Pivot Table: Associate With Each Pair Of Code And Customer
Feb 1, 2007
I have a master worksheet that contains a lot of datas. Example below:
Invoice # Code Customer Money
1 1101 a 10
2 1102 a 20
3 1102 b 30
4 1103 c 40
5 1104 d 50
6 1101 a 60
7 1103 c 70
After creating a pivot table with code, customer as Row and money as Data, I get this:
Sum of money
Code Customer Total
1101 a 70
a Total 70
1102 a 20
a Total 20
b 30
b Total 30
1103 c 110
c Total 110
1104 d 50
d Total 50
Grand Total 150
Suppose now, I have another data named Rate that I need to associate with each pair of Code and Customer. See below:
Sum of money
Code Customer Total Rate..................
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Jan 27, 2010
I have a source data tab laid out like this:
QC Date.......Policy#......Associate.......Pass/Fail......1stError.....2ndError.....3rdError
QC'ers can enter up to 3 different error types committed on a single failed policy, thus the reason for 3 error fields, even though all 3 fields offer the same value list selections (ie ErrorTypeA, ErrorTypeB, ErrorTypeC......). A policy, whether it has one error or three errors assigned, should only count as a single fail against the associate.
My problem comes into play when attempting to pivot the data. I would ideally like to see the pivot table in this format:
(filter)Associate
(filter)QC Date
...
ErrorTypeA.......Count
ErrorTypeB.......Count
ErrorTypeC.......Count
ErrorTypeD.......Count
Where the "count" is the total number of occurances of that error type across all three error fields - 1stError, 2ndError, 3rdError.
But since 1st/2nd/3rd error fields are different columns, I am unable to do a single count.
My pivot ends up looking something like this:
1stError.....ErrorTypeA.......Count
1stError.....ErrorTypeB.......Count
1stError.....ErrorTypeC.......Count
1stError.....ErrorTypeD.......Count
Then repeated for the 2ndError and 3rdError fields.
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Sep 8, 2009
Data Table including-
List of Identifying Code Numbers for customer invoices
Multiple repetitions of individual Identifying Code Numbers in list
Various data in table range including Various Values of invoices from different dates for each repetion of Identifying Code Number.
- Wish to find largest invoice for each Individual Identifying Code Number in the table without using a pivot table.
i have tried combining Max and Large functions with Vlookups etc.
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Oct 23, 2013
I want to create a simple worksheet that takes a list of names (All of the members of my family) and Randomly selects another name from that same list and matches them to it ( I don't want to say "paired" because I want each person to have a one way relationship to the other, in other words just because personA is matched to personB, i don't want personB to automatically be paired to personA) I hope that makes sense. Once every name on the list is matched with a person I would like to move that name to a database that I can track each year. The practical application of it is this: Each year our family randomly draws names and we are tasked to buy a new x-mas ornimate for that person, ideally you would not get the same person 2 years in a row, and the person that you have does not have you in return simply to add more variety and the database would track who had who each year.
Code:
Sub test()
Dim a, i As Long, temp, n As Long
a = Range("b2", Range("b" & Rows.Count).End(xlUp))
Randomize
With CreateObject("System.Collections.SortedList")
For i = 1 To UBound(a, 1)
[Code] ......
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Feb 19, 2013
Someone sent me a spreadsheet and asked me to clean up the code, which has been going pretty well, but they had this bit of code that is unfamliar to me and is quite bulky, I was wondering if there is a cleaner way to write this bit of code? This is only a very small portion of this particular code that they had in the workbook, so I would like to make it look a bit neater if at all possible.
Code:
ActiveSheet.PivotTables("PivotTable3").PivotFields("Annuity Type").Subtotals = _
Array(False, False, False, False, False, False, False, False, False, False, False, False)
ActiveSheet.PivotTables("PivotTable3").PivotFields("Category").Subtotals = _
Array(False, False, False, False, False, False, False, False, False, False, False, False)
ActiveSheet.PivotTables("PivotTable3").PivotFields("Product Series").Subtotals _
= Array(False, False, False, False, False, False, False, False, False, False, False, False _
[Code] ..........
