Thread: Multiple Pivot Table Filters (Example Attached)

Hard to tell you what to do without seeing the organization of your data. It sounds like this is sensitive data that you wouldn't want to post.

Can you provide a version with fake data? If not, what are the data columns you use for each transaction?

Originally Posted by 6StringJazzer

Hard to tell you what to do without seeing the organization of your data. It sounds like this is sensitive data that you wouldn't want to post.

Can you provide a version with fake data? If not, what are the data columns you use for each transaction?

Thanks for the reply. Attached is an example of how the data is currently stored. In the real workbook, there are 10+ tabs, and at least 500 clients in each tab. The clients are different in every tab, although most appear in more than 1 worksheet.

I think a pivot table is the easiest way to be able to quickly show a client's participation in:
1) one specific deal
2) deals of a certain type
3) all deals

I'm just not sure that's possible given the way the data is arranged.

Here is an example that might get you started. This summarizes first by deal type, then by sector, then to individual deals for each client.

The key to getting a pivot table to work for you is to organize your data in a single array so that there is a column for each variable in your transactions. I reorganized your fake data to illustrate this. If you are familiar with relational databases, this would be a completely denormalized database.

Instead of having each sector on a different worksheet, put them all on one worksheet and add a column to indicate sector.

Instead of having a column for amounts of Euro deals and one for amounts of USD deals, have a single column for the amounts, then add another column to indicate the deal type.