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Pivot Table Help for Parent/Child Relationships

Pivot Table Help for Parent/Child Relationships

Pivot Table Help for Parent/Child Relationships

It's been quite awhile since I've used Pivot tables in Excel. I'm wondering how I can accomplish this task:

I've been given a raw set of data with columns across the top titled Assembly, Assm Revision, Parts, customer, etc....

I am pulling all part numbers as part of an assembly and inserting columns under each one. However, that leaves my assembly column with a lot of multiples and I'd like to roll that up so I only see 1 assembly and then the parts are hidden under it. I've tried to show what I want to see when I'm done. Please let me know if there's a go-to video on youtube to accomplish this.

I essentially want the ability to roll up that first column so that it doesn't show all the parts that are in it, but expand it if I want to see them all.

Thanks in advance!

How the data is given to me

I want the ability to collapse the assembly column

RE: Pivot Table Help for Parent/Child Relationships


Seems to me that you're looking for a native, out-of-the-box, built-in solution, because you've posted in the Excel Spreadsheets forum and not the VBA forum, so I don't believe there is one of that flavor.

Over the years I've made views of BOM data lots of different ways, depending on the question being asked from the perspective of engineering, procurement, manufacturing etc.

Don't know what question you're answering, but logically, you'd want to start your display with pertinent data for the major assemblies or deliverables, for instance, with perhaps a count of component parts needed for assembly and an indicator of whether each component is available in inventory. That could be presented in a table from which an interactive selection could be made of a specific assembly, the selection of which could generate another table of all the columns you presently display.

BTW, you can generate a PivotTable summary, after all that's what a PT is, of the Assembly level data and the Count of Part No. components. But that cannot have all you columns listed.


glassesJust traded in my OLD subtlety...
for a NUance!tongue

RE: Pivot Table Help for Parent/Child Relationships



glassesJust traded in my OLD subtlety...
for a NUance!tongue

RE: Pivot Table Help for Parent/Child Relationships

Excel pivot table became really easy to set and it will do the job you ask.
Create a filter for the table: Select all data including column headers, from the ribbon select Data/Filter. Filter lists will appear at each column. Now you can hide data whatever you like.

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