Group Or Categorize Fields In Pivot Table?

Nov 28, 2012

My data has a field for "Donor Type." There are about 2 dozen types of and about half of them start with the letters CF. When I do a pivot table, instead of getting 2 dozen rows of data I'd like all the CF donors to be in the same row. Is there a way to do that without changing my data? Some sort of filter or grouping within the pivot table?

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Pivot Table Group :: Group By Integers And Not By Months, Years Etc?

Nov 12, 2009

I have date fields as column labels in a pivot table. When I try to group them I'm only given the option to group by integers and not by months, years etc.

I've had a look at the format settings of the column and they are formatted as date fields.

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VBA - Adjust Pivot Table Included Fields To Match Another Pivot Table

Mar 14, 2013

I have a worksheet with two pivot tables, one of which is visible to the user. Ideally, the user should be able to change the "Row Label" field settings of the visible pivot table and then press an "update button" that then adds the same field to the second pivot table.

Ideally, the ordering of the fields should also be made similar between the two tables, though this is of less priority.

I imagine it would be something in the style of:

"If number of Pivot1 active row label fields = X then
Pivot 2.AddRowLabelField = Pivot1.RowLabelField(X)
end if"

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Categorize Set Of Number Into Different Group

Jul 10, 2009

I have different sets of number from six digits to a max of 15 digits

eg.
012345
001005869
Z000000A
K1234567
CF0000009
K880000000
M000000123
Y001234505
AL56231
5649852A

What I want is to get the proper category for this number depending upon there digit for eg.
number starting with Z and of 8 digits belongs to group A
number staring with Y ending with 5 and 10 digits belong to group B
number ending with A and which does not starts with any alphabet has 8 digits belongs to group C.
similary ...
A user need to just key in the number, press tab (or any other button) and group for that number
must be displayed (depending upon the compostion of that numbers).

What I can think of is to first seprate each digits from the given number, verify it and then filter them through the groups to get the final group.

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Convert Column Data Fields To Row Data Fields In Pivot Table

Feb 8, 2014

CountryHourDataTotalData
Austria - A10Sum of SeiA51CountryHourSum of SeiASum of SeiT
Sum of SeiT4.88Austria - A10514.88
1Sum of SeiA561562.83

[Code]....

left side pivot created in vb 6.0 & right side pivot table created manually in excel.

i want to generated pivot table using vb 6.0 same as right side pivot.

Set PRange = ws1.Range("R1:Y" & finalrow)
Set PTCache = wb.PivotCaches.Add(SourceType:=xlDatabase, SourceData:=PRange)
Set PT = PTCache.CreatePivotTable(TableDestination:=ws2.Cells(1, 1),

[Code]....

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Count Pivot Fields In Pivot Table

May 2, 2007

I am trying to find a way to count the total number of pivot fields in a pivot table so I can remove ghost pivot items that are no longer in the pivot table data. My code for this subroutine is as follows;

Sub RemoveGhostPivotItems()
Dim ghost As PivotItem
Dim pt As PivotTable
Set pt = ActiveSheet.PivotTables(1)
pt.ManualUpdate = True
For Count = 1 To 10
On Error Resume Next
For Each ghost In pt.PivotFields(Count).PivotItems
ghost.Delete
Next ghost
Next Count
pt.ManualUpdate = False
End Sub

My code makes an assumption that I have 10 Pivot Fields or less. It would be nice to actually know the number of Pivot Fields so my "For Count" Loop would be more efficient. In otherwords;..............

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Formatting Pivot Table Fields

Jul 20, 2009

I'm trying to loop through all pivot fields in a table and change the format to be 0 decimals and comma seperated.

Here's my

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Pivot Table - Hiding Fields

Jun 22, 2006

I have a question regarding pivot tables. how do I hide a field but still maintain that filter? I have a field in the Column Fields titled "International". Right now I've filtered out only the YES entries, but I don't want to see a "YES" column beside each. When I try to hide the column the filter is reset and all entries, international or not, are seen. Can I hide the column but maintain its filter?

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Pivot Table - Add Multiple Fields To Values Tab

Jan 3, 2014

I was wondering if it were at all possible to add multiple columns to the values portion of a pivot table at once, instead of individually dragging. When you click on them, it auto-sends them to Row Labels, which I don't want. I have a bunch of colums I want to add to Values and don't want to waste a bunch of time dragging them individually.

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Adding Calculated Fields To Pivot Table

Jun 7, 2013

I have fields "Day", "Posts", "Impressions" in a pivot table and I need to create a new metric for the average Impressions per Post. Ideally, this new metric should function just like the other fields in the pivot table, and not just static, because I'd like to break it out not just by Day, but also Time, etc.

Day
Count of Posts
Sum of Impressions
Impressions Per Post

Monday
52
1,881,468

[Code] ........

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Pivot Table And Counting Unique Fields

Feb 9, 2008

Found what it think is the correct methodology (Pivot table) for doing this, but I'm struggling to apply it.

