Pivot Table Update
Sep 11, 2008
I've created a pivot table that summarizes sales and gross profit on a quarterly basis and YTD basis by Market and store. I have a drop down in my source data file which changes the month. I go to update the pivot table and it no longer recognizes the data fields because the headings change to the subsequent month. Is there a way to not have to recreate the pivot table every time a run a new period? See below. Once I run August and then refresh the data it will not recognize these fields any longer.
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Jun 24, 2014
When I tried to Refresh the Pivot Table, the message I got was: The PivotTable field name is not valid. To create a PivotTable report, you must use data that is organized as a list with labeled columns. if you are changing the name of a PivotTable field, you must type a new name for the field. I did go in a check that all the columns are named though.
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Sep 30, 2008
I have a data table that looks somewhat like this a number of rows of "Date", "ID#" and other extraneous fields.
I have a pivot table that simply lists the total count by date, then i grouped it by month and then by quarter:
Date4 Date2 Date Count of ID 2008-Q4 76 October 2008 29
10/1/08 8
10/15/08 19
10/21/08 1
10/31/08 1
November 2008 25
11/1/08 2
11/15/08 19
11/21/08 1
11/29/08 2
11/30/08 1
December 2008 22
12/1/08 1
12/15/08 19
12/21/08 1
12/31/08 1
My problem is, when i add a new row to the main table, say with a date of "December 20, 2008", and refresh the pivot table, the information ends up clear at the bottom (in this case, after the year 2014).
I figured the pivot refresh would place the data among the other December 2008 rows in the pivot table.
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Jun 13, 2007
I have a pivot table on a hidden sheet and a combo box the user picks from. I would like a macro or formula that could change my pivot table Page Value to that which is chosen from the combo box. Then update the pivot table. I can then use my report to look up values from this pivot as needed.
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Dec 15, 2013
I created a Pivot Table with employees summarized or total hours, which also totals up their billable charges. I would like to "read" the pivot table & break it down to the employees weekly or monthly hours & billable.
I was going to use the following function, but can't use because there is not a column that finds the employee's name several times:
=SUMPRODUCT(--($B$7:$B$4995>=AN3),--($B$7:$B$4995<=AN4),--($B$7:$B$4995=$G$7),--($D$7:$D$4995))
From Pivot Table:
Employee A 56 $7,280.00
XX 56 $7,280.00
07/17/2013 3 $390.00
07/18/2013 9 $1,170.00
07/19/2013 4 $520.00
07/22/2013 9 $1,170.00
07/23/2013 4 $520.00
07/29/2013 7 $910.00
07/30/2013 4 $520.00
07/31/2013 3 $390.00
08/07/2013 9 $1,170.00
08/08/2013 4 $520.00
Also, I was going to upload an example & removed some confidential content from the original log file in which the pivot table(s) came from but don't see the pivot tables updating or giving error messages from lost data.
How does that pivot table update then? I hope I don't have to re-create it again.
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Mar 1, 2007
When I update the pivot table with new data, the column where I have some percentage numbers the formatting changes. One number goes back to standard. The new numbers that enter the column also enters as standard numbers. How do I get the column to stay in percentage numbers?
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May 22, 2012
I have a spreadsheet that has a top row of weeks ranging from 1/1/2012 to 1/1/2015
I am making a pivot table to show a sum of each column by user (in column A of the source). My problem is this, I need to show the dates and there related values in the top row of the pivot table, and the users as the rows. My problem is two fold - how to display dates across the top row of the pivot (only when a value exists) and then how to make sure the value is a sum rather than a count.
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Nov 22, 2006
I have existing Pivot Tables that have a data source on another sheet that varies in size.
How can I have the pivot tables' data ranges reset to match the number of columns and rows on the data sheet?
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Aug 8, 2007
I have a pivot table I am try to update. The table references another tab where my data sheet exists. If I add data to the datasheet how can I get my pivot table to recognize the additional information.
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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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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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Feb 22, 2013
In my work book there is 2 sheet, 1 (sfc)is data sheet where i puts all the data & second (size roll )is for a pivot table, now I am not able to make the update of the pivot table, I want to update the pivot table when ever i enter or edit any data of data sheet .
See the attached file , in sfc sheet Column W,X,Y,Z contain the data for pivot table on "size roll sheet "
cuting chart.xlsx
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Jul 3, 2012
I have 2 pivot tables in a worksheet.
The names are "PivotTable1" and "Pivot Table2"
Cell H2 is the worksheet has a currency type, ex) EUR, CAD, GBP
Column 1 in each pivot table is "Currency Pair Sell/Buy"
Based on Cell H2, I want the pivot table filters in column 1 to show 'USD.currency' and 'currency.USD'
For example, if H2 = EUR, the pivot tables filters in column 1 should only show USD.EUR and EUR.USD.
