Pivot Table Dynamic Grouping

Sep 15, 2014

I have a table with outstanding days for Funds owed by multiple accounts which dynamically changes everyday I am looking to group this table by >5days, 6 to 14 days , 16 to 40 days ,>40 to 90days and >90days consistently even though the table will change dynamically every day..

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Using VBA For Pivot Table Grouping

Aug 7, 2006

i have try to find the VBA source to group a range of value (not manual group it)
say example

1-10, 11-20, 21-30 and etc..

i have try to using macro to record my grouping step to a pivot table as below

Selection.Group Start:=0, End:=30, By:=10

but anyway, i think this is not a good idea.

any other suitable VBA code rather than the above code for the pivot table grouping?

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Pivot Table Grouping

Feb 8, 2007

I have a large spreadsheet, which has a pivot table, this is grouped by Date (Months & Years). However whenever I refresh the table the grouping is removed. I try to re group the date, but I get a message saying "Cannot Group that selection"

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Sub Grouping In Pivot Table

Sep 15, 2007

The attached is the format of a pivot table i have made from a data. MY primary group is the REGION inside the region i want to group as per the LOCATION HEAD.

This report automatically sorts as per the location id.

How is it possible under region i want to group according to the location head and total. i DONT WANT TO CHANGE THE SEQUENCE OF THE COLUMS AND THE FORMATTING

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Grouping Data In A Pivot Table

Oct 31, 2008

from the Forum on building a macro and was kindly told that a Pivot Table would do the job better, which it does. However, my table has a column of several dates, I was wondering the best way to group the dates into months rather than showing the full date, eg, September instead of 16/09/08 or August instead of 01/08/08.

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Pivot Table Disable Grouping

Jan 3, 2009

I have the attached Pivot table. When i create this pivot table, it groups some of the "A# and Name"s.

e.g.
"A277003 / VICTORIA WILSON"
"A444302 / YASEMIN KELES"

Is there for the pivot table to not group by the A# & Name and to list the A# and names on each row...

Please see Output sheet to see exactly how I would like it?... But i would like this to be done in the pivot table so i can create a macro..... to do this..

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Grouping Dates In Pivot Table

Jan 9, 2009

I am having issues grouping dates by month in the attached example. The date field is formatted as text. When I attempt to group in the pivot table, I am not given the grouping dialog box. I can't figure out why.

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Grouping Patients By Age In A Pivot Table

Jan 12, 2009

I know how to get the pivot table in the my database to group patients by age. However it groups them like this:5-14
15-24
25-34
35-44
45-54
55-64
65-74

Medically it doesn't make sense to group pediatric patients with adolescents and adolescents with adults. What I would like to do is to get the pivot table to group patients the way I want them. Something like this:5-12
13-18
19-25
26-35
36-45
46-55
56-65
66-75
76-85

Is there a way to get a pivot table to do this? Or is there another solution?

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Pivot Table - Grouping Months

Jan 5, 2012

I'm trying to create a pivot table to figure out categories of expenses over the last year. The problem is when i create this pivot table on the horizontal i see all the days of the year, as opposed to categorized by month. I've tried to 'group' the months together but not very successfully. HOW to do this grouping elegantly?

I've attached 2 screenshots.

Pic 1 - Original State of the table with all the days on the horizontal

Pic 2 - an attempt to group by month, gone wrong

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Grouping Data In Pivot Table

Mar 28, 2012

I'm looking for a quick way of counting the proportion of records in certain number ranges e.g.

Number of records in range 1 to 50, 51-100, 101-500 etc.

i have a pivot table but I'm just not sure how to create these groupings. Is a pivot the right way to do it - or should I be doing something else with the source data.

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Pivot Table Not Grouping Like Items?

May 24, 2012

I've created a pivot table that is not grouping "like" items. I have verified all fields are numbers using the =isnumber() formula. All items present with the "true" value. Just in case, I tried doing text to columns and refreshing the data but that did not work either. All items are formatted the same. All data fields have values.

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Excel 2010 :: Pivot Table Grouping

Apr 28, 2014

I had a workbook in Excel 2003 that i just moved to 2010. In the 2003 file I had 2 pivot tables, one each on a worksheet, looking at the same data, just grouped differently. One yearly, one quarterly.

Now in the 2010 workbook whenever I change the grouping on pivot table, the other one changes also. It's like they are linked together or something.

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Pivot Table / Chart Not Grouping Same Entries

Feb 4, 2010

I have recently noticed a problem with a pivot table and assoicated pivot chart. The table has numerous columns from date, location and one entitled route. The route column has a value which is either a number or 'other'. The formatting of the column has been set to general (although the same problem was present under text). The problem is as follows:

When a new row of data is entered where the route is the same value as previous rows it should be grouped together. However when I go into my pivot table and look at the options for route I find the same value repeated twice. ie a route value of 155 will be listed once at the top and then lower down the list. A temporary fix is to rename all values of 155 to x155 and then back to 155. This then has everything grouped again under one value in the pivot table. As soon as new entries are added though the problem repeats itself. Does anyone know why this might be?

