Create a Flattened Pivot Table for Reuse


December 2, 2022 - by Bill Jelen

Create a Flattened Pivot Table for Reuse

Problem: Why would they put three different kinds of information in column A? Doesn’t this make pivot tables as silly as the person who created the bad data set back in “Add a Customer Number to Each Detail Record”?

The default Compact layout puts Region, Customer, and Product all in Column A.
Figure 842. Microsoft is mixing 3 fields in one column.

My goal is to use the pivot table to make a summary, then convert to values for use as a new data set. Having three different fields in column A is really bad form.

Note: I’ve met one person who likes compact view. He has 15 fields in the Row Area of his report. Compact layout allows that report to fit on a screen.

Strategy: It is very annoying that Microsoft made this new view be the default. Luckily, it is only a few clicks to go back to the proper view.

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