Excel 2013 :: Pivot Table Compare Current Data With Refresh Data And Format New Values?
Jun 18, 2014
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
[Code] .....
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Feb 21, 2014
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
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Feb 25, 2009
Is there a way to freeze your pivot table format after clicking for a ' Refresh'. I'm getting tired reformatting my column headers to wrap or in the middle etc. I'm working in Excel 2007.
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May 28, 2014
I have some nominal data that I'd like to get into a pivot table (Excel 2013). For simplicity let's say it's a one-question survey with 6 respondents:
Q1: Dogs are better than Cats
Strongly Agree
Agree
Neither Agree or Disagree
Disagree
Strongly Disagree
Responses:
Agree
Strongly Agree
Strongly Agree
Strongly Agree
Agree
Strongly Agree
I can create a pivot table with this data and get the following:
Row Labels
Count of Q1
Strongly Agree
4
Agree
2
Grand Total
6
This all works nicely, however I require that the other options ("Neither Agree or Disagree", "Disagree", and "Strongly Disagree") be present, even if their values are 0, like the following:
Row Labels
Count of Q1
Strongly Agree
4
Agree
2
Neither Agree or Disagree
0
Disagree
0
Strongly Disagree
0
Grand Total
6
What I tried doing was adding a new column and calling it something like Ratings with the following:
Ratings
Strongly Agree
Agree
Neither Agree or Disagree
Disagree
Strongly Disagree
Then I set the Ratings column in the "Rows" section of the pivot table and the Count of Q1 column in the Values section. This is what happened:
Row Labels
Count of Q1
Strongly Agree
1
Agree
1
Neither Agree or Disagree
1
Disagree
1
Strongly Disagree
1
Grand Total
6
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Aug 9, 2012
I have 29 excel files with some number of worksheets from 1 to 4. The name of the worksheets are the same in all the spreadsheets. Then I've a got a pivot table. I have to compare some data (3 columns) from the pivot table to the numbers from all these sheets from 29 excel files.
How to do it in a most efficient way?
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Feb 1, 2010
I have enable Refresh on Open for my excel pivot table, but user need to click "Enable Automatic Refresh" , only solution i came across is to change the registry setting. Which i dont have access to edit registry(admin disable the access).
Alternate solution i try to use Access macro to automate the process and use Outputto save it as a excel file A. Then use excel file B to update pivot table from excel file A.(as excel A data is always latest)
The problem is i will get "....A file name already exist...do you want to overwrite.." prompt.
Which defeat the automate process.
Any other solution to enable the automatic refresh on open the excel workbook?
Or Access can overwrite the exist file or save it as another file name with timestamp ?
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Feb 6, 2008
I have an existing pivot table that is feeding from data in another sheet.
The data gets updated every month and sometimes their are more columns of data than the previous month. Everytime there are more columns they are not added into the pivot table when i refresh the table even though they are included in the range.
Is there are way the pivot table will add these new columns when i refresh the table without me having to manually drag them in?
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Apr 30, 2014
I am using an Excel file (Raw.xlsx) to store my raw data, and take another Excel file (Pivot.xlsx) to make PivotTable from Raw.xlsx
When generating the PivotTable, every works fine. When click [Refresh] in the Raw.xlsx, whatever changes been made in the Raw.xlsx can "sync" to the Pivot.xlsx
However, once I save and reopen the Pivot.xlsx, I can't refresh the PivotTable anymore. I've tried changing Data Source, but it doesn't work.
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Dec 4, 2013
I have a pivot table report connected to an external data source (OLAP cube).I want to automatically refresh the pivot table report everytime the OLAP cube data changes.
I know we can use Automatic refresh on open of workbook or time intervals after which to refresh .But i want the auto refresh to work even if the workbook is already open and there is no definite time interval after which the cube is likely to change.SO,by defining intervals for auto refresh i do not intend to waste time refreshing even if there is no change.
There are multiple pivot table reports and pivot charts connected to the same OLAP cube.
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Aug 28, 2009
I can't understand why my rate1() function (my macro) doesn't work properly. While I'm dragging M5 cell in Sheet2 down to M14 cell it gives the wrong result.
Even when I change value in Sheet1 and refresh data of pivot table in Sheet2, my function rate1() isn't updated. But my problem is solving (getting the correct result) when I'm going Edit Mode (pressing function key F2) in active Cell M5 or M6 or M7..so on and pressing Enter each time.
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Feb 26, 2014
I have 5 pivot tables on 5sheets, all looking at the same source data in sheet 6
On the source data there is a filter on the headers, if you change the filter, is it possible for all 5 pivot tables to update according to the filter?
My starting point is the below, but there probably is a better way but i would want the sourcedata to equal visible rows on the source data sheet headers run A:K and up to row 10000 .
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Jul 24, 2013
I have 2 columns with a list of competitors (competitor 1 & competitor 2) involved in a negotiation + the price/value of the negotiation. Each line represents a negotiation with a value in numbers & the names of the 2 main competitors involved.
I have around 150 lines in the original file and would like to show in a graphic what are the competitors that we regularly find in the negotiations and what is the value of the negotiations they are involved.
