DynamicAccounting.netYou, Me, and Dynamics GP

2011-08-01 · 2011

Weekly Dynamic: Filtering a Pivot Table with a Formula – Technology

Tips & Hidden FeaturesExcel & OfficeSQL & Data

Archived post from 2011. Dynamics GP and the links it points to have changed since; check current documentation before relying on version-specific steps.

I was playing with a pivot table built from GP data the other day and I wanted to control the months that would show based on a field. For example, I only wanted to see months 1-7 since we’re in July. Typically you could just filter the pivot table to exclude months 8-12 but then every month you have to change the filter and you have to change it for every pivot table.

It just so happens that I had seen this great CFO.com article on Filtering a Pivot Table with a Formula.

This is basically a hack that compares the data to the control field and then uses that result as a true/false filter. Filter the Pivot Table on True/False and you get formula controlled Pivot Tables.

It’s very slick.

Original article: http://ww2.cfo.com/technology/2011/07/spreadsheets-filtering-a-pivot-table-with-a-formula/