Pivot - Sum Of Records By Months
Apr 28, 2014
I have an problem with pivot.
Problem data:
Month SP Qty
JanSmith101
JanKiran125
JanSmith111
JanSmith110
JanJohn149
JanLaura145
FebSmith102
FebLaura120
FebKiran117
FebLaura134
FebLaura107
FebSmith111
MarLaura125
MarSmith149
MarLaura139
MarJohn108
MarKiran121
MarJohn101
MarLaura115
MarRavi125
Output table: I need to be able to use pivot on the above data and generate Total qty per person per month in columns. Able to convert it into following output
SPJanFebMarTotal
John1490209358
Kiran125117121363
Laura 145361379885
Ravi00125125
Smith 322213149684
I also attached a sample file for clarity. Sample Pivot.xlsx
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Sep 18, 2008
My input data for Pivot table has a column named "Month". The month values are like April 07, April 08, Nov07 in random order for period between Jan 07 to Aug 08.
When I create a pivot Table, this column is sorted alphabetically (April 07 is followed by April 08) but I need it to be sorted in the ascending order with respect to month (April 07 is followed by May 07).
I further use this data to plot a Pivot Chart. There is another issue here. I want to use separate colors for each series. I do not know how to achieve above 2 things.
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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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May 17, 2013
I have an excel table as below from where I am generating a pivot table:
Region
Project Name
Is this a new Project?
CE
AA
Yes
CE
BB
No
[Code] .......
The pivot looks like this:
I just need to show the records which are "New Projects" (for which "Is this a New Project?" is "Yes"). Hence I am filtering the pivot for "Yes" records only.
All regions are not appearing in the pivot. I also need to show other regions which are missing (viz,ESE & WE) with 0 values.
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Jul 14, 2014
I use a spreadsheet to extract data from an access database. When the data is extracted it has about 10k line items and one of the columns displays the date. I formatted the cell to simply display the month (Jan, Feb, Mar, etc). When I create a PivotTable with the 10K line items each line displays the month. When I use the date as a filter it displays every single lines month in the filter box. Is there any way I can combine the months in the filter box so that each month would only display once collectively instead of for each line item?
PT.jpg
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Oct 1, 2008
I need to build a macro that creates a pivot table that displays data for the last 13 months, by month (e.g. Sep 07 - Sep 08). My table has a column for months and another one for years. My question is: to run the macro succesfully, how should I build my table, or make the pivot table, in order to get the months displayed in proper order (Aug 07, Sep 07, Oct 07, Nov 07, Dec 07, Jan 08, Feb 08,.......Jul 08, Aug 08)
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Mar 19, 2007
I have a master list that is updated in real time by linked worksheets from several people. While my actual report covers 7 managers and 7 different products (“contract types” in this example), I have summarized and simplified the input in the attached file. There are three pertinent dates – the date assigned to the manager (col A), the date completed by the manager (col F), and the date approved by the executive (Col G).
These dates will span month ends and I need to be able to provide monthly reports that provide details on the number of contracts and the dollar value all contracts assigned and completed by the manager during the month (say, February) as well as any contracts assigned in any month which remain uncompleted at the current month-end (e.g. the $7,500 Smith contract assigned on Feb 21st that remains uncompleted and the Feb 26th $200 Jones contract which was uncompleted at Feb 28th, but completed in early March, in this example). Can this be done directly in a Pivot table from the full master list, or will I need to have separate sheets in my workbook where I extract the pertinent records for that month?
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Jul 4, 2012
Excel 2010. I set up a trial balance as following:
1/31/2000 2/28/2000 3/31/2000 ------- 12/31/2012
Acct # 1
Acct # 2
Acct # 3
Acct # 4
I was able to use pivot table to set up the balance sheet and income statement.
1. now each month is a field which I can choose to add to the report, but the field list is getting too long (and growing). Is there a way I can insert 1 field (for the user to input the exact date) or 2 fields (to input year and month) and the pivot table can pick up the input and refresh either automatically or manually.
2. I looked into the "group" function in pivot table, but how do I group the above data in quarterly and yearly fashion so the user can get those information quickly?
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Aug 12, 2010
In Excel 2010; the pivot Tables drop down filter is limited to 10,000 records. if more than 10,000 are available then a message saying "Not all items showing" is displayed at the bottom of the list.
Clickin on the message would display a window saying: "This field has more than 10,000 items under one or more parent items. Only the first 10,000 items are displayed under each parent item."
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Nov 6, 2008
Is there a field setting in pivot tables to return the number of unique records?
