Forum Discussion
domdel
Aug 16, 2021Copper Contributor
Looking to pull data from one workbook to another custom formatted workbook
I’m looking to figure out how to pull data from one worksheet and drop it into a preformatted worksheet (same doc). Pivot Tables almost gets me there, but I think I may need to go a different directi...
- Aug 18, 2021
domdel Is this close enough?
domdel
Aug 17, 2021Copper Contributor
That is definitely a lot closer than what I had attempted. Thank you 🙂 I have a feeling my 3rd tab would be a challenge though.
JKPieterse
Aug 18, 2021Silver Contributor
domdel Is this close enough?
- domdelAug 24, 2021Copper Contributor
JKPieterse thank you so much, this is great. Would you mind providing a summary? I noticed you included a slicer, but I have some questions.
- For Rows: Lender, how did you suppress the expand/collapse (+/-) ? the field Field has subtotal = automatic, but when I attempt to recreate this, It treats this row with the expand/collapse toggle (I would like to know how to turn this off for this field). I tried setting subtotal to none on this row field, but it still shows the toggle icon.
- For Print One Owner worksheet, how would you set "Project Name" as the only expand/collapse field? (disabling the expand/collapse on Project Address)
- JKPieterseAug 24, 2021Silver ContributorI did not suppress any of the +/- icons and as far as I know this is an all-or-nothing setting for the entire pivot table (PivotTable Analyze tab, Options button, Display tab of that dialog).