Date Formats Not Picked Up In Pivot Table

May 16, 2012

I have inherited a spreadsheet that I need to update soon. It takes data that has a date field and creates a pivot table by month. The person who created it completed it thru February. Now I have added data for March and April, but the pivot tables can not find this new data and I suspect it is because of the date formatting (I have done the Change Data Source under PivotTable Options to include all the new data).

The reason I suspect the date format is that she built a button to run a macro named "dateformat", which is not in the workbook. I have tired to manually format the date using the format painter from the February dates that the pibvot table recognizes, but I still get no results.

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Copy Pivot Table & Paste As Values & Formats

Nov 16, 2007

my macro pulls download in on sheet1. On sheet2 it makes a pivottable of it with horizontally displayed the suppliers and vertically the codes of products. This is of course dynamic (one month it may contain 10 suppliers + 8 products, other month 15 suppliers + 20 products). On sheet3 is the (static) lay-out of all suppliers and all products. Now, what I want is that all fields <> empty (or zero) from the pivot table are to be copied and placed in sheet3, the 'report' I have to fill in. index and match won't do the job I think.

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Aug 28, 2009

I'm having a devil of a time trying to preserve the formatting on a pivot table that I made in Excel 2003. As near as I can tell, I've done the appropriate things --- check the preserve formatting box, uncheck autoformat --- but my formatting is not preserved when I pivot.

Adding to the mystery is the fact that some formatting is preserved but not all. I'm guessing either I'm missing something obvious or this is just an unruly, rogue pivot table that refuses to be formatted.

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Apr 29, 2006

I have data that develops 3 to 4 pivot table each day. I would like to know if there is a way to change the date on one of the pivot table and have the other pivot tables date change to match with the first pivot table. At this time I am going to all 3 or 4 pivot table to select the correct date. The date is in the page position of the pivot table. I have attached a small sample of the data and the pivot tables.

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Aug 2, 2013

I have this concept of a table of responses that have to be generated every month or on command. These reports export from a website into a certain format, its easy for me to adjust it so it can populate a the table. Although, i want to incorparate my date picker so everytime i pick a certain date a diffrent set of data will populate from the report. it seems very possible, just need to know where to go from. Either a VBA code or a fomula to allow for this to happen.

Heres and example..(cell linked to date picker)........column1 column2 column3,(date picker from microsoft),,each has a corresponding month

.....................................................................jan
.....................................................................feb
.....................................................................etc.

say i pick january, i want these columns to give me my data from a sheet or other workbook(the january report). i want everything linked so it will do this for virtually every month of the year. ive attached an example, the only thing i can think of is to make the cell that changes with when i pick a date to link to the report criteria.

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IF And AND; Add A Line To The Code So Date Picked By The User Needs To Be Both Weekday And Not A Day In The Past

Jun 20, 2006

See attcahed code. I need to add a line to the code so date picked by the user needs to be both weekday and not a day in the past.

e.i today : 20/06/2006

if user pick a date before today or a weekend date pivot table does not update.

Private Sub MonthView1_DateClick(ByVal DateClicked As Date)
Application. ScreenUpdating = False
If Weekday(MonthView1.Value, vbMonday) < 6 Then
With PivotTables("PivotTable1")
.PivotFields("DATE").CurrentPage = Format(MonthView1.Value, "dd/mm/yyyy")
End With
End If
Application.ScreenUpdating = True
End Sub

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Dec 27, 2012

I have a birthday list with name, client, birthday. I want to create a pivot table that groups by month. Report layout is tabular. Then within that month, name, client & birthday (in date order). So my end result would look like;

January Jim Jones Company 1/4
Then rest of January names 1/15

Etc.

Right now, I can't get the birthday to sort by date within the month.

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Jun 10, 2013

Inside my raw data, there is a field for dates with the format of "mm-dd-yyyy". When generating the pivot table, the date is simply "mmmm". Where did the rest of the date field go?

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Jun 12, 2014

I am having the hardest time trying to get my pivot table to sort right. I downloaded data over a 7 year period and its sorted by months (January-2005 etc). The issue I am having is excel is putting it into this format

January-2005 January- 2006 ......... February - 2005 February-2005.

I need it to sort chronologically

jan 2005, Feb 2005, March 2005...... Jan 2006, Feb 2006 etc.

What do I have to do to get this fixed. I would rather do not have to do it manually each time I need this type of data.

