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?
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.
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.
- 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 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
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.
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.
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
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.
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?
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
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.
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.
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.
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.
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:
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.
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).
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.
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.
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?