I have a very simple excel 2007 document that has one column with multiple rows;

blue
Blue
green
red
red
green
Green
blue
red
Blue
blue
Bleue
Rouge
red
Bleue

I would like the easiest way to count the total of each and sort in highest first,

e.g.

red 4
blue 3
Blue 2
green 2

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Removing Data Fields With Vba In Pivot Table

Feb 1, 2010

I have written code to add datafiels to pivot table but I need to remove the ones that are their prior to adding.

Does anyone have a technique using vba to do this.

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Hide/Show Pivot Table Fields

Oct 10, 2007

Im using the following VBA code, but the on error resume does nothing, excel throws out the error 1004 "Unable to get the pivotfields property of the pivottable class" (i know why the error is caused and how to fix it but my error trapping wont work). Is there some option which i have turned off which prevents me from trapping errors?

Dim ws As Worksheet
Set ws = Excel.Sheets("Sheet1")
On Error Goto err:
If ws. Range("IV1").Value = "dog" Then
ws.PivotTables("PivotTable1").PivotFields("Price Euros").Orientation = xlHidden
Else
ws.PivotTables("PivotTable1").PivotFields("Price Dollars").Orientation = xlHidden
End If

err:
msgbox "invalid"

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Group Field Not Available In Pivot Table?

May 7, 2014

why the Group Field option is not available in my Pivot Table. Other Pivot Tables in the same document, using data formatted the same way will let me format the data (the original data is in MM/DD/YY [h]:mm format). I have floored my data so that I can group by hour of the day, but it's not letting me do that.

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How To Get Year From GROUP Pivot Table

Aug 18, 2014

I have a column called Received Date (cell/column is format in dd-mm-yyyy that's found under 'Custom') which I make it into a pivot table, and GROUP it based on Year and Months.

Below is a look of it

-2012

Sep

Nov

-2013

Aug

Nov

-2014

Jan

Feb

Mar

Where the - sign is actually the expand of the year to see all the months in that particular year.

My question now is, how do I get the year from each of the month?

how do I get the "year" for the month of Nov in 2012 and 2013?

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Pivot Table Will Not Group Date

May 1, 2007

I am challenged/very frustrated with my pivot table which will not group dates (returns an error message).

In reading other posted questions, I see that my problem is caused by empty date cells. Is there a way around this?

My spreadsheet will be used daily to input Invoice details - part of which is the date of invoice. If I were to select 'refresh data', this would not be pulling through any new data as it wouldn't be in the range. I had made my range A1:K1500 to incorporate future entries, but then I have empty date cells as to date there are only 200 entries.

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Creating Correct Pivot Table Data Fields In VBA?

Aug 1, 2012

Basically I've jumped straight in and have tried to recreate a report I need to produce which requires a pivot table. I have managed to create the code I need to produce a pivot table in a new sheet with all of the headers available for analysis. Where I'm struggling is in getting the pivot to show the datafields correctly.

The list that I am creating the pivot from has about 30 headers. 20 or so are analysis fields with the remainder being various figures; monthly plan, monthly actual, monthly variance etc..

The pivot table I need to create needs all analysis fields available to the end user for manipulation, which I have managed to do. I have created rows for sales areas, also with no problem. It also needs the above plan, actual and variance fields in columns and as datafields. This is where I'm having trouble. When I create the pivot manually it ends up with 1 row and 3 separate columns with summed data in each. I have checked the VBA code, copied it and used it again. The pivot table comes out with 1 row but with the data fields stacked one on top of each other. Any minor alterations that I can think of, (for example adding a position = 1, position = 2 etc.), either creates a chaotic looking sheet or an error.

I've checked various posts on pivot tables but am having trouble understanding the way in which I can correct this. Is there a straightforward command that I'm missing? Do I need to start declaring variables for pivot items?

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Pivot Table Creates Extra Data In Fields

Jun 17, 2009

I'm trying to create a pivot table, but there is a problem. Although my data only has 2 years (1996 and 1997), it creates a new year it calls "blank," and a lot of the data that is supposed to be under 1996 and 1997 appears under this "blank" year. How do I fix this? See the attachments for the data and pivot table.

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Reset Pivot Table Fields In Multiple Sheets

Aug 28, 2008

I have pivot tables in diff pages
im trying to make a button to reset all the fields in all the pivot tables..

i tried recording a macro to do this but it only works for page fields..
it wont work for the column fields.. act, adopt and check are page fields at the top... region is a column field ... goto_AQcheck is a macro to switch to that sheet which is assigned to another button....

this isthe code it gave:

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Using Pivot Table Summary Fields In Calculated Field?

Jan 21, 2012

I am trying to use a summary field in the pivot table in a new calculated filed, but am unable to do so. Let me first describe the context so its easier to understand:

I have a collection of customer purchase records, which look like the following:

Customer Name, Customer ID, Purchase Amount, Activation Date
-------------------------------------------------------------
John , 100 , $150 , 2011-04-01 17:07:50.0
John , 100 , $250 , 2011-04-01 17:07:50.0
Paul , 101 , $125 , 2011-08-20 11:10:27.0

I have several 1000 records like the above and I need to create a summary report which looks like:

Customer Name, Total purchased, Activation date, Avg monthly purchase
-----------------------------------------------------------
John , $350 , 2011-04-01 , $175

The average monthly purhcase needs to be calculated based on the date of report generation. So in the case above, the average is calculated as of 2011-06-01.

