Wondering why my outlines change on my pivot table when I add new data?

[ibmapepper]

tried outlining my detail information and I want to show the first
and last line of my detail information. It is broken down by Customer,
detail next customer next detatil. When I close the grouping, It shows
Customer and then the last line is customer total.

The problem I am having is when I refresh the pivot table and get more
data, the data shifts out of the outlines, I originally created. Is
this something I am stuck with redoing the outlines when new data is
added or is their a way to prevent it.


Regards,


Chris

 

[Debra Dalgleish]

If new items appear in the pivot table, they won't automatically be
included in manually created groups. Perhaps you could create a new
column in the source data, and enter the group name there, or use a
formula to lookup the group in a table.

Then, add that new field to the pivot table, and use it instead of the
manually created groups.

 

[ibmapepper]

Hi Debra,

Thanks for your help on this. Will creating a new column in the source
data, show the 1st and last line of the customer or will I need to
format that manually

chris

 

[Debra Dalgleish]

If you have existing customer groups, and add new items, the new items
would have to be hidden when you refresh the pivot table.

Hi Debra,

Thanks for your help on this. Will creating a new column in the source
data, show the 1st and last line of the customer or will I need to
format that manually

chris