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Unsure if a Pivot Table is what I need

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    Unsure if a Pivot Table is what I need

    Hi folks,

    Long story short, I have a massive database of business contacts that I'm trying to make more easy to manipulate so I can extract various information. 3,000 rows, 52 columns. I have 6 key columns that I'd like to filter by, but the others may need to be used eventually as well.

    The problem is, there's no real numerical value in any of these cells. Everything consists of things such as client industry, email, newsletter subscriptions, whether or not they're a prime target for additional business, and so on. This is what leads me to believe a pivot table may not be what I need. It could be that I'm just doing it incorrectly but no matter how I organize the key elements into the table, it just doesn't look right.

    I know it's probably kind of difficult to really give an answer without seeing the spreadsheet, but I can't exactly post it as it has confidential information. So I'm more or less just looking for advice on what might be the best thing to do. An example of something I'd like to see could be "Clients in the manufacturing industry who are considered a top target and not currently subscribed to our manufacturing newsletter."

    Appreciate any insight you guys are able to give. I'm stumped.

    Robert

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    Re: Unsure if a Pivot Table is what I need

    Sounds like you just need to use AutoFilter. For a little more sophistication, make it a Structured Table. And you could use Grouping/Outlining to hide columns you don't need to see (a lot of the time)
    Trevor Shuttleworth - Retired Excel/VBA Consultant

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    Re: Unsure if a Pivot Table is what I need

    Awesome, I will watch copious amounts of YouTube videos on those things. Do you think I could make it work with drop downs? Ideally, I'd like to have a "control" sheet where I select how I want the data filtered, and then go over to my data sheet to view the results.

    Edit: So, I guess I just didn't really know the terms for it because that's how I've already got my table. I'm trying to get away from applying 6 different filters, clearing filters and then selecting new ones, etc. Wasn't sure if there was a better way to go about it.
    Last edited by sh4d0w1ink; 09-05-2016 at 08:06 PM.

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