Excel 2007 :: Pivot Table - Daily And Monthly Field Grouping
Oct 17, 2011
I'm using Excel 2007 and am having an issue with grouping/ungrouping fields in pivot tables.
I have 2 separate pivot tables, both from the same named data source, but summarizing different data selections. Both tables include the date field, I am trying to produce both a daily and a monthly table, but whenever I change the grouping/ungrouping of the date field setting on one table, the other table changes to the same grouping.
Is there anyway to have one table with an ungrouped date field and one table with the grouped to month date field?
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Sep 10, 2013
Using Excel 2007 I have a pivot table that counts that number of incidents based on month and year. To get the month and year I group the date field as months and years.
My problem is if I want to filter specfic months in say year 2012 it also takes out the month in 2013. I though it used to give you the option of year and date in the filter but mines are 2 seperate filters.
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May 20, 2008
I have an expense ledger that looks essentially like this but spans seven months and counting:
HTML 18-Apr-08pizza$10.00Food
14-Apr-08book$12.50School
13-Apr-08milk $3.99Food
13-Apr-08soap $3.99Grooming
I have been using pivot tables with great success to summarize my data according to categories, payment methods, etc. But now that I want to track monthly spending for each category, it is not working out. Grouping the date fields doesn't work for me for the following reasons:
1. After grouping, the pivot table treats Jan as the oldest month for sorting purposes even though it isn't so in my data set.
2. Based on #1, I believe that the pivot table’s monthly grouping works like the month() function, which returns the month without the year attached. This will not work for my data, which will likely span more than a year eventually.
3. When I choose to group the date fields in one pivot table, they also get grouped in other tables where such grouping is undesirable.
Can I use sumif() or sumproduct() in conjunction with a pivot table or some other way to tabulate my monthly totals?
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Mar 19, 2009
I believe that I am finally getting the hang of pivot tables and VBA ... pretty nice. Now for my latest frustration - calculated fields.
I have a pivot table created which compares two years of data. The problem seems to be that this data is from the same data field (PINSAL) even though it shows in two columns (year 2007 and year 2008).
1 - I need to subtract the 2007 figure (column C) from the 2008 figure (column D) in a calculated field called DollarVariance
2 - I need to divide DollarVariance into the 2007 figure to create a calculated field called PercentVariance
This seems easy to do if I had two different variables used to create the 2007 and the 2008 data but it is the same datafield. Can I use column letter? Can I use the column name assigned by the pivot routine (12 - 2007 and 12 - 2008)?
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Jan 26, 2012
I have a table of data which I am analysing in a Pivot Table. For the majority of the data, the Pivot works very well: however I have a small issue, but it subsequently means the Pivot is useless.
Within the table array that I am referring to, there is a column of data of "Days per employee for a given period". The rows of data within the table array relate to every absence entry per employee, but this final column of data always contains the same figure (although can differ from employee to employee).
When I put the data into the Pivot, I can summarise the absence(s) as a simple sum. However, this final column of data should not be summed, since it is already the sum figure.
This figure though needs to be part of the Pivot, since I need to report on the percentage of absence days per type over the given period. So, the simple representation of =absence day(s)/worked days does not work... well I cannot get it to work. Additionally I have tried features like % of, but nothing.
I am using excel 2007.
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Nov 3, 2012
Excel 2007
No empty rows
No empty cells
No calculations in cells
Field names look fine - no punctuation no merged cells
If I select one column - any single column I can generate a pivot table but not with multiple columns
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Nov 18, 2012
I have a set of sales data and need to create a run rate which is simply = Total Sales/Selling Day
Selling day changes most days.
I put the calculation into my pivot data but it's summing up, (instead on 12 I get 720) so I changed this to Average so I get the right figure in the Pivot but when I then use this field, it doesn't use the Average amount, it uses the summed figure.
So what I need is Total Sales/X
X = Cell Reference
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Oct 2, 2013
I'm having an issue getting the correct results from a calculated field in a pivot table in Excel 2007.
In column A I have "Business Name", in B I have a sum of the amount of lines a customer has, and C is a MAX of the number of employees the customer has at their location.
In one example I have a business with sum 50 lines and max 30 employees but when I try to make the calculated field 50/30 (should equal 166%) i get 9.2% instead.
The reason appears to be because there are 18 types of lines the customer has and 18 x max 30 = 540 and 50/540 is 9.2%. In the attached example it's all the same business location so the total number of employees (30) is the same for each row and each row in the raw data is a set of lines with similar features.
I attached an example. CalcFieldProblem.xlsx
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Jun 19, 2013
I have data sheet that has a field minutes. I a pivot table I have the Average Minutes per category. How it the pivot table can I show the Average minutes as Days, Hrs, Minutes? I am working in Excel 2007.