Any template for this type of code, I can fill in the blanks with the relevant sheet names and other information that might be needed.
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Nov 15, 2013
I'm trying to update a pivot table filter with a list on another worksheet. When I do a record and select two WBS for filter criteria I get the following:
Sub Macro5()
ActiveSheet.PivotTables("PivotTable1").PivotFields( _
"[Receiver WBS Reference].[Rec WBS Element].[LM Master]").VisibleItemsList = _
Array("")
[Code]...
If I entered values 700UY0S1MGL1 & 700UY0S1MGL2 in cells A1 and A2 of Sheet2 in the same workbook, how can I get this code to read that? If I extend the list to include additional items, how can I get the code to read it?
My next question is, in Excel I could enter a partial search (like 700UY0S1MG) in the filter drop down and I could filter on everything with this string. Using the macro it seems as though the full 12 char string needs to be qualified. How would I write a macro to handle this?
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Jul 30, 2007
I am running office 2007. I am using conditional formatting in a pivot table to highlight rows where the value in the last column meets a particular criterion. However everytime I update the table the formatting gets lost. I have looked through all the threads I can find to establish if there is some VBA code that I can use to reapply the required conditional formatting after each update
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Oct 19, 2007
I have a pivot table created from a cube of data not within the file I am working in. I have created a macro that will update, but only for the specified timeframe. I have a separate worksheet within my file that will allow a manger to specify what timeframe he wants to see. Can I edit a macro to read from a source that is different than where the data is being pulled from?
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Aug 19, 2013
I am using Excel 2007 and my version of visual basic is 6.5.
I am baffled by the behavior of this code to manipulate one of my pivot tables. I am trying to set all but one of the pivot items in one of the pivot fields to not visible. Because there is a large number of items, I wish to suspend all automatic updates until all items are properly set to visible or non visible.
------------------------------------------------------
Sub SwitchBoards()
Dim BoardNew As String
Sheets("Board Parameters").Select
' Make sure we get the right value.
[Code].....
The MsgBox returns with: "Manual update is set to False" right after the instruction to set it to True!!
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Dec 30, 2013
I have a quantity - thick/dia - width - length fields used as row labels, I would like each cell to have a border, after each update I get negative results to preserve the cell border formatting. Col b,c,d,e continually lose their cell border formatting after updating the data.
PIVOT TABLE FORMAT PRESERVATION DURING UPDATE 12-30-13.xlsx
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Sep 17, 2010
Excel 2007 crashing when trying to up date a data source within a pivot table?
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Mar 18, 2014
,i have file with 100 mb size.
a) i need to open the workbook and
b)Refresh all pivot tables in all sheet.
c)Also there are many formulas in the workbook that needs to be updated as well.
if i do it manualy i takes more time.......for opening and refreshing and i could see status bar running for excel calculation for updating all forumulas.
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Apr 28, 2014
Cells in row C have numbers (number of days between date a and date b)
I want to group the days so I can run a usable pivot table as follows:
Up to 7 days between update date and today (ie 1 week) 8-14 days between update date and today (ie 2 weeks) 15-21 days (ie 3 weeks) 4 weeks +
My attempt is as follows but only give two results and not 4?
=IF(OR(C2<=7),"1-7days",IF(OR(C2>=8,C2<=14),"8-14days",IF(OR(C2<=21,C2>=15),"15-21days","Over4weeks")))
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Jul 24, 2012
Workbook contains the following sheets : PIR TrackerChartsSAMPLEFINALValidations
When a change occurs on PIR Tracker, the following occurs:
VB:
Private Sub Worksheet_Change(ByVal Target As Range)
Application.ScreenUpdating = False
Dim Rng As Range
Set Rng = Intersect(Target, Range("A1:A500"))
[Code] .....
I also want the pivot tables on SAMPLE and FINAL to be updated. What do I need to do?
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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 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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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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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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Jun 12, 2013
I have created a table in Excel 2010 (pls see attached table named post.xlsx).
Then copied the above table into PowerPoint 2010, using "paste link" (I tried to attach the PowerPoint file but the system says "invalid file type" and I cannot attach it).
Question:
I have received income data for another month - the new month is 13 and the corresponding new income is 100.
I typed 13 and 100 into the Excel table post.xlsx and thus extended the table by another column.
Then I went back to PowerPoint slide, then right clicked on the table there, then clicked "update link".
Specific Question:
The newly-typed column in Excel table is not get updated in PowerPoint table.
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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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