Automatically Format Pivot Table
Jan 23, 2008
I have a sheet that comes from a pivot table that I have to format each month. It's a pain I was hoping a macro might be able to do. I was told this is the place to come for this. I have attached the the sheet unformatted and formatted. Note, there are 2 more columns on the finished sheet I add in to show totals. Also note col A has to be re-ordered each time (Safety, Environmental, Security, Vehicles, Operations).
Not sure about the complexity of this. Let me know. And let me know if I need to supply more info.
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Dec 18, 2008
I use a macro that automatically generates a pivot table, re-formats the data, and then makes sure there are no blanks and that the DATA area of the pivot table is set to SUM OF and not COUNT OF.
It was working just fine yesterday but today it is giving me the following error and is highlighting this section of my
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Dec 3, 2013
I have a workbook with several worksheets and several pivot tables. Based on the selection from a drop down box on the first tab, I want to automatically filter pivot tables on subsequent tabs. Is that possible?
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Nov 22, 2006
I have existing Pivot Tables that have a data source on another sheet that varies in size.
How can I have the pivot tables' data ranges reset to match the number of columns and rows on the data sheet?
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Sep 29, 2007
I have a Pivot Table feeding a chart that needs specific formatting
However, after a Pivot Table refresh, the chart loses any custom formatting and returns to the default formatting.
(I know I can create custom user-defined charts but I don't want to do that here)
What I would like to happen is for a (chart formatting) macro to automatically run after a pivot table refesh occurs. It should only occur on the one worksheet that contains the Pivot Table and associated chart and should run the macro after a refresh REGARDLESS of whether the data within the table was updated or not.
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Jun 10, 2008
I have a workbook that automatically creates a new sheet based on the current day. There is a pivot table in the workbook that gets values from multiple consolidation ranges.
Right now I have to manually add the ranges from the new sheet every time. I need that pivot table to update with the same ranges from the new sheet every time a new sheet is created.
There is also another sheet (named "Data Results") that needs to update too, but that's not as urgent.
I've searched everywhere on the forums and can't find anything like that. When the file opens, I've written script to have a box pop up asking whether you want to "View Data" or "Begin New Audit." If you click "View Data" nothing happens and you can just view the file. If you click "Begin New Audit" it creates a new sheet based on the current date.
I wanted to attach the file, but it's an Excel 2007 macro-enabled file (*.xlsm).
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Oct 7, 2009
Every time I make a pivot table I change the formatting ie column width but when I press refresh it goes!
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Jul 3, 2012
I have 2 pivot tables in a worksheet.
The names are "PivotTable1" and "Pivot Table2"
Cell H2 is the worksheet has a currency type, ex) EUR, CAD, GBP
Column 1 in each pivot table is "Currency Pair Sell/Buy"
Based on Cell H2, I want the pivot table filters in column 1 to show 'USD.currency' and 'currency.USD'
For example, if H2 = EUR, the pivot tables filters in column 1 should only show USD.EUR and EUR.USD.
Any template for this type of code, I can fill in the blanks with the relevant sheet names and other information that might be needed.
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Feb 6, 2014
formatting the sub-row header of the table also changes one of the columns.
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Jul 21, 2014
I have a table (attached example with only a SMALL part of all data) I would like to transform this into pivottable format without copying and pasting. In row 2, all of the numbers pertain to years. Column B has the number of years in force for each property account (Column A). I
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Oct 24, 2011
How can you visually format a column with multiple values in a pivot table? Say you have month in the column section, and three values in the value section: budget, actuals, variance; I want to visually seperate each month's set of data.
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Feb 13, 2014
I have a vast amount of data entries in a pivot table (over 100). I want to create a pivot table but when I click on it it says 'count' and not 'sum'. It will take me a long time to change them all, how do I do it quickly? And possibly, without the 'sum of ....' in the label of it?
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Oct 12, 2002
Possible to get a pivot table to automatically expand the range selection of data as it grows. I have a worksheet that grows daily and I am running a pivot table from this. If I refresh the pivot table it doesn't pick up new data unless i change the range or i have a huge range selected in the first place. Problem is if i select a huge range then the grouping options i am using won't work correctly.
