I was wondering if any one could guide me how to use SumIf or any other functions while creating a pivot table from excel data in a very presentable manner.
The data shows - sales in qty to various customers for the month of may. Important columns need to be reported are Item, Qty.
On the second tab (in the attached sheet) i am showing the format how i want. I need to sumif by item code and put the total in the respective company column. I could manually do this by SumIf but if I want to do this for month by month for 4 months then how would i do it quickly.
Is there an easy way report for 4 month's comparative figures to make an analysis to see whihc company orders whihc product and the so on.
I have a report I am attempting to populate with data from a pivot table in another worksheet. Column A holds all the reference numbers (primary key), column B contains various start dates, and I want column C to contain all the payments made since the start date for each reference number.
The source data is a pivot table with Row = Reference number, column = transaction date, values = transaction amounts. This is an extremely large table, as I'm processing data from almost 1,200 cases, which each have around 20 payments spread over the last year, on completely random days. What I would like to do is build a formula in my report which looks up the records for the reference number from column A, and then adds up all the payments which have been made after the date in column B (and ignore any payments in the table which are before that date).
And to make things more complicated:
if an error is generated, it needs to return as 0, not #N/AThe report has the dates in UK format dd/mm/yyyy, but the pivot table has the dates in SQL format: yyyy-mm-ddThe pivot table is connected to a SQL database via ODBC and has to refresh every time it is opened.
- 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.
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"
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 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 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.
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.
I'm getting an error message in when I attempt to create a pivot table calculated field formula using the SUMIF function. My questions are (A) Can SUMIF be used in a pivot table calculated field and (B) If Yes, then why am I getting an error message? To expand more on my second question(B). My scenerio is as follows.
I need to compute the Total Inventory Value (Quantity X Cost) of all our inventory that is aged over 60 days. I have a "Total Value" field that gives me the inventory value at a sku level. also have a "Days Since Last Receipt" (DSLR) field that gives the Days since the Inventory was last Received at a sku level. For Example:
SKU A --Total Value=$100 -- DSLR=50 SKU B --Total Value=$75 -- DSLR =70 SKU C --Total Value=$40 -- DSLR =80
Using the above scenerio and example I tried to execute this calculated field formula: =SUMIF(DSLR,">60",Total Value). However I get an formula error message.
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.
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
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
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.
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
I have a list of items and their associated quantities, many items appearing multiple times. I need a concise list that summarizes each item and sums all of its quantities.
The obvious solution is a pivot table. However, I update this list frequently and for some reason the pivot table is difficult to update. is there a function or simple vba code that I could put into this workbook that would work better than my unflexible pivot table?
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 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.
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;..............
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 have a very large excel data file, which I want to analyse using pivot tables. The problem is that while most of the columns are headed with the variable name (e.g. country) and have the list of variables displayed under that heading for each observation (e.g. Italy), the years are spread across the columns - i.e. the heading for column X is not "Year", but is 2003, with the next column being 2004, etc.
Is there a quick way I can re-arrange the data so that the layout is consistent and so that I can use it for pivot tables? I have way too many observations to do this by hand.
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?
Recently, the boss showed me a Pivot table & chart, which consists of a list of about 30 user names in the first column. The row headings were the different items they purchased from a vending machine. & when he clicked on any name in the first column, this created a new sheet, renamed with users name, with a small table of results showing what that person purchased.
Problem is, none of us can figure out how to do this. I have created a new Pivot table & chart exactly like the original, but I cannot get the smaller sheet to generate. (Excel 2010)
I have made a pivot table and I dlike to identify with a macro the documents with net value over 1000. Then extract these values next to the respective sales documents in an are near the pivot table somewhere. The fields are called Document and Sum of Net value. Of course the pivot is very variable one time it has 3000 records and another 5000.
Here's my situation. I dump entire project cost information from Oracle every two weeks and am trying to use it to automatically populate a cashflow report. I need to tell my cashflow sheet to look at the "Oracle Data" sheet and sum the numbers in "F" for all of the rows that have a certain area (Cashflow "E6"), dept (Cashflow "A36") and occur on the date in row 9 of the current column and the two week period prior. (For instance, my week ending is 12/20/08 so I need it to pull everything that has a date of 12/7/08-12/20/08.
I think I need a Sumif, but this is so convoluted to me that I can't begin to figure out how to tell it to do this.
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 want to reference a table (not a pivot table) from another Excel file. I want it to update automatically if the original table is changed in any way.
