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Creating a Hierarchy in a Pivot Table

April 26, 2018 - by Bill Jelen

Creating a Hierarchy in a Pivot Table

Recently, a friend of mine wondered about the Drill-Down and Drill-Up buttons in the Pivot Table Tools tab of the Ribbon. Why are these perpetually greyed out? They take up a lot of space in the Ribbon. How is anyone supposed to use them?

Drill Down & Drill Up buttons
Look for the Power Pivot tab to the left of PivotTable Tools tabs

After some research, there is a way to use them, but you have to use the Data Model and use the Power Pivot diagram view to create a hierarchy. If you don't have the Power Pivot tab in your Ribbon, you will have to find a co-worker who has the button in order to create the hierarchy. (Or, if you just want to try the feature, download the Excel file that I created: Hierarchy.xlsx)

Pivot Table Tools - Analyze on the Ribbon
Pivot Table Tools - Analyze on the Ribbon

First step - convert your pivot source data set to a table using either Home - Format as Table or Ctrl + T. Make sure that the option for My Table Has Headers is selected.

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More Reading

Improved Handling of Empty Cells in Pivot Table Source

Improved Handling of Empty Cells in Pivot Table Source »

April 25, 2018 - by Bill Jelen

Quietly and without any fanfare, Microsoft has changed the default behavior for handling empty cells in a pivot table source. In my live Power Excel seminars, when I get to the pivot table section of the day, I can count on at least one person asking me: "Why do my pivot tables default to Count instead of Sum when I drag Revenue to the pivot table." If you have Office 365, a change is coming to Excel to reduce the number of times this happens.

How to Wrap Data to Multiple Columns in Excel

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April 19, 2018 - by Bill Jelen

Gwynne has 15 thousand rows of data in three columns. She would like to have the data print with 6 columns per page. For example, the first 50 names in A2:C51, then the next 50 names in E2:G51. Then move the third 50 rows to A52:C101 and so on.

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