Pivot Table Summary Measure Default?

May 8, 2007

The summary measure for my data field buttons my pivot table wizard is defaulted to count instead of sum.

How do I change the default back to sum.

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Pivot Table - Page Default

Jun 16, 2006

I have defined 2 pivot table report using the same master data. I wanted to default the page field in these reports. I notice that on refreshing the data, the pivot table page field updates with "All" instead of default one (if there is no data for the default page field). How do I fix this? I wanted to have the default page even though there is no data for that field in the master file.

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Default Pivot Table To No Subtotals

Jun 6, 2007

Pivot tables. They have a habit of adding automatic subtotals to each field of data you drop into the pivot. Is there any way of setting the default to "none" rather than "automatic". It's driving me insane.

I am toying with the idea of writing some code to eradicate this issue, but if there's something native to Excel which will do the trick, that would be much more efficient.

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Pivot Table Field List Default From Count To Sum

Dec 21, 2011

How can I change my Pivot Table Field List to produce Sum of the values rather than Count of Values?

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Default To Classic Pivot Table Layout In 2007

May 9, 2008

I have upgraded to Excel 2007 and the PivotTable formats are different. I prefer the old 'drag and drop' formatting, and would like to default to that.

I can switch to the classic format by going to Pivot Table Tools ---> Options ---> Display --> Classic Pivot Table Layout, but I have to do this for each table I create. I'd like this to be the defaut choice.

I've searched the board and someone posted that if you add the Pivot Table/Chart icon to your task bar, that will open the old layout --- it opens the wizard, but the table that is created is still in the new format which does not enable drag and drop.

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Using Pivot Table Summary Fields In Calculated Field?

Jan 21, 2012

I am trying to use a summary field in the pivot table in a new calculated filed, but am unable to do so. Let me first describe the context so its easier to understand:

I have a collection of customer purchase records, which look like the following:

Customer Name, Customer ID, Purchase Amount, Activation Date
-------------------------------------------------------------
John , 100 , $150 , 2011-04-01 17:07:50.0
John , 100 , $250 , 2011-04-01 17:07:50.0
Paul , 101 , $125 , 2011-08-20 11:10:27.0

I have several 1000 records like the above and I need to create a summary report which looks like:

Customer Name, Total purchased, Activation date, Avg monthly purchase
-----------------------------------------------------------
John , $350 , 2011-04-01 , $175

The average monthly purhcase needs to be calculated based on the date of report generation. So in the case above, the average is calculated as of 2011-06-01.

In order to generate the report above, I created a pivot table with "Customer Name" in the "row labels" section and "Pruchase amount" and "Activation date" in the "values" section of the pivot table. When I try to calculate the "Avg Monthly Purchase", I'm running into the following problems:

1. The activation date is not being displayed as a date, but instead shows 0, when I set the value field settings to "Min"

2. I tried to create the "Avg Monthly Purchase" as a Calculated Field and then use the "Sum of Purchase Amount" field that the pivot table calculates. However, I'm unable to reference the "Sum of Purchase Amount" field in the calculated field.

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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.

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Create Database Table From Multi-Column Summary Table

Nov 5, 2008

I want to accomplish something like this but slightly different:

[url]

I have the same issue but a bit more complex. In my case I have an additional amount of columns (let's say dimensions). So for the example given (sales per month) I would add two columns for 4 different regions and 5 machine types (just examples).

The output (that would serve as pivot tabel input) would then have to be a 4 x 5 x 12 x 4 = 960 row database table.

I have tried to accomplish it by customizing the given code but that provedto be beyond my powers ;o)

and some 3rd party software [url]and [url] but non of them is doing what I'm looking for.

The code I'm looking for ideally would count the number of columns and unique records per column and construct the database table from that. So I am looking for flexibility in the number of dimensions also...

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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.

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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"

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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.

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Convert Detailed Table Into Summary Table

Nov 2, 2009

I have received a database containing listings of products and their sales, by month (see left side of attached file). What I actually need is to have this table converted (transposed) into a “flat database” which I can later manipulate with a pivot table (see desired output on the right side of the attached file). In the attached file I have drafted the desired output format of 1 line from the raw table, which I would like to get.

What I am looking for (if I might be so bold and ask) is a macro that will allow me to have a simmilar result for ALL the lines (there can quite a few). I think this output format can be achieved with a few simple loops, probably nested, but unfortunately I was not able to find the right sequence (being a novice in VBA).
I have tried to find the answer here, between all the posts regarding “transpose” but couldn’t find something that looked (to me) as containing a relevant solution.

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VBA To Set All Pivot Fields To Default Values

Mar 14, 2008

I am finishing up a macro that manipulates a pivot table and creates a file for us to run. But we all keep this pivot table up a lot, and usually keep a lot of the data filtererd in it.

Is there a way to set all of fields in a pivot table back to their default values like when you first open up the workbook?

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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.

