Calculation Within A Pivot
Dec 11, 2013
What I need is to add a field that gives a gross margin percentage for a project.
To begin, I simplified the following data that the Pivot Table is using. Project (10 different projects), Account Number, Account Category (Revenue, and Cost), Debit Amount, Credit Amount, and a manually inserted column named Total (CR Amount - DR Amount). See 1st image. Pivot1.jpg
I have designed the Pivot table so it lays out like this. Pivot2.png Pivot3 (2).png
I have been trying to enter a calculated field that would automatically provide the Gross Margin Percentage. In the 2nd image, the Grand Total is the gross margin, but I am unable to use that as a selection when creating a calculated field.
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Dec 25, 2013
it is more than 5 days now that I try to perform calculation on pivot.
problem: I have one cell that I set to show values as "% of the column total" when try to perform the calculation through insert calculation field with other cell the calculation is not correct/ it seems like the "show values as "% of the column total"" disturbing the calculation resolve this thing
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Jul 3, 2014
I have created a pivot table from raw data. The result is correct although i need to alter something.
The values that show (615 & 300) are in minutes. I need to divide this by 60 to get hours. The resulting chart will then show hours and not minutes. The main reason is that minutes will be into thousands very quickly and hours are more meaningful.
Is there a way to do this within the pivot table.
Attached link to file:
[URL]
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Aug 19, 2014
I set up my pivot table but on the Value area I need to make a multiplication with the total values, not just sum it all up.
Normally in the Value area you can choose Sum, Count, Average, etc, but you can't multiply it with another cell. There is a "product" option but it multiply the total values together, it doesn't ask for another cell value.
PT-Value-Field-Settings.png [URL]....
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Apr 25, 2014
Calculating usage...
Take the Current date and I need that inventory ---- find the date 7 days before this date ---- get the inventory for that date --- current inventory - previous inventory / 7 will give me the daily usage... the data will be in a pivot table so I need to make sure it doesnt change the usage when moving the table around...
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Apr 16, 2009
i have a database of the kind:
Model Version Color Store
1 a zz HH
2 b xx QQ
3 c yy OO
4 d ww PP
I need to obtain in the y axis the model, and in the x axis the store.
The data per each model and store should be: the version and color.
I'm using Pivot table to do that, but i'm only able to obtain the "count" (or sum or other formula) but I'm not able to obtain the content of the cell.
Example:
Store HH PP
Model
1 Version a d
Color zz ww
2 Version b c
Color xx yy
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Aug 2, 2013
I am trying to find expected proportion of code per country by looking at current values. I have a list of countries and associated classifications (0-5) with counts, similar to as follows:
Country
code
count
USA
1
65465
USA
2
54651
USA
3
65411
[code]...
I am interested in creating a pivot table with the average of each code as a proportion of each country. The final table would be expected proportion of codes. The pivot table for this set would look like this:
Row Labels
Average
1
5.4%
2
3.9%
3
4.7%
[code]...
Mean per code of the proportion of code per country
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Nov 19, 2008
make a calculation(addition) and use the answer to multiply against another addition calculation....
The sum of (Monday!A1:A4) multiplied by the sum of (Monday!B1:B4) plus (Tuesday!A1:A4) multiplied by the sum of (Tuesday!B1:B4) and so on.
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Aug 15, 2006
I have created quite a nice little macro that;
drills through a lot of key figures, updates a pivot chart and copies the chart to powerpoint.
However it crashes on one particular data set every time with this error:
Run-time error '1004':
Unable to set the _Default property of the pivot item class
The code where the debugger stops is the last line below here.
lngKpi = Sheets("Helpfile"). Cells(lngRow, 2)
Sheets("Charts").Select
ActiveSheet.ChartObjects("DK").Activate
ActiveChart.PivotLayout.PivotTable.PivotFields("KPI # (overall").CurrentPage = lngKpi
I can manually change the pivot chart to the keyfigure it crashes on and thereby workaround the problem in the macro. Also it works for more than 50 other keyfigures without problems.
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Nov 27, 2009
I was wondering why a pivot table will allow you to tick and untick pivot items that are not visible?
My pivot tables have a lot of data and someone may wish to only see the pivot items that are shown in the pivot table in its currrent view. Is there a way in VB to achieve this?
In my attached example when you suntick the Media 'TV' then look in the 'Channels' drop down you can still see the tick boxes for TV channels 'ITV' and 'TV_BBC1' (I know why they are still ticked, I'd just like them not to be visible).
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Aug 16, 2013
I have a pivot table in the first sheet which includes the field "Date" as a column label.
In the remaining sheets, except for one, there are pivot tables based on the same underlying dataset which also include the field "Date" as a column label.
I would like to adjust the selection (i.e., exclude some dates) from the column label in the first sheet and see if it is possible to make the same adjustments automatically to the pivot tables in the remaining sheets as well.
note that the field "Date" is used as a Column label, i.e., it is not a Report filter.