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Jun 26, 2006
I currently have an excel file set up which is refreshing imported data every minute from a server. This data is located on " sheet 1".
This data is the result of another system constantly monitoring (pulling data from) the process at my factory. It consists of temperatures, speeds and other settings.
When a temperature, speed or setting changes then it will be captured by the monitoring system and therefore my excel sheet will load it into the imported data within the next minute.
I would like to be able to capture the change in temperature, for example, if it goes into alarm and automatically send an email reporting this alarm. This alarm is captured in my imported data in a specific column with a 1. If it is out of alarm it is 0. There will not be a report of an item, at any one time, with both a 0 or 1... so there is only one case of any one monitored process.
I have a pivot table set up to filter all the uneeded data out and I currently refresh it manually to show the current status of all alarms. If an alarm occurs on the process, I can refresh my pivot table and it will be indicated with a 1 until it is refreshed again (and the alarm is gone).
So the question:
1. How can I refresh the pivot table automatically every x seconds?
2. How can I automatically send an email on the value change from 0 to 1 in case of an alarm?
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Jun 7, 2013
I'm trying to copy the value of one column to another, column A has date and time in this format: 6/1/2013 6:35:00 AM and I'm trying to get ONLY the dates to another column so that when I do my pivot, I can sort it out by date. I tried =A1 and I can format the column to how I want it but the value of the cell still remains in date&time. Is there any formula I can use? or should I change anything in my pivot table?
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Feb 20, 2014
I would like to have a pivot table that will count the number of responses I get for a certain question
For example on the attached book I would like it to look something like:
a
blue 1
red 1
yellow 1
green 1
aa
green 2
yellow 1
and so on, I am sure this is possible just not sure how to make it happen.
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Jul 27, 2004
When you create a pivot table and double-click on the output of the pivot repot you access the detailed info that make up this particular number.
Is it possible to preserve the format of the raw data file that has been used to create the pivot table output?
For instance, the raw data has $. When I create the pivot table I can format the table to reflect the $. However, when I double click on the pivot table number where I have the $ I access the detail info but the format (in this case $) is lost.
I called Microsoft and told me it is a flaw in Excel. But, I'd like to check with you before I give up.
If I can't do that. I have an alternative: double click on all the numbers of the pivot table then format the sheets to include the $ and then create a hyperlink from the pivot table to the detailed report tab.
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Sep 8, 2006
Is there any way to change the format for pivot table sub data? Or maybe use a marco for it. The data table that appears when you double click any field on the pivot table range.
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Dec 27, 2007
I am building a tracking process for marketing and relationship management purposes. My company has a database (Advisor's Assistant - which the server is on site) that is for lack of a better term very limited. I have tried to identify if we have the capability to use SQL in excel to pull the information we want but that avenue looks bleak, since my co-worker that is pretty tech-savvy has had very little luck working with the database provider to get to information we want.
Anyway, I have determined that I can get the information I am interested in by way of several reports that the current database will do and printing them to a .pdf file. Then by way of a program called Able to Extracted I can get them into an excel format. The problem I am trying to solve is using excel to pull the information I want out of these twice converted reports into a format that means something in excel.
Only the reports reach excel they have many empty cells and some of the information is offset and does not follow the same pattern as you scroll down through the report. I have attached part of one of the reports. I would like to automate the process of searching the data and creating a new format that I can use a pivot table to create reports off.
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Dec 23, 2009
I have a pivot table and next to it I added some calculations which are based on data from the table. In my "real" file, the cells next to the PT are formatted with conditional formatting based on other values in the sheet (see attached sample file). What I now need to do is add borders to the cells in columns “D:G” only if the cells in “B5” and downwards are not empty. I have tried doing it with conditional formatting but there are some other rules which contradict this setting.
The idea is to make the cells in columns “D:G” look like they are a natural extension on the PT. However, the table can grow or shrink (in length) and I want to see borders only around cells that are on the same rows as the data in column “B” (staring with B5). I think that whatever solution you can provide (if you can...) should be based a workbook_change event, because in my “real” file, the length of the table is changed whenever I select a different “page” of the PT.
