I have several competitors balance sheets (around 15), they all have the same structure, what i will like to do is summarize all this data into a pivot table to have a grand total but also be able to filter the data by single competitor.
I have tried to do multiple consolidation ranges, power pivot, pivot but i was unsuccessful, maybe i arranged the data wrong or im not using the right solution. im using excel 2013
In Excel 2013, I have a pivot table showing the deals that our sales team are trying to close during this Qtr. and how much revenue we hope to get from those deals during this Qtr, next Qtr and beyond. The FILTER area of the pivot table is used to select the current Qtr.In the ROWS section, I set the "Deal ID" field with a value filter to Top 10 items by current Qtr revenue.
Data is refreshed weekly.
At the start of the Qtr, this works perfectly.
Towards the end of the Qtr, (when there are less than 10 deals with revenue this Qtr, and lots with 0), the "Top 10" filter is showing all the deals with 0.
How can I filter a pivot to show items that are >0 AND Top 10?
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?
I am trying to display data on a chart and dynamically change the items to display by manipulating the filters. What I cannot figured out is how to display the Pivot Table Grand Total column on the chart. This is the total that the pivot creates and there is no total field in the data. Hope this explanation I gave is clear.
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?
In Excel 2007 is it possible to filter the "Values" in a Pivot Table?
I am tracking the Gross weight of shipping containers. My table sums the weight of all items in a container by container number. So my rows are 9 digit container numbers and my data values is a Sum of part weights. I want to be able to filter out containers above a certain weight.
Row Labels Sum of Gross Wt. - Lbs 10003150588929 10003153258700 10003155984958 1000315651530 10003156549761
I know I can simply copy and paste into a new tab and sort it there, but I'd like to be able to do it internal to the pivot table if that is possible.
I have a database in Excel 2013 and now I want that when a value (a person's name) is entered in a cell. That then the database sort of filters the list for me, so it's still possible to make changes in the entries.
Picture above to specify the search, which I would therefore like to edit
Dashboard_Action Pool Team 7.2.xlsm
I have been all morning working on a simplified version of the tutorial from YouTube: Create your own Excel Search Pt. 4. But came back later so only then that I can not change the data:?
I have a pivot table which has a report filter. The report filter can have anywhere from 20 to 350 values. The user will be able to select multiple values from the listing to produce the table as needed. I would like to be able to display what values were selected in the report filter so that the user can see this information once the pivot table is rendered. Is there any way to display this information either above below or along side of the table itself?
I am using Excel 2011 for Mac, but I also have access to Excel 2011 for Windows. Either way will work. I have been able to get quite a bit of what works on Windows to work with the Mac.
I'm on Mac using Excel 2011. This means I don't have "slicers", which is all my Googling kept turning up.
I have a pivot table with 4 different value columns, and I want to be able to filter it the same way you would a normal table - i.e. remove everything below a specific number in one column, and filter for only specific strings in another column, etc.
vba in excel 2013 pivot table that updates from an online CRM rows are a to h and it can be any number of rows. What I am trying to do is track progress. In column f values indicate probability for success 10 25 45 90, which can go up or down. The pivot table is refreshed to get the latest values from CRM. the update is handled by a connection to the crm not in the vba.
So far I been researching methods to conditionally format values that went up, down or remained the same since the last refresh with up down and across arrows. I have managed to piece together what I think should work but alas it is not. So I have come to you internet.
My code first clears any formatting and goes down the column avoiding null or empty cells, comparing the values in column f to values in column j. I have 3 conditions greater than, less than or equal to, and would like add an icon for each based on the result of the comparison.
Finally when it finishes the column the code copies the current values in the pivot table column f to column j outside the pivot table which i hope to be able to hide once the cf works. The code is below
In the coming months the company i work for will be transferring from Excel 2003 to Excel 2010 (i know, a little late......) and now i am testing some things at home.
We deliver lots of Excel reports to our clients where we are using Pivot tables. In excel 2003 we where able to hide items from the dropdowns using properties - hide items but when i now open an excel 2003 file in excel 2010 and want to filter the pivot table to (let's say) another month i see all my hidden items.
Is there an option in excel 2010 to hide items like i could do in 2003? (either regular option or VBA)
I just got into the world of PowerPivot, Excel 2013 and Pivot Tables and am in the process of creating a Dashboard which I will then be uploading to SharePoint 2013.
On top of page I added the new timeline filter which I've linked to my pivot charts. Now what I would like to do, is create an additional pivot chart which looks at whatever date range has been used in the timeline filter and subtract 5 years from that. So, when I select a date range of November 2013 - December 2013 in timeline filter, the additional pivot chart will show the details for November 2008 - December 2013. This is where I get stuck.
