Slicers, pivot tables, and multiple items per column
Our take
The challenge presented by /u/malraux78 highlights a common pain point for spreadsheet users attempting to build dynamic dashboards: dealing with delimited data. The desire to analyze information across multiple dimensions—salesman, product type, equipment—when those dimensions are combined within a single cell is a hurdle many encounter. It's a problem exacerbated by data sources like Microsoft Forms, which often encourage comma-separated entries as a way to allow users to select multiple options. While the user's familiarity with queries and unpivoting demonstrates a strong technical foundation, the search for a definitive guide to this specific scenario underscores the lack of readily available, consolidated resources addressing this particular complexity. This issue is not entirely new; users often grapple with data structure challenges, as seen in discussions regarding image resizing in spreadsheets [automatic-resizing-of-picture-in-cell-images-cmr9iuhyk00s7kwjws6hou7tb] where adapting to unexpected data formats is key, and even in adjustments needed for exact matching versus partial text recognition [changing-cells-that-previously-required-exact-match-but-now-cmr9iu5ew00rlkwjwm0dio9fc].
The core of the problem lies in the traditional spreadsheet paradigm, which inherently favors single values per column. Pivot tables and slicers, powerful tools for data exploration, thrive on structured data where each cell represents a discrete value. When data is delimited within a cell, it essentially breaks that structure, requiring a pre-processing step to reshape the data into a format suitable for analysis. The user’s proposed solution—splitting the data using queries, unpivoting, and then pivoting back—is a valid approach, but it can be cumbersome and potentially inefficient, especially with large datasets. The difficulty is compounded by the need for multiple pivot tables and slicers, each tailored to a specific dimension. While manual manipulation and custom formulas can achieve the desired result, a more streamlined and automated process would significantly improve the user experience.
The increasing prevalence of AI-native spreadsheet technology offers a potential pathway toward addressing these challenges more elegantly. Future solutions could incorporate intelligent data parsing capabilities that automatically detect delimited values and transform them into separate columns. Imagine a spreadsheet that can intelligently recognize "cookies;cakes" as two distinct product types and create corresponding columns, enabling seamless pivot table and slicer functionality. This isn’t about replacing existing techniques—the user’s query-based approach remains valuable—but rather augmenting them with intelligent automation. Such advancements would empower users to focus on data insights rather than wrestling with data wrangling. The current landscape, as captured in weekly recaps of the /r/Excel community [this-week-s-r-excel-recap-for-the-week-of-june-27-july-03-20-cmr9ittgo00r1kwjw1ulaaap0], consistently reveals the ongoing demand for solutions to improve data handling efficiency.
Ultimately, /u/malraux78’s query highlights the evolving needs of spreadsheet users. As dashboards become increasingly sophisticated and data sources more varied, the ability to handle delimited data gracefully will become a critical differentiator. The question is not whether these challenges will be overcome, but how quickly and effectively the spreadsheet landscape adapts to accommodate them. Will we see integrated AI features that automate data parsing, or will users continue to rely on complex query-based solutions? And perhaps more importantly, will these advancements be readily accessible to users of all skill levels, truly empowering them to unlock the full potential of their data?
I'm trying to build a reporting dashboard to take information and show different metrics about that information. It's an obvious job for slicers and pivot tables but I'm having trouble figuring out how to handle issues from multiple items appearing in each column. Data is coming in from MS forms, which does affect the input options.
This is a good representation of my issue. Obviously categories and names are made up.
| saleman | type | equpiment | hours |
|---|---|---|---|
| Alice | cookies;cakes | mixer | 3 |
| Bob;Charlie | candy;cookies | oven;stove | 2 |
| Alice;Charlie | cakes;candy | mixer;oven | 4 |
There are reasons to want to track the number of hours a salesman is associated with. But also the number of hours associated with equipment, etc.
I'm fairly comfortable with using queries to split on delimiter, unpivot those generated columns, etc. then pivoting back around to get hours associated with each salesman, or each type, or equipment. I'd like to have a pivot table for each category, and also slicers to cut on each.
All of the examples I can find online work when there's one item per column, or at worst multiple in a single column. Is there a best guide somewhere on how to handle this or at least better terms to search for? Thanks.
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