Multi Level Grouping For Pivot Table

Dec 23, 2008

I am looking for some assistance to make pivot tables with multiple data values against a control item. A sample excel file is attached herein with. I am quite new to pivot tables was unable to find out a solution self.

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Using VBA For Pivot Table Grouping

Aug 7, 2006

i have try to find the VBA source to group a range of value (not manual group it)
say example

1-10, 11-20, 21-30 and etc..

i have try to using macro to record my grouping step to a pivot table as below

Selection.Group Start:=0, End:=30, By:=10

but anyway, i think this is not a good idea.

any other suitable VBA code rather than the above code for the pivot table grouping?

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Pivot Table Grouping

Feb 8, 2007

I have a large spreadsheet, which has a pivot table, this is grouped by Date (Months & Years). However whenever I refresh the table the grouping is removed. I try to re group the date, but I get a message saying "Cannot Group that selection"

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Sub Grouping In Pivot Table

Sep 15, 2007

The attached is the format of a pivot table i have made from a data. MY primary group is the REGION inside the region i want to group as per the LOCATION HEAD.

This report automatically sorts as per the location id.

How is it possible under region i want to group according to the location head and total. i DONT WANT TO CHANGE THE SEQUENCE OF THE COLUMS AND THE FORMATTING

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Pivot Table Dynamic Grouping

Sep 15, 2014

I have a table with outstanding days for Funds owed by multiple accounts which dynamically changes everyday I am looking to group this table by >5days, 6 to 14 days , 16 to 40 days ,>40 to 90days and >90days consistently even though the table will change dynamically every day..

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Grouping Data In A Pivot Table

Oct 31, 2008

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.

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Pivot Table Disable Grouping

Jan 3, 2009

I have the attached Pivot table. When i create this pivot table, it groups some of the "A# and Name"s.

e.g.
"A277003 / VICTORIA WILSON"
"A444302 / YASEMIN KELES"

Is there for the pivot table to not group by the A# & Name and to list the A# and names on each row...

Please see Output sheet to see exactly how I would like it?... But i would like this to be done in the pivot table so i can create a macro..... to do this..

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Grouping Dates In Pivot Table

Jan 9, 2009

I am having issues grouping dates by month in the attached example. The date field is formatted as text. When I attempt to group in the pivot table, I am not given the grouping dialog box. I can't figure out why.

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Grouping Patients By Age In A Pivot Table

Jan 12, 2009

I know how to get the pivot table in the my database to group patients by age. However it groups them like this:5-14
15-24
25-34
35-44
45-54
55-64
65-74

Medically it doesn't make sense to group pediatric patients with adolescents and adolescents with adults. What I would like to do is to get the pivot table to group patients the way I want them. Something like this:5-12
13-18
19-25
26-35
36-45
46-55
56-65
66-75
76-85

Is there a way to get a pivot table to do this? Or is there another solution?

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Pivot Table - Grouping Months

Jan 5, 2012

I'm trying to create a pivot table to figure out categories of expenses over the last year. The problem is when i create this pivot table on the horizontal i see all the days of the year, as opposed to categorized by month. I've tried to 'group' the months together but not very successfully. HOW to do this grouping elegantly?

I've attached 2 screenshots.

Pic 1 - Original State of the table with all the days on the horizontal

Pic 2 - an attempt to group by month, gone wrong

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Grouping Data In Pivot Table

Mar 28, 2012

I'm looking for a quick way of counting the proportion of records in certain number ranges e.g.

Number of records in range 1 to 50, 51-100, 101-500 etc.

i have a pivot table but I'm just not sure how to create these groupings. Is a pivot the right way to do it - or should I be doing something else with the source data.

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Pivot Table Not Grouping Like Items?

May 24, 2012

I've created a pivot table that is not grouping "like" items. I have verified all fields are numbers using the =isnumber() formula. All items present with the "true" value. Just in case, I tried doing text to columns and refreshing the data but that did not work either. All items are formatted the same. All data fields have values.

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Excel 2010 :: Pivot Table Grouping

Apr 28, 2014

I had a workbook in Excel 2003 that i just moved to 2010. In the 2003 file I had 2 pivot tables, one each on a worksheet, looking at the same data, just grouped differently. One yearly, one quarterly.

Now in the 2010 workbook whenever I change the grouping on pivot table, the other one changes also. It's like they are linked together or something.

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Pivot Table / Chart Not Grouping Same Entries

Feb 4, 2010

I have recently noticed a problem with a pivot table and assoicated pivot chart. The table has numerous columns from date, location and one entitled route. The route column has a value which is either a number or 'other'. The formatting of the column has been set to general (although the same problem was present under text). The problem is as follows:

When a new row of data is entered where the route is the same value as previous rows it should be grouped together. However when I go into my pivot table and look at the options for route I find the same value repeated twice. ie a route value of 155 will be listed once at the top and then lower down the list. A temporary fix is to rename all values of 155 to x155 and then back to 155. This then has everything grouped again under one value in the pivot table. As soon as new entries are added though the problem repeats itself. Does anyone know why this might be?

