Possible to modify the data (# of units, e.g.) on the pivot table, and have it recalculate totals without going back to the original data? I would like to be able to use the pivot table to do adjustments on-the-fly. For example I want to put in a quantity, and have it multiply the price to give a total amount.
Scenario: I have a worksheet full of ~360 tasks. Tasks are broken down into phases, have owners, and have status'. I leverage a pivot table to easily sort my data by owner, or by status. When reviewing the pivot table with others we want to update the raw data. This entails changing worksheets and scrolling to the task in question.
I'm looking for an easier way to update the raw / original data.
Options I've tried to pursue but have come up empty: Option 1: Excel modification? Is there a setting in Excel 2007 that would allow me to change a value in my pivot table and have it propagate to the original data set (another Excel worksheet)? So far the answer seems to be "no". Is this possible?
Option 2: Hyperlink from Pivot Table to Raw data field. - I cannot create hyperlinks within PivotTable data cells. - I have used the "hyperlink()" function OUTSIDE of my pivot table, along w/ a "match()" on a key field in my pivot table to create hyperlinks back to my raw data... But this is prone to breaking. - Is there a way to enable hyperlinks from within a Pivot Table? I have seen other requests from individuals that had a pivot table with actual hyperlinks (e.g. [URL]...) and they could not 'activate' them.
Option 3: Tool Tip VBA Form w/ Link?
- If I can't create hyperlinks directly in the table, then how about a function so then when i click (mouse over?) a pivot table cell a form appears with a hyperlink back to the source data?
Option 2 and 3 Assume that there's an way to get at the underlying location of the raw data (e.g. "Pivot Table Worksheet!E10" comes from "RawData!C4". I've dug through some VBA documentation at Microsoft.com but came up empty. I know this link must exist behind the scenes - In Excel 2007 when you mouse-over a pivot table cell Excel displays: "Row - Phase - Owner - Status", which is directly out of the raw data table/worksheet. [[This was an incorrect assumption... When i looked at the pivot table tool-tip closer I realize it was just walking through my data :'( row.
What is the VBA Code to revel the source cell? If i can get at that data, (and hyperlinking can be turned on w/in the pivot table...) then I can easily write a script to walk through the pivot table and create links back to the raw data... Not a perfect solution - but it takes away the need to search through the source data for the row I want.
- 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.
attached is a spreadsheet 6 people in my area use daily(ive copied and pasted the sheet in question to a new worksheet, as the file was too big). Ive been trying for about 3 days now to make a pivot table to summarise this data.
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 manage a team that quote for business. They are targetted on number of quotes per month but then also wins per month, however a win may come a number of months after the original quote was generated.
They work off a spreadsheet where they log:
Quote date (And month) Quote Value ... customer info etc
I started writing my pivot using the Quote month as the main reference point, IE Quote Month in the Row, and then put all the data in the central drop data section... However, there are two immediate problems with this:
They are targetted on quotes generated per month, some business won has come from last year, which they are lifting from the old spreadsheet and puttin in my new one... meaning that quotes they generated in Oct 2012 are now showing up as quotes for October this year.
If the wins span a number of months they are showing in January (if quoted in January) and not in March (when actually won)
Is there a better way of writing my pivot table??? There must be... ideally what I would like is half the table referencing the Quote date and half referencing the order date... but I don't know how to do this? I could probably do this with pages but I would like to show all on one sheet...
I was wondering if there is any way possible to link your pivot table filters to filter the data the same way in the table that it comes from? So if i had date as one of my headers and i filtered the date to a specfifc date, is there a way to also filter the date in the data source sheet?
I'm trying to write a macro that will create a pivot table, and am getting an Error code 1004: Cannot Open Pivot Table Source File "Sheetname". My code is below. I've tried to note what each section does, and it all seems to work well except for the Pivot Table creation.
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"
I have data that develops 3 to 4 pivot table each day. I would like to know if there is a way to change the date on one of the pivot table and have the other pivot tables date change to match with the first pivot table. At this time I am going to all 3 or 4 pivot table to select the correct date. The date is in the page position of the pivot table. I have attached a small sample of the data and the pivot tables.
I have created a pivot table that is connected to an input sheet with data. The input sheet retrieves data automatically from a external source through an add-in to Excel. When updating data the fields expands, but only for the items which have been changed. I want the table to be updated automatically, but not the fields expand automatically. Is there any pivot options to prevent this problem?
It should be mentioned that the pivot table is not directly connected to the input sheet (which is updated from the external source), but from a "help-sheet" reflecting the input sheet with some additional columns. I use conditional formatting and name range in the pivot.
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
is there any way to NOT Displaying Items with No Data when filtering data in my pivot table?
For instance, I have 2 report filters: Category and Subcategory, when I select a category in the first filter I want to see only the options of subcategories with data in the second filter, I mean display only the subcategories of the Category previously filter.
Same scenario I have with a report with Directors and Organizations, when I filter one Director it would be nice to see only the organizations of this director and not all options on the data.
I'm using Excel for bookkeeping and balancing a budget. I've created one sheet for all my raw data and the other is to summarize the data using a pivot table. On the raw data sheet I have labeled my columns for the pivot table. I was hoping that in the pivot table I can select a year and have all the months for that year and data of that year be available, but not other years. I was also trying to have only the month selected of a year selected and that data be available. I also wanted to show an accounting of money spent by item.
