I have a Takeoff sheet where an estimator enters a part# and the rest of the data is entered on the Takeoff sheet by using Vlookup to retrieve the information from the Products Sheet (there are about 12,000 products with 12 fields for each product). I need to then take all of the parts on the Takeoff sheet, and summarize the data, which is what Pivot Tables are for. The thing I cannot find out, is if this can be done. The machine keeps running out of memory (it has 32g, so I question that, and I tested with a 500 row sheet and got the same result), so I can never get the Pivot Table to actually create, or get a useful error message. Searching the web and this forum tells lots about Vlookup IN a Pivot Table, but not creating a Pivot Table from Vlookup data. I copied the data values to a new sheet to test the data and the Pivot created fine, so I believe the data itself is properly formatted.
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.
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.
In creating a new sheet to allow for multiple piece of information to auto fill; I am struggling on a small VLOOKUP issue. On my parts information page (where the info is being pulled from) I want to be able to separate out data based on the manufacturer while still leaving enough open/blank space for future additions. My issue is that with VLOOKUP every time I add to the current list(s) of data, I have to re-sort to alphabetic in order for it to work right. This means that the separation I am looking for disappears for the most part. Maybe I am doing something wrong or I am missing something, which if so, do Pivot Tables work better for this situation?
How my sheet is working is the user can pick from a list of items, click a button and the item is then transferred to another page, when it transfers the corresponding cells on the transferee page will auto fill with the rest of the info in those cells, thereby displaying not only the item picked but all of the realative data with it.
Have following table: No. Be Country 1 D GB 1 C DE 2 B DE 2 A GB
I want to present it as follow: GB DE 1 D C 2 A B
Did not solve it with a pivot table. Not either with VLOOKUP combined with IF. I am thinking in the direction: If 1 in the first column and GB in the third, return the D. But I am not getting it right.
one part requires a pivot table to split two seperate pieces of data. the macro is running fine until this point when i get the AddFields method error (run time 1004). the Visual Basic error is as follows:
This is how my pivot table would look like to start. Over time I would refresh and more things will be added. I want to make a Pie chart, and everytime I refresh the Pivot I want the Pie to get updated.
BUT I want to do this on a separate tab. So basically I want to do a Vlookup of sorts. Where all the Fruit items are pulled and automatically updated when I refresh the Pivot. Then I would do the same for Veggies.
I am trying to to a vlookup on a pivot table and keep getting an error message (The error states that The formula you have entered contains a error) and excel will highlight the 0 in my formula. The formula is
I've attached a sample/equivalent workbook of what I'm working on which will hopefully make it clear(er).
>There are two worksheets/month. Both worksheets (represent 2 different categories) are structured the same, two columns: model code & $ amount. >The model codes change (in # and actual model), between categories and month.
>The data for each month rolls up into a year-to-date summary worksheet, with 4 columns: Model (includes all models YTD, each only listed once), category1 YTD, category 2 YTD, & Total YTD).
Previously this had been done by manually entering any new models for the month into the rows in the YTD summary sheet. And the totals for each model (highlighted in yellow in the YTD tab in my sample) were just done by an adding formula, with the new month's data manually entered into each individual cell at the end of the formula (...+X). I know there's a much better way to do/automate this! (there are a lot more models than I've put in my sample aka it's way too time consuming manually).
My problem is twofold: 1. (main issue) I have been trying to do this using various IF statements nested in VLOOKUPS, and vice versa, but the issue that arises is for models in the summary sheet that don't exist in a given (month's) table. I want the value for those models (for that specific month) to be zero, but I cannot figure out how to get that to work in my formula. The only piece that works for me thus far is =VLOOKUP(A3, 'Jan Cat1'!A2:B18, 2, FALSE), but I've tried nesting it in IF statements, nesting IF statements in it, using ANDs & ORs, no avail.
I'm not even sure any of these options are the best ways to reach what I'm ultimately trying to do. A pivot table may be better? But I will need to keep/preserve the summary sheet for each month (so there cannot just be one big updated master pivot table).
2. If I could find a way to automate/refresh & update the row of models each month, it would be the sprinkles on the icing of this cupcake.
I have the following vlookup formula in my spreadsheet.
IF(ISNA(VLOOKUP($A2,'Purchase Order Pivot Table'!$5:$500,67,FALSE)),0,VLOOKUP($A2,'Purchase Order Pivot Table'!$5:$500,67,FALSE))
It works perfectly for my current requirement, but it looks at data in a pivot table which is created from a dataset. If I name the columns in the pivot table so instead of looking at column 67 it looks at a name range will this name range change dynamically when the pivot table is refreshed? If not how can I get it to.
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 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 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 created a lookup table that works quite well. It even has if statements in the LookUp Formula. However, I have to update the table it pulls the information from each day. I wind up recreating the range each time because the table always has more rows each time. Is there a way I could just paste the table in each day and not have to change the range? The columns never change.
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"
I am having some trouble getting a formula to work. I am building a report that pulls figures from a pivot table in another workbook. I am using a vlookup with match function to get the column index to find the relevant data I want. Where I need to add two columns together I am using sum, with the vlookup & match formulas nested in them e.g.:
Where: F13 = Employee number Column C on the pivot 156 workbook is where the employee number is based. The Match formula is then getting the column index from the column headings of the pivot table ie. "FAID"
This in itself works fine, as long as it finds a match in the column headings. This is where i get the error as in the above function "COMD" is not in the pivot table. However I need to keep it included as it may appear on a future pivot table. Is there a way of getting the sum function to complete even though later in the formula it can't complete the vlookup? So it will ignore it, or assume the value is zero if it can't find it? The formula probably needs to do this for all the vlookups as some headings may drop off in future pivot tables.
