Pivot Tables - Filtered Data not Filtering

s_rothwell

New Member
Joined
Sep 25, 2006
Messages
7
Hello, I experienced a really weird problem.

We have a database set-up at work. I do not have access to the raw data. We can select the data we need and then it imports it into a Pivot Table for us. I am extremely familiar with Pivot Tables and have created 100's of them in my day-to-day work (both from scratch and using the data import feature).

The Pivot table field list looks like this:
Under Report Filters
Currency

Under Row labels
Sales Reponsibility
Customer Name

Under Column Labels
Dave by Fiscal Period
Values

and then the actual values needed (Net sales, gross sales, etc.)

I also have filters selected that exclude some of the sales responsibilities (such as US sales).

When I run the report, it looks something like this:

Retail Sales 2010
ABC Company Ltd $5.00
DEF Company Ltd $10.00

Commercial Sales
ABC Company $15.00
123 Company $45.00

Distributor Sales
123 Company $50.00
789 Company $100.00

All is fine. The total number of rows is 498.

I then ran the exact same report but hid one of the levels of the sales responsibility field. The result should be that the data for ABC Company Ltd is combined. I should have had 428 rows. I ended up with 1048 rows. I had run the report like this for all of my other managers without issue. When I ran this report for the main manager (who has more data than anyone else) - it didn't filter anything out so my US sales showed up (even though they were deselected in the filter). I didn't get any error messages. I would never have known that it didn't filter properly except I noticed that the US companies were appearing when they shouldn't be. I tried re-doing the report from scratch and resaving the report but it didn't make a difference.

I was able to get around this by moving the Sales Responsibility Field from the Row Labels to the Report Filter but I am curious to know why this is happening. The only difference between the data that my main manager gets and the sub-managers is the amount of accounts.

I've asked our I.T. department to look into this but they won't respond.

I suspect that this may be a glitch with Microsoft (I'm using MS Excel 2007) or do you think it's something with the raw data?

Has anyone else experience something similar?

Your help is appreciated.
 

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