TODAY’S WEBINAR: Answer to question on locking down the drill in feature from the dashboard Pivot Table

  • TODAY’S WEBINAR: Answer to question on locking down the drill in feature from the dashboard Pivot Table

    Posted by Jo deRuiter on August 28, 2018 at 12:23 pm
    • Jo deRuiter

      Member

      August 28, 2018 at 12:23 PM

      Thanks to all that attended the webinar today on Excel Refreshables!!

      There was a question that came through that I did not know the answer to off the top of my head.

      “On the Sales Dashboard with the hidden datasource worksheets, how can I keep users from double clicking the pivot tables and charts to drill in to the source data”

      The answer is in the Pivot Table Options(you’ll have to make sure you select this setting on all of your Pivots that you create).

      While on the pivot table, right click and choose Pivot Table Options:

      UNCHECK the “Enable show details”


      When attempting to drill in after that, a user will get this message, but it will not drill in.

      If anyone else knows a better way, please share!!!   

      ——————————
      Kindest Regards,

      Jo deRuiter , MCP, DCP
      “That GP Red Head”
      Advanced Credentialed Professional-Dynamics GP
      GPUG Academy Instructor
      GPUG GP Credentialing Exam Committee
      Chairman, GPUG Partner Advisory Board
      Dexpro Dynamics LLC
      Senior Consultant
      Milwaukee, WI
      770-906-4504 (Cell)
      ——————————

    • Aleiha Hanson

      Member

      August 28, 2018 at 12:26 PM

      Thanks Jo! This helps my team as well!

      ——————————
      Aleiha Hanson
      Royal Basket Trucks, Inc – IT Manager
      GPUG Milwaukee WI Chapter Leader
      ahanson@royal-basket.com
      ——————————
      ——————————————-

    Jo deRuiter replied 6 years, 1 month ago 1 Member · 0 Replies
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