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Recreate double clicking in pivot table function in a different sheet?

Anonymous
2024-06-11T20:25:50+00:00

I'm creating budget reports in Excel and looking to make them a little more user-friendly. Currently, I create a pivot table of the raw data and then use that to fill out a reporting template that summarizes expenses by category. Where users are struggling is being able to see the data that the rolls into each category, as many of them are not familiar with how to use the pivot table in the other sheet. Is there any way I can recreate the function of double clicking a pivot table value (opening all lines captured in the value) on another sheet? I'm thinking this would be some sort of button on the report sheet that would reference the pivot table?

Microsoft 365 and Office | Excel | For business | Windows

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  1. Anonymous
    2024-06-11T21:50:04+00:00

    Possible, but convoluted.

    Can you link to a workbook with this in it?

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