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Jan 1, 2007

I am recording events on a day to day basis in excel using the first column as the date, second column as start time, and third column as end time. So an entry might look like 1-Jan _ 13:00 _ 13:40, in the three columns across. There will be multiple entries for each date, but the number of entries for each date will vary. Entries may also overlap in times. For example, the next row may read 1-Jan _ 13:10 _ 13:45. Some times there will be gaps such as a third row readng 1-Jan _ 14:15 _ 15:00. What I would like to do is compute the total elapsed time spent on projects for each day, not counting any overlaps. SO even though the total time spent on those three projects for January 1st is 120 minutes, I would like to know how much time during the day is spent doing work, regardless of how many projects are being done at the same time. So I would like excel to be able to tell me that on January 1st , 90 minutes of the day was spent on work. Hopefully this makes sense. I also need it to distinguish between dates so that it can tell me how much time was spent on January 1st. then January 2nd, 3rd and so on. It would be great if this ould be computed as the data is entered. Maybe It could record it on a new sheet with a column for each date and then it lists the time spent on that day in the row below it.

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Pivot Table Will Not Group Date

May 1, 2007

I am challenged/very frustrated with my pivot table which will not group dates (returns an error message).

In reading other posted questions, I see that my problem is caused by empty date cells. Is there a way around this?

My spreadsheet will be used daily to input Invoice details - part of which is the date of invoice. If I were to select 'refresh data', this would not be pulling through any new data as it wouldn't be in the range. I had made my range A1:K1500 to incorporate future entries, but then I have empty date cells as to date there are only 200 entries.

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Pivot Table And Calendar Date

Jun 3, 2006

I have a pivot table which contains dates in the drop down list. I wanted user to pick dates from calendar control tool rather than pivot table dropdown list.

I put the following code;

Private Sub Calendar1_Click()
If Weekday(Calendar1.Value, vbMonday) < 6 Then

Range("B3").Value = Format(Calendar1.Value, "dd/mm/yyyy")
End If

End Sub

it works for most of the dates but not all. Also it does not recognise the dates in the new month.

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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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Jun 16, 2014

Not sure if this is possible but I have a sheet of data which is effectively a project plan. It has a list of resources, role and phase etc. I then have lots of rows which are w/c dates and under each "week" I have the amount of hours or days they work. So for each person I can record their hours etc.

I then need a Pivot which basically collates the data and displays each phase's total hours but month. There maybe multiple phases or and each person may appear in each phase

I've attached an example - Excel Problem.xlsx‎

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Jun 16, 2014

I have a question with regards to the display of the Date filter in a pivot table I am making.

As it stands, the filter function is displaying like this : date 1.JPG

I am looking for the filter to look more like this : date 2.JPG

I believe that I have all the dates in the source table formatted as "Date".

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Feb 1, 2008

I have attache a file to use as a reference, the real file is over 10 000 rows long.
What I need is to be able to quickly make a summary of each company within a certain period (let's say monthly) and be able to calculate the sub total of the GST column. Every report that's created than needs to be saved and put into a seperate file e.g 'TFQ Sep 07'. I understand I need to use a Pivot Table but can some one just give me quick example of how I would do this?

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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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Dec 5, 2013

How do I stop a pivot table adding data together?

e.g.

1st Nov -100
1st Nov - 100
2nd Nov - 200
2nd Nov -200

I want this but instead get this:

1st Nov - 200
2nd Nov - 400

I need the pivot to split it out,

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Apr 18, 2014

It's a given that formatting doesn't alter underlying values in all areas of Excel, merely changing the way cells look. But in the attached I show two pivot tables using exactly the same data with the sole exception that the first one has the date numbers formatted as numbers whereas the 2nd PT has the date numbers formatted as dates.

With the 2nd PT it will accept the Group by month functionality whereas the 1st PT won't.

On the face of it PTs seem to take more notice of the way a number is formatted when it comes to grouping rather than treating the number as a date which it can group.

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Feb 18, 2014

How to filter the pivot table in the attachment by the Posted date. I only want to look at the data for dates within 30 days of today, and can't figure out how to do that manually, much less programatically. The attachement is a small sample of a huge report I receive; all I get is the pivot, which contains tons of information. I filter it down by my various criteria, but that's still hundreds of thousands of lines. Limiting to the last 30 days can make a huge difference, but I can't find the trick to it.

Example.xlsx‎

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Jan 9, 2013

I have a pivot table where I would like to add a column for the date next to each item listed in the pivot table. When I do this the pivot table sums the date, which is an incorrect number because it is adding a date to other dates. If I move the data to the row option it moves it under each item and the formatting is off. Is there a way to add the date in as a column without it sub totaling? I need the other columns to keep their totals.

I also was having issue creating a calculated field - below the total to show cost per item and then the profit. Is this possible.

I created a screen shot example to show what it is doing. (1st picture)

2nd picture shows what I would hope to achieve.

[IMG][/IMG]

[IMG][/IMG]

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Oct 23, 2013

Have a simple Pivot table that i have grouped in 14 day buckets.

Currently, the date range looks like this:

1/21/2013 - 2/3/2013

However, I want the range to show the 'last' date only.