Is there an excel formula to define a range of cells, and returns then number of unique records: (i.e =Unique(A1:A10)?
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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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Aug 10, 2014
I have a range of columns i.e. 23 columns (i.e. B through X). Someone can write records in these columns (starting from B21).
Duplicates are considered the rows with similar data in columns 3 and 11. I know about the removeduplicate method and works really well but i want the duplicates not to be removed. Instead another column shall be checked for date of entry (user will entry date in format dd/mm/yyyy). The newest entry will change the value of the cell in column 4 (islatest column)to TRUE while all other records will be FALSE. This will work with the filtering of data on a pivot table on another worksheet.
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Apr 25, 2014
Book1 and Book2 are workbooks that I have modified in order to protect private information.
Book1 will have 11,000 records (my example Book1 has only 100). I need to rearrange Book1 such that it looks like Book2. Book2 has 20 complete records from Book1 combined into one single row, and my example Book2 has populated 3 rows only (3 rows x 20 records, making 60 records now appear on 3 rows only).
Macro for getting Book1 to Book2? 11,000 records in Book1 will take a lot of hours to transform into Book2 unless a macro can do the job for me.
Book1.xls
Book2.xls
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Dec 6, 2013
I have a date column (Column E: Date Entered) on my spreadsheet that I need to set conditional formatting on. There are two conditions:
1) 18 months from the date in the cell needs to be highlighted yellow
2) 24 months from the date in the cell needs to be highlighted red
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Jul 19, 2009
Cell A1 is a past date. In cell B1 I would like how many months have gone by since todays date. eg. Cell A1 = July 07, B1 would = 24 months.
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Jul 31, 2007
I am looking for a formula that will add months and return the year. E.g. if I add 1.05 and 1.07 I should get 3.01. i.e. 3 years and 1 month.
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May 7, 2006
example of a database user form that will allow me to list records in a sheet as well as search for records in a sheet. I know excel has a built in feature for this but it is menu driven and I need something that is button driven and will allow me to resize the form layout. I was not able to figure out how to do that with the built in form.
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Aug 15, 2006
I have created quite a nice little macro that;
drills through a lot of key figures, updates a pivot chart and copies the chart to powerpoint.
However it crashes on one particular data set every time with this error:
Run-time error '1004':
Unable to set the _Default property of the pivot item class
The code where the debugger stops is the last line below here.
lngKpi = Sheets("Helpfile"). Cells(lngRow, 2)
Sheets("Charts").Select
ActiveSheet.ChartObjects("DK").Activate
ActiveChart.PivotLayout.PivotTable.PivotFields("KPI # (overall").CurrentPage = lngKpi
I can manually change the pivot chart to the keyfigure it crashes on and thereby workaround the problem in the macro. Also it works for more than 50 other keyfigures without problems.
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Nov 27, 2009
I was wondering why a pivot table will allow you to tick and untick pivot items that are not visible?
My pivot tables have a lot of data and someone may wish to only see the pivot items that are shown in the pivot table in its currrent view. Is there a way in VB to achieve this?
In my attached example when you suntick the Media 'TV' then look in the 'Channels' drop down you can still see the tick boxes for TV channels 'ITV' and 'TV_BBC1' (I know why they are still ticked, I'd just like them not to be visible).
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Aug 16, 2013
I have a pivot table in the first sheet which includes the field "Date" as a column label.
In the remaining sheets, except for one, there are pivot tables based on the same underlying dataset which also include the field "Date" as a column label.
I would like to adjust the selection (i.e., exclude some dates) from the column label in the first sheet and see if it is possible to make the same adjustments automatically to the pivot tables in the remaining sheets as well.
note that the field "Date" is used as a Column label, i.e., it is not a Report filter.
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Jan 21, 2013
I have a single workbook with multiple worksheets. Each worksheet has a different pivot table displaying a different view of the data. Each pivot table uses the same source data at worksheet1.
Each week i add new data to the end of the source data, which means that I need change the source data reference separately in each pivot table to update each pivot table view to include the new data. This is laborious as there are quite a few pivot tables.
Was wondering if there is some way of changing the pivot table source data reference on all pivot tables at the same time.
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Jul 7, 2014
I have a pivot table that I created and now I want to use the same pivot cache to create another pivot table instance on a different worksheet. how can I do that? My first worksheet gets saved as "OO By buyer" and now I want to create a new worksheet and drop the next pivot there.
