Forum Discussion
help with summarising a table
Help please. I haven't used excel much for the last 10 years and am a bit rusty. I have a large table full of transaction data (ref number, cost code, date, person, time, desc, etc) in one tab. ...
A Pivot Table with a Slicer for Person would be a simple way
You could automate it a little if you needed to by having a calculated column on your transaction data sheet that puts a 1 against each row that contains the person you've flagged on Tab 3.
Then have your Pivot Table filter on the 1s
You could automate it a little if you needed to by having a calculated column on your transaction data sheet that puts a 1 against each row that contains the person you've flagged on Tab 3.
Then have your Pivot Table filter on the 1s
Thanks Wyn, I looked at Pivot Table option. The set up is part of a bigger one where I want people to be able to select themselves on the first page and then it look up the transactions on one tab and then do similar look ups for their assets off another tab and there team members off a third tab.
When I looked at pivot tables, it says that you can't use a formula or a reference to select the person, so they would have top select themselves for each of the different tables. So I was wondering if there is an alternate method.
When I looked at pivot tables, it says that you can't use a formula or a reference to select the person, so they would have top select themselves for each of the different tables. So I was wondering if there is an alternate method.
Hi
You could use an automated version of advanced filter:
https://www.contextures.com/exceladvancedfilterslicers.html
- thanks Detlef, I will give it a try
- If you put a slicer with names on the first tab you can connect that slicer to pivot tables on multiple other tabs - so the one slicer changes all the reports. Is that an option?
- thanks Wyn - I haven't really used the slicer capability. I will look into it.
