Here’s the trick: create a data extract with just a double-click

A single double-click on your Excel pivot table is all it takes to generate a complete data extract for any individual salesperson — no manual filtering required. The extracted data lands instantly on a new worksheet, ready to be moved into its own workbook and saved as a standalone sales report in seconds. Because there is no live link to the original data, you can share the file freely without exposing your full dataset. From there, you can repeat the process for every team member, giving each person a clean, accurate record of their own figures. Read on for the full step-by-step guide to turning your pivot table into a rapid reporting tool.

3 Min. reading time

16 March 2026

Here’s the trick: create a data extract with just a double-click

Lesson 2: It doesn’t get any faster than this!

Imagine you have created an evaluation based on the salespeople. One of the salespeople, e.g. your colleague Hehn, comes by and you congratulate him on his sales. If he now asks you to give him a list of his sales, you can do this with just a double-click.

This is how quickly you can transfer a salesperson’s turnover to a new spreadsheet:

1. in column B, double-click on the turnover of ...