I have an extract that I put into excel and did a pivot table on. It is basically Customer, Insurance Carrier, and Policy Type. There are 12,000 lines. I am trying to find only those customers that have a Policy Type = Umbrella(C). HOWEVER, I want to show all of there policies and Insurance Carriers.
I attached a file. There are many other field, but there are the important one. I tried in Excel, If access or SQL is better then I'll take that.
Also, just manually collapsing the pivot table manually is not an option due to the number of lines.