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Nov 19, 2008
I have written some simple VBA code so that on Sheet 4 I have a drop down list box to choose the month.
When the month is chosen by the user it moves to the active cell and changes the dates, as well as dates in some other columns (I used activecell.offset ....).
This code runs perfectly fine when I haven't refreshed the pivot tables in the workbook. But straight after a refresh, if I try and change the month it gives a run time error and gets stuck at the first instruction:
Sub cboMonth_Change()
Sheet4.Range("C2").Activate
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Jun 20, 2014
I am trying to Auto filter on a pivot table "dates" via VBA coding.
Where:
Startdaycomp = 11-May
Finishdaycomp = 18-May
Rather then this showing all values between these dates, I was hoping to see only those two dates. This will enable my to compare weekdays for a Dashboard.
Is this possible?
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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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Dec 31, 2006
I have worksheet with data . Everytime number of rows with some data in it changes . Like sometime there are 100 rows with data or other tome it may be 57 only. I want to write VB code to select only those rows which have data. Thereafter I will use Pivot Table code to get required information. I know VB code to generate Pivot Code. But what happens is that if any blank row gets selected in data range for Pivot Tables, thereafter grouping by "Month" is not done.
go through attached file? In Module 1 ( which contains macro ) instead of R1C1:R8C4 , I want range with data only.
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Apr 9, 2008
Ultimate goal is to automatically update the source data for 4 pivot tables that are on 1 worksheet. The data for those 4 pivot tables are on 4 different worksheets w/in the same workbook. Consolidating into one dataset is not an option.
I'm familiar with a dynamic named range, but the 4 worksheets that contain the data are replaced daily via automated Access output which creates an error.
I know how to do this adhoc by matching the pivot table names with their respective worksheets, but there are many other documents with similar layouts where this would beneficial.
Below is an example of how I currently update 3 pivots on separate worksheets w/ the same data range which is w/in the same workbook. My proposed changes are below the current. Any ideas on how to return the workbook name as a string...Or am I going about this the completely wrong way...
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Apr 24, 2008
I wrote a macro for a pivot table.
Range("A1").Select
ActiveWorkbook.PivotCaches.Add(SourceType:=xlDatabase, SourceData:= _
"Export!R1C1:R3000C53").CreatePivotTable TableDestination:="", TableName:= _
"PivotTable4", DefaultVersion:=xlPivotTableVersion10
ActiveSheet.PivotTableWizard TableDestination:=ActiveSheet.Cells(3, 1)
ActiveSheet.Cells(3, 1).Select
ActiveSheet.PivotTables("PivotTable4").AddDataField ActiveSheet.PivotTables( _
"PivotTable4").PivotFields("Reference"), "Count of Reference", xlCount
With ActiveSheet.PivotTables("PivotTable4").PivotFields("ACN received date")
.Orientation = xlRowField
.Position = 1
End With
What i want to know is if there is a code line to test if "Non Processed" value exists in column "Status" and then hide the value.
Now, if the macro does not find one value just gives me error.
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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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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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Aug 16, 2013
I've prepared an excel file with a pivot table. Now I would like to change the Pivot "Report filter" by using Textbox on Userform. I've attached an excel file as an example.
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Nov 28, 2006
The "Sum" sheet can change its number of rows. The pivot table is based on it. I'm having trouble with the SourceData portion of the code in my macro ....
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Dec 14, 2007
I have the following formula copied down from A3 to A200 in a spreadsheet, which creates a unique standardized customer number for the each names listed in B3 to B200:
=IF(B3="","","S"&LEFT(B3,1)&"-"&TEXT(SUMPRODUCT(--(LEFT($B$3:B3,1)=LEFT(B3,1)))*10,"0000"))
Therefore, with the following names listed in B3 to B10:
UPS
FedEx
Fisher Price
Bell Canada
Grand & Toy
Rogers Cable
Dominion
Blue Jays
The respective customer numbers would be:
SU-0010
SF-0010
SF-0020
SB-0010
SG-0010
SR-0010
SD-0010
SB-0020
I would like these numbers to be static, so I would appreciate it very much if someone can give me a VBA code to replace the formula.