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Monthly Totals *without* Pivot-table Grouping

May 20, 2008

I have an expense ledger that looks essentially like this but spans seven months and counting:

HTML 18-Apr-08pizza$10.00Food
14-Apr-08book$12.50School
13-Apr-08milk $3.99Food
13-Apr-08soap $3.99Grooming
I have been using pivot tables with great success to summarize my data according to categories, payment methods, etc. But now that I want to track monthly spending for each category, it is not working out. Grouping the date fields doesn't work for me for the following reasons:
1. After grouping, the pivot table treats Jan as the oldest month for sorting purposes even though it isn't so in my data set.
2. Based on #1, I believe that the pivot table’s monthly grouping works like the month() function, which returns the month without the year attached. This will not work for my data, which will likely span more than a year eventually.
3. When I choose to group the date fields in one pivot table, they also get grouped in other tables where such grouping is undesirable.
Can I use sumif() or sumproduct() in conjunction with a pivot table or some other way to tabulate my monthly totals?

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Grouping Dates Into Weeks Without Using A Pivot Table

Oct 16, 2009

I have a large spreadsheet which lists individual dates over two years and circulation figures next to each date. Sometimes there are two entries for a particular date e.g. 1/10/08 there were 150 readers of magazine A and 200 readers of magazine B. When displaying this on a graph it give a bar for each day, whereas I would like a bar for each week.

Is there a formula to convert the individual dates into weeks and then total the circulation figures for that week?

Column A = Dates
Column B = Circulation Figures

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Multi Level Grouping For Pivot Table

Dec 23, 2008

I am looking for some assistance to make pivot tables with multiple data values against a control item. A sample excel file is attached herein with. I am quite new to pivot tables was unable to find out a solution self.

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Pivot Table Grouping By Date - Formatting Inconsistency

Apr 18, 2014

It's a given that formatting doesn't alter underlying values in all areas of Excel, merely changing the way cells look. But in the attached I show two pivot tables using exactly the same data with the sole exception that the first one has the date numbers formatted as numbers whereas the 2nd PT has the date numbers formatted as dates.

With the 2nd PT it will accept the Group by month functionality whereas the 1st PT won't.

On the face of it PTs seem to take more notice of the way a number is formatted when it comes to grouping rather than treating the number as a date which it can group.

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Excel 2007 :: Pivot Table Grouping And Filtering

Sep 10, 2013

Using Excel 2007 I have a pivot table that counts that number of incidents based on month and year. To get the month and year I group the date field as months and years.

My problem is if I want to filter specfic months in say year 2012 it also takes out the month in 2013. I though it used to give you the option of year and date in the filter but mines are 2 seperate filters.

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Pivot Table Grouping - Range To Show Last Date Only

Oct 23, 2013

Have a simple Pivot table that i have grouped in 14 day buckets.

Currently, the date range looks like this:

1/21/2013 - 2/3/2013

However, I want the range to show the 'last' date only.

Is there a simple way to do this? I just can not see it in the format cells menu...

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Grouping Dates Not Working On Pivot Table - ERROR

May 28, 2014

I am trying to group some dates in a pivot table.

Unfortunately I receive an error saying it can't group the selection.

I have done "text to columns" and made the cells - (date values) and I have had no luck.

As I am at work I can't use the HTML genie because it won't install but I have uploaded a dummy file to my dropbox which available from here [URL] .......

I pull this data from an Oracle POWER PIVOT and always have trouble grouping the dates when they come from Power Pivot. Currently working as analyst so figuring this out would make life so much easier as I could group by months etc.

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Pivot Table - Grouping Items (Date) In Report Filter?

Nov 11, 2013

I have a pivot table with the following items;

Report Filter = Project Names & Dates (filtered on 2 fields)

then the pivot table of data shows
Dept, Sum of Hours, Sum of Total ($), Sum of Days

When you click on the drop down to adjust the filter for the Date it gives you the whole list of dates, day by day as it is in the source data.

Is there a way to make it in the filter by month and year, the way it would in an ordinary filter. So if I wanted to have the pivot table show only the values with an October date I can, rather than having to deselect all and then individually check the boxes for the 1st through to the 31st of October.?

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Excel 2007 :: Pivot Table - Daily And Monthly Field Grouping

Oct 17, 2011

I'm using Excel 2007 and am having an issue with grouping/ungrouping fields in pivot tables.

I have 2 separate pivot tables, both from the same named data source, but summarizing different data selections. Both tables include the date field, I am trying to produce both a daily and a monthly table, but whenever I change the grouping/ungrouping of the date field setting on one table, the other table changes to the same grouping.

Is there anyway to have one table with an ungrouped date field and one table with the grouped to month date field?

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Dynamic Pivot Table ....

