Forum Discussion
jlockerbie
May 20, 2024Copper Contributor
Pivot Table Creation
How do I create a pivot table of the data in the "data" tab to where it then created a clickable pivot table, as exampled in "example pivot table" tab. Here it will search the columns (Estimator PM M...
Lorenzo
May 21, 2024Silver Contributor
Hi jlockerbie
You can't do it with a PivotTable only because the Names you expect come from 3 columns (as I understand...): [Estimator], [PM] and [Mktg Assist] + you have names with extra spaces (i.e. Daniel)...
In attached file:
- Formatted your data as a Table
- Loaded that table to Power Query to:
- Trim columns [Estimator], [PM] and [Mktg Assist]
- Merge names as new column [Name]
- Split [Name]s a new rows/records
- Built the PivotTable from the above query:
When you double-click on a 'Count of Job #' you get:
(with the extra [Name] column created by Power Query)