Pivot Table Source List
Jun 19, 2008
I'm trying to create a Pivot table with various columns comparing information of executives from various Private Equity Firms. Some of the additional columns are Industry Specialty, Harvard Grad Year, My companies contact, etc . . .
The goal is to allow me to then query this information so if I wanted to see all Bain Capital employees who graduated with an MBA in 1990 and their specialty.
My question comes in trying to set up my source list for the data under Industry Specialty and my companies Contact. Is there a way I can set a value for these cells and mark them as an "AND" in the source if there are multiple contacts or industries that one of the Private equity executives is linked too, that would then allow them to be displayed as so when I create the pivot table?
Attached is .zip for further clarification.
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Jul 4, 2014
I have a huge data set with survey data (sample attached: sample.xlsx). Column headings: survey questions Row headings: respondent identifiers (names) Row data: answers to questions (numeric values, only five answer options 1,2,3,4 or 5, no blanks)
I need to build that kind of pivot table:
Rows - list of particular questions (i.e. questions no. 3, 7 and 12) Columns - list of all diffrent answer entries (eventually, it will be 1,2,3,4 and 5) - it could also be questions in columns and answers in row (no difference) Values - count answer entries (i.e. how many answers "5" are on quesiton 3)
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UPDATE: explanation added.
The reason I need pivot tables: i'll have to cross analyze multiple sets of questions. I'll have to do such cross-analysis 100+ times, so, writing a formula for each time does not quite 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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Oct 5, 2011
There is pivot table for some reason the last column (YEAccts), which sums all the other columns values is exluding the 1st column for some reason. This "YEAccts" shows up fine in the pivot table "field list". And I followed the source for this and it's a table in a different tab that pulls data from an access query connection.
The name of the column that is summing up the rest of the columns is "YEAccts", but for the life of me I can't seem to find where this column is in the source table tab or even in the access query where the data is being pulled from.
How to find this "YEAccts" column? Also, why would it exclude not summing up the data in the first column?
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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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Sep 7, 2006
I have a report that was created for 2005 that contains two worksheets: a "source data" worksheet and a " pivot table" worksheet. I cleared out the 2005 data in the "source data" worksheet and replaced it with 2006 data...after this I refreshed the Pivot Table and everything seemed fine. When looking at the file size I noticed that it was almost twice its original size....upon further investigation I found that the Pivot Table was internally holding onto the old source data (the "Show" functionality of the rows/columns in the table lists the 2005 row/column headers as well as the 2006 headers....even though no data from 2005 is shown in the Pivot Table).
Does anyone know how to purge the old data from the internal Pivot Table memory?
I hope this is enough information....let me know if you need more.
Thanks in advance for any help,
Jon
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Aug 24, 2009
I was wondering if anyone knows how to change the souce data for a Pivot Table?
Eg if I have the Pivot table looking at Columns A & B lines 1 - 20 and I want the Pivot to also include Column C and lines 21 - 50, how would I do this? for a chart I can just right click and select the "Source Data" option but it seems that this is not available for Pivot Tables.
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Apr 10, 2013
A co-worker of mine set up a pivot table using data saved on an external data source on a shared drive. I would like to create a similar pivot table myself, linked to his pivot table so when he gets updated data, my pivot table also will update accordingly. My question has to do with the pivot table data source. How do I copy the connection?
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Jul 18, 2007
How can I possibly find the source path of a file used to build a pivot table. So basically the pivot table is using an external source and I'm unable to find it.
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Mar 27, 2009
I have a pivot table created. How do I determine which sheet it is pulling the data from, hence the source of the pivot table? Also, if can you go into source and modify data points, then in pivot table, will the results would be automatically modified with updated data points?
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May 10, 2009
I've got a bit of a problem revealing pivot table source data, so just wondering if anyone know how to reveal it? My colleague sent me the spreadsheet, I can see the pivot table, but I can't find the source data that the pivot table links to.
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Sep 26, 2011
I am using pivot tables/charts for drilldown reporting. After running a complex macro to consolidate multiple reports into one range, I need to generate pivot tables and charts.
