I was able to use pivot table to set up the balance sheet and income statement.
1. now each month is a field which I can choose to add to the report, but the field list is getting too long (and growing). Is there a way I can insert 1 field (for the user to input the exact date) or 2 fields (to input year and month) and the pivot table can pick up the input and refresh either automatically or manually.
2. I looked into the "group" function in pivot table, but how do I group the above data in quarterly and yearly fashion so the user can get those information quickly?
I'm trying to produce a fixed format pivot table in Excel 2010. Normally I'd just construct a manual table using COUNTIFS, SUMIFS etc, howver, for this exercise the requirement is to be able to click on any field and have a tab pop up with the relavent data a la Pivot Table. But....I need the Pivot table to have a fixed format (which I can do with 'Preserve cell formatting on update') and to have all of the rows and columns in irrespective of whether there is data or not (i.e. if I haven't sold any apples in June, I still want the 'Apples' field to appear, just with a value of zero). I had assumed that the option I needed was 'Show items with no data on rows/columns' but these options are greyed out. I've tried right-clicking on the whole table, on individual fields and on labels but still get the same greyed out options.
Is there any way I can retain all of the rows and columns?
- 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.
I am able to do simple pivot table but now want the following result
1. All the three zones in row fields. 2. Months in column field. 3. Revenue and running total of revenue (progressive sum) for all the months of desired financial years. ( I can get revenue and running total separately but I want these in alternate columns ie Revenue Apr-05, Revenue upto Apr-05, Revenue May-05, Revenue upto May-05 and so on)
Also how to get data for desired financial year only as 2005-06 (Apr-05 to March 06) or 06-07 (Apr-06 to Oct-06)?
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
Recently, the boss showed me a Pivot table & chart, which consists of a list of about 30 user names in the first column. The row headings were the different items they purchased from a vending machine. & when he clicked on any name in the first column, this created a new sheet, renamed with users name, with a small table of results showing what that person purchased.
Problem is, none of us can figure out how to do this. I have created a new Pivot table & chart exactly like the original, but I cannot get the smaller sheet to generate. (Excel 2010)
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.
I have a pivot table in 2010- is there a way to filter the data using an external reference from the pivot table? I'd like to put the value in another cell and have the pivot update automatically when I type a new value in that cell.
I have a workbook with multiple sheets.Sheet1 is named "UPC" and is a giant database for my workbook containing 80,000+ rows and 12 columns.
Sheet2 is named "Scan" and uses a bunch of index-match formulas. Basically, you scan a barcode and it auto-populates across the row all the information it pulls with that particular UPC from the "UPC" sheet. One of my columns, "QTY Scanned", in the "UPC" sheet has a countif formula to keep track of how many times that item was scanned on the "Scan" sheet.
Sheet3 is named "PSlip" and has a big button on it that you press and multiple macros go into overdrive. First macro takes all the rows from "UPC" with a quantity greater than 0 in the "QTY Scanned" column and copies it to the "PSlip" sheet.
Second macro takes that data and makes a pivot table.This is all clothing, pants, shirts, jackets, etc...When my pivot table is created, my Column Label is Size. When the pivot table is created, it automatically sorts it in ascending order, so it goes from numbers to letters.
This is great for pants because the size is in reference to a waist size; 24,25,26,27, etc...
HOWEVER, shirts, jackets, and other tops are not in a numeric size: they are in a Text format. XS, S, M, L, etc...
Sometimes we only scan pants for an order, sometimes only tops, sometimes both.
Is there a way for the pivot table to recognize when tops are in included and automatically sort the sizes?
I still want the numeric values at the beginning, but once the text starts it automatically sorts in this order:
I'm trying to create a pivot in vba. I can record what I have done but if I run that recorded code, it returns an error "Invalid call procedure or argument".
My problem is this: I use Excel 2010 and have Pivot Tables that are using a Data Connection which is being built (and rebuilt) with VBA. The Pivot Table field is calculating a field that contains an integer value. The Pivot Table field filter properly displays this value.
However, the Pivot Table itself calculated Sum field only displays 0 (aka zero). Other fields that are exactly the same as this one are displaying properly.
My data connection is built as follows:
Code:
ThisWorkbook.Connections.Add "ChartQuery", "", "OLEDB;Persist Security Info=0;DSN=Excel Files; DBQ=" & wbFullName & _ ";DefaultDir=" & wbPath & ";DriverId=1046;MaxBufferSize=1024;PageTimeout=5; BackgroundQuery:=False", sSQL, 2 (And yes, my sSQL is sound, there are no typos, no special character issues)
The filter in the Pivot Table shows my value (for example, 14) however it always only displays a zero
My Pivot Table is formatting the field (like the others just like it) as a Number, two decimals My Pivot Table data source is ChartQuery
The worksheet this is pulling from is also set to use Number format for the entire column, but changing that doesn't make any difference even on the other fields that are working.
My company uses financial analysis software to evaluate data on a monthly basis. The software has a report writing package that is similar (but not exactly like) Excel. There are 2 functions of this report writer that I would like to find out if
Assume A1=4 and B1=5 (but the data may vary in the future). In C1, I want an green up arrow if B1>A1. If B1
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.
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.
Why do blank columns with no information sometimes appear when I prepare pivot tables? Excel Version 2010. I hide the columns, but many times they re-appear on screen or print-outs.
