Mike Caldwell
asked on
Need a pop up of a range of cell values or to copy same to a new tab in Excel 2010
I need to deliver a demo to a client that will eventually be web based if we get the gig, but for now a proof of concept using Excel, ideally without macros, etc.
First I have a Summary page with various categories listed and a count of how many are within the category. What I need then is if a category is clicked either a pop up window comes up with prepositioned data associated with the category or a text window. Client will not accept macros. Only four categories, but the results page could include several hundred line items, so manually creating Comment boxes is not practical. I have been experimenting with hyperlinks, but cannot get a range to show up, only one line in the named range.
First I have a Summary page with various categories listed and a count of how many are within the category. What I need then is if a category is clicked either a pop up window comes up with prepositioned data associated with the category or a text window. Client will not accept macros. Only four categories, but the results page could include several hundred line items, so manually creating Comment boxes is not practical. I have been experimenting with hyperlinks, but cannot get a range to show up, only one line in the named range.
If you have the Summary as a Pivot Table, based on a more extensive data table; double clicking on an item within the pivot will create and activate a sheet containing the breakdown of the number double clicked.
Thanks
Rob H
Thanks
Rob H
ASKER
Rob, that looks like what I need. I've made some pretty complex spreadsheets over the years, but never a Pivot Table. Been reading posted "How To's" and watched a few You Tube demos, but just cannot figure out how to make it do what I am after. To make it clear, I am posting a very small sample of my 20K line item spreadsheet. If I could make the two sample sheets work, I think I could do all the rest of the stuff I want.
Pivot-Test.xlsx
Pivot-Test.xlsx
See attached updated. For the count by Year I added a column to the data to pull the year from Publication date.
Thanks
Rob H
Copy-of-Pivot-Test.xlsx
Thanks
Rob H
Copy-of-Pivot-Test.xlsx
ASKER
Wow, really helpful. I'm wondering if there is a way to click on a year on the Year Count sheet, which then jumps to a different sheet that lists just the application numbers for that year. That sounds like a book mark, but would only have the data for the year clicked.
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ASKER
Looks like I should have learned about and used pivot tables years ago. I really appreciate the patience and education.
Glad to be of help, I only really started using the full features of pivots recently.
ASKER