In order to generate the report above, I created a pivot table with "Customer Name" in the "row labels" section and "Pruchase amount" and "Activation date" in the "values" section of the pivot table. When I try to calculate the "Avg Monthly Purchase", I'm running into the following problems:

1. The activation date is not being displayed as a date, but instead shows 0, when I set the value field settings to "Min"

2. I tried to create the "Avg Monthly Purchase" as a Calculated Field and then use the "Sum of Purchase Amount" field that the pivot table calculates. However, I'm unable to reference the "Sum of Purchase Amount" field in the calculated field.

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Pivot Table - Calculate Difference Between Two Calculated Fields

Mar 29, 2012

I have a pivot table listing different company names in the first column under 'row labels' and there are calculated fields, a count and an average in columns B and C respectively. Is it possible to insert another field in column D that calculates the difference between values in column B and C (even though they are calculated fields themselves)?

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Using References In Pivot Table Calculated Fields Formula

May 23, 2007

Worksheet A contains two columns, that maps individual operations to their unitary cost:
COLUMN 1 = a list of operations
COLUMN 2 = the cost associated with each operation.

I can do a vlookup on this worksheet to retrieve the cost of each individual operation.

On another worksheet, I have a pivot table with a field that produces the sum of operations performed by type of operation, eg.

operation 1 was performed 5 times
operation 2 was performed 7 times
operation 3 was performed 4 times

I want to add a calculated field in the pivottable, that would output the total cost per operation. The formula for the calculated field in thepivot table would be
= operation * vlookup("name of operation","range for lookup table",2,0)

... unfortunately, "references, names and arrays are not supported in pivottable formulas".

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Pivot Table Fields, Based On Column References

Sep 26, 2007

I have a pivot table which draws data automatically from a database

What I would like it for the customer field of the pivot table to only equal the customers which are present in another worksheet (Column A:A)

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Listing Pivot Table Field List Fields

Oct 17, 2006

Is there any code or way to generate the compete list of fields that are selectable from the " PivotTable Field list"?

I have various cubes I need to check and compile the list of fields for each.

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Macro To Print Pivot Table Page Fields

Aug 29, 2007

I want to print out, for a range of 'Page Fields', from a Pivot table automatically.

The Macro must be able to:

Automatically go through and select the 'Page Fields' in the pivot table

Select the print area range automatically, which will change each time the pivot is refreshed/reselected.

Set the print area to fit the page for each category selected in the pivot table

Finally print.

Can't find code for this anywhere, but i must admit got fed up with looking

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Pivot Table - Group Columns By Date

Jun 16, 2014

Not sure if this is possible but I have a sheet of data which is effectively a project plan. It has a list of resources, role and phase etc. I then have lots of rows which are w/c dates and under each "week" I have the amount of hours or days they work. So for each person I can record their hours etc.

I then need a Pivot which basically collates the data and displays each phase's total hours but month. There maybe multiple phases or and each person may appear in each phase

I've attached an example - Excel Problem.xlsx‎

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Group Dates In A Pivot Table Slicer

Dec 31, 2013

I am currently working with a pivot table someone else created. The data set has dates only, in the correct format. The slicer has the dates categorized by month and excludes the dates in which there was no data.

Here is my problem: I added a few new months of data. Everything is calculating just fine in the Pivot table. However, my slicer where I should be able to pick the month now has these months listed as all their individual dates. I want to put the December dates under "December" and so on. The data that was present before I loaded anything additional still has this feature.

How do I group these dates, to be able to them as months? By the way, the grouping function is grayed out.

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Group By Fiscal Year In Pivot Table

Nov 8, 2002

When I group information in a pivot table by date, and select quarters or years, it is of course based on a calendar year. Can this be done by fiscal years?? using an addin or something, where I set the start month of the custom fiscal year.

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Pivot Table - Group Data By Month

May 21, 2014

I have a range of data over approx 300 rows. The first column contains dates.

I have created a pivot table and want to group the data by month. I have right clicked the table, grouped by months and selected the whole year as the date range.

For some strange reason the pivot table starts at 1/1/14 but ends at 21/2/14? It will not show the whole year.

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How To Create Calculated Field Based Off Two Avg Fields In Pivot Table

Feb 12, 2014

I have a Pivot table that pulls the Avg of two fields for two months, see example below.

Avg Gross $ Avg Net $
Jan 2014 20 10
Feb 2014 30 20

sample 1.png
See sample attached.

The Avg Gross and Net is shown by going into the values and selecting "Summarized value by -> Average".

On the right side of this Pivot, what I wanted to do is to show a Avg Gross to Net $ in this pivot. So the formula should take "Avg Gross $" - "Avg Net $" = Avg Gross to Net $.

I am having trouble calculting this new field in the pivot table using a calculated field because the Calculated field pulls the variables from the existing field list and there isn't a field called "Avg Gross/Net"....I need to find a way to calculate the Avg Gross to Net into the Pivot table so I can pull a pivot graph out of it.

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