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Monthly Totals *without* Pivot-table Grouping

May 20, 2008

I have an expense ledger that looks essentially like this but spans seven months and counting:

HTML 18-Apr-08pizza$10.00Food
14-Apr-08book$12.50School
13-Apr-08milk $3.99Food
13-Apr-08soap $3.99Grooming
I have been using pivot tables with great success to summarize my data according to categories, payment methods, etc. But now that I want to track monthly spending for each category, it is not working out. Grouping the date fields doesn't work for me for the following reasons:
1. After grouping, the pivot table treats Jan as the oldest month for sorting purposes even though it isn't so in my data set.
2. Based on #1, I believe that the pivot table’s monthly grouping works like the month() function, which returns the month without the year attached. This will not work for my data, which will likely span more than a year eventually.
3. When I choose to group the date fields in one pivot table, they also get grouped in other tables where such grouping is undesirable.
Can I use sumif() or sumproduct() in conjunction with a pivot table or some other way to tabulate my monthly totals?

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Grouping Dates Into Weeks Without Using A Pivot Table

Oct 16, 2009

I have a large spreadsheet which lists individual dates over two years and circulation figures next to each date. Sometimes there are two entries for a particular date e.g. 1/10/08 there were 150 readers of magazine A and 200 readers of magazine B. When displaying this on a graph it give a bar for each day, whereas I would like a bar for each week.

Is there a formula to convert the individual dates into weeks and then total the circulation figures for that week?

Column A = Dates
Column B = Circulation Figures

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Pivot Table Grouping By Date - Formatting Inconsistency

Apr 18, 2014

It's a given that formatting doesn't alter underlying values in all areas of Excel, merely changing the way cells look. But in the attached I show two pivot tables using exactly the same data with the sole exception that the first one has the date numbers formatted as numbers whereas the 2nd PT has the date numbers formatted as dates.

With the 2nd PT it will accept the Group by month functionality whereas the 1st PT won't.

On the face of it PTs seem to take more notice of the way a number is formatted when it comes to grouping rather than treating the number as a date which it can group.

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Excel 2007 :: Pivot Table Grouping And Filtering

Sep 10, 2013

Using Excel 2007 I have a pivot table that counts that number of incidents based on month and year. To get the month and year I group the date field as months and years.

My problem is if I want to filter specfic months in say year 2012 it also takes out the month in 2013. I though it used to give you the option of year and date in the filter but mines are 2 seperate filters.

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Pivot Table Grouping - Range To Show Last Date Only

Oct 23, 2013

Have a simple Pivot table that i have grouped in 14 day buckets.

Currently, the date range looks like this:

1/21/2013 - 2/3/2013

However, I want the range to show the 'last' date only.

Is there a simple way to do this? I just can not see it in the format cells menu...

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Grouping Dates Not Working On Pivot Table - ERROR

May 28, 2014

I am trying to group some dates in a pivot table.

Unfortunately I receive an error saying it can't group the selection.

I have done "text to columns" and made the cells - (date values) and I have had no luck.

As I am at work I can't use the HTML genie because it won't install but I have uploaded a dummy file to my dropbox which available from here [URL] .......

I pull this data from an Oracle POWER PIVOT and always have trouble grouping the dates when they come from Power Pivot. Currently working as analyst so figuring this out would make life so much easier as I could group by months etc.

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2-level Dynamic Grouping Of Rows

Jul 8, 2008

I have a spreadsheet that requires grouping at two levels. See pasted image below.

I need a macro that on the first pass dynamically creates groups of different sizes of data based on values of one column. For example, a group is created for the RR's, a group is created for the SS's, and a group is created for TT's.

On the second pass I would like to group the groups based on the values of another column for the 2nd level of grouping. So the A's would be one group and the B's would be the other.

TotalAAToTalRRARRARRARRAToTalSSASSASSASSATotalTTATTATTATTATotalBBTotalUBUBUBTotalVBVBVBVBVBTotalWBWBWBWB

I can have 2 tables set up for the values that I need grouped at each level.

Table 1Table 2Group 1Group 2ARRBSSCTTUVWXY

I had recorded a macro where I manually grouped the data. However, this did not help, because I am creating a template that needs to dynamcally handle the data that comes in.

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Pivot Table - Grouping Items (Date) In Report Filter?

Nov 11, 2013

I have a pivot table with the following items;

Report Filter = Project Names & Dates (filtered on 2 fields)

then the pivot table of data shows
Dept, Sum of Hours, Sum of Total ($), Sum of Days

When you click on the drop down to adjust the filter for the Date it gives you the whole list of dates, day by day as it is in the source data.

