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Pivot Tables & making comments

  1. #1
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    Pivot Tables & making comments

    I am using Pivot Tables within Excel 2007. I will be distributing this spreadsheet to multiple users to be able review their data within the Pivot Table. I would like them to provide comments in the first available column after the Pivot Table - and based on these comments I will take appropriate action (e.g. disable user accounts, delete certain products, etc). However I have found that when comments are included in the row next to the Pivot Table data, they will stay static and not move with the pivot table data should the user change the Pivot Table variables. I could tell users to review the data using the Pivot Table and then make the appropriate comments in another worksheet, however this will take extra effort. Is there a way to add comments next to Pivot Table data that will stay with that row of data regardless of when the variables within the table are changed?

    Many thanks.

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    Re: Pivot Tables & making comments

    hi,

    Unfortunately, there is no easy way of doing this in Excel 2000-2003 & I would guess that it is the same in Excel 2007.

    You could keep copies of the past Pivot tables (before refreshing) as separate sheets & then use some concatenation, sumproduct, vlookup formulae etc to reference & link your previous comments. This could quickly result in a big file though.*

    Excel 2000 Help Files:
    A PivotTable report is an interactive table that you can use to quickly summarize large amounts of data.
    From my experience & as the Help files state, I feel that PT's are more for reporting & analysising the summarised info rather than using as a secondary data input area. I suggest you add the extra columns (disable user accounts, delete certain products, etc) into the source data table & then have them as an extra field appearing (probably as a "count") in your pivot-table. This is not as "tidy" but ensures the better practice of separating Inputs from Calculations & Outputs/Reports.

    Another (or useful alongside the above) option is to create a "doubleclick macro" that will let a user double click on the pivot table to be taken back to the relevant source data so it can be updated there to maintain "one version of the truth".*

    *Can you please upload a sample file showing the layout of your file with some dummy data (remove any confidential info)?
    This will allow us to help you more effectively.

    hth
    Rob
    Rob Brockett
    Kiwi in the UK
    Always learning & the best way to learn is to experience...

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    Re: Pivot Tables & making comments

    You can make pivot editable with Pivot4U add-in. It will reverse data into source and recalculate totals.

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    Re: Pivot Tables & making comments

    Quote Originally Posted by Tiulkin View Post
    You can make pivot editable with Pivot4U add-in. It will reverse data into source and recalculate totals.
    This is EXACTLY what I'm looking for. Is there any chance any of you know how to recreate this without having to purchase it?

    Thanks,

    Jeremy

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    Re: Pivot Tables & making comments

    Hatrick40,
    Unfortunately your post does not comply with Rule 2 of our Forum RULES. Do not post a question in the thread of another member -- start your own thread.

    If you feel an existing thread is particularly relevant to your need, provide a link to the other thread in your new thread.

    Old threads are often only monitored by the original participants. New threads not only open you up to all possible participants again, they typically get faster response, too.

    No one here is going to watch a video and create an application for you. Buy the porduct!

    This is your third duplication/hijack:
    http://www.excelforum.com/showthread.php?t=682087
    http://www.excelforum.com/showthread.php?t=831461
    http://www.excelforum.com/showthread.php?t=732896
    Ben Van Johnson

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