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Jul 27, 2014
Look at the image I've attached.
I'm trying to have the table on the right match the first two columns to display the customer name taken from the table on the right.
testtable.jpg
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Feb 15, 2009
I am attaching a worksheet which shows what I would like to see. I am having difficulty writing the formula. The database I have is a list of forex trades. Each trade is made at a specific time, and involves a specific currency pair (such as EURUSD). I want to summarize the trades in a table which sums up a week's trades for each pair. (see worksheet).
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Dec 12, 2009
i have one excel sheet (refer attach) i give some example 7 to 8 customers, but in sheet nos. Of customer name a to z suppose to 3000 customer list. Now i want to create automatic customer alfa- numaric code.
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Feb 2, 2012
I currently have a number of data sets relating to customer's and values, eg.
Customer 1 12 12 12 12 12
However within this data set I also have a number of items where different customers have been grouped but are separated with a “/”, eg.
Customer 1 / Customer 2 / Customer 3 12 12 12 12 12
I want to be able to, find these rows, and break them out so that each customer with relating data is on a separate row, eg.
Customer 1 4 4 4 4 4
Customer 2 4 4 4 4 4
Customer 3 4 4 4 4 4
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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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Dec 11, 2012
We've got a bug in our finance system where it can't handle any transactions that have sales but no related commission. The BI team provides a CSV file separately with this information and the sales team has to manually input it. I know how to create a template that can be uploaded into the system but don't know how to pull the data into the template from the CSV file.
I've created the attached example and what i'd like is a drop down box in cell B1 (template tab) listing all the customer codes in column B on the data tab and then based on your selection all the related transaction lines pull into columns A to F (starting on row 4).
Manual Invoicing Query.xlsx
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Jul 6, 2008
I have an excel file which contains following data in it.
Col-A Col-B Col-C ......
Cust Cd Name Sales
=======================
101 AAA 1000
101 AAA 500
101 AAA 3000
102 BBB 800
102 BBB 200
103 CCC 200
103 CCC 200
103 CCC 200
I need to create following three workbooks with name based on Cust Cd from above excel file.
Workbook - 1 : 101.xls which contains records only pertaining to Cust Cd 101.
Workbook - 2 : 102.xls which contains records only pertaining to Cust Cd 102.
Workbook - 3 : 103.xls which contains records only pertaining to Cust Cd 103.
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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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Jul 10, 2012
I'm using a CALL Macro to split up a HUGE macro into different pieces:
Code:
Sub RSLDASHBOARDV2()
'Macro recorded 12/14/2010 by Ryan R. Koleno, Pharm.D.
'Last Updated 7/10/12 by Ryan R. Koleno, Pharm.D.
'Do Not Modify Code Unless Given Proper Privileges to do so.
Dim APPSPD As Worksheet
With Application
.ScreenUpdating = False
.Calculation = xlCalculationManual
[code]...
The first few macros dealing with page setup and what not work fine but when it hits the Pivot table code for the STATSPIVOT macro it errors out stating: "Run-time error '1004': Unable to get the PivotItems property of PivotField class' at this point in the code:
Code:
objField2.PivotItems( _
"TRC").Position = 1
objField.PivotItems( _
"MEDCO MAIL OR AOB").Position = 2
When this macro is not split up it worked fine as written. Am I overlooking something in the Call Macro's code or is there a variable I'm not aware of. I have included the Pivot Table code that errors out as well.
Code:
Sub STATSPIVOT()
'STATS PAGE BASED ON STATS DATA TAB
Sheets("STATS DATA").Select
Dim objTable As PivotTable, objField As PivotField
ActiveWorkbook.Sheets("STATS DATA").Select
Range("A1").Select
[code]...
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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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