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 created a pivot table that is connected to an input sheet with data. The input sheet retrieves data automatically from a external source through an add-in to Excel. When updating data the fields expands, but only for the items which have been changed. I want the table to be updated automatically, but not the fields expand automatically. Is there any pivot options to prevent this problem?
It should be mentioned that the pivot table is not directly connected to the input sheet (which is updated from the external source), but from a "help-sheet" reflecting the input sheet with some additional columns. I use conditional formatting and name range in the pivot.
vba in excel 2013 pivot table that updates from an online CRM rows are a to h and it can be any number of rows. What I am trying to do is track progress. In column f values indicate probability for success 10 25 45 90, which can go up or down. The pivot table is refreshed to get the latest values from CRM. the update is handled by a connection to the crm not in the vba.
So far I been researching methods to conditionally format values that went up, down or remained the same since the last refresh with up down and across arrows. I have managed to piece together what I think should work but alas it is not. So I have come to you internet.
My code first clears any formatting and goes down the column avoiding null or empty cells, comparing the values in column f to values in column j. I have 3 conditions greater than, less than or equal to, and would like add an icon for each based on the result of the comparison.
Finally when it finishes the column the code copies the current values in the pivot table column f to column j outside the pivot table which i hope to be able to hide once the cf works. The code is below
is there any way to NOT Displaying Items with No Data when filtering data in my pivot table?
For instance, I have 2 report filters: Category and Subcategory, when I select a category in the first filter I want to see only the options of subcategories with data in the second filter, I mean display only the subcategories of the Category previously filter.
Same scenario I have with a report with Directors and Organizations, when I filter one Director it would be nice to see only the organizations of this director and not all options on the data.
I'm using Excel for bookkeeping and balancing a budget. I've created one sheet for all my raw data and the other is to summarize the data using a pivot table. On the raw data sheet I have labeled my columns for the pivot table. I was hoping that in the pivot table I can select a year and have all the months for that year and data of that year be available, but not other years. I was also trying to have only the month selected of a year selected and that data be available. I also wanted to show an accounting of money spent by item.
Instead, I have a pivot table that is confusing and very unattractive. The example of this will show my limited knowledge in pivot tables. I'm hoping some of you more affluent "guru" members may be able to help me get something usable and presentable.
I tried creating a dynamic named range for the pivot table "BookKeeping" and a dynamic named range for the money out and money in "Accounting", but I'm not sure if I did that right. I did this because more columns will be added over time. This is the reason I'm asking the above two paragraphs.
Should I be using filters some how?
The Summary Sheet also has the balance of available funds that I'm somehow looking to include in this pivot table. Can the pivot table keep a running balance?
Data Analysis . I have 7 tables gathered in one spreadsheet but in seperate sheets. Tables have the same columns but different data baceause they come from different locations. Now I would like to create pivot table to combine data from all 7 tables. I read a little and I got to know that relationships is needed between the tables but I can't create it because I don't have unique data in the table. Usually tables consist repeating names, locations, some numerical data.
For example every table consists worker's name. I create pivot table from one of 7th starting from worker's name in row field and put some data in value field. Then I add another workers from another table. I can do it but when I put in row field I have workers from second table under those from first one. And of course data are badly calculated. I would like to have all workers in row field with proper data. It means one column with all workers from all 7 tables an then some their data
I know I can copy all of them into one big table and then create pivot table but this is solution what I wanted avoid. I know it will work but these data can change from time to time and it will be very hard to maintain spreadsheet. When data will change I will have to copy manually .Is there any solution to create such a pivot table from multiple tables sources but with the same column structures?
I've been asked to work out a way to easily present summarized data which, when so desired, should be able to go into deeper detail. The only way I know how to do this is via Pivot Table. The thing is, that simply adding the numbers doesn't make sense at all. The reason is that I'm working in share of market per country and simply averaging these shares doesn't make sense due to different market sizes in terms of absolute volumes. Hence different weights need to be given to each share. Allow me to illustrate: I'm interested in Belgium, the Netherlands & Luxembourg and their combined area, the BeNeLux. Each country sells products A - C. Adding the numbers per country is fine as that total amounts to the total company share for that country, but for the area it doesn't. So what I want to do is show the data as follows (see also attached screenshot):
BeNeLux --------> Belgium -----------------> Product A -----------------> Product B -----------------> Product C --------> Netherlands --------> Luxembourg
I want each click to go into further detail, but initially it would show only BeNeLux - only after clicking it would show each country separately and if needed, the products after another click. I have all the numbers such as share for the area but I can't seem to get it to show the right way.
I'm creating report from a pivot table that has two data sources from two different work sheets. I noticed that you can use two data sources if you use the pivot table wizard which I tried but it can't combine the data. So I tried power pivot the same thing happened there - I will have all the column names but it will only show values from one report and if it shows values from other reports it will show the same value in all rows.
So I realized I need to create relationships which I did with a Concatenate of the dates. But still no luck.
I am seeking a way to extract only the highest level of data from a multi-tiered pivot table. This is the info next to the plus sign that will expand to all other info. Vlookup is only useful if the table is not expanded. I can use a macro
I would like to know If we can sort the pivot table data in a bunch of Groups. e.g 50 years based on decades. currently I am able to group only once in a given range. but I would like to define several more ranges e.g 1970-1990 and 1990-2010 and etc