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Sep 18, 2008
My input data for Pivot table has a column named "Month". The month values are like April 07, April 08, Nov07 in random order for period between Jan 07 to Aug 08.
When I create a pivot Table, this column is sorted alphabetically (April 07 is followed by April 08) but I need it to be sorted in the ascending order with respect to month (April 07 is followed by May 07).
I further use this data to plot a Pivot Chart. There is another issue here. I want to use separate colors for each series. I do not know how to achieve above 2 things.
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Jan 21, 2013
I have a single workbook with multiple worksheets. Each worksheet has a different pivot table displaying a different view of the data. Each pivot table uses the same source data at worksheet1.
Each week i add new data to the end of the source data, which means that I need change the source data reference separately in each pivot table to update each pivot table view to include the new data. This is laborious as there are quite a few pivot tables.
Was wondering if there is some way of changing the pivot table source data reference on all pivot tables at the same time.
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Jul 7, 2014
I have a pivot table that I created and now I want to use the same pivot cache to create another pivot table instance on a different worksheet. how can I do that? My first worksheet gets saved as "OO By buyer" and now I want to create a new worksheet and drop the next pivot there.
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Sep 5, 2013
I've attached some dummy data. Basically, everyday I'm going to dump a report containing data into a 'Data Dump' tab. 'Pivot 1 - Filtered' I have set up so that it will show specific product IDs only (In this example I only want to see 1X, 2X and 9D).
However, I now have a need to see the total value of that order number in 'Pivot 2 - Autofilter'. (For Example, order number 1111 has both 1X and 8D contained within it). Now obviously the simple thing to do would be to filter every order number shown in pivot 1, and filter pivot 2 with them. However when I'm doing this for real, this can be tens/hundreds of order numbers.
The only workaround I have found is to put a column at the side using VLOOKUP and if ISERROR is false then include in pivot, then used an autofilter on that, but I'd like to keep the normal pivot if possible.
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Jul 17, 2014
I have this problem which I have simplified below:
Sheet 2 contains a Pivot table. One of the report filters is "Month-Year" (Eg, May-14 - in date format 'mmm-yy') which is selected by a Slicer on sheet 1.
Cell D1 on Sheet 2 contains a formula which calculated/displays the mmm-yy of the same period last year (eg May-13).
I want a code so that when I select the 'Month-Year' Slicer to filter the pivot table on Sheet 1 (eg to May-14), another Pivot on Sheet 3 is filtered with the previous year mmm-yy (May-13).
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Jan 7, 2014
I'm not grasping the Pivot Table correctly. I've written code to create a sum of values based on a worksheet. Specifically:LocationIDDeptSum of Hours Worked. Location, ID and Dept are rows. This effectively provides the aggregate values that I need based on the row groupings.Here's where this is falling apart. I need to create a new worksheet based on these values. I assumed the three row values - Location, ID and dept - would be in a hierarchy. It's possible they are, I just can't figure out the object model.
When I loop through the PivotItems collection of the PivotFields("Location"), I get what I need. However, I'm unable to determine how to loop through the child values (just for that location). PivotFields("ID") returns all IDs. I can't figure out how to return only the child entries for each pivot item. GetPivotData hasn't been very useful for this. As far as I can tell, GetPivotData, while its return type is listed as Range, throws an error when more than one cell is returned. Worst case, I suppose I can just parse the data in the DataBodyRange of the pivot table - maybe not, I haven't tried that. I'm hoping there's a way to iterate through these collections, but based on what I've seen from Google searches, there may not be. Does my pivot table need to be rearranged? I suppose I could also just dump this data into a data table
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Mar 13, 2014
My macro is designed to look at a summary source tab and create a new tab for each unique project number. It then creates a pivot table from five different source detail tabs and filters on the project number. If a tab already exists it selects the tab and moves on to the next project number. There are six pivot tables created for every project.
New data is added each month to the source tabs and I have a macro to delete all pivot tables and the macro will recreate the pivot tables when ran again.
Issue: Running out of resources At work I'm limited to the use of Excel 2010 (32bit) so I'm restricted on 2GB of memory. At home I ran the file successfully (64bit) and it was around 3GB of memory.
My macro creates a new pivot cache for every pivot table where as I'm trying to only use 6 pivot caches in my coding. I kill it half way through and it's around 100+ caches causing unnecessary usage of memory.
Fix / Solution:
Correctly code the vba to only create six caches and code the rest the pivot tables to use that cache.The only difference in the Pivot Tables is that it’s sorted on the Project Number.
Code:
Dim VBAPPPC As PivotCache
Dim VBAAPPC As PivotCache
Dim VBAPRPC As PivotCache
Dim VBAEXPC As PivotCache
Dim VBAMJPC As PivotCache
Dim VBAIVPC As PivotCache
Dim VBAPT As PivotTable
[code]...
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Apr 20, 2014
1. I am trying to record a macro where I select a Pivot Table. But in the recorded macro "Pivot Table name" is not recorded neither the Pivot Field Property only the Range name is recorded. But on other systems (workstations) these details get recorded. Does this have something to do with excel settings?