Is there a simple way to do this? I just can not see it in the format cells menu...

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Apr 22, 2014

I have a table with business data such as units sold, revenue etc. entered by date (1/1/14, 1/2/14...) for 4 different business units. I have this data summarized in a pivot table. The pivot table is set up with the date filter as a row label. I would like to have a consolidated report on another worksheet with a drop down menu being used to control the date filter on my pivot table.

The following items would be on the drop down:

Yesterday, Month to Date, Quarter 1, Quarter 2, Quarter 3, Quarter 4 and Year to Date.

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Nov 16, 2005

I'm making a Pivot table and i'd like that the different field will be displayed on each line.

here is an exampe of what i have and what i want to have

______Group____Average age
Man_____1_________16
_________2_________22
_________3_________25
_________4_________33
_________5_________48
Woman__1_________16
_________2_________22
_________3_________25
_________4_________33
_________5_________48

Result needed

______Group____Average age
Man_____1_________16
Man_____2_________22
Man_____3_________25
Man_____4_________33
Man_____5_________48
Woman__1_________16
Woman__2_________22
Woman__3_________25
Woman__4_________33
Woman__5_________48

Where can i found the option to edit? if it's possible.

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Mar 19, 2007

I have a master list that is updated in real time by linked worksheets from several people. While my actual report covers 7 managers and 7 different products (contract types in this example), I have summarized and simplified the input in the attached file. There are three pertinent dates the date assigned to the manager (col A), the date completed by the manager (col F), and the date approved by the executive (Col G).

These dates will span month ends and I need to be able to provide monthly reports that provide details on the number of contracts and the dollar value all contracts assigned and completed by the manager during the month (say, February) as well as any contracts assigned in any month which remain uncompleted at the current month-end (e.g. the $7,500 Smith contract assigned on Feb 21st that remains uncompleted and the Feb 26th $200 Jones contract which was uncompleted at Feb 28th, but completed in early March, in this example). Can this be done directly in a Pivot table from the full master list, or will I need to have separate sheets in my workbook where I extract the pertinent records for that month?

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May 9, 2014

I would like to compare % difference between date range through pivot table

Date RangeProductAmt
1st weekABC1000
2nd WeekABC2000
3rd WeekABC1259
1st weekXYZ3000
2nd WeekXYZ4000
3rd WeekXYZ2500

How to plot a Pivot table to compare the % difference between 3rd Week Vs 2nd Week Vs 1 Week for each product through pivot table?

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Sep 28, 2011

I have to generate a report using a pivot table, that tells me what work was done on time and what was late. Entering a formula outside the pivot table sees the scheduled start date drop downs as "blank" and says they are late when they are not. I cannot seem to use the value fields when I try to create a calculation field within the table. I use 2010 at work, 2007 at home.

sep 11-17
FGHIJK10Count of WO No.

=IF(G12>=H12, I12," ")=IF(G12

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Nov 11, 2013

I have a pivot table with the following items;

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then the pivot table of data shows
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When you click on the drop down to adjust the filter for the Date it gives you the whole list of dates, day by day as it is in the source data.

Is there a way to make it in the filter by month and year, the way it would in an ordinary filter. So if I wanted to have the pivot table show only the values with an October date I can, rather than having to deselect all and then individually check the boxes for the 1st through to the 31st of October.?

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Jun 25, 2008

When using a Pivot Table I regularly filter on known data specific to me i.e. WBS codes.

Column A contains the WBS Codes which can be as many a 1000, however, I only need to filter out the 10 or so I require, and currently I uncheck all the records and manually scroll through the list to check the ones I require.

In order to speed things up I recorded a macro which works fine, however, If I need to check any new codes I would have to record the macro again, as I tried to edit the Macro and all it does is to un check all the other codes I don't need.

Is it possible to create a Macro that picks up a range of data that is then used to filter on. (i.e. only the records I require)

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Feb 13, 2014

I have a report I am attempting to populate with data from a pivot table in another worksheet. Column A holds all the reference numbers (primary key), column B contains various start dates, and I want column C to contain all the payments made since the start date for each reference number.

The source data is a pivot table with Row = Reference number, column = transaction date, values = transaction amounts. This is an extremely large table, as I'm processing data from almost 1,200 cases, which each have around 20 payments spread over the last year, on completely random days. What I would like to do is build a formula in my report which looks up the records for the reference number from column A, and then adds up all the payments which have been made after the date in column B (and ignore any payments in the table which are before that date).

And to make things more complicated:

if an error is generated, it needs to return as 0, not #N/AThe report has the dates in UK format dd/mm/yyyy, but the pivot table has the dates in SQL format: yyyy-mm-ddThe pivot table is connected to a SQL database via ODBC and has to refresh every time it is opened.

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