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Pivot table w/ 3 row label layers, filter by the 3rd row label layer

  1. #1
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    Pivot table w/ 3 row label layers, filter by the 3rd row label layer

    I have a pivot table like below, I am trying to sort so I only get the top 5 accounts for each of the payers, Thank you for all the help.

    I have 3 Layers: Denial Reason, Payer Name, and Account #. I would like the pivot to only return the top 5 accounts.

    Duplicate Claim
    Row Labels Volume Amount
    AETNA 1 $402
    Duplicate Claim 1 $402
    71112748 1 $402
    BLUE CROSS BLUE SHIELD OF ALABAMA 2 $2,542
    Duplicate Claim 2 $2,542
    71245713 1 $2,532
    71337782 1 $10
    CAHABA GBA, LLC (AL) 10 $149,156
    Duplicate Claim 10 $149,156
    69772404 1 $8,025
    69961924 1 $49,926
    70671085 1 $6,633
    70845296 1 $17,782
    70878577 1 $9,989
    71082555 1 $19,585
    71420620 1 $18,871
    71472620 1 $8,427
    71535584 1 $5,690
    71654842 1 $4,229
    UNITED HEALTH CARE 1 $320
    Duplicate Claim 1 $320
    71285561 1 $320
    UNITED HEALTHCARE INSURANCE COMPANY 9 $214,673
    Duplicate Claim 9 $214,673
    67631897 1 $73,899
    67940814 1 $116,046
    68043875 1 $2,310
    71059456 1 $3,190
    71083470 1 $13,456
    71247961 1 $20
    71524124 1 $5,732
    71589633 1 $10
    71605876 1 $10
    Grand Total 23 $367,093

  2. #2
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    Re: Pivot table w/ 3 row label layers, filter by the 3rd row label layer

    Anyone have any directive....I never thought I would stump the folks on this forum...

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    Re: Pivot table w/ 3 row label layers, filter by the 3rd row label layer

    It's rather hard to decipher your information. Any chance you could provide a sample workbook?

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    Re: Pivot table w/ 3 row label layers, filter by the 3rd row label layer

    Most of it contains HIPPA protected information so I can't share it...but I'll try to take a screen shot.

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    Re: Pivot table w/ 3 row label layers, filter by the 3rd row label layer

    I am trying to limit the # of accounts showing to the Top 5...
    Attached Images Attached Images

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    Re: Pivot table w/ 3 row label layers, filter by the 3rd row label layer

    In B47 of your screen shot, click on the drop down/filter button, go down to the values filter, then the Top 10 on the sub menu. Change the 10 to a 5 then click OK. Is that what you are trying to accomplish?

  7. #7
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    Re: Pivot table w/ 3 row label layers, filter by the 3rd row label layer

    Sorry, I misread. Right click on one of the account #s, go to the filters menu, then the Top 10 on the sub menu. Change the 10 to a 5 then click OK. Hope that works for you.

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