Generating separate reports in a PivotTable

In the Excel tip 060, “Modifying the Report Filter area in a PivotTable” was discussed but, in this tip, we discuss the individual reports in a PivotTable.

In this example, we will create separate reports of the “Name” field. In the sample file, we find the “Client” field in the “Report Filter” area and the “Name” in the “Row Labels” area.
Drag the “Client” to “Row Labels” (1) and the “Name” to “Report Filter” (2).In the PivotTable, we see that this is the result:

If we need separate reports of one or more names in the “Name” list, then we click on the arrow pointing downwards (3), select the “Select multiple items” (4) checkbox and then select 1 or more names ( 5) and click OK.
The PivotTable now displays the filtered data.


But we want the selection that we made in the filter data in separate tabs, (possibly for further processing).
Click anywhere in a cell in the PivotTable (6).


On the “Ribbon”, an additional tab named, “PivotTable Tools”, appears.
Click this tab (7).


Click “Options” under “PivotTable Tools” in the toolbar and click on the arrow pointing downwards (8) next to the “Options” box and then select “Report Filter Pages” (9).


In the “Report Filter Pages” dialog box, select the field for which you want to generate reports (10), (in this example there is only 1 field in the report filter) and click OK.


A new tab is now (11) created for the selection in the report filter.


Report of the “De Cock” tab.

Attention!
When the source data changes, the data in these reports as well as the PivotTable is not automatically updated.

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