I tried multiple variations of searches for this, but can't seem to get this to work. I've been asked to perform some analysis on the number of direct reports for each manager in our company as well as the number of total reports. I have been able to calculate this with no problem. My difficulty comes with the request to be able to display this information in a particular way with Excel. (this is using Excel 2010)
What the VP would like to be able to do is to drill down on each manager to see all of their direct reports, and then, for any of those direct reports that are managers, be able to further drill down into those people's direct reports. The difficulty I am coming to is that, depending on the employee, there can be as many as 9 layers of management when I work this all the way up to the Executive Vice President Level.
My data is currently laid out such that my first 5 columns are identifiers such as employee id, employee name, job title and organization information. After that I have columns for the managerial hierarchy. For example first column of this (let's call it column H) is the EVP, the 2nd column (column I) is the Senior VP, 3rd column (column J) has the various reports to the senior VP, 4th column (column K) is the managers that report to those in column J, and so on, up to 9 layers.
For example, one of the employees in my finance area would have name of the EVP in column H, the SVP in column I, the director in column J, and their manager in column L. The remaining columns that could house hierarchy data are blank for them because of where they are in the hierarchy.
When I set up the pivot table, I placed each field of the managerial hierarchy in the row area and then the employee field at the end. The problem I encounter is that with all of the blank cells in the data due to the varying levels of the hierarchy, I get a lot of (blank) fields in the pivot table for any layer below where the person fits in (ie, for the example above, the EVP, SVP, and manager name come in find, but then it is (blank) on down to the employee name.) If I deselect (blank) in the field settings, it eliminates all of the rows that don;t go as far down in the hierarchy, i.e. I deselect (blank) at level 5, any employee that is 4 or less levels from the EVP does not appear.
I also tried doing the same as above but including the employee name in my hierarchy (so for the example above, the employee name would be placed in column M). This worked a bit, but then after every employee was the series of (blank) drill down options.
The ideal solution that I've been asked to come up with would be to have the data display as it does when I've set the pivot table up with the employee name in the appropriate hierarchy level, but not have the drill down (blank) show for those that don't have layers below them.
I get a "Object variable not set" error when creating a Pivot Table from a cache. I want the destination to be in a different sheet in the workbook. I set the new worksheet as: Set WSD = Worksheets.Add and I reference WSD.Cells(2,FinalCol +2) in the destination field of the CreatePivotTable method. I use the code from the Excel 2010 VBA book I got last week.
I have created a pivot table in Excel 2010 that lists amounts used of particular items each month. Inside the pivot table value field settings i have changed the show values as field so that it displays the difference in usage from this month to last.
However if i now select a top 10 filter it only filters by the total number used as opposed to the difference in usage from one month to the next (which is the values displayed).
Is there a way that i can filter by top 10 by the actual values displayed in the pivot chart and not just the underlying data that creates it?
I have a simple pivot table that is types by state. I want to know how many types are in each state. In the attached image the answer for Alaska is 5, for Arizona 5, for Arkansas 1, etc. How do I get Excel to tell me that for each state?
I'm using Excel 2010. I have PowerPivot installed but really don't know how to use it yet.
Can Pivot Table chart add another data from another sheet? I attached the link for this file (Add data1), it is because the file consists of several sheets and I do not know how to show here.
I would like to add the data from the "Rate" sheet into the Pivot Table chart (Chart.PT). I made an example by using normal way (Chart.Case (9)), the column series in the chart is the one I added from the "Rate" sheet. I wonder if I could do the same in pivot table chart.
I have two pivot tables where if one expands a subtotal (in this case 'manufacturer') to give the lines below (products made by the manufacturer), is it possible for this to be mirrored in the second pivot? I noted a previous comment on using slicers across two pivots but I cannot do this in this instance, although I am using Excel 2010.
I have a pivot table, organized by industry (with a number of companies under each industry code. I am attempting to calculate the Herfindahl index for every industry, which is the sum of squared market shares of all companies in an industry.
Current situation: I have a column sales and a column market share (which uses the information of sales and shows all items as a % of parent total, which is the specific industry; hence the market share of industry 2821 is 1).
Problem: I am trying to get the market share (so the squared value of the current market share column) of all companies in a particular industry, as I want the sum of these values for every industry.
I am aware that by using Insert -> Calculated field, you can make a formula (market share*market share), but market share is not one of the variables I can select.
I am using Excel 2010 and have a workbook with two sheets - "Risks & Issues" which contains the source data and "Risks - Summary" which contains a Pivot Table called "Dashboard"
I would like to create a command button called 'Refresh Data' which will be on the "Risks - Summary" sheet. When I add a new line to the "Risks & Issues" sheet, I would click the button in "Risks - Summary" and it will update the Pivot Table range.
So far I've tried using some examples found on this site, although with no experience in VBA macros, I'm not really sure what they do; all I know is that they cause an error.
Code:
Sub Refresh_Click() Sheets("Risks - Summary").PivotTables("Dashboard").SourceData = Sheets("Risks & Issues").Range("A2").CurrentRegion.Address(True, True, xlR1C1, True) End Sub
I have some code that runs and loops through each pivot table to refresh it; however, I remmed out the code so that it only loops once - telling it to refresh the first pivot; the thing I'm confused about is that after the code runs, it appears to have refreshed all my pivots. I think it's also important to note the each pivot table is linked to the same data source. (an external ds)
Maybe when this is the case, refresh will always refresh all?
I have a quantity - thick/dia - width - length fields used as row labels, I would like each cell to have a border, after each update I get negative results to preserve the cell border formatting. Col b,c,d,e continually lose their cell border formatting after updating the data.
PIVOT TABLE FORMAT PRESERVATION DURING UPDATE 12-30-13.xlsx
how to fill the blank cells in a Pivot table. I am using Excel 2007. How to do it in excel 2007. Heard that there is a provision in excel 2010 version.
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.
