pivot tables - exist something like filter by column?
Our take
Good morning community. I don’t usually use pivot tables much, because I tend to prefer building my reports with filters and formulas, but my boss loves them. The problem is that many times he doesn’t even know exactly what he really wants.
Here’s the issue. I have a table where data is divided into categories, for example:
Column A – Primary Categories
Column B – Secondary Categories
Column C – Tertiary Categories
From Column D onward… prices, with each column representing a different month.
My boss wants a pivot table where he can filter by categories (I already have that done), but also be able to filter somehow by just one month, or several, or all of them, since he then wants to use that in a chart (this part is also already done). AND HE ONLY WANTS TO SEE THE CHART AND CONTROL THE DATA FROM THERE—in other words, he doesn’t want to have to go into the pivot table to edit it by adding or removing columns.
So the question is… how can I (if it’s even possible directly from the pivot table) quickly change the columns I’m displaying with a button? That is, without having to manually edit the pivot table.
So far, the solution I found was to create a “column” using formulas where I bring in the data with “HLOOKUP” and change the filter with a dropdown list linked to a macro that refreshes the pivot table every time its value changes.
But I’d like to know if pivot tables have a more direct way to solve this.
Thank you very much.
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