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Displaying Non-Values in Pivot Tables

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    Thumbs up Displaying Non-Values in Pivot Tables

    Hi!

    I've starting learning Pivot tables over the last week but one issue I can't resolve is we need to see a filtered list of clients with the "NOTES" column alongside the name (For example, have a pivot table to show all clients who cancelled their plans [Called "Clawback"] with the note next to them stating why.


    I understand this can be achieved quite easily in the data table but i'm trying to get people away from analysing data in the data table and having the info required at the ready in a pivot table

    Can this be done? I've attached a simple example spreadsheet with the Pivot table on the "CLAWBACK" sheet. You'll see it shows COUNT OF Note, rather than the note itself

    Many thanks for your help. If it can't done, then no worries - theres plenty of workarounds but would be good to know for future reference either way.

    All the Best
    Dan


    P.S. I tried adding a picture to my profile but couldn't work out how for the life of me. I was on the profile edit page but no sign of a way to change it
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    Re: Displaying Non-Values in Pivot Tables

    Is there a reason you can't just add it as another row field?
    Rory

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    Re: Displaying Non-Values in Pivot Tables

    Hi Rory,

    Thank you for your reply. It is an option we can consider but aesthetically, having the notes alongside the name is preferable to being part of the list.

    I know its trivial but after a while, there's going to be hundreds/thousands of clients so doubling up the list is kind of a fall-back really.

    All the Best
    Dan

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    Re: Displaying Non-Values in Pivot Tables

    I don't follow. They can be alongside the name as a row field.

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    Re: Displaying Non-Values in Pivot Tables

    This is what I think you are suggesting:

    Capture 1.JPG


    This is what I'm hoping for

    Capture 2.JPG

    To get this picture, i manually added these entries. Can the pivot table do this?

    All the best

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    Re: Displaying Non-Values in Pivot Tables

    Right-click the Test1 entry, choose Field Settings, then on the Layout and Print tab, change the layout to Tabular.

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    Re: Displaying Non-Values in Pivot Tables

    Perfect! Thanks Rory. Rep Added

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    Re: Displaying Non-Values in Pivot Tables

    Glad to help, and thanks!

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