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Struggling to use pivot table to display text

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    Struggling to use pivot table to display text

    Dear All, hope someone can help me. I have a spreadsheet (60 columns wide x 200 rows) listing all my company supplier details. The 7th column shows the supplier name, column 59 shows whether they are Approved or not (let's say Y, No, On Hold as filter options) and the final column lists any comments I may have for that supplier, ie maybe an explanation as to what I'm waiting for in order for me to approve them. It's a pretty straight-forward spreadsheet with no formulae and only text, currency and number formats throughout.

    Each month I need to quickly and easily display a list of those suppliers approved (ie those that match Y in the correct column), a separate list of those non-approved (N), and so on together with any relevant comments.

    I've created a Pivot table and placed the Approved field at the top of the report so that I can filter/select Y, N, etc and I placed the supplier name field as the row. This enables me to display only those suppliers who are approved (Y), not approved (N), or On Hold BUT I'm missing the comments field. I can only seem to add the comments to appear under each supplier or as individual column headings, if added in the Column field area.

    Capture.PNG

    Previous to trying this method I created separate sheets to answer each question and used a simple formula to display the contents of the cells. This worked BUT when I start inserting rows or sorting the main sheet it often messed up the data and I'd have to keep spending time updating it. I thought the Pivot would be a simpler answer??

    Hope you can understand my dilemma

    Thank you in advance.
    Diane

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    Forum Guru AlKey's Avatar
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    Re: Struggling to use pivot table to display text

    Hi Diane,

    I suggest you upload a sample spreadsheet so we could figure our a solution for you.

    To upload a file click on Go Advanced on the bottom of your screen, then click on paperclip icon and Add Files.
    If you like my answer please click on * Add Reputation
    Don't forget to mark threads as "Solved" if your problem has been resolved

    "Nothing is so firmly believed as what we least know."
    --Michel de Montaigne

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    Re: Struggling to use pivot table to display text

    Thank you. Hopefully you'll see the attached spreadsheet I've been using, including the sheets showing how I've previously been showing the relevant data.

    Thanks again for your help.

    Diane
    Attached Files Attached Files

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    Re: Struggling to use pivot table to display text

    Hi,

    Place the comments and the supplier name under row labels. Then change the layout to tabular form and dont have any subtotals. Is that what you want?

    /Masun

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    Re: Struggling to use pivot table to display text

    Hi

    Exactly! Thank you ... I knew it should be something simple but I hadn't found the options within the Design tab. Sometimes you get bogged down looking for difficult options. Thanks again

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    Re: Struggling to use pivot table to display text

    Glad I could help out. Please mark the thread as solved, its appreciated by many.

    /Masun

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