Pivot Tables : Anyway To Automate Grouping
Jan 26, 2004
I have a weekly spreadsheet that has downcodes for components and every week I create a pivot table to break the file of downtime by truck# and downcode. There are about 80codes and they are classed into10 classes but there are weeks when some of the codes in a class won't appear so the code shouldn't show on the report. What I do on a weekly basis is create groups for the codes captured by the pivot table......Example
Class Code
Engine 601
602
614
616
626
647
Frame 609
611
625
656
ETC
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Sep 30, 2011
I have created a pivot table and grouped the dates by month and year. Unfortunately I did not realise I left the auto box clicked which has inserted an end date. Is there any way I can change this easily so that I can insert more data.
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Jan 4, 2008
I need to modify a pivot table that has dates as one of it's headings. Instead of listing each individual date, I need to group them into months. I know it can be done, but I haven't been able to figure out how to do it.
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Oct 24, 2013
I have a pivot table below: Excel 2010. All of the information within it is text, not numbers, as illustrated below as well.
Below is what I have now....
Column A, Row 1 = Red
Column B, Row 1 = Blue
Column B, Row 2 = Yellow
Column C, Row 1 = Green
Column C, Row 2 = Green
What I want it to look like is below, removing the second word "green" from column C.
Column A, Row 1 = Red
Column B, Row 1 = Blue
Column B, Row 2 = Yellow
Column C, Row 1 = Green
Is there a way to do this and do it automatically? If I was doing this in a regular excel sheet, I would have a merged cell in column C, rows 1 & 2.
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Dec 1, 2013
The attached file shows what I'm trying to do - I'd like to fill in the data in the top left corner table (blue-shaded) with the data combined from the two other tables. Think of the Greek letters as names that are grouped into the groups named {A,B,C,D,E} (the names have no significance, it's just an example).
I was able to do so using an array formula and an extra column (yellow shaded) as you can see in B2 - however, this solution doesn't suite my case because the actual tables will be coming from automated processes and cannot be easily manually altered.
I tried inserting the array formula into the sumproduct formula - see B3 - but for some reason this doesn't behave the same as when the array is outside the formula. I should also mention that I came across a user defined function solution - this too is not so suitable for me right now.
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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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Jan 21, 2013
I have a single workbook with multiple worksheets. Each worksheet has a different pivot table displaying a different view of the data. Each pivot table uses the same source data at worksheet1.
Each week i add new data to the end of the source data, which means that I need change the source data reference separately in each pivot table to update each pivot table view to include the new data. This is laborious as there are quite a few pivot tables.
Was wondering if there is some way of changing the pivot table source data reference on all pivot tables at the same time.
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Jul 25, 2006
I currently have several pivot table that's linked to a single pivot table(let's call it X) in the same workbook. I'm doing this to limit the file size because the data in X comes from a text file that has millions of lines. However, it's such a pain every time I need to update the tables because simply clicking "refresh" does not update those tables that are linked to X with new data. I would have to instruct the wizard in every linked table to point to X every time. I'm trying to write a small program to re-point to X for each of those other pivot tables whenever i refresh data. However, after trying to record the steps to do this I'm still unable to run these
Sub Macro1()
ActiveSheet.PivotTableWizard SourceType:=xlPivotTable, SourceData:= _
"PivotTable1"
End Sub
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Sep 5, 2006
Is it possible to create pivot table from another multiple pivot table.
Example: I have two diff pivot table "Income" and "Expense" as well
and I need to preapare new pivot table using with those two pivot table
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May 2, 2014
I excel Pivot table which i am grouping by Months. I need to show year next to the Month in grouping. Is that possible?
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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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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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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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Nov 17, 2009
I have a workbook that starts blank everytime time its opened, and at the push of a button launches a macro that imports some data, sorts and formats it. All good so far.
I am able to create a pivot table (using the wizard) to analyse the data I am left with and display the desired results, but I would like to be able to automate this process, so that the table 'appears' when the original macro has done its work and sorted the data.
I have tried (cheating?) recording a macro of the pivot table wizard, but it fails to run and I am not capable of fixing the programing. Is there an easy way to automate the pivot table process or a macro that can be written that will work?
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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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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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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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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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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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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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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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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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Mar 5, 2014
I have 12 months worth of data in twelve separate workbooks each with a pivot table, I have copy/moved the pivot table tab from each into one workbook so now I have a workbook that consists of 12 tabs each with a pivot table. What I would like to be able to do is create a summary table with the full years data; where I am running into problems is that each months table has slightly different row and column counts and labels making any formula like =sum([sheet 1 cell a1]+[sheet 2 cell a1]) problematic.
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Oct 14, 2003
if there is a way to display a table as column percentages but have the totals as raw numbers.
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Jun 19, 2008
I've got 4 pivot tables (all derived from the same base data) on 4 separate worksheets. I've been able to (with this help of this site) to use VBA to hide pivot items on all of these sheets using a list on a user form. Hide/Show Pivot Table Field Items. Hide Pivot Table Fields Pivot Items by Criteria
I now need to be able to show all the pivot items on only 3 of the 4 pivot tables, with the 4th pivot table being left untouched. For ease assume that my sheets are sheet1, sheet2, sheet3, and sheet4. The tables I wish to update are on sheet2, sheet3 and sheet4. The pivot table on each sheet is called "PivotTable4" and the pivot item is called "Business". The pivot item contains 12 business names (Business1, Business2 etc etc)
Is there an easy way of doing this? I've spent the day looking through the internet and various "Dummies" books but with little success, I fear that I'm obviously below even Dummy level
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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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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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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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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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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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