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Drill Down To Audit Using a Pivot Table

John Michaloudis
Drill Down To Audit Using a Pivot Table.
When you are using a Pivot Table in Excel and want to know what data makes up a certain value, all you have to do is double click on that cell.
Drill Down To Audit Using a Pivot Table | MyExcelOnline Drill Down To Audit Using a Pivot Table | MyExcelOnline

This will open up a brand new Sheet with all the rows of data that make up that value.

NB. This is an extraction of your data source, so if you edit the information and Refresh your Pivot Table then nothing will happen.  Any changes need to be made in your main data source.

If you want to get rid of this sample data, all you have to do is press CTRL+Z and press DELETE in the pop up pox.

So go ahead and double click on any values (including SubTotals and GrandTotals) within your Pivot Table to view the data that makes up your selected value.

Download excel workbookDrill-Down-to-Audit.xlsx

 

STEP 1: Double click on any value cell within the Pivot Table

Drill Down To Audit Using a Pivot Table

This opens up a new sheet with the data that makes up the selected cell.

Drill Down To Audit Using a Pivot Table

 

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John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship MyExcelOnline Academy Online Course.

See also  Format Error Values in a Pivot Table

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