter box, and then make the selection of the Region value from the drop-down list, while creating rest of the pivot table. Once one such pivot table is created, I could just copy paste the entire pivot table into another worksheet, and make a different region selection.
answered Feb 28 '13 at 15:14
icarus74icarus74
1781211
answered Feb 28 '13 at 15:14
icarus74icarus74
1781211
answered Feb 28 '13 at 15:14
icarus74icarus74
1781211
answered Feb 28 '13 at 15:14
icarus74icarus74
1781211
1781211
add a comment |
add a comment |
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