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...
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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.
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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.
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Sep 26, 2012
I have a worksheet ("VillageReport") that contains several pivot tables. All tables are from the same data source and all pivot tables have "Location" as the first column field. I would like for the tables on this sheet to automatically be filtered when I select a village name from a drop down menu in a cell on this worksheet (C1). So, for example, when I select "Tarzana" in C1, the location field of all pivot tables on this sheet will show only Tarzana (all others are deselected).
a Macro for this? (I have already set up the drop down menu in C1). I have found some examples online but can't seem to adjust the code to fit my workbook. I am not very familiar with VBA.
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Jan 17, 2014
How come doing this doesnt work?
=GETPIVOTDATA("Payment",PivotTables!$B$25,"Year",Formulas!J4)
I want to have the item at the end link to a cell reference so it can change.
how to make that work?
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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.
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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"
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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.
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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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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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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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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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Mar 5, 2014
I have 12 months worth of data in twelve separate workbooks each with a pivot table, I have copy/moved the pivot table tab from each into one workbook so now I have a workbook that consists of 12 tabs each with a pivot table. What I would like to be able to do is create a summary table with the full years data; where I am running into problems is that each months table has slightly different row and column counts and labels making any formula like =sum([sheet 1 cell a1]+[sheet 2 cell a1]) problematic.
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Oct 14, 2003
if there is a way to display a table as column percentages but have the totals as raw numbers.
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May 2, 2007
I am trying to find a way to count the total number of pivot fields in a pivot table so I can remove ghost pivot items that are no longer in the pivot table data. My code for this subroutine is as follows;
Sub RemoveGhostPivotItems()
Dim ghost As PivotItem
Dim pt As PivotTable
Set pt = ActiveSheet.PivotTables(1)
pt.ManualUpdate = True
For Count = 1 To 10
On Error Resume Next
For Each ghost In pt.PivotFields(Count).PivotItems
ghost.Delete
Next ghost
Next Count
pt.ManualUpdate = False
End Sub
My code makes an assumption that I have 10 Pivot Fields or less. It would be nice to actually know the number of Pivot Fields so my "For Count" Loop would be more efficient. In otherwords;..............
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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 ?
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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?
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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
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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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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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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.
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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?
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May 8, 2014
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?
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Jul 25, 2014
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.
ExcelHelp.jpg
ExcelHelp.xlsx
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Aug 7, 2014
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.
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Feb 5, 2014
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.
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