These reports will change month to month in the number of entries they have (template will be identical), and therefore my data source range for the pivot table is bound to change. Therefore my question is, how to develop a macro that will dynamically change the source data range to the amount of rows?
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Mar 27, 2009
I am using pivotable with access queery as the source.
When I set it I cuse that external source browse tool, but it seems to only recognize the source if the dive is the same.
When I go downstairs to try on a users computer there dirive letter(K is different than my (H and it does not work.
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Feb 22, 2010
why the data reference for a pivot table is changing after I email the workbook to a client. The source data and the pivot tables are all part of the same workbook and I can't understand why its saying can't find source data. Excel 2007 is being used on both computers.
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Apr 24, 2006
I am using pivot tables which were created by another (no longer contactable) and have found two fields in the field list which are not part of the source data i.e. neither are column headings but are used in the pivot table.
My questions are:
1. How are these field created?
2. How can I examine these fields for formulae (as I have found one of them returns an incorrect value)?
Field1 return a numerical value which is the difference between two columns
Field2 shows this as a % (but incorrectly)
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May 31, 2007
My fixed asset software will not allow me to show multiple individual months of acquisitions. I can export each month. This will create a separate spreadsheet for each month, but the problem is that each spreadsheet may contain the same asset, but additions to that asset.
Spreadsheet 1
....Description............................Dept...................January acquisition
.....Building____________________Plant______________1,000,000
Spreadsheet 2
.....Description..........................Dept...................February acquisition
......Building___________________Plant______________1,000,000
.....Welder____________________Metal_________________5,000
What I want is this
Spreadsheet 3
.....Description.........................Dept..................January Acq..........February Acq
......Building__________________Plant____________1,000,000__________1,000,000
......Welder___________________Metal_________________________________5,000
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Jun 12, 2007
I have a workbook with a number of pivot tables as well as the source data for each pivot table. Some of the source data sheets needed to be deleted so now if I try to refresh the corresponding pivot table I get "Connot open pivot table source file '[Std Mthly Rpt.xls]Report_2'". I recreated the source file again and would like to know if I can link the pivot table to this new source file or do I need to create a new pivot table??
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Dec 28, 2007
I am producing graphs that compare last years figures (static) with this years figures ( Dynamic) and this years figures come from a Pivot table and Worksheet that has been imported. The value returned in each cell for the graph's dataset is derived from a specific Pivot table row and the column name (month) that matches the column of the data set - so far so good. The formula currently looks like this.
=IF(ISNUMBER(GETPIVOTDATA("Duration of Spell",'Count PS'!$A$3,"Admission Hospital","Hillside","Discharge Date Month Name",Q3)),(GETPIVOTDATA("Duration of Spell",'Count PS'!$A$3,"Admission Hospital","Hillside","Discharge Date Month Name",Q3)),0)
where 'Count PS' is the name of the worksheet and Q3 is the reference cell that holds the Month Name. The problem is that I will not always be creating the report and other users may use a different name for the imported worksheet. I want to be able to set the name of the worksheet to be referenced in a supporting worksheet so that the user could simply amend the cell value to be the name of the source worksheet, but I can't work out the syntax
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Nov 20, 2010
I have some source data which is used to generate a pivot table. The data is conditionally formatted to color certain cells based on some other values. Once the data is transferred to the pivot table this formatting (as well as the number formatting) is lost.
I have found some code to fix the number formatting issue but can't seem to locate something similar to set the interior color of the cells in the pivot table to match that of the original source data.
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Aug 8, 2013
I have a pivot table whose data source is located on a shared network drive. Each day a new data source is uploaded and the only thing that changes is the date in the filename (ie. DataSource080813.xlsx). I am trying to find a way to set the data source to update with todays date automatically each day so that when you open the workbook it is always current days data. I have a cell (B2) with a formula in it that gives me the file location of todays file (ie. X:TeamFolderFile1DataSource080813.xlsx, where the date is derived using the TODAY() function. Is there a way to set the pivot table data source to cell B2 and have it use the text from B2 as the file location?
