One Excel Pivot Table Based Upon Another

Excel’s pivot table feature is incredibly using for aggregating and analyzing data. However, it has a number of limitations depending on the type of data you are working with. Specifically, using calculated items or formulas may not work.

If you come across a situation where you can’t use calculated formulas, then you may want to try creating a new pivot table based upon your current one. While excel doesn’t allow you to do this directly, you can create a dynamic named range. Details on this procedure can be found here. Once you do this, you can create a new pivot that uses the named range as the source. Obviously, any changes that happen in your “base” pivot table will be reflected in your subsequent one. However, make sure the structure of the underlying pivot table does not change or you will break things.

I’ve found this technique particularly helpful when working with Quickbooks. One way around the limitation of it’s reports is to export the profit and loss detail and use that data to created sophisticated and customized reports.

  • Share/Bookmark

Leave a Reply

 

 

 

You can use these HTML tags

<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

*
To prove you're a person (not a spam script), type the security word shown in the picture.
Anti-spam image