2. I uploaded a macro enabled excel file on my company's "sharepoint" the drop down boxes present in the file get populated via a macro in "ThisWorkbook" page but sometimes these drop down boxes don't show any values. What can be the reason for this? Can't share the file because of data security policy of my organization.
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Jul 25, 2006
I currently have several pivot table that's linked to a single pivot table(let's call it X) in the same workbook. I'm doing this to limit the file size because the data in X comes from a text file that has millions of lines. However, it's such a pain every time I need to update the tables because simply clicking "refresh" does not update those tables that are linked to X with new data. I would have to instruct the wizard in every linked table to point to X every time. I'm trying to write a small program to re-point to X for each of those other pivot tables whenever i refresh data. However, after trying to record the steps to do this I'm still unable to run these
Sub Macro1()
ActiveSheet.PivotTableWizard SourceType:=xlPivotTable, SourceData:= _
"PivotTable1"
End Sub
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Sep 5, 2006
Is it possible to create pivot table from another multiple pivot table.
Example: I have two diff pivot table "Income" and "Expense" as well
and I need to preapare new pivot table using with those two pivot table
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Aug 27, 2008
I have a pivot that shows Location, Dept and Total Sales by month. So Location and Dept are in the row area, Period is in the column area and Total Sales are summed in the page area.
Well, they decide they do not want to see Dept: 999 on the pivot. Thats easy, just click the dropdown and uncheck it....they are amazed at my ingenuity!
Well, they then notice Dept: 999 is no longer included in the Location total or grand total....makes sesne to me I say!
Well, they then specify that Dept: 999 should NOT appear on the pivot but SHOULD be included in subtotals / totals.
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Mar 18, 2013
I manage a team that quote for business. They are targetted on number of quotes per month but then also wins per month, however a win may come a number of months after the original quote was generated.
They work off a spreadsheet where they log:
Quote date (And month)
Quote Value
... customer info etc
Win month (against orginal quote information)
Win value (against orginal quote information)
I started writing my pivot using the Quote month as the main reference point, IE Quote Month in the Row, and then put all the data in the central drop data section... However, there are two immediate problems with this:
They are targetted on quotes generated per month, some business won has come from last year, which they are lifting from the old spreadsheet and puttin in my new one... meaning that quotes they generated in Oct 2012 are now showing up as quotes for October this year.
If the wins span a number of months they are showing in January (if quoted in January) and not in March (when actually won)
Is there a better way of writing my pivot table??? There must be... ideally what I would like is half the table referencing the Quote date and half referencing the order date... but I don't know how to do this? I could probably do this with pages but I would like to show all on one sheet...
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Mar 5, 2014
I have 12 months worth of data in twelve separate workbooks each with a pivot table, I have copy/moved the pivot table tab from each into one workbook so now I have a workbook that consists of 12 tabs each with a pivot table. What I would like to be able to do is create a summary table with the full years data; where I am running into problems is that each months table has slightly different row and column counts and labels making any formula like =sum([sheet 1 cell a1]+[sheet 2 cell a1]) problematic.
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Oct 14, 2003
if there is a way to display a table as column percentages but have the totals as raw numbers.
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May 2, 2007
I am trying to find a way to count the total number of pivot fields in a pivot table so I can remove ghost pivot items that are no longer in the pivot table data. My code for this subroutine is as follows;
Sub RemoveGhostPivotItems()
Dim ghost As PivotItem
Dim pt As PivotTable
Set pt = ActiveSheet.PivotTables(1)
pt.ManualUpdate = True
For Count = 1 To 10
On Error Resume Next
For Each ghost In pt.PivotFields(Count).PivotItems
ghost.Delete
Next ghost
Next Count
pt.ManualUpdate = False
End Sub
My code makes an assumption that I have 10 Pivot Fields or less. It would be nice to actually know the number of Pivot Fields so my "For Count" Loop would be more efficient. In otherwords;..............
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Jun 19, 2008
I've got 4 pivot tables (all derived from the same base data) on 4 separate worksheets. I've been able to (with this help of this site) to use VBA to hide pivot items on all of these sheets using a list on a user form. Hide/Show Pivot Table Field Items. Hide Pivot Table Fields Pivot Items by Criteria
I now need to be able to show all the pivot items on only 3 of the 4 pivot tables, with the 4th pivot table being left untouched. For ease assume that my sheets are sheet1, sheet2, sheet3, and sheet4. The tables I wish to update are on sheet2, sheet3 and sheet4. The pivot table on each sheet is called "PivotTable4" and the pivot item is called "Business". The pivot item contains 12 business names (Business1, Business2 etc etc)
Is there an easy way of doing this? I've spent the day looking through the internet and various "Dummies" books but with little success, I fear that I'm obviously below even Dummy level
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Feb 15, 2009
I have a question of the best method to add STATUS comment column to the right of a pivot table say during a status meeting and when the pivot table is refreshed that the STATUS comment is locked with a specific row of data in the pivot table...
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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 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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