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Apr 30, 2014
I am using an Excel file (Raw.xlsx) to store my raw data, and take another Excel file (Pivot.xlsx) to make PivotTable from Raw.xlsx
When generating the PivotTable, every works fine. When click [Refresh] in the Raw.xlsx, whatever changes been made in the Raw.xlsx can "sync" to the Pivot.xlsx
However, once I save and reopen the Pivot.xlsx, I can't refresh the PivotTable anymore. I've tried changing Data Source, but it doesn't work.
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Dec 31, 2013
Trying to create a basic pivot table from a CSV file for our users. What I've done in the past is open my CSV and then take the option Insert > Pivot Table to create the pivot table from the open CSV/worksheet. My question here is .... how can I save this .XLS and refresh the CSV data within? Or do I need to use an external data source? I don't want to have to use any drivers. I'd love to be able to just point to a CSV or TXT file on our server and that be that.
For something else I have used Web Query strings to point to .php scripts that send back data in XML format. Is this an option?
Again, the goal is for me to create a pivot table and just have our user's open it up and have current/refreshed data within. We can run jobs overnight or on-demand that update the data source.
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Jan 7, 2009
I would like not to have to update the source data for the pivot table in my database. I've read that you can solve this by using a Dynamic Named Range and using that as the source for the pivot table. That way the pivot table will expand as new data is added to the database. The formula I used to create the DNR is:
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Jul 17, 2009
I wish to hide some columns that contain data used to update a pivot table in another worksheet. What I want to know is though, will this affect the pivot table? I think that graphs in excel will normally ignore data in hidden cells, so I was wondering if it was the same with pivot tables.
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Sep 7, 2009
Given a pivot table, is there any way that I can determine the source data that was used to create the pivot table?
I suspect that the pivot table was created using only part of the data, but I'm not sure.
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Apr 14, 2011
if it's possible to break the connection between a pivot table and the data source whilst still maintaining the data in the table? I could try copy/paste special/paste values but thought there migth be a 'proper' way to preserve the data.
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Nov 25, 2013
I am using Excel 2010 and have a workbook with two sheets - "Risks & Issues" which contains the source data and "Risks - Summary" which contains a Pivot Table called "Dashboard"
I would like to create a command button called 'Refresh Data' which will be on the "Risks - Summary" sheet. When I add a new line to the "Risks & Issues" sheet, I would click the button in "Risks - Summary" and it will update the Pivot Table range.
So far I've tried using some examples found on this site, although with no experience in VBA macros, I'm not really sure what they do; all I know is that they cause an error.
Code:
Sub Refresh_Click()
Sheets("Risks - Summary").PivotTables("Dashboard").SourceData = Sheets("Risks & Issues").Range("A2").CurrentRegion.Address(True, True, xlR1C1, True)
End Sub
[Code].....
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May 22, 2014
I noticed that when I click on a cell in my Pivot Table a new worksheet pops up with the requested information (essentially a filtered version of my data source depending on what cell I clicked) is there a way for that information to appear on the same worksheet as my Pivot Table? And if so can I also edit what parts of the data source appear?
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Nov 29, 2007
I work in my Client's office and assist in settling construction disputes. Part of this work is to browse/search their server for documents that may assist in strengthening their case.
During this review I have found an excel document which is a text-only version of a pivot table, ie someone has done a copy, paste special, values into this sheet. I need to extract the original source data from this table back into the list format, as the original source of the data cannot be located
The row titles on the left are activity descriptions, the column headers are dates and the data in the body of the table is hours. As an idea of size the data is spread over 213 columns and 45 rows. Their are more blank cells in the table than entries.
What I would like to do is create the data in it's original form ie
Column A; Date
Column B; Activity Description
Column C; Hours
and have a separate row for each instance of an entry of hours from the pivot table.
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Apr 6, 2007
I'm finding my way in pivottables (which is a new function to me).
I can now create one to count the item I wish (see attached).
I'm trying to get the table to display, but not use for counting, the rest of the row calls associated with the counted data.
For example, looking at attached, the source data is so:
ComponentPart NumberValuePackageType
C1C0805COG1NFJ50V 1nF0805 COG 5% 50V
C2C0805COG1NFJ50V 1nF0805 COG 5% 50V
I'm counting how many instances there are of the part numbers and displaying in the pivottable as so: ...
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