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Mar 27, 2013
I cannot solve with Excel 2010 and I have searched all over for the answer.
I have sales data that is approximately daily and would like to count the monthly data and summarize it as an average for the month in a separate column.
For example, I would like to turn this:
3/2/2005 $xxxx
3/5/2005 $xxxx
3/20/2005 $xxxx
4/2/2005 $xxxx
4/10/2005 $xxxx
Into this:
March 2005- $xxxx (monthly average)
April 2005- $xxxx (monthly average)
I have a feeling some 'countif' formula would work but I am not sure how to do this.
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Jun 30, 2014
I have a pivot table with multiple row fields and multiple column fields. One of the column fields is a Date and I need some VBA that will auto-sort the columns into ascending order by the Date column field.
E.g., if the first four column labels are "2-Jun-2010, 13-May-2009, 16-May-2013, 17-May-2012" then i want the sort to arrange them as "13-May-2009, 2-Jun-2010, 17-May-2012, 16-May-2013".
Note: This is the left to right order of the columns i'm talking about, not the top to bottom order of the rows, or the data in the rows but specifically the column labels.
I've tried googling a solution and I can find a variety of code that deals with sorting the data in the rows in all sorts of ways, but nothing on how to order the columns.
i'm using excel 07, and the source data for the pivot table has the Date field formatted as custom "dd-mmm-yyyy". This can be changed if necessary.
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Nov 14, 2013
I have an excel 2007 script that downloads daily stock data and prices. I do analysis and graph the data.
I would like to keep the download the same, but modify my analysis so as to obtain weekly and/or monthly data.
I am sure this is commonly done, and is not rocket science, but so far I am baffled as to the procedure / algorithm to do this.
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Apr 28, 2014
I had a workbook in Excel 2003 that i just moved to 2010. In the 2003 file I had 2 pivot tables, one each on a worksheet, looking at the same data, just grouped differently. One yearly, one quarterly.
Now in the 2010 workbook whenever I change the grouping on pivot table, the other one changes also. It's like they are linked together or something.
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Apr 25, 2014
I have a Pivot table showing costs of several types of items.
The issue is, the cost of an item is not in U$, it is in amounts of the unit value (example: Unit value of an item (cell A1) = U$500, and Item Cost (cell B1) = 2, the total cost is U$1000).
So instead of showing just the Item Cost (U$500) in the pivot table, I need to show 500*2 (A1*B1) which would be U$1000.
Can this be done in Excel 2010?
I don't want to create a new column with that multiplication, because I'm doing a monthly cost for the items.
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Dec 3, 2012
I have:
Excel 2003ABCD1StockDatePriceReturn2MSFT31-Dec-1027.91-6.97%3MSFT31-Dec-093054.32%4MSFT31-
Dec-0819.44-45.39%5MSFT31-Dec-0735.619.22%6MSFT29-Dec-0629.8614.19%7MSFT30-Dec-0526.15-2.13%8MSFT31-
Dec-0426.72-2.37%9MSFT31-Dec-0327.37111.84%10MSFT31-Dec-0212.92-21.98%11MSFT31-Dec-0116.5652.77%12MSFT29-
[Code] .......
and would like:
Excel 2003ABCD1Sum of ReturnStock2DateBAINTCMSFT331-Dec-970.83851.14150.5659431-Dec-98-0.33350.68793.2921531-
Dec-990.27041.77732.3668629-Dec-000.59270.4606-0.6286731-Dec-01-0.41240.04620.5277831-
Dec-02-0.1493-0.5049-0.2198931-Dec-030.27741.05841.11841031-Dec-040.2285-0.2702-0.02371130-
[Code] ...........
Code:
Sub codedPTable()
Dim pt As PivotTable
Dim strField As String
Dim WSD As Worksheet
Set WSD = Worksheets("Data")
[Code] ..........
Only prints this:
Excel 2003ABCDE1Sum of ReturnStock2BAINTCMSFTGrand Total3Total1.99894.69867.331214.0287Sheet2
If you have a more compact macro than what I tried to change above even better (the data is in the simplest testing format).
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May 13, 2003
I have a Pivot Table with pivot fields and data. I would like, through VBA, to get the list of values that can be chosen from a given pivot field.
For example, a list would be Product1 / Product2 / Product3 .... I would like to read that list and put it into a drop down list in a form.
GOAL: I have several Pivot tables on the same sheet with similar fields and I want through macro to allow the user to update them all with one click.
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Apr 21, 2014
Using Excel 2013.
I am trying to get DistinctCount from a field if another field in the same table is greater than zero.
PowerPivot DAX -COUNTIF
[Code] .....
The count returned includes all not just values greater than zero. How can I get just values greater than zero?
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Nov 1, 2011
I've created a pivot table and I'd like to index through each "value" in the page field and then copy the results to another sheet, one sheet per field returned.
