If you’ve ever been challenged on whether a number in your report is correct, you need to know how to drill down to see the details behind that number. This video shows how to drill down to look at the data underlying a cell in a Pivot Table. All you have to do is double click on the cell where you want the detail and Excel creates a new tab with just the information you selected. In the example in the video, I first filter the Pivot Table to only show the information I want to drill down and examine, then double click to see the filtered detail. Remember that the extra tabs Excel creates are duplicates of your data, so when you’re done analyzing the drill down data, simply right click the new tab and delete it. Drilling down is one of the simplest, most useful features in Pivot Tables.
If you’ve ever been challenged on whether a number in your report is correct, you need to know how to drill down to see the details behind that number. This video shows how to drill down to look at the data underlying a cell in a Pivot Table. All you have to do is double click on the cell where you want the detail and Excel creates a new tab with just the information you selected. In the example in the video, I first filter the Pivot Table to only show the information I want to drill down and examine, then double click to see the filtered detail. Remember that the extra tabs Excel creates are duplicates of your data, so when you’re done analyzing the drill down data, simply right click the new tab and delete it. Drilling down is one of the simplest, most useful features in Pivot Tables.