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Floating Toolbar As Default In Pivot Chart

Jun 28, 2007

I've created a Pivot Chart in which I want to display travel by various folks to mulitple sites. The Site field is a Page field. If I set the Pivot Chart to a Custom -- Floating Bar style it displays fine, but if I change the Page field selection the chart reverts back to a stacked bar style.

I've tried setting the default chart type to Floating Bar (this doesn't take), and naming a custom style that is Floating Bar (and setting the pivot chart to this custom style -- but again the style does not hold on a change to the Page field).

I ran into this a few years ago and wrote some event macros to reformat the chart when the sheet is activated and when it calculates, but it seems there should be a simpler (built-in) way. Am I missing something obvious? Is there a way to make the Floating Bar style stick in a pivot chart without resorting to VBA updating?

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Getting Column Summary In Rows Pivot

May 31, 2014

Basically what I'm trying to do is instead of calculating the columns msq1,msq2.. bsq1,bs2... and after link the value to another Worksheet, what's the way to do this with Pivot Table report to get the results the same as shown in pic attached? Pivot.gif

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Get Summary Table From Extended Table?

Aug 11, 2013

i've got a table that i'd like to use as the source to a new table derived from it, by pulling certain data depending on the value in a given column. for example, if the data in column 3 of a given row has a '1', i want that row to be included in the derived table, and not included if not.

EXAMPLE:

source table
1 apples 1
2 oranges 0
3 pears 1
4 cherries 1
5 lemons 0
6 limes 0
7 peaches 1

derived table
1 apples
3 pears
4 cherries
7 peaches

some info about the situation, and rules to use-
- i don't know beforehand what the data in the source table are
- data in the source table will change from week to week, so i have to use a general solution
- i know that there's a maximum table size for both the source and derived tables [600 rows and 300 rows, respectively]

How to do this just by using excel functions, w/o resorting to vba? i've tried various permutations of formula expressions using MATCH(), INDEX(), CELL(), and ADDRESS(), but i keep getting #REF! and #VALUE! errors and how to proceed.

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Summary Table In Vba

Apr 2, 2007

I am trying to populate values in a summary table using Vba. Details as per attachment.

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Weekday Summary Table

Jan 14, 2010

I have a list of dates in Column A, with a list of associated values in Column B. I'd like to create a small summary table that will give a count of the dates in Column A and a sum of the values in Column B, broken into a bucket for each day of the week.

I know how to create this table using a short macro that would loop through the list of dates, but if possible I'd like to calculate the values using worksheet formulas so that
I don't have to run the macro each time another set of data is added to the list.

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Display Summary Of Table Data

May 27, 2009

I have a report of 1200 plans (approx 2000 rows). Attached is just a small example of data that comes from the report. There are 3 plans in column B (Plan X, Y, Z). I want one row of data for each plan with the plan roles and Employee ID filling those roles listed horizontally instead of vertically. It is only the roles and Employee IDs filling the roles that cause the data to be more than one row. In this example, I’d want only 3 rows of data (one for each plan). I want to include all data shown for each plan but want it on one row per plan. Possible roles are Plan Owner, Plan Steward (there can be up to 10 stewards per plan), Plan SPOC, BU SPOC, Compliance Director, and Officer.

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Create Summary Report Of Table

Sep 14, 2007

I use a specific report on a daily basis which is attached here. Is it possible that that report is generated automatically in the same sequence of rows once the data is updated in another sheet. I am not good in VBA so looking some built in function. I have tried the pivot but all the formatting and design of the report is changed. use the Template wizard with data tracking is used is the above exercise is possible. Is there any other better methord is available in excel. Is there any good web site availble to learn these things.

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Summary Count Of Numbers In Table

Feb 6, 2008

I inherited a spreadsheet with a table which summarizes counts based on values in columns from another sheet. For example:

BrownWhiteMulti
Dog326
Cat65
Fish479

The numbers are derived from the second sheet, which displays 1 in Col P for every value of Dog in Col B, 1 in Col Q for every value of Brown in Col C, etc. Col A contains the names of animals. So, in the above matrix the formula for Brown Dog is sum of all 1s in Col P + 1s in Col Q. In another sheet, I would have like Brown Dog in row 1 with all the names of brown dogs going across the column, Brown Cat in row 2 with the names next to it, showing the details behind each number.

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Create Summary Table From 2 Tables

Apr 15, 2008

I have 2 worksheets which have a table on each. I would like to create a list using data from both tables. The list I am looking to create is for an upload fom an excel planning sheet into an ERP system and requires certain data fields and a certain format. Both table have the same amount of fields and the dates across the top. On worksheet one there are material numbers on the left and dates across the top. In the list I require I would need the dates down the left in the first column, next the material number, next the quantity from table one and then the last column I would require the value from the second worksheet which is relevant to the material number and date from the first table. I have tried pivot tables but cannot get this to work and feel it may work with a lookup. I have attached an example of the data.

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Summary Table Of Stock Returns In VBA - Is It Doable?

