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Advance filtering or consolidated pivot????

  1. #1
    Registered User
    Join Date
    08-21-2010
    Location
    los angeles
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    Excel 2011 mac
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    Question Advance filtering or consolidated pivot????

    Love this forum...

    We have a process in place at our company that uses a print out where each title gets checked off by ops when a title has been loaded and meta data check and then returned to the programming department. This process is showing its age as we now tend to load so many asset that no real time data is shared (loading process and take a week). We want to make the paper form electronic and share it on a shared dropbox or something... Since we can export records from the report to excel I was hoping to use excel as the solution.

    I"m trying to find a solution that will display records that meet a simple criteria. I see two possible answers but not sure which is best as they both are presenting me (excel semi novice) challenges. I'm using a mac w/ excel 2008 which does not support vba.

    Criteria is if column a (asset loaded) and b (metadata checked) are yes then please display record (row) in results.

    1. Advance filter. In the attached workbook you can see that I did a simple advance filter on the 'attempt advance filter' tab. It works but when you change the criteria nothing happens unless you run the function again (data menu / advance filter) which is clumsy. What am I missing???

    2. Pivot table. I have read on your forum (and links I found on forum) that your very limited w/ pivot table that use consolidated data. I found this to be true. I created a simple pivot table from just one worksheet which represents one hotel which works great but I can not achieve the same data results from the consolidated one. I guess I could create a separate pivot table for each hotel and place in individual worksheets but I thought I would ask if there might be a better / clearer direction to go in.

    Thanks on and all!
    marty
    Attached Files Attached Files
    Last edited by martyp; 08-30-2010 at 01:55 PM.

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