What is a master detail report in Excel?

A Master-Detail report is used to display data from a hierarchical data source. When building a master-detail report, lists are used to display detailed subreports within master rows. Contents of the list repeat for each row in the master.

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How do I see details in a pivot table?

In a PivotTable, do one of the following:

Right-click a field in the values area of the PivotTable, and then click Show Details.
Double-click a field in the values area of the PivotTable. The detail data that the value field is based on, is placed on a new worksheet.

How do you create a pivot summary in Excel?

Create a PivotTable in Excel for Windows

Select the cells you want to create a PivotTable from.
Select Insert > PivotTable.
This will create a PivotTable based on an existing table or range.
Choose where you want the PivotTable report to be placed.
Click OK.

How do you create a master report in Excel?

Basic chart and table creation

Load a workbook into Excel.
Select the top-left cell in the source data.
Click on Data tab in the navigation ribbon.
Click on Forecast Sheet under the Forecast section to display the Create Forecast Worksheet dialog box.
Choose between a line graph or bar graph.
Choose Forecast end date.

How do I drill down details in a pivot table?

Drill into PivotTable data

In your OLAP cube or Data Model PivotTable, pick an item (like Accessories in our example) in the field (like the Category field in our example).
Click the Quick Explore button.
In the Explore box, pick the item you want to explore, and click Drill Down.

How can you drill down a pivot table to display detailed data?

Double-click a pivot table value, to create a new sheet with the records used in that total. That is Excel’s DrillDown (Show Details) feature. Use macros to name the sheets, and ask if you want to delete them when closing the workbook.

How do I make pivot tables better?

Pivot Table Tips

You can build a pivot table in about one minute.
Clean your source data.
Count the data first.
Plan before you build.
Use a table for your data to create a “dynamic range”
Use a pivot table to count things.
Show totals as a percentage.
Use a pivot table to build a list of unique values.

Are pivot tables hard?

Pivot Tables are one of the most powerful features of Excel, and are something that every serious user of Excel should know how to use. Pivot Tables are also one of the most difficult features to figure out, unless you have some help.

Can Excel generate reports?

Excel is a powerful reporting tool, providing options for both basic and advanced users. One of the easiest ways to create a report in Excel is by using the PivotTable feature, which allows you to sort, group, and summarize your data simply by dragging and dropping fields.

How do I turn off show details in a pivot table?

Select your pivot table and go to the Analyze tab in the ribbon. Press the Options button in the PivotTable section to open the options menu. In the PivotTable Options menu go to the Data tab and uncheck the Enable show details box to disable this feature.

How to create a pivot table in MicroStation?

Create a PivotTable 1 Select the cells you want to create a PivotTable from. 2 Select Insert > PivotTable. 3 Under Choose the data that you want to analyze, select Select a table or range . 4 In Table/Range, verify the cell range.

How do I create a pivot table in Excel?

1. Click a cell in the source data or table range. 2. Go to Insert > PivotTable. If you’re using Excel for Mac 2011 and earlier, the PivotTable button is on the Data tab in the Analysis group. 3. Excel will display the Create PivotTable dialog with your range or table name selected.

How do I refresh a pivot table in Excel?

To refresh just one PivotTable you can right-click anywhere in the PivotTable range, then select Refresh. If you have multiple PivotTables, first select any cell in any PivotTable, then on the Ribbon go to PivotTable Analyze > click the arrow under the Refresh button and select Refresh All.