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Sep 7, 2006
I am using pivot table for my customer aging which a sample is enclose. What I want to do is to Highlight the field " Customer Name " in colour if the the Field " Type of guarantee" is other than 0. Also a message of " Credit limit Exceeded" if the outstanding is more than the Credit limit.
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Apr 26, 2012
I have created a pivot table in a workbook which relates to data from 2011 - 2012 and this works perfectly. What I now need to do is to copy the pivot table (without the data source) to a new workbook for data which will be collected from 2012 - 2013. Unfortunately when I copy it and try and find the new data source it does not update the filters according to the data in the new workbook.
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Mar 11, 2014
I have an excel sheet with multiple pivot tables. I would like to customize the output based on a criteria when I double click on these pivot tables. Criteria could be different for each pivot table. Criteria for each pivot is to auto fit the contents, delete certain columns and format the contents.
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Feb 25, 2009
Is there a way to freeze your pivot table format after clicking for a ' Refresh'. I'm getting tired reformatting my column headers to wrap or in the middle etc. I'm working in Excel 2007.
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Sep 24, 2011
I am stuck trying to sort data that looks like the following, into a format that I can use as source data for pivot tables/charts.
Excel2007ABCDEFGHIJK2MalayMalayMalayMalayMalayMalay
ChineseChinese3MaleFemaleFemaleMaleFemaleFemaleMaleMale
436-4536-4536-4525-3525-3525-3536-4536-455
DateArticleContentLapseCurrentCurrentCurrentLapseLapseCurrentCurrent612-SepRelieving 40 years - Oct 15, 1972
Thick Haze continues to blanket MalaysiaHistory42712-SepRelieving 40 years - May 5, 1972
All Sharifah wants is a pair of legsHistory1222812-SepA man and his agonyHistory3223912-SepA lesson on Sept 16History22Sheet2
I will need to group Data multiple ways. However, I cant work out a good way to sort it. Can I have a suggestion on layout that I will be able to arrange data appropriately.
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Mar 19, 2013
On a worksheet, I created:
- a list of data
- a pivottable based on these data
When moving this worksheet this worksheet to another workbook, the pivot table can't refresh anymore. This throws an error message "Reference is not valid". To work around this problem I need to adapt the datasource. The same occurs if the list and the pivot table are on separate sheet, with the added strange behaviour that, when data an PT are split, it is not possible to move both sheet together.
This would not be a big issue if my problem had to be solved manually. The real problem is that I need to move the sheets from a C# program.
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Jan 11, 2013
I have created a pivot table that is connected to an input sheet with data. The input sheet retrieves data automatically from a external source through an add-in to Excel. When updating data the fields expands, but only for the items which have been changed. I want the table to be updated automatically, but not the fields expand automatically. Is there any pivot options to prevent this problem?
It should be mentioned that the pivot table is not directly connected to the input sheet (which is updated from the external source), but from a "help-sheet" reflecting the input sheet with some additional columns. I use conditional formatting and name range in the pivot.
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Jan 4, 2010
I'm trying to write a macro that will create a pivot table, and am getting an Error code 1004: Cannot Open Pivot Table Source File "Sheetname". My code is below. I've tried to note what each section does, and it all seems to work well except for the Pivot Table creation.
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Mar 14, 2013
I have a worksheet with two pivot tables, one of which is visible to the user. Ideally, the user should be able to change the "Row Label" field settings of the visible pivot table and then press an "update button" that then adds the same field to the second pivot table.
Ideally, the ordering of the fields should also be made similar between the two tables, though this is of less priority.
I imagine it would be something in the style of:
"If number of Pivot1 active row label fields = X then
Pivot 2.AddRowLabelField = Pivot1.RowLabelField(X)
end if"
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Jan 22, 2007
attached is a spreadsheet 6 people in my area use daily(ive copied and pasted the sheet in question to a new worksheet, as the file was too big). Ive been trying for about 3 days now to make a pivot table to summarise this data.
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