Instead, I have a pivot table that is confusing and very unattractive. The example of this will show my limited knowledge in pivot tables. I'm hoping some of you more affluent "guru" members may be able to help me get something usable and presentable.
I tried creating a dynamic named range for the pivot table "BookKeeping" and a dynamic named range for the money out and money in "Accounting", but I'm not sure if I did that right. I did this because more columns will be added over time. This is the reason I'm asking the above two paragraphs.
Should I be using filters some how?
The Summary Sheet also has the balance of available funds that I'm somehow looking to include in this pivot table. Can the pivot table keep a running balance?
Data Analysis . I have 7 tables gathered in one spreadsheet but in seperate sheets. Tables have the same columns but different data baceause they come from different locations. Now I would like to create pivot table to combine data from all 7 tables. I read a little and I got to know that relationships is needed between the tables but I can't create it because I don't have unique data in the table. Usually tables consist repeating names, locations, some numerical data.
For example every table consists worker's name. I create pivot table from one of 7th starting from worker's name in row field and put some data in value field. Then I add another workers from another table. I can do it but when I put in row field I have workers from second table under those from first one. And of course data are badly calculated. I would like to have all workers in row field with proper data. It means one column with all workers from all 7 tables an then some their data
I know I can copy all of them into one big table and then create pivot table but this is solution what I wanted avoid. I know it will work but these data can change from time to time and it will be very hard to maintain spreadsheet. When data will change I will have to copy manually .Is there any solution to create such a pivot table from multiple tables sources but with the same column structures?
I've been asked to work out a way to easily present summarized data which, when so desired, should be able to go into deeper detail. The only way I know how to do this is via Pivot Table. The thing is, that simply adding the numbers doesn't make sense at all. The reason is that I'm working in share of market per country and simply averaging these shares doesn't make sense due to different market sizes in terms of absolute volumes. Hence different weights need to be given to each share. Allow me to illustrate: I'm interested in Belgium, the Netherlands & Luxembourg and their combined area, the BeNeLux. Each country sells products A - C. Adding the numbers per country is fine as that total amounts to the total company share for that country, but for the area it doesn't. So what I want to do is show the data as follows (see also attached screenshot):
BeNeLux --------> Belgium -----------------> Product A -----------------> Product B -----------------> Product C --------> Netherlands --------> Luxembourg
I want each click to go into further detail, but initially it would show only BeNeLux - only after clicking it would show each country separately and if needed, the products after another click. I have all the numbers such as share for the area but I can't seem to get it to show the right way.
I'm creating report from a pivot table that has two data sources from two different work sheets. I noticed that you can use two data sources if you use the pivot table wizard which I tried but it can't combine the data. So I tried power pivot the same thing happened there - I will have all the column names but it will only show values from one report and if it shows values from other reports it will show the same value in all rows.
So I realized I need to create relationships which I did with a Concatenate of the dates. But still no luck.
I have a Takeoff sheet where an estimator enters a part# and the rest of the data is entered on the Takeoff sheet by using Vlookup to retrieve the information from the Products Sheet (there are about 12,000 products with 12 fields for each product). I need to then take all of the parts on the Takeoff sheet, and summarize the data, which is what Pivot Tables are for. The thing I cannot find out, is if this can be done. The machine keeps running out of memory (it has 32g, so I question that, and I tested with a 500 row sheet and got the same result), so I can never get the Pivot Table to actually create, or get a useful error message. Searching the web and this forum tells lots about Vlookup IN a Pivot Table, but not creating a Pivot Table from Vlookup data. I copied the data values to a new sheet to test the data and the Pivot created fine, so I believe the data itself is properly formatted.
I am seeking a way to extract only the highest level of data from a multi-tiered pivot table. This is the info next to the plus sign that will expand to all other info. Vlookup is only useful if the table is not expanded. I can use a macro
I would like to know If we can sort the pivot table data in a bunch of Groups. e.g 50 years based on decades. currently I am able to group only once in a given range. but I would like to define several more ranges e.g 1970-1990 and 1990-2010 and etc
from the Forum on building a macro and was kindly told that a Pivot Table would do the job better, which it does. However, my table has a column of several dates, I was wondering the best way to group the dates into months rather than showing the full date, eg, September instead of 16/09/08 or August instead of 01/08/08.
I was wondering if anyone knows how to change the souce data for a Pivot Table? Eg if I have the Pivot table looking at Columns A & B lines 1 - 20 and I want the Pivot to also include Column C and lines 21 - 50, how would I do this? for a chart I can just right click and select the "Source Data" option but it seems that this is not available for Pivot Tables.
I am trying to create a formula that will aggregate different levels of data without using a pivot table.
For example, i would like for my formula to return the summarized sales of Region 1. I don't want to use the sum formula because I might want to summarize by common division, such as Telecom. To do this I would at least need an input cell to define the level of detail
RegionDivisionSales Region 1Telecom4291 Region 1Devices1032 Region 2Telecom2054 Region 2Devices3952
ive tried using different combinations of IF, VLOOKUP, and SUM statements, but nothing is working yet.