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How to Find Cell Data in Excel Pivot Tables

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2016-03-26 07:11:16
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Here's a neat trick. Right-click a cell in an Excel pivot table and then choose the Show Details command from the shortcut menu. Excel adds a worksheet to the open workbook and creates an Excel table that summarizes individual records that together explain that cell's value.

For example, if you right-click cell C8 in the workbook shown here and choose the Show Details command from the shortcut menu, Excel creates a new table.

Group data in a pivot table.
Group data in a pivot table.

The following figure shows all the information that gets totaled and then presented in cell C8.

A detail list shows where pivot table cell data comes from.
A detail list shows where pivot table cell data comes from.

You can also show the detail that explains some value in a pivot table by double-clicking the cell holding the value.

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Stephen L. Nelson, MBA, CPA, MS in Taxation, is a CPA in Redmond, Washington, where he provides accounting, business advisory, and tax planning and preparation services to small businesses. He is the bestselling author of 100-plus books about how to use computers to manage personal and business finances.