I can't figure out if it's possible to index through the list though. Is it possible?
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May 29, 2014
Any way to create a calculated field in an Excel 2010 pivot table that will find all the Transaction Types (Report Filter) with "transportation" in them and make the field Quantity 0 and leave all other quantities the same? I do not want the quantity of transportation added in twice and may not have the flexibility of adding a column to the raw data.
I used the formula below in a calculated field and it does not match the values using the added column to the data file.
=IF(ISERROR(SEARCH("*transportation*",'Transaction Type')),Quantity, 0)
I am trying to get the sum of Quantity field to equal the AdjQuantity field using a calculated Pivot field and not add a new column to the data.
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Apr 23, 2008
In building my pivot table my data that I want to show in the column area is showing up as rows stacked on top of each other. In the column section I'm trying to show Total Budgeted Amount next to Total Actual Amount but on the layout it's showing the two stacked on top of each other is there some kind of hidden key that I'm missing?
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Apr 19, 2013
I prepared a Pivot Table and then i add some data in it but now all data is not showed by Pivot Table.
I do all necessary things like refresh and all but unable to increase a range.
How to increase range for Pivot Table in 2007.
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Oct 9, 2008
I have a pivot table in Office 2007. I want to filter the last column such that the values in the data area are greater than a certain number. But all those filter options are grayed out. The only option available (and working) is to select the top n entries. So clearly a reference into the data field to filter a column works, but why not by value?
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Sep 26, 2011
I cannot remember how/if I can ALWAYS exclude blank results from my pivot table.
I'm hoping i don't need to use a macro, it should be in the settings for the pivot table, I hope...
I use Excel2007.
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Apr 12, 2012
In my data, I have:
1. Age (up to 20, 21-30, 31-40)
2. Gender (male, female)
3. Location (London, Paris, Berlin)
I want to see Age and Gender as column labels and Location as row labels. However, I don't want Gender as a sub-set of Age - I want Age Labels followed immediately by Gender labels ie:
Upto20 / 21-30 / 31-40 / Male / Female
I don't want: 21-30 Male / 21-30 Female / 21-30 Total / etc etc..
Is there a way to specify this in a pivot table?
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Dec 10, 2009
In Excel 2003 I created a macro that copied data from a table, pasted into a new sheet, created a pivot table, copied and pasted that data next to pivot table, sorted, copied and pasted into chart data. I've used this macro in Excel 2007 with no problems.
Now I'm trying to create a similar macro but it won't complete the pivot table. My Pivot Table Field List should have the Row Label and Values populated but when I run it all that is populated is the Values field.
Is there something in 2007 that will not allow me to create a macro using a Pivot Table or am I doing something wrong? The code is below if that helps ...
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Feb 8, 2011
I have a pivot table that summarizes jobs that need to be completed on a specified date. I need to put that information on a calendar, but I would like to concatenate all information from that date so I can do a vlookup from the calendar. My other problem is that the number of cells change for each date, so I cannot specify exact cells, (some only have 1 entry, but others may have 4 or more). Can I specify a range of cells based on the result of the pivot table?
I have attached the pivot table, calendar and the data sheet with the vlookup info. Am I using the proper calendar or method to find this info?I have struggled with this for over a week now.
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Jan 3, 2012
I have created a pivot table using a family name in row labels. The names appear in alphabetical order unless the person's name is the same as a month or day of the week. The result is that I have Mr Sun and Mr May at the top of my list, rather than listed alphabetically. Sorting the list does not solve the problem. It switches Mr Sun and Mr May, but does not included them in the main list. Is there a setting I can use that will stop Excel 2007 thinking that these words are something that they are not?
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May 4, 2011
I have a pivottable that has a calculated field returning a percentage of two other feilds. I have pivotcharted the result and now want to include a median of the calculated feild results on the same chart.
I want to use a pivot chart as it'll accomodate changes to the data range and different page fields.
using xl2007
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Nov 9, 2011
I'm using Excel 2007. My pivot table seems to be limiting me to 256 columns in the Values/Data area. In researching below I believe that I should be able to have 16,000 columns in my Pivot Table.
[URL] The "Big Grid" and Increased Limits in Excel 2007
PivotTables Maximum rows displayed in a PivotTable report is 1 million.
Maximum columns displayed in a PivotTable report is 16,000.
Maximum number of unique items within a single Pivot field is 1 million.
Maximum number of fields visible in the Fields list is 16,000.
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Aug 8, 2012
I have a stripped down data source for debugging purposes. I only have 4 rows of data for test purposes. The dates are formatted as dates.
When I create the pivot table the dates become my column values. When I select the first date in the pivot table the Group By Field menu option is grayed out. I tried setting a tabular format but didn't work.
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