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Pivot table - multiple text fields

Anonymous
2022-05-20T17:06:30+00:00

Hello -

I want to create a pivot table where there are multiple text rows, but they are not break points like below. What pivot table does (and when I need it is great), is creates break point on both the Customer ID and Customer Name, even when the Customer Name is really just a lookup for my purposes

Customer ID Customer Name Order ID
001 Acme Auto 345
001 Acme Auto 456
Microsoft 365 and Office | Excel | For business | Windows

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  1. Anonymous
    2022-05-20T18:12:45+00:00

    There is a format option to "fill down" on the break points.

    .

    Granular PivotTable Layouts - Monkey Shorts Episode 003

    https://www.youtube.com/watch?v=6ewpiHKiwSM&list=PLIRJFbuwYskJ-pNy9vk5_5_c_Hnaz1VcB&index=13  3min

    But using Layout group > “Report Layout dropdown” > “Repeat all item labels” fills all columns down,

    Right click on column > Field Settings command > Layout & Print tab > Repeat Item Labels

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    Repeat item labels in a PivotTable

    https://support.microsoft.com/en-us/office/repeat-item-labels-in-a-pivottable-882bdb55-9cdc-4d8d-b531-8e96e41dea31

    Excel for Microsoft 365 Excel 2021 Excel 2019 Excel 2016 Excel 2013 Excel 2010

    Repeating item and field labels in a PivotTable visually groups rows or columns together to make the data easier to scan. For example, use repeating labels when subtotals are turned off or there are multiple fields for items. In the example shown below, the regions are repeated for each row and the product is repeated for each column.

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