Jan 29, 2014

In the attached spreadsheet:

1) RAW DATA tab has data for four fund managers. The number of managers will range from 0-200 in the final model.
2) A negative exposure number is a short, and a positive is a long
3) The "Return" is from Bloomberg downloaded data in the live model but I have made up numbers for the purposes of illustration.
4) The Summary tab shows what I would like my final output to be. Please note that (1) the number of managers, and the number of stocks per manager is dynamic (2) the number of longs and shorts is also dynamic (3) i want the impact total for longs (0.39%) to be calculated for me using the code (unless it is easier using another method)

The Summary sheet would have Manager 1, Manager 2 and so on but i have only included Manager 1 for purposes of illustration.

You might say it is easier to use a pivot table, but it is hard to get this format with longs and shorts separated. I would also like errors to be ignored when summing totals in the Summary sheet - these errors occur sometimes on Bloomberg when a company's name changes or they get taken over.

This sheet is due to run by itself when i am not around. (I can automate it myself once I know how to get my desired table).

OZTESTTP.xlsx

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Summarize Quarterly Data In The Summary Table?

Aug 7, 2014

summarize quarterly data in the summary table taking into consideration the months and the district. see the attachment for a more clear picture.

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Collect Model Outputs Into Summary Table?

Feb 12, 2013

I have a question around making a summary table from a model. I will try to explain this as plainly as possible.

I have a model where you can toggle 3 different inputs across two variables. The final output number of the model will vary accordingly.

I would like to create a 3X3 table with the final output for each combination of variables. Is there a way of doing this using formulas or would I need a macro?

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Extracting Out Of Multiple Tables Onto One Summary Table

Jun 3, 2014

I would like to summarize information from multiple tables (across multiple worksheets) into one table using a formula.

I have Attached an example: Book6.xlsx‎

The 'option plan 1' tab shows multiple summary tables for different types of clothing. (the type of clothing is text in the top left hand side of each table just under the month i.e. "jersey tops"). This tab is an example of 6 similar tabs that come from 6 different workbooks...

For each clothing type (i.e., Jersey Tops) I would like to extract the TTL OPTIONS no. and the TTL UNITS no. for each store and show these on the table in the "front Sheet". against the clothing type.

Is there a formula that can match the Clothing type from column A in Option plan 1 tab with Column C in the the front sheet tab and subsequently Match up the TTl Units and Options for each store on the front sheet tab.

I have manually keyed in what I would like the formula to show for 'jersey tops' on the Front sheet tab.

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Excel 2010 :: Create Summary Table?

Nov 18, 2013

Code:
Date Jan-14..........Jun-14............Dec-14...........Jan-15..........Jun-15............Dec-15
Measure1
Measure2
Measure3

Code:
Date 2014 2015 2016
Measure1
Measure2
Measure3

I have two tables, examples above In the first table, Jan-14 is a dropdown value that updates all the values to the right by a month increment when a specific date is selected

I then have some code that populates the cells which have 2014,2015,2016 in them.

What I need to do next is populate the 2nd table with values based on the date ranges in the above table.

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Summary Report Of Dynamic Table Data

Nov 10, 2008

I am interested in finding vba code that I can enter as an add-on for a weekly training report that I receive.

An example of the weekly report is attached. A Computer based training program populates the reporting tool with the date that the course was completed. Each week a report is generated as attached with the dates completed filled in the matrix.

The goal is to: Report the total percentage of training completed. I would like to be able to run a vba add-in that will determine what rows have entries. Perform a countA on the date fields. Sum the counta's and populate a cell with the % complete. In one simple touch of a button or keyboard function that can be ran each week without editing the code. These reports are filtered by department and the size of the matrix change all the time.

The hang up I am having is making the code dymanic enough to figure out what cells are filled and calculate and populate by that factor.

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Create Pie Chart From Table Summary Results

Jul 2, 2009

Attached is five months of dummy sales data for eight products. My objective is to filter this data with date ranges (using Column A in Data sheet), and have the corresponding pie slices (shown in Pie Chart Sheet) be the summation of the Products grouped by their designated letter. Currently, the result I am getting is 6 pie slices for "Product A" and this is wrong. I want to see "Product A" show up only once in the LEGEND and only as one aggregated pie slice. The same holds true for the rest of the Product Letters.

I want to avoid using Pivot Tables. My objective is to keep my layout clean and simple. I would like to know if anyone out there could help me figure out a formula that will automatically catagorize all of the resulting filtered data by the Product Letter they share. Once the formula categorizes or groups together all of the resulting filtered data by Product Letter, I would like the formula to calculate a summation for each Product Letter category. After the formula finishes the summation task I would like the formula to feed these results to a Pie Chart. The resulting chart I would like to see will show individual pie slices for each Product Letter resulting from the date range filtering operation performed on Column A. The resulting letters can be anywhere from "A" to "H". My goal is to only have one individual pie slice representing each of the Product Letters resulting from a Date range filter. I thought such a task would be as easy as baking a pie, but it's turned out to be beyond my Excel skills.

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