How to Create Drill Down in Excel (with Easy Steps)

Step 1 – Create a Dataset with Proper Parameters

Create your dataset in Excel. We created a column of Sales Representatives names with two other columns of Product and Revenue Earned. Our dataset looks as shown below.

Step 2 – Insert a Pivot Table

We need to insert a pivot table from the created dataset.

Select the whole table. From your Insert tab, go to,

Insert → Pivot Table → From Table/Range

how to create drill down in excel

Once you select From Table/Range, a window will pop up.
If you want your pivot table in the same worksheet, select Existing Worksheet.
Click on the arrow to choose Location.

how to create drill down in excel

Select the cell where you want your pivot table and click on the arrow.

Press Enter and the Pivot Table Fields will be inserted on the right side of your worksheet.

From the Pivot Table Fields, drag Sales Rep and drop it down to the Filters area.

You will find Sales Representatives in the Filters area.

Drag Product under the Rows area and Revenue Earned in the Values area.

how to create drill down in excel

The pivot table will be in the worksheet.

Create Drill Down in Excel

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Step 3 – Create Drill Down in Excel

Double-click on any of the Rev Earned data.
It will open a new worksheet with the drilled down data.
We double clicked on the Rev Earned of Printer and all data with the Printer column opened up in another worksheet. Look at the below GIF to understand the procedures.

how to create drill down in excel

You can also move your cursor on the data and click the right button of your mouse and then select Show Details.

Create Drill Down in Excel

It will create a new worksheet and you will have your drilled-down data in there.

Create Drill Down in Excel

Notes

Pivot tables arrange data alphabetically by default. If you want to rearrange the data, you can use the Sort option.
If you want to create your pivot table in a new worksheet, select New Worksheet from Pivot Table from table or range pop-up box.

Read More: How to Fix Formula in Excel (9 Easy Methods)