Pivot Table Question on drill-downs

E

EDavidson

New Member
Joined
Mar 15, 2011
Messages
1
Good evening!

I am trying to create a pivot table that when the user double clicks on a cell, it will drill down to the total number of records showing on the table based on the sum. For example, if the sum is 4, then there should be 4 records that show. Unfortunately its pulling all of the data!:). Not sure if I can attach a file, but here is some sample data (hope this copy/paste works!)..

<TABLE style="WIDTH: 435pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=579 border=0><COLGROUP><COL style="WIDTH: 95pt; mso-width-source: userset; mso-width-alt: 4608" width=126><COL style="WIDTH: 93pt; mso-width-source: userset; mso-width-alt: 4534" width=124><COL style="WIDTH: 129pt; mso-width-source: userset; mso-width-alt: 6290" width=172><COL style="WIDTH: 118pt; mso-width-source: userset; mso-width-alt: 5741" width=157><TBODY><TR style="HEIGHT: 12.75pt" height=17><TD class=xl63 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; WIDTH: 95pt; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" width=126 height=17>LEVEL_7_MGR</TD><TD class=xl63 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; WIDTH: 93pt; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" width=124>TRAINING_COMPLETE</TD><TD class=xl63 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; WIDTH: 129pt; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" width=172>CHASE_CORP_HR_COMPLETED</TD><TD class=xl63 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; WIDTH: 118pt; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" width=157>FP_VALIDATION_COMPLETE</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Griffin, James</TD><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Griffin, James</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Griffin, James</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Griffin, James</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Griffin, James</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Griffin, James</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Griffin, James</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Griffin, James</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Perry, Michael</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Perry, Michael</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD class=xl64 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: #ece9d8; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>1</TD></TR></TBODY></TABLE>

and for the pivot...

<TABLE style="WIDTH: 370pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=494 border=0><COLGROUP><COL style="WIDTH: 150pt; mso-width-source: userset; mso-width-alt: 7314" width=200><COL style="WIDTH: 194pt; mso-width-source: userset; mso-width-alt: 9472" width=259><COL style="WIDTH: 26pt; mso-width-source: userset; mso-width-alt: 1280" width=35><TBODY><TR style="HEIGHT: 12.75pt" height=17><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: black 0.5pt solid; BORDER-LEFT: black 0.5pt solid; WIDTH: 150pt; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" width=200 height=17>LEVEL_7_MGR</TD><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: black 0.5pt solid; BORDER-LEFT: black 0.5pt solid; WIDTH: 194pt; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" width=259>Data</TD><TD class=xl67 style="BORDER-RIGHT: black 0.5pt solid; BORDER-TOP: black 0.5pt solid; BORDER-LEFT: black 0.5pt solid; WIDTH: 26pt; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" width=35>Total</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: black 0.5pt solid; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Griffin, James</TD><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: black 0.5pt solid; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent">Sum of CHASE_CORP_HR_COMPLETED</TD><TD class=xl67 style="BORDER-RIGHT: black 0.5pt solid; BORDER-TOP: black 0.5pt solid; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>6</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl69 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17> </TD><TD class=xl66 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent">Sum of FP_VALIDATION_COMPLETE</TD><TD class=xl68 style="BORDER-RIGHT: black 0.5pt solid; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>4</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl69 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17> </TD><TD class=xl66 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent">Sum of TRAINING_COMPLETE</TD><TD class=xl68 style="BORDER-RIGHT: black 0.5pt solid; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>2</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: black 0.5pt solid; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17>Perry, Michael</TD><TD class=xl65 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: black 0.5pt solid; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent">Sum of CHASE_CORP_HR_COMPLETED</TD><TD class=xl67 style="BORDER-RIGHT: black 0.5pt solid; BORDER-TOP: black 0.5pt solid; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>0</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl69 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17> </TD><TD class=xl66 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent">Sum of FP_VALIDATION_COMPLETE</TD><TD class=xl68 style="BORDER-RIGHT: black 0.5pt solid; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>2</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD class=xl69 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; HEIGHT: 12.75pt; BACKGROUND-COLOR: transparent" height=17> </TD><TD class=xl66 style="BORDER-RIGHT: #ece9d8; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent">Sum of TRAINING_COMPLETE</TD><TD class=xl68 style="BORDER-RIGHT: black 0.5pt solid; BORDER-TOP: #ece9d8; BORDER-LEFT: black 0.5pt solid; BORDER-BOTTOM: #ece9d8; BACKGROUND-COLOR: transparent" align=right>2</TD></TR></TBODY></TABLE>

1 means yes, 0 means no.

I guess my question is is it possible to drill down on a sum, and only show the records based on the sum? Or does this need to be a count instead? I tried this as well, and all of the records show. Thanks for any help that you can provide!

-ed
 

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You are summarizing a table that is a summary itself. If you had your table as a normalized list you would get the behaviour you require. For example:
Excel Workbook
ABCDEFG
1LEVEL_7_MGRCategoryValueSum of Value
2Griffin, JamesCHASE_CORP_HR_COMPLETED1LEVEL_7_MGRCategoryTotal
3Griffin, JamesCHASE_CORP_HR_COMPLETED1Griffin, JamesCHASE_CORP_HR_COMPLETED6
4Griffin, JamesFP_VALIDATION_COMPLETE1FP_VALIDATION_COMPLETE4
5Griffin, JamesCHASE_CORP_HR_COMPLETED1TRAINING_COMPLETE2
6Griffin, JamesCHASE_CORP_HR_COMPLETED1Griffin, James Total12
7Griffin, JamesCHASE_CORP_HR_COMPLETED1Perry, MichaelFP_VALIDATION_COMPLETE2
8Griffin, JamesFP_VALIDATION_COMPLETE1TRAINING_COMPLETE2
9Griffin, JamesTRAINING_COMPLETE1Perry, Michael Total4
10Griffin, JamesFP_VALIDATION_COMPLETE1Grand Total16
11Griffin, JamesTRAINING_COMPLETE1
12Griffin, JamesFP_VALIDATION_COMPLETE1
13Griffin, JamesCHASE_CORP_HR_COMPLETED1
14Perry, MichaelTRAINING_COMPLETE1
15Perry, MichaelFP_VALIDATION_COMPLETE1
16Perry, MichaelTRAINING_COMPLETE1
17Perry, MichaelFP_VALIDATION_COMPLETE1
Sheet23
 
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