Pivot Table - Only Use Data If Between 2 Dates

Nov 22, 2006

I have a checkbook register set up in Excel, and I really like it. I thought it would be good to set up a pivot table to organize all of the entries into an expense report. I have done this for over a year now, and I love everything about it, but here is the problem:

Now that I am getting so many entries, I thought it would be a good feature to limit the pivot table to a date range. I created 2 entry cells at the top of the pivot table to put a start and end date. I would like the pivot table to compare the entries in the register to the dates, and only include the entries between those dates. How do I do this?

View 9 Replies


ADVERTISEMENT

Using Dates Ranges To Alter Pivot Table Data Set

Oct 26, 2009

I would like to use a pivot table to manipulate my data. However, I need to be able to select data within my data set by a range of dates (usually a week). Is there a way to use a pivot table but reduce the data set by a user enter range of dates?

The date field is the first column in my data sheet.

View 2 Replies View Related

Dates Pivot Table US Format But Source Dates European

Apr 4, 2008

there are a multitude of issues with US date formats when you're not in the US but I've run across one that I can't figure out.

I have a source table that has approx 5000 lines on it, everything looks correct and all the dates are in the correct (Australian) format. However when I use it to make a pivot table, any dates that are before the 12/m/yyyy gets changed to the mmddyyyy format in the pivot table only, all the source dates are still correct.

View 3 Replies View Related

Excel 2010 :: Pivot Table Reference Is Not Valid When Moving Data And Pivot Table Together?

Mar 19, 2013

On a worksheet, I created:

- 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.

View 3 Replies View Related

Pivot Table Query: Make A Pivot Table To Summarise The Data

Jan 22, 2007

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.

View 6 Replies View Related

Dates In A Pivot Table

Nov 19, 2009

i have a spreadsheet containing to columns "Date from and "Date to". the sheet is recording the attendance of staff. how can i create a pivot table to display how many days staff attend across months. i cannot us the first date "date from", as this will display all the days attended

View 4 Replies View Related

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.

View 8 Replies View Related

Hide Dates In Pivot Table

May 31, 2007

I've got a database view that holds data for over a year, i use a - 2 day rule to show net data, for example
todays date is the 31th 5 2007 if i show data up untill today it will be gross data, so i use the -2day rile to show the net data,
the way i do this is in a pivot table i hide the last 2 date.

I have a DTS package the refreshed the Pivot table but i'd like also to have a macro or maybe vba script to ide the
2 last days this will have to happen every day so for to day it will hide the 30th and 29 tomorrow it will show
the 29th and hide the 30 & 31th. I still need to have the data for the 30th & 31 in the drilldown as some people work with
the gross data so i can't just make the change inthe database i wish it was that easy. At the moment i go in to the
pivot table and Highligh the last 2 days. i'd like a way of doing this automically.

View 5 Replies View Related

Grouping Dates In Pivot Data By Month As Well As Sorting Dates In Ascending Order

Apr 30, 2013

I have a pivot table and and struggling to group these by month as well as to sort thee in escending order.

Pivot Table  ABC3Row LabelsSum of DebitSum of Credit
413/02/201334367.1822844.19513/03/201326475.492219.66613/08/201230307.613541.2713/09/2012
18898.0318065.4813/10/2012 7210.52913/11/201241969.041767.821013/12/201232844.7724041.26

View 3 Replies View Related

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.

View 3 Replies View Related

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

View 9 Replies View Related

Calculate Number Of Days Between Two Dates Within A Pivot Table?

Feb 3, 2014

I have been using Excel to display, sort and present data in a professional way. I have created a pivot table with two columns below. Column C indicates the start date. Column D indicates the completion date. Blank cells show live data. I need to determine the number of days. 1) That have been - completed - a) That were < 2 Days, b) >2 but less than a week, c) > than a week (all). I have used the following formulas. a) countif(D4:D61, "<3"), b) countifs(D4:D61, ">2", D4:D61, "<=8"). Easy for completed data. My problem is, how do I determine the number of days, live data that following the same queries as above. I have figured out I can use countif to count the number of blanks by - countif(D4:D61, "(blank)") but how to put it all together and what formula should I use. I am trying to use countifs or if statements but am totally lost.

Column C Column D
---------- ----------
06/01/2014(blank)
25/11/2013(blank)
13/12/201314/01/2014
27/12/201317/01/2014
27/12/201310/01/2014

View 2 Replies View Related

VBA Code To Filter On Specific Two Dates (Pivot Table)

Jun 20, 2014

I am trying to Auto filter on a pivot table "dates" via VBA coding.

Where:
Startdaycomp = 11-May
Finishdaycomp = 18-May

Rather then this showing all values between these dates, I was hoping to see only those two dates. This will enable my to compare weekdays for a Dashboard.

Is this possible?

View 7 Replies View Related

Excel 2007 :: Pivot Table - Can't Group On Dates

Aug 8, 2012

I have a stripped down data source for debugging purposes. I only have 4 rows of data for test purposes. The dates are formatted as dates.

