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TM PivotChart Drilldown

Works with Excel 2010 (32-bit and 64-bit), Excel 2007, and Excel 2003

Dashboards are a popular and convenient way to visually examine data.  However, if a chart displays something that warrants further investigation, there is no way to do so from the chart itself.  To "drill down" to the underlying data one must go back to the originaldata and analyze the relevant subset.  Alternatively, one can delegate the task to a subordinate and have her/him do the work.

The TM PivotChart Drilldown feature of the add-in supports a single-click drill down capability.  Click on a PivotChart's data point and the add-in will show the details of the underlying data in the same chart.  Each click drills down to the next more detailed level and a click on the lowest (most detailed) level returns the chart to the summary view.

An Example

 

 

This product includes a trial period.
Please use this period to evaluate the product before registering it for continued use.  A single-user license is USD39.95.  A volume discount is available.

 

An Example

The example below shows a PivotChart reporting on the number of annual scans of different types performed by each technologist at a radiology department with two locations (the 2011 data are projected scan volume).  The PivotTable corresponding to the PivotChart has 4 row fields (Year, Location, Modality, and Technologist) and 1 data field (Sum of Scan).

This example uses a pie chart but the software works with any PivotChart.

Then, with the TM PivotChart Drilldown feature enabled, the "highest level" PivotChart will show a summary for the 2 years, 2010 and 2011.
 

Click on the 2010 point to see the underlying data for the two locations where services were available in 2010: Campus and Satellite.

 

Click on the Satellite data point to see the data for the 3 modalities supported at that site in 2010: MRI, CT, and PET scans.

A click on the CT data point shows the number of CT scans by each technologist at the Satellite location for the year 2010.  This is the most detailed level of data in the PivotChart (and the corresponding PivotTable).

 

Finally, a click on any of the data points returns the chart to the highest level, i.e., the year-by-year summary.

 

 

 

 

 

Support

Please check the help file, the documentation, and the webpage for the product, template, or service you are interested in first.  If you still need help, please email web-underscore-contact-at-sign-tushar-hyphen-mehta-dot-cee-oh-em.

About Me

Microsoft has recognized my technical excellence, contributions to various communities, and independent expertise with the Most Valuable Professional (MVP) for Excel annual award for ten years in a row from 2000 to the present.

Please contact me for world-class solutions that integrate the most appropriate business practices and technology to resolve your problem.  You can email me at web-underscore-contact-at-sign-tushar-hyphen-mehta-dot-cee-oh-em.

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