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
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
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.
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 ?
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?
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.
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.
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
- 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 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?
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.
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.
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.
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.
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
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 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.
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?
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