Good afternoon - I have been asked to add a "filtering tab" to an Excel file containing two lists of data and 4 PivotTables (all on different tabs). The goal is to make this file "more presentable" to the audience while providing a better user experience.
Here is my summary of the file:
2 tabs of data contain sales information such as salesperson, market, state, company sales size, company industry, etc.
The 4 PivotTables show summary information specific to these tabs such as sales and revenue by salesperson, sales and revenue by market, etc.
The "ask" is to add another tab which gives the user 5 report prompt values: market, salesperson, company industry, sales category (>1MM, 1MM to 50MM, >50MM), state
My goal is to give the user the ability to select 1 or a combination of all 5 filters and apply that logic across the two data tabs and four PivotTables.
I assume I will have to do this using VBA code so if anyone can point me in the right direction for a start that would be great. If someone knows of a different way of doing this I am open to other ideas as well. Thank you!
-- JJB373 --
Here is my summary of the file:
2 tabs of data contain sales information such as salesperson, market, state, company sales size, company industry, etc.
The 4 PivotTables show summary information specific to these tabs such as sales and revenue by salesperson, sales and revenue by market, etc.
The "ask" is to add another tab which gives the user 5 report prompt values: market, salesperson, company industry, sales category (>1MM, 1MM to 50MM, >50MM), state
My goal is to give the user the ability to select 1 or a combination of all 5 filters and apply that logic across the two data tabs and four PivotTables.
I assume I will have to do this using VBA code so if anyone can point me in the right direction for a start that would be great. If someone knows of a different way of doing this I am open to other ideas as well. Thank you!
-- JJB373 --