When I create the pivot table the dates become my column values. When I select the first date in the pivot table the Group By Field menu option is grayed out. I tried setting a tabular format but didn't work.

View 9 Replies View Related

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.

View 3 Replies View Related

Unable To Group Dates In Pivot Table Despite Formatting The Column

Dec 11, 2013

I have a database of roughly 9000 rows. My first sheet is this data in a raw format (Masterdata!). Each row is a fire-rescue response call and therfore has a time stamp. The raw data uses different formats to provide the time stamp. My second sheet is my filtered data (Filtereddata!). In order to make these time stamps uniform I have a formula that looks at the Masterdata! timestamp column and if it is in a numeric format changes it to a text date and if it is a text date perserves it.

=IF(ISNUMBER(Masterdata!K:K),TEXT(Masterdata!K:K,"dd/mm/yyyy hh:mm"),Masterdata!K:K)

This gives me the "timestamp" which has both the incident start time and the date. I have =left and =right formulas breaking apart the date and the time. Therefore I have two columns on my Filtereddata! for the date of the incident and the time the call came in. What I would like to do is run some pivot tables and group incidents by month. I am unable to group them once I run the pivot table. I get a "Unable to group these items" (or something like this) message. I have assured multiple times that the date column is in DATE format. However, when I change the date to long date or short date I see no changes in the column so I am assuming there is something happening that I'm missing. The formula populating the date column on Filtereddata! is as such:

=LEFT(frfiltereddata[[#This Row],[Timecode]], FIND(" ", frfiltereddata[[#This Row],[Timecode]], 1))

View 5 Replies View Related

Excel 2010 :: Change Spacing Between Dates In Pivot Table?

Mar 27, 2013

I have a pivot table with dates along the x-axis. The data is spread out over 5 years and the spacing between sampling events is not even, therefore, the spacing of my x-axis dates is not even. I want the x-axis to look similar to a normal graph where there is equal space between each month, even if I don't have data for each month. I do not want to group the data to accomplish this. If I click the "show items with no data" it only shows one extra day, not all days or even all months. I have excel 2010.

View 2 Replies View Related

Pivot Table - How To Filter Only Last Dates And Show Related Rest Column Status

Apr 16, 2014

I've a table of historical members status list. with this table, I could track each member status history, since the beginning they become a member.

Here is the short of table

Name
Member Status
Date

Adel
New Member
1-Jan-14

[Code] ....

I expect to use Pivot table to show how many people which are still "New Member" and/or "Junior Member" up to now. From the table above, there should be: only one person who still as New Member. because it is only Smith, and only two people with Junior Member. they are Adel and Jhon.

I've search around and found the following useful link, viewing only the last date in a pivot table for each user
also A quick way to return the latest date in a subset in Excel

How to know the last status of each user (each member in my case).

View 3 Replies View Related

Import Data From Access Table To Pivot Table - Enable Auto Refresh

Feb 1, 2010

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 ?

View 14 Replies View Related

Pivot Table - Referencing Different Data In Same Pivot

Mar 18, 2013

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

Win month (against orginal quote information)
Win value (against orginal quote information)

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...

View 2 Replies View Related

Linking Pivot Table To Data Source Table?

Jul 14, 2014

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?

View 2 Replies View Related

Pivot Table An Extract Of Each Data Contained In This Table

Dec 14, 2006

i have a pivot table an extract of each data contained in this table.

[img]Count of NAMdate
SERVICENAM12-oct10-déc11-décGrand Total
Commercial-lauralaura11
Commercial-laura Totalgh11

custody-jonathanjonathan112
k11
custody-jonathan Totalgh1113

settlement-ludovicludovic11
settlement-ludovic Totalgh11

SPQC-elodieelodie112
SPQC-elodie Totalgh112

Grand Total1337

View 9 Replies View Related

Create Pivot Table: Cannot Open Pivot Table Source File

Jan 4, 2010

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.

View 14 Replies View Related

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"

View 1 Replies View Related

Change The Date On One Of The Pivot Table And Pivot Table Match

Apr 29, 2006

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.

View 2 Replies View Related

Pivot Table Fields Expands Automatically When Updating Data (only Where Data Has Been Changed)

Jan 11, 2013

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.

View 1 Replies View Related

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

[Code] .....

View 1 Replies View Related

NOT Displaying Items With No Data When Filtering Data In Pivot Table?

Aug 19, 2012

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.

View 1 Replies View Related

Pivot Table :: How To Get The % Data Above A Particular Value

Oct 29, 2008

I have a excel sheet with following 4 columns

Division Name:

Location Name:

Transformer capacity:

Transformer earth resistance:

Now how can I get answer of following queries in Pivot table. (Excel 2007)

1. % of a particular capacity of transformers in a division say % of 400 capacity transformers in all divisions.

2. % number of transformers having Transformer earth resistance value above a particular value in all divisions. Say % of Transformers having Transformer earth resistance above 2.6 in each division.

View 9 Replies View Related

Pivot Table Uses Raw Data

May 27, 2007

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?

View 9 Replies View Related







Copyrights 2005-15 www.BigResource.com, All rights reserved