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Hi there,
I'm trying to create an excel template that will automatically take the master data export (with most of the columns/fields from say the Account entity) and rearrange it into a variety of subgrids where I can set the columns and some custom headers.
Ideally, I would do this with a pivot table -- but pivot tables are only for summaries and cannot give me just a table/list of filtered Accounts (e.g. priority = high) and their related columns+text values (description, owner, etc.).
The only thing I can think of is to create an excel table with a majority of the formatting & advanced criteria filtered prepped in the template, and then have the user run a custom macro on the exported template that would apply the necessary custom filtering and formatting.
Anyone know of any possible ways to do this in excel without a macro and so that the tables can be auto-updated from the Master export (like with a pivot table?).
Thanks!
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