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Creating a condition on a report filter in pivot table

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    Creating a condition on a report filter in pivot table

    I have a data sheet that includes account numbers and sales for the account numbers by month. When I create my pivot table I have month, account number and sales. Since I have over 6000 account numbers, I only want to show sales for account numbers from 1 to 3000. I know I can do this by deselecting the account numbers in the 'select multiple items' but is there a way to filter these with a less than formula?

    Thanks

    Gary

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    Re: Creating a condition on a report filter in pivot table

    Try the following...

    1. Drag/move the page field to the row area.
    2. Right-click the field or item within that field.
    3. Select 'Group' from the shortcut menu.
    4. In the 'Starting at' box, enter the first item to group.
    5. In the 'Ending at' box, enter the last item to group.
    6. In the 'By' box, enter the number of items you want in each group, in your case, enter 3000.
    7. Click Ok
    8. Drag/move the field back to the page area.

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    Re: Creating a condition on a report filter in pivot table

    That works but I need to pivot on the account number so I can see the sales for that particular account. When I create the group it who's just one number in this case 1-3000.

    Thanks

    Gary

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    Re: Creating a condition on a report filter in pivot table

    If you have 6000 account numbers, in the 'Starting at' box you should enter 1, and in the 'Ending at' box you should enter 6000. (Actually these should be the default values.) And then in the 'By' box you should enter 3000 to group every 3000 account numbers. Is this what you've tried?

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    Re: Creating a condition on a report filter in pivot table

    Yes...and the result is two groups of numbers...1-3000 and 3001 to 6000 but I need to be able to filter by a unique number such as 1002 or 2007

    Thanks

    Gary

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    Re: Creating a condition on a report filter in pivot table

    Here is a sample of the pivot table. As you can see there is a report filter called Account Number. There are numbers in their from 1002 to 9005. I only want to see the numbers up to 5999. Hope this helps.

    Thanks

    Gary
    Attached Files Attached Files

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    Re: Creating a condition on a report filter in pivot table

    Add an extra column in your table an get the accountnumbers by group. 1- 3000 / 3001 - 6000.
    Then you add in your pivot table the group and get every individual accountnumber of that group.
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.

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    Re: Creating a condition on a report filter in pivot table

    I'm not sure I follow you...could you provide step by step instructions please.

    Thanks

    Gary

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    Re: Creating a condition on a report filter in pivot table

    Maybe like this.

    Please reply your suggestions.
    Attached Files Attached Files

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    Re: Creating a condition on a report filter in pivot table

    That will not work but thanks for trying.

    Gary

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    Re: Creating a condition on a report filter in pivot table

    You can make differant group (e.g. for each 1000).

    Then you can choose those groups.

    Maybe you can answer: wy this will not work.

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    Re: Creating a condition on a report filter in pivot table

    In the Account Number cell B2 I need to be able to select a single number such as 1002 or select all the numbers but not numbers above 6000. Each month I have to generate a sales report that shows sales of all accounts (up to 6000) and then individual account numbers. Account numbers over 6000 are not sales accounts, they are giveaway accounts. I hope this is making sense?

    Thanks for your help

    Gary

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