The problem is that there is no main competitor so i can find the same name in any of the 2 columns and i cannot make separate graphs for each column because if i do so i duplicate the value.
Is there any way that aggregate this info into a single graphic/pivot graphic? Im using excel 2013
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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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May 14, 2014
I am using excel 2013. I have the table look like the above, in the diagram 1, i want to have the macro such that it can be formatted to the 2nd diagram. Can this be done using macro ? [URL]
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May 19, 2014
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?
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Jun 5, 2014
I have a pivot table like the one below.
What I would like to do is filter the drill down keeping the total of the products (in bold) and showing just one of the name (just ENTA for Example).
Basically I would like to add a filter that Hide some of the data keeping the row total.
I'm Using Excel 2013.
Products
Sell out 4 weeks
Stock Units
Avg 4 weeks
Wks of stock
3160-24PC-AP12
1
[code].....
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Oct 22, 2012
If a user changes some data in a pivot table and then refreshes the table, the changed values are supposed to revert to the source data, right? This does not happen in my pivot table.
Any changes made in the underlying data get transferred to the pivot table refresh, as expected. But if I change some values in the pivot table, followed by a refresh, then the cells that I changed remain the same unless I happened to modify the corresponding values in the underlying source data too. In other words, the refresh operation does not touch the pivot table except specifically where an update is driven by a change in the underlying data.
This behavior is different from what i remember from, say, excel 97 / 2000.
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Dec 27, 2007
I am building a tracking process for marketing and relationship management purposes. My company has a database (Advisor's Assistant - which the server is on site) that is for lack of a better term very limited. I have tried to identify if we have the capability to use SQL in excel to pull the information we want but that avenue looks bleak, since my co-worker that is pretty tech-savvy has had very little luck working with the database provider to get to information we want.
Anyway, I have determined that I can get the information I am interested in by way of several reports that the current database will do and printing them to a .pdf file. Then by way of a program called Able to Extracted I can get them into an excel format. The problem I am trying to solve is using excel to pull the information I want out of these twice converted reports into a format that means something in excel.
Only the reports reach excel they have many empty cells and some of the information is offset and does not follow the same pattern as you scroll down through the report. I have attached part of one of the reports. I would like to automate the process of searching the data and creating a new format that I can use a pivot table to create reports off.
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Apr 1, 2014
Using Excel 2013,
I clicked on a field in my RowLabels
I then clicked on the Filter Arrow for the RowField
The SelectedField prompted with the correct field of 4 possible fields
However the item I am looking for is not in the list but I can plainly see it on the screen.
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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 27, 2007
Will someone please tell me the difference (if there is a difference) between the following 2 lines of ....
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Apr 26, 2012
I have created a pivot table in a workbook which relates to data from 2011 - 2012 and this works perfectly. What I now need to do is to copy the pivot table (without the data source) to a new workbook for data which will be collected from 2012 - 2013. Unfortunately when I copy it and try and find the new data source it does not update the filters according to the data in the new workbook.
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Jan 14, 2013
I have a range of data on one worksheet that is pulled into a pivot table on another worksheet. Looking at the table below I would like to assign the values in the pivot table to a 1 if there is data. For example if any field is >0 I would like to assign it a 1. If not leave it blank. I tried using the formula function in the options tab but didn't have any luck.
Car
Truck
SUV
Color
Black
1
15
Red
7
1
Blue
1
5
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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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Aug 12, 2014
how to conditionally format the data in one table based on the criteria specified in another table on a different worksheet.
The Table I'm trying to format has a series of Products and Volumes that'll be available on different dates. Table 1.jpg
The Criteria table has each product and a corresponding Key Data. Table 2.jpg
All I want to be able to do is have the cell corresponding to the criteria to be highlighted but can't for the life of me figure out how to do it. If it makes a difference I'm working offAttachment 338501 a Mac. Excel Version 2011 14.4.3
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Jul 30, 2012
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.
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May 26, 2014
I am trying to link data from a pivot table we have in excel to a separate excel sheet.
The pivot table contains an up to date list of our inventory, however, we want to take that data and put it in a cleaner looking excel that we can e-mail to customers and publish on our website. Going individually, through every product takes too much time to have an up to date stock every day. Its even difficult to manage if we want to update just once a week.
When I link the cells of the pivot table to the new excel sheet they are constantly changing values as people are constantly editing the filters of the pivot table to look up various things.
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Mar 14, 2008
I see some code on the forum on how to automatically refresh pivot tables in excel. I know to press alt + f11, but where do I go from there to put the code in? Also, what if I have several pivot tables in the spreadsheet, is there anyway to refresh all of them automatically?
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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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Oct 7, 2011
Named my data range using this formula:
=OFFSET(Sheet1!$A$1,0,0,COUNTA(Sheet1!$A:$A),COUNTA(Sheet1!$1:$1))
I was hoping that my pivot table would refresh with the new data that I added on sheet 1 but it is not working and yes I have refreshed my pivot table. The new data is not capturing.
Is this the correct formula for Mac Excel 2011?
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