Is there a way to make it in the filter by month and year, the way it would in an ordinary filter. So if I wanted to have the pivot table show only the values with an October date I can, rather than having to deselect all and then individually check the boxes for the 1st through to the 31st of October.?

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Excel 2007 :: Pivot Table - Daily And Monthly Field Grouping

Oct 17, 2011

I'm using Excel 2007 and am having an issue with grouping/ungrouping fields in pivot tables.

I have 2 separate pivot tables, both from the same named data source, but summarizing different data selections. Both tables include the date field, I am trying to produce both a daily and a monthly table, but whenever I change the grouping/ungrouping of the date field setting on one table, the other table changes to the same grouping.

Is there anyway to have one table with an ungrouped date field and one table with the grouped to month date field?

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Multi-Level Reporting

May 15, 2008

I have a 2-column employee file. Column A has the employee id and column B has the manager's employee ID. The reporting layers can get pretty deep. In this example, there are 6 layers of reporting. For example, Employee id 1200 (which is not in column A) has 2 employees. One of them (1712) has several employees, one of whom (1680) has employees reporting to them and so on for several levels.

Is there a way in Excel (2003 or 2007) to summarize the reporting structure? For instance, I need to know all of the employees that report up through emp id 1712 - not just that report directly to 1712, but all those under 1712's tree.

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Multi-Level Folders In VBA?

Apr 19, 2012

I have the following function. the problem with this excel is i give it "C:" as directory, it search only one level of sub folders i.e it will search the filename in

C: est
C: est3

It does not go deeper. i.e it wont look in folder that is for example

C: estanotherlevel
C: est3anotherlevelmylevel3

How to modify my function so that it goes to the deepest folder. is there a way to do it?

Function GetFile(directory As String, filename As String)
Dim FSO As Object
Dim fldr As Object
Dim subfldr As Object
Dim file As Object
Dim fullname As String

[code].....

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Multi-level Lookup

Oct 24, 2007

I'm looking for a formula to pull the correct piece of data from one worksheet and display it in another. I have tried VLOOKUP, but it is only returning values from the first instance of my lookup value. Below I have included a sample of what the data from the first sheet looks like. My lookup value is entered on Sheet2 in cell A1. The formula I have used is as follows...

=VLOOKUP(A1,Sheet1!A2:D13,4,FALSE)

The result this would return for a value of 111111111 is 15, but I'm looking for one more level of depth in this lookup, by being able to pull not necessarily the cost of the first code, but of a specific code......

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Multi Level Match Function

Nov 19, 2009

Been trying to figure out whats wrong with my formula. The 4th column doesn't seem to produce the intended result. I have attached here for reference.

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Multi Level Bill Of Material

Feb 9, 2010

create a multi level BOM in excel:

i have a formula
A=a+b+c+B
B=a+d+e

if i select A, i need excel to give 2a+b+c+d+e (and that should be in another sheet.

also i may take 50% of A +50% of B the resulting formula must appear.

i attached an exemple file.

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Calculating Percentages Of Multi-level BOM

Mar 13, 2014

So our company gets Material Statements which basically state what chemicals and how much of said chemicals go into producing X item.

I need to figure out the percentage of MASS for each chemical.

So data might look like this:

Total Weight of product: 500 grams or mg, etc.

Sub-Item - Contact - 450 g
Material - Copper - 425 g
Substance - Nickel - .05 g
Substance - Copper - 422 g
Substance - Lead - .02 g
Material - PVC Insul - 5 g
Substance - Polysomethings - .5 g
Substance - Red Dye - .4 g
Substance - Plastic - 4.1 g

So basically the sub-item line is 450/500
first material line is 425/450
substance is .05/425

the substance lines use vlookup to find the material line to divide by. formula i'm using is below:

=IF(B2="Sub-Item",I2/$M$2,IF(B2="Material",I2/VLOOKUP("Sub-Item",$B$2:I2,8,FALSE),IF(B2="Substance",I2/VLOOKUP("Material",$B$2:I2,8,FALSE),"n/A")))

B2 is either sub-item/material/substance
Col I is the mass of that line
M2 is the total weight of the item

Formula works until you get to the Polysomething lines in the above example data. instead of taking the material weight from PVC Insul, it takes it from Copper.

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Multi-level Dependent Lists

Feb 25, 2010

I need to set up an excel sheet with dependent data validation that is multiple levels deep.

ie. Select value from dropdown list in Col A returns dependant list in Col B, select value from the list in Col B returns list in Col C etc.

Is this possible?

Also, is it possible to set multiple values to return the same list? ie in the drop down you have 4 items. Each returns a dependent list but items 1 and 3 both return the same dependent list. Just saves me making many copies of the same list with different names which isn't a huge issue.

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