Need help changing basic chart into a hierarchy chart/table in Excel 2010

Hey all,

First and foremost, apologies if this has been asked numerous times or if it's really simple and I'm just missing something. I spent the last 2 hours browsing Youtube but I can't exactly find what I want, and at this point I'd rather not spend any more time doing "nothing" because I want to have something to show my boss before I go for lunch.

Moving on...here's the situation and what I need:

I currently have a table with multiple columns. The columns are as follows:
CompanyName, PhoneNumber, FirstName, LastName, PositionTitle


I have about 200+ companies in my list, and multiple contacts at each company. Basically, I want to be able to expand/collapse the CompanyName category. When I expand it, I want to see who all the contacts are with their first and last names, and their position titles.

Eg:
CompanyName

FirstName, LastName, PositionTitle

FirstName, LastName, PositionTitle

FirstName, LastName, PositionTitle

FirstName, LastName, PositionTitle

CompanyName

FirstName, LastName, PositionTitle

FirstName, LastName, PositionTitle

CompanyName

FirstName, LastName, PositionTitle

FirstName, LastName, PositionTitle

FirstName, LastName, PositionTitle

A total for the number of contacts per company would be useful too, because I will then have to rank the companies into 3-5 categories, based on how many contacts are there.

Thank you very much in advance!

Cheers

Originally Posted by cbatrody

Hi,

You need to slightly modify the data for the purpose of creating a Pivot table which I have demonstrated in the attached file. You can Expand/Collapse each row at a Company Level or all rows at once using the Expand/Collapse option at the row header of the Pivot. Please see if this suits your requirement.

Regards,
Chandra




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Thanks, that's pretty much what I was looking for. Do you know of any tutorials online that show me how to do this, for future reference? Thanks again!

Ps. reputation added

I know how to create a pivot table. I just don't know how to do it like you did (eg get it to display contacts by company. whenever I hit "create pivot table" I'm taking to the pivot table sheet and I really don't know what to do from there). I was hoping you had a tutorial for that

Edit: Nevermind. I finally figured out what I was missing. The drag and drop field box was never appearing after I created the Pivot Table. I managed to find the option to show it (on a related note: I hate Excel)