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How to best organise data in Pivot table

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    How to best organise data in Pivot table

    I am inheriting work in my new post and one task is to "tidy up" a spreadsheet
    It contains many tabs of data, each tab laid out a little different.

    The issue is making a dashboard to display the results in a good way using pivot tables.
    Here is an example of how it kind of looks now.

    As you can from above, the data for yes/no values has been put in the cells as "1" or empty for no. This does allow a count function to be ran, to add up total users for a certain area.
    But trying to put that into a picot table is proving troublesome.

    The issue I am facing is an IF statement. For example, I want the pivot table to show me all values for Alpha and Internal, EXCEPT is another column Standalone, has a 1 (yes/true).
    Another issue is explaining this, I am finding it hard to exactly say what the problem is without flat out posting the entire spreadsheet which I cannot do.

    The end game is to have a lovely sheet with pivot table slices to modify data and charts to display said data in a pleasing way.

    Some side questions:

    Can I have 3 tick boxes in 3 columns which act as the "1"/true value which can either be: You can select them all, or they can be set so only one can be picked and the others turn off.
    How can I easily add drop downs to the columns cells? So rather than have 3 columns with only "1" in it, I have one column with a drop down with 3 choices.

    Gah, I apologise to anyone who read this far without hemorrhaging.

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    Forum Expert Olly's Avatar
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    Re: How to best organise data in Pivot table

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

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    Re: How to best organise data in Pivot table

    I've attached what I consider to be end game.

    The data we have can be shuffled slightly to fit in what happens on the attached, but it is the inner works of it I can't fathom

    The end game would be a scrollable (ideally searchable) list of areas and clicking on each one will popular certain cells on the "dashboard" page with certain information.
    I can use this data to make charts etc, as in the attachment.

    The problem is getting from my worksheet to this.

    A second issue is have a drop down list which can have multiple choice.
    Currently, we use this style of multiple choice.

    Which Console do you own?
    Xbox PS4 WiiU
    Name John 1
    Steve 1
    Dave 1 1 1
    Mike 1 1
    Joe 1

    When there is more than one choice, things look messy, but I don't want to have to use VBA if I can help it. That confuses people here, turns it into a macro worksheet and I am not sure if our company security settings fully allow it.

    I would hope there would be a way of have a drop down with tick boxes where I can pick more than one. I guess the end result would be Xbox;PS4;WiiU and some way to separate the values?

    I am working on trying to get a non sensitive version of our document, but it takes time to scrub out so many data and replace it with junk.
    Attached Files Attached Files

  4. #4
    Forum Expert Olly's Avatar
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    Re: How to best organise data in Pivot table

    Which version of Excel are you using? Your profile says 2003, but you've attached a >2007 .xlsx format workbook...

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    Re: How to best organise data in Pivot table

    Quote Originally Posted by Olly View Post
    Which version of Excel are you using? Your profile says 2003, but you've attached a >2007 .xlsx format workbook...
    Using 2010

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