Pivot Table : : Get Data For Desired Financial Year Only
Nov 23, 2006
I have a sheet with following columns
Zones Month Revenue
Zone1 Apr-05 1111
Zone2 Apr-05 2222
Zone3 Apr-05 1222
Zone1 May-05 1451
Zone2 May-05 452
Zone3 May-05 4622
Zone1 Jun-05 891
Zone2 Jun-05 255
Zone3 Jun-05 1555
and so on all zones revenue each month.
I am learning Pivot table and struck at a point.
I am able to do simple pivot table but now want the following result
1. All the three zones in row fields.
2. Months in column field.
3. Revenue and running total of revenue (progressive sum) for all the months of desired financial years. ( I can get revenue and running total separately but I want these in alternate columns ie Revenue Apr-05, Revenue upto Apr-05, Revenue May-05, Revenue upto May-05 and so on)
Also how to get data for desired financial year only as 2005-06 (Apr-05 to March 06) or 06-07 (Apr-06 to Oct-06)?
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Jul 4, 2012
Excel 2010. I set up a trial balance as following:
1/31/2000 2/28/2000 3/31/2000 ------- 12/31/2012
Acct # 1
Acct # 2
Acct # 3
Acct # 4
I was able to use pivot table to set up the balance sheet and income statement.
1. now each month is a field which I can choose to add to the report, but the field list is getting too long (and growing). Is there a way I can insert 1 field (for the user to input the exact date) or 2 fields (to input year and month) and the pivot table can pick up the input and refresh either automatically or manually.
2. I looked into the "group" function in pivot table, but how do I group the above data in quarterly and yearly fashion so the user can get those information quickly?
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Feb 23, 2008
Last week I posted a question related to formatting a cell to return a Day of the Week versus a numerical representation IE "Wed" instead of 02/20/2008 12:00AM. The solution provided worked for me:
1) Format cell to DDD MM/DD/YYYY HR:MN. Cell range (A1:A500)
2) Format destination cell with DDD. Cell range (B1:B500)
3) Destination cell (B1) = to original cell A1
4) B1 displayed data as "Wed"
However, the issue I still have is; I wanted to create a pivot table summarizing a year activity by Day of Week (in other words 7 entries for the year) and the pivot table still recognized all the MM/DD/YYYY. I ended up with a table displaying every day of the year instead of a yearly summary by Day of Week. Is there some way to strip out all the other numerical data from the new column I created to run a pivot table by Day of the Week for a whole years activity?
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Aug 30, 2009
Financial Year ended on 31st March. If date is 18th August 2008, Then last date for financial year is 31st March 2009. IF date is 15th March 2009, Then also last date for financial year is 31st March 2009. I want formula / function to get last date of financial yera.
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Jun 14, 2013
I have a report at the moment which shows me the calendar year that an action was carried out in, what I would also like to show is which of our financial years (they run April to March) the action was carried out in.
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May 31, 2009
I have created a monster formula that extracts the Australian financial year (FYR) from a date string and would like to convert the formula to a nice tidy function.
the formula works on a date string with the following format: yyyy-mm-dd (2008-12-15)
for example the formula result for 2008-12-15 is 08/09 (yy/yy)
=IF(OR(LEFT(ExDate,1)+13,MID(ExDate,5,1)"-",MID(ExDate,8,1)"-",LEN(ExDate)10),"Change the expiry date format to yyyy-mm-dd",
IF(OR(MID(ExDate,3,1)+1=1,MID(ExDate,3,2)+1=11),
IF((MID(ExDate,6,2)+1)
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Jan 11, 2010
I'm looking for a VBA code which will review the date in column C, which is in the format DD/MM/YYYY, and convert it to a financial year in column D.
So... given a financial year April to March what i think i'm looking for is...
If the month is 04 to 12 then column D should display = Current Year / Current Year + 1
If the month is 01 to 03 then column D should display = Current Year - 1 / Current Year
I need column D to be in the format XX/XX ie 10/11 for the period April 2010 to March 2011. I need the code to work from row 2 to the last used row based on data entered in column E.
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Jun 28, 2014
I have a spreadsheet that consists of date, product number with amount received against each date.