I'm using two SSAS cubes which I'm combining together in PowerPivot and then display in Pivot Tables and Pivot Charts.
I have a perfectly working pivot table and I would like to make some graphs based on the report filter. My report filter has 4 categories, with each more than 10 sublevels.
When I make one pivot graph/chart, this goes fine, the data is ok, and I am happy. But one I make a second, and thus adjust the report filter, the first graphs changes according to the filter. I dont want that to happen
Ultimately I would like a powerpoint presentation with multiple charts, based on one table, with different report filter filters. Updated ONLY on the values, not the filter.
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.
I have a set of four pivot tables on a sheet that I need to programmatically change a Report Filter (Page Field) so I can create sets of reports in an automated fashion. This will be the first step in that process. The change will involve choosing > 1 Role each time the code loops through based on Named Ranges I've defined that are associated with that Role.
My code thus far:
Code: Sub TestCode() Dim pt As PivotTable Dim pf As PivotField Dim pi As PivotItem
emm_dc_gsr is one of many Named Ranges that will contain a variable number of elements. Just using the one right now to see if I can get the code to work, I'll eventually make another Named Range/Array of all them so I can loop through each Report ("ReportPick").
I want the Report Filter to consult that Named Range for its values and apply those values to PivotField "Role" that is used as a Report Filter.
When running this code above, I get a "Role" Field that says "All" but no values (the table is completely blank), with no evidence as to why it'd be blank (all filters in every Report, Column and Row are working normally and are filled in). When I choose a value manually after the code is run, the pivot table values populate. Do I need to somehow index the Named Range in that loop? I'm just confused about this step right here:
For Each pi In pf.PivotItems If pi.Value = RolePick Then pi.Visible = True Else: pi.Value = False
When I've run other versions of the code, I've gotten an array version of it to "work" using LBound and UBound, but it never chooses the right two values even though those are verified as stored in the array via a pass-through. It chooses the first few values in the Report Filter.
Here's the corresponding code for that:
For i = LBound(myArray) To UBound(myArray) pf.PivotItems(i).Name = myArray(i, 1).Value pf.PivotItems(i).Visible = True Next
I do not care if I use an array or a Named Range. I just want something that is simple and works. Passing the values directly from the named range seems easiest to my brain, but I'm open to anything and I'm clearly missing something (probably silly).
I also have no idea why " .AutoSort xlManual, .SourceName, .EnableMultiplePageItems" is necessary though every piece of sample code I've seen seems to have some variation of it.
I've got general ledger information that I export out of my accounting software (see attached spreadsheet). From there, in another spreadsheet I do vlookup formulas to get information from this general ledger. However, in order for the vlookup formulas to work properly in the other spreadsheets, I have to go through this general ledger spreadsheet and manually enter just the first five numerical digits in column A for each Total row. I would like to be able to find a solution that would return just the first five characters of the category (column B found at the top of each section) into the cell in column A on each total row. I usually have to manually enter 50-100 of these many, many times a month so it gets time consuming after a while. I'm using Excel 2013.
I have a Table ("Table2") in a worksheet ("Dashboard") that contains monthly data arranged in rows. I have made the data fields show #NA for months I want to exclude based on dynamic criteria.
Now, I would like to automatically filter out the rows (months) with #NA so that they are not charted.
It works manually but I have to Right Click on the Table --> Filter --> Reapply every time the source data changes. How can I make this happen automatically so that the user does not have to manually reapply each time.
I am trying to save filter options to so I can apply the same filter to multiple spreadsheets. For example, I have several spreadsheets with 50 or more school names and I am trying to set a filter that will filter out the same 20 schools each time. Is there anyway to do this in excel 2013?
Is there a Column Filter Drop down Keyboard Shortcut for Excel 2013?
In Excel 2013, is there a keyboard shortcut to access the column filter drop down. For example, if you are on the cell A1, and you select Filter under the data menu and you want to filter column A without using your mouse, is there a keyboard shortcut to do this. I know Alt-A-C, clears the filters, but I want to know if there is a shortcut to access the filters in the column. In case my explanation isn't clear, I have included some screenshot pictures of the filter, before and after it is selected, to show what I am talking about, and what I am trying to accomplish without the mouse.
I have made a pivot table and I dlike to identify with a macro the documents with net value over 1000. Then extract these values next to the respective sales documents in an are near the pivot table somewhere. The fields are called Document and Sum of Net value. Of course the pivot is very variable one time it has 3000 records and another 5000.
- 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.
Is there a macro available which will create a pre-defined name for a pivot sheet, which will contain the word "Pivot" followed by a underscore "_" and the name of the sheet on which the pivot is applied.
Example: I have data on a sheet called "Salary" and put a pivot on "Salary" on a new sheet, the new sheet should be auto named as "Pivot_Salary"