is it possible to view raw data data build table? For example example if I clicked one of this number is it possible to see all raw rows that was summarize in columns customer, finance, etc. I am looking for some view that is using in pivot tables in excel/google sheets. There are option that if you clicked in one cell there will be created new tab with filtered source data.
You can use the drillthrough feature to accomplish this. Basically, create a second page and create a table with all the data you want to see.
https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-drillthrough
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I have spent the last 3-4 days trying out all kind of tips and tricks found on YouTube and rest of the internet. But I don’t manage to create what I want. Now I have to swallow my pride and ask for help.
I have a big master table, or database, with all kind of information. I want to create a dashboard with a few smaller tables with just some of the information from the database.
I attached picture of a very simplified version of what I want to archive. Picture of simplified Daschboard/MDatabase:
I want to show some of the cars in column C (in the database) in separate tables on the dashboard with just some of the columns from the master table. When a row is added, deleted or information is changed in the database I want the dashboard table to update. It would be neat if it updated automatically, but a refresh button would do.
I use Outlook 2010 but can’t use MS Query or PowerQuery.
Pivot Tables will do exactly what you want.
Select your data source Sheet2!B3:F13 and click Insert > Pivot Table. Choose the range where you want to put the picot table, and click OK.
The Pivot Table field list will appear - drag Owner, Colour and Condition to ROWS, drag Car to FILTERS. In the Pivot Table > Design ribbon, switch off Subtotals and Grand Totals, and change Report Layout to Tabular Form.
Select a car filter as required, and format to suit.
You can create multiple pivot tables in the same manner. When data in the source table is modified, you can simply refresh the pivot tables to update them.
Thanks a lot Olly!
I totally overlooked the possibility to use pivot tables. I was obsessed with using some clever code to solve it. But the use of pivot seems to be the most convenient solution.
By the way. Thanks all you excel gurus (nerds...) out there who share your knowledge in forums like this. Two weeks ago I had no knowledge about VBA, formulas etc. Now I have managed to build a user friendly database with a dynamic dashboard and interactive user forms. Only by reading forums posts and watching You Tube tutorials.
When I click a bar in a bar chart or a slice in a pie chart I am able to see a table with the underlying raw data. This is very useful, but is it possible to achieve the following functionalities?
Pagination. I would like my users to be able to view all the data page by page in the browser rather than having to download a csv file.
Dynamic ordering. That is when you click a column to indicate that you would like to sort the rows by values in that column and you choose ascending or descending order.
Column selection. I would like to be able to either let users select what columns to display or at least define them upfront for raw data for a given chart.
Filtering. Can I dynamically add filters to columns as I browse the raw data?
You can't have any of that in raw data view, it is more of a developer view rather than a viz user view.
What you can do to get some of the functionality is to build a separate worksheet with data table and use actions to navigate there from your chart.
I am using spotfire client.
I have identified some records within a data table that I would like to send to a new data table. Is there some way to create a new table with marked or isolated data or using a data limiting expression on the source table? I have had to export my filtered data out and then import it back in but I am hoping there is a more direct way.
Thanks!
If you know the restrictions you need to set on your data to identify the records, you can create a second table based on the source data.
Go to the properties of the table / visualization, then go to the Data tab. You have to scroll all the way to the bottom. There you can edit the "Limit data using expression".
You could also create a detailed visualization if you want, but that is only useful if you can quickly identify the records.
Or insert a calculated column (e.g. case statement) and use this column to filter your data.
I am currently able to use Power View to view, filter, and highlight my data. However I haven't figured out a way to link my table rows to the data source (i.e. tables in other tabs of the Excel spreadsheet).
so that if I double-click on a row, Excel will direct me to the appropriate table and show me the full content of that row (so that I can see data in the other columns that I wasn't showing in the Power View dashboard).
For example, I wouldn't put a "Description" column into the dashboard but I would want the user to be able to find and see the paragraph-long description for each item if he or she chooses to drill down.
See image
I want to be able to click on any of those five line items and go to that table with that table filtered for only that item.
Does any one know how to do this?
This is not something that's supported in Power View.
HTH,
-Lukasz
Ugh,
I'm not a hero when it comes to Excel...
I have an Excel file with one sheet that contains all data. It's basically a list of tickets, displaying the ticket ID, type, value and 5 dates per row.
I'm looking for a way to have new sheets in the Excel that actually display only tickets of a specific type. So on the sheet Bug Tickets I want to diplay like a filtered sub-set of the raw data in the first sheet.
However, this new sheet needs to refresh it's data automatically when I add new data to the main list.
Is this possible in Excel?
Ok here is a way using a Pivot Tables and Tables.
You should set it up like below: (in the SS, I put the pivot in the same sheet but you can put it in another).
Steps:
You need to create a table out of your data. See here on how to do it.
Then create a Pivot Table out of your table. See here on how to do it
After that you just need to format it the way you want.
The Pivot table will update everytime you add data on your table.
It will display what you've filtered.(in my example I filtered type A).
Notice: Apologies I cannot create a step by step procedure for you(very tedious). I wouldn't have posted this as answer if only it would fit as comment.