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Thread: Reporting from a basic table

  1. #1
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    Reporting from a basic table

    I have created a table of some 25 columns by 400 rows for a user with basic Excel skills. The table contains Clients - Numbers - Project Managers - Project descriptions - so it is text and numbers.

    I have created a few reports based upon the selection from a drop down list i.e. Client name or Project Manager name. These are countif or sumif array formulas with more than one criteria. The user of the workbook is happy and uses the information regularly.

    I have been asked to create a report based upon those projects assigned to a particular Project Manager. Each PM can have many Projects (rows) and each Client can have many PMs again rows. ( sorry I used to manage a technical team and know that this one to one and many to many stuff is important - I don't mean to suggest my knowledge is greater than it is)

    I would love to know how I can, upon the selection of an individuals name from a drop down list, display a choice of cells in all the rows that are relevant, as rows i.e. in table form. As a lot of the information is text I don't think that a pivot table is the solution. I would be very grateful for any assistance.

    Regards Mike M

  2. #2
    Forum Moderator Richard Buttrey's Avatar
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    Re: Reporting from a basic table

    Hi Mike,

    Why do you think a Pivot Table is not appropriate? Just because it's text, as long as there's some consistency to it for analysis purposes a PT would seem the obvious choice given your description.

    Could you upload an example workbook showing your data and the result you expect. A sample will be sufficient as long as all conditions and relationships are covered.

    Regards
    Richard Buttrey

    If this was useful then please rate it appropriately.

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  3. #3
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    Re: Reporting from a basic table

    Richard, please see attached sample table and proposed report. I am very grateful for your time and willingness to share your knowledge. Thank you.
    Attached Files Attached Files

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