What I need are formulas that will automatically provide me with:
1. The sub-total monthly income for each product against each financial year.
2. Total income for each product by financial year.
3. Total income for each financial year.
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Nov 9, 2006
How do I calculate/display the financial year for a given date? For instance if my source cell has 25/11/2006 how do I get the result cell to show 2006/07 (or 06/07, 2006/2007, etc).
I've tried a Text() function but the best 'format_text' I could come up with was "yyyy/yyyy+1", which not only doesn't work, but would be wrong if the source date was in the second half of the financial year.
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Apr 16, 2009
I want to create 26 - 27 folders (depends on financial year)
Basically in the current folder I want the folders to be created in the following format FE 22-04-09 for each fortnight in the financial year.
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Aug 18, 2014
I have a column called Received Date (cell/column is format in dd-mm-yyyy that's found under 'Custom') which I make it into a pivot table, and GROUP it based on Year and Months.
Below is a look of it
-2012
Sep
Nov
-2013
Aug
Nov
-2014
Jan
Feb
Mar
Where the - sign is actually the expand of the year to see all the months in that particular year.
My question now is, how do I get the year from each of the month?
how do I get the "year" for the month of Nov in 2012 and 2013?
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Nov 8, 2002
When I group information in a pivot table by date, and select quarters or years, it is of course based on a calendar year. Can this be done by fiscal years?? using an addin or something, where I set the start month of the custom fiscal year.
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Jan 18, 2012
I'm working on pivot tables using excel macro. Basically , I need to filter out the year submitted according to the current year . I did this to filter out my pivot :
For Each PivItem In _
PT.PivotFields("Year Submitted").PivotItems
PivItem.Visible = True
Next PivItem
For Each PivItem In _
PT.PivotFields("Year Submitted").PivotItems
Select Case PivItem.Name
Case "2012"
[code]....
But this can only filter out year 2012 . I need to use this workbook for the next couple of years and I dont want to keep modifying the codes .
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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 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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Feb 1, 2010
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 ?
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Mar 18, 2013
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
Win month (against orginal quote information)
Win value (against orginal quote information)
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...
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Jun 17, 2009
I have a data table that contains begin dates, end dates, and colors. The data is input starting with the earliest begin date. On a second worksheet, I have a listing of the years starting with the year of the first begin date and ending with the end of this year. I need to be able to pull any color choices associated with a year from the data table on the first worksheet. Some years may not be specifically listed in the data sheet as the person could have had the same color choice for several years. Sometimes a person could have more than one color choice in a year.
I am at a loss for how to get to the data I need. I created an example spreadsheet to demonstrate the data I am working with, and an example of what I need my results to look like in the end.
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Jul 14, 2014
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?
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Dec 14, 2006
i have a pivot table an extract of each data contained in this table.
[img]Count of NAMdate
SERVICENAM12-oct10-déc11-décGrand Total
Commercial-lauralaura11
Commercial-laura Totalgh11
custody-jonathanjonathan112
k11
custody-jonathan Totalgh1113
settlement-ludovicludovic11
settlement-ludovic Totalgh11
SPQC-elodieelodie112
SPQC-elodie Totalgh112
Grand Total1337
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Jan 18, 2014
I work on graphics which show financial data. The base is day data together with calculated added values the graphic worked and showed good pictures.
But now I encountered a problem with the graph - related to not listed days, points are "generated" which do not be in line with the rest of the data !?
EXCEL_Forum_20140118.jpg
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Jul 5, 2006
I'm researching a load of financial data downloaded for me from Bloomberg. It lists daily prices of 15 commodities for nearly 20 years in some cases! Its far too much data to get anything worthwhile out of, so I'd like to know if any of you guys have used or know what the VBA is to write a macro that will reduce all the data from daily to monthly. (ie. I want a macro that will allow me to quickly delete all data corresponding to dates which are NOT the end of the month).
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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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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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Jan 11, 2013
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.
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Jun 18, 2014
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
[Code] .....
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Aug 19, 2012
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.
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Oct 29, 2008
I have a excel sheet with following 4 columns
Division Name:
Location Name:
Transformer capacity:
Transformer earth resistance:
Now how can I get answer of following queries in Pivot table. (Excel 2007)
1. % of a particular capacity of transformers in a division say % of 400 capacity transformers in all divisions.
2. % number of transformers having Transformer earth resistance value above a particular value in all divisions. Say % of Transformers having Transformer earth resistance above 2.6 in each division.
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May 27, 2007
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?
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