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Sep 5, 2013
I've attached some dummy data. Basically, everyday I'm going to dump a report containing data into a 'Data Dump' tab. 'Pivot 1 - Filtered' I have set up so that it will show specific product IDs only (In this example I only want to see 1X, 2X and 9D).
However, I now have a need to see the total value of that order number in 'Pivot 2 - Autofilter'. (For Example, order number 1111 has both 1X and 8D contained within it). Now obviously the simple thing to do would be to filter every order number shown in pivot 1, and filter pivot 2 with them. However when I'm doing this for real, this can be tens/hundreds of order numbers.
The only workaround I have found is to put a column at the side using VLOOKUP and if ISERROR is false then include in pivot, then used an autofilter on that, but I'd like to keep the normal pivot if possible.
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Jul 17, 2014
I have this problem which I have simplified below:
Sheet 2 contains a Pivot table. One of the report filters is "Month-Year" (Eg, May-14 - in date format 'mmm-yy') which is selected by a Slicer on sheet 1.
Cell D1 on Sheet 2 contains a formula which calculated/displays the mmm-yy of the same period last year (eg May-13).
I want a code so that when I select the 'Month-Year' Slicer to filter the pivot table on Sheet 1 (eg to May-14), another Pivot on Sheet 3 is filtered with the previous year mmm-yy (May-13).
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Jan 7, 2014
I'm not grasping the Pivot Table correctly. I've written code to create a sum of values based on a worksheet. Specifically:LocationIDDeptSum of Hours Worked. Location, ID and Dept are rows. This effectively provides the aggregate values that I need based on the row groupings.Here's where this is falling apart. I need to create a new worksheet based on these values. I assumed the three row values - Location, ID and dept - would be in a hierarchy. It's possible they are, I just can't figure out the object model.
When I loop through the PivotItems collection of the PivotFields("Location"), I get what I need. However, I'm unable to determine how to loop through the child values (just for that location). PivotFields("ID") returns all IDs. I can't figure out how to return only the child entries for each pivot item. GetPivotData hasn't been very useful for this. As far as I can tell, GetPivotData, while its return type is listed as Range, throws an error when more than one cell is returned. Worst case, I suppose I can just parse the data in the DataBodyRange of the pivot table - maybe not, I haven't tried that. I'm hoping there's a way to iterate through these collections, but based on what I've seen from Google searches, there may not be. Does my pivot table need to be rearranged? I suppose I could also just dump this data into a data table
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Mar 13, 2014
My macro is designed to look at a summary source tab and create a new tab for each unique project number. It then creates a pivot table from five different source detail tabs and filters on the project number. If a tab already exists it selects the tab and moves on to the next project number. There are six pivot tables created for every project.
New data is added each month to the source tabs and I have a macro to delete all pivot tables and the macro will recreate the pivot tables when ran again.
Issue: Running out of resources At work I'm limited to the use of Excel 2010 (32bit) so I'm restricted on 2GB of memory. At home I ran the file successfully (64bit) and it was around 3GB of memory.
My macro creates a new pivot cache for every pivot table where as I'm trying to only use 6 pivot caches in my coding. I kill it half way through and it's around 100+ caches causing unnecessary usage of memory.
Fix / Solution:
Correctly code the vba to only create six caches and code the rest the pivot tables to use that cache.The only difference in the Pivot Tables is that it’s sorted on the Project Number.
Code:
Dim VBAPPPC As PivotCache
Dim VBAAPPC As PivotCache
Dim VBAPRPC As PivotCache
Dim VBAEXPC As PivotCache
Dim VBAMJPC As PivotCache
Dim VBAIVPC As PivotCache
Dim VBAPT As PivotTable
[code]...
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Apr 20, 2014
1. I am trying to record a macro where I select a Pivot Table. But in the recorded macro "Pivot Table name" is not recorded neither the Pivot Field Property only the Range name is recorded. But on other systems (workstations) these details get recorded. Does this have something to do with excel settings?
2. I uploaded a macro enabled excel file on my company's "sharepoint" the drop down boxes present in the file get populated via a macro in "ThisWorkbook" page but sometimes these drop down boxes don't show any values. What can be the reason for this? Can't share the file because of data security policy of my organization.
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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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Sep 5, 2006
Is it possible to create pivot table from another multiple pivot table.
Example: I have two diff pivot table "Income" and "Expense" as well
and I need to preapare new pivot table using with those two pivot table
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Jun 6, 2014
get the formula for the sum of last 3 and 6 values in a row.
Attaching the sample workbook for your reference
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