Aug 28, 2008

I have a spreadsheet the includes data validation, auto fill fields using formulas and conditional formatting all over the place. The user will be adding rows of data whenever applicable, so I want to create a dynamic pivot table that will update automatically. I think I've done it properly, Insert - Name - Define. In the Refers To field, I've added:-

=OFFSET(Sheet1!$A$10,0,0,COUNTA(Sheet1!$A:$A),12)

I've then based the Pivot Table on the defined name. For some reason, when I add a new row of data, the pivot table doesn't update, I have to do it manually. When I go back into Sheet1 and click in the Refers To field, there is an extra "blank" row showing as included in the data range (screen print attached) Is my OFFSET wrong, or does it have anything to do with the fact each row (down to line 300) contains formulas and #N/A's?

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Macro For Dynamic Pivot Table

Jun 23, 2014

I am trying to make a dynamic pivot table using VBA. Unfortunately, Im not very good.I have a set of data with variable number of rows and variable number of columns and I need to make a pivot table. Need to select this data from sheet - Master, where the first data entry starts in cell A1. of the data in the sheet, i only need the name and age title In the pivot table fields -

ROWS needs to contain - name
COLUMN needs to contain - Age
Values need to contain - count of Age

After this is done, since the data will be dynamic, the pivot table will also be dynamic. i need to copy the pivot table data and paste it in another sheet so that I can do some filtering. The filtering part I think i can do my self.

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Dynamic Pivot Table Range

Nov 8, 2011

I've a macro that generates a pivot table from another excel workbook, however i need the range to be dynamic as the excel workbook im generating the pivot table from changes in number of rows on a weekly basis. Here is the existing coding:

Code:
Sheets("QA").Select
ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:= _
"QA!R1C1:R22580C12", Version:=xlPivotTableVersion10). _
CreatePivotTable TableDestination:="Pivot!R3C1", TableName:="PivotTable2" _
, DefaultVersion:=xlPivotTableVersion10

how to make the SourceData dynamic

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Pivot Table With Dynamic Range?

Mar 27, 2013

I have a sheet in my workbook called Results. This sheet contains a list of a fixed set of columns (A - N) but with a variable number of rows.

I am trying to create a macro to create a pivot table from this data, which automatically selects all the rows in the Results sheet to form the data set.

I've had a look at some of the other threads on this topic, but just can't get this working.

I have the following code that I have pieced together from other threads - you will see I am trying to set "PivotRange" as the data set and include this as the data source in the pivot. I get a subcript out of range error when I run this.

Dim PivotRange As Range
PivotRange = Range(Worksheets(Results).Cells(1, 1), Cells(lastRow, lastColumn))
Sheets.Add

[Code].....

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Pivot Table - Using A Dynamic Range

Jan 6, 2009

Because my pivot table is used by several users the data source changes often. In response, I created and applied a dynamic range using the offset formula. While the pivot talbe grabs the correct # of records, it inserts a blank column and row. There are NOT any blank cells in the data source range, as reflected by pivot table counts for the Blank column and Row. Any idea why Blank is showing up in my pivot table and how I can correct while maintaining the dynamic range?

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Dynamic Rows For Pivot Table

Nov 16, 2006

I wish to create a Pivot Table. It is based on source data with fixed columns (A to W) and dynamic rows. The following is my

Dim WS As Worksheet
Dim DataRange As Range

Set WS = ThisWorkbook.Worksheets("sheet1")
DataRange = Range("A1:W1", Selection.End(xlDown)).Select

ThisWorkbook.PivotCaches.Add(SourceType:=xlDatabase, SourceData:=WS.Range(DataRange)).CreatePivotTable _
tabledestination:=Sheets("sheet2").Range("A1"), tablename:="PivotTable1", defaultversion:=xlPivotTableVersion10

Dim PT As PivotTable
Set PT = ThisWorkbook.Worksheets("Sheet1").PivotTables("PivotTable1")
PT.PivotFields("Type of Work").Orientation = xlPageField
PT.PivotFields("Profit Center").Orientation = xlRowField
PT.PivotFields("B/(W) CTD Net Rev").Orientation = xlDataField

Because I'm going to use it in my work, it must be reusable. And every time I use it, the numbers of row are different. Therefore, I made the source data into a dynamic range. The range changes when rows change. However, problem always appears in the following line:....................

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Use Dynamic Range In Pivot Table

Dec 21, 2007

Im trying for the first time to use a dynamic range as the 'source' for a pivot table. The pivot table and the source data are in two different tabs. The source data is on tab Log! and i have used Daves formula (i hope correctly) to define the dynamic range. The range starts at Column B and is 22 columns wide:

Refers to:=OFFSET(Log!$B$1,0,0,MATCH(""*"",Log!$B:$B,-1),22)

I have named this dynamic range DMR. I have a pivot table on another tab. When i try to use DMR as the source (Log!DMR), it gives me an error "Reference is Not Valid". I must have the syntax wrong somewhere.

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How To Create Dynamic Pivot Table Title

Jun 7, 2014

I have a pivot table without report filter and I set insert page break after one of my selected row labels.

I also would like when I print, these row Labels become the title of these pages at the same time.

Actual File : Untitled.png

However I would like when I click on print or save as pdf will print all pages as one file and each Center that I have set page break for, in separate page and add that specific center as its title:

Attachments for more details:

test_Page_1.jpg
test_Page_2.jpg
test_Page_3.jpg
test_Page_4.jpg

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