I am trying to create a customer summary in a pivot table, it’d be nice if we could subtotal our table by customer balance along with the grand total.
The only way I have found this to happen is with an expandable property, but it is too tedious to expand all customer details then export the file.
Would be nice if we could enable ‘Subtotal by Customer’ or a button that could expand all expandable rows.
This could be achieved by having two sections of conditional visibility, one containing the grouped pivot table (grouping by customer), and one containing the expanded pivot table (grouped by customer and other expanded properties), with one section set as visible and one set as hidden. You can then have a button that when clicked will switch a boolean value controlling the conditional visibility of the sections and set one to hidden and one to visible.
Thanks for the feedback, your idea helped spark a work around but did not solve the issue of there being no toggle to turn on or off that is ‘subtotal by’ or default ‘expand all’ inside the pivot table.
Our current work around is below:
we will just export 2 spreadsheets, then merge them with a summary & detail tab. It’s not ideal, we would prefer 1 report exported with subtotals.
