Frustrations of Compact Form Pivot Tables

goeb86

New Member
Joined
Mar 21, 2015
Messages
11
I started a new contract and my boss and the Execs seems to love these "roll up" tables (basically a collapsing table). Her most recent assignment is a roll up with 5 rows and the values are a mixture of 10 Compensation values and %'s of compensation numbers. I had to flatten out a multi-tiered Columned table for starters and the calculated fields in the pivot table can be very exasperating because it could get shifted when a table collapses (which could harm the relative reference)

I don't have much experience with power pivot so it is daunting to create the necessary formulas at times. Having a tabular form or just separate pivot tables for each category would be much more simplistic.

Has anyone ever dealt with this frustration? Any suggestions on how I could convince my superior that Rollup/Compact Form pivot tables could cause issues from a User View standpoint (I doubt she cares about the design impracticality)?

Sorry for the lament, it was needed though after 7 hours of trying to perfect this.
 

Excel Facts

Formula for Yesterday
Name Manager, New Name. Yesterday =TODAY()-1. OK. Then, use =YESTERDAY in any cell. Tomorrow could be =TODAY()+1.
My two penneth

If the boss wants to see a particular set of values, they will have a reason, even if its only to make them feel good about the data

I would be tempted to craft a subset from the main data in another sheet, and model from there
 
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