Pivot Table Or Macro For Stock Layout

Jul 22, 2007

I have an excel file, attached. I have a system that output all the stock in the format of sheet "price listing".

At the moment I manually create the layout for the text in "sheet 1" and use a macro to update prices etc. There are about 400 lines in the full listing and having to update the layout constantly for new products, deleted products is very time consuming. I send this list to customers every few months for them to see the range and the prices, so it has to look well.

I am looking for a macro or a pivot chart or something that I would be able to run on the "price listing" sheet and would put it in some usable format. Different customers can have different prices so that it needs to be quick and flexible. I send this list to customers every month for them to see the range and the prices, so it has to look well. Is there any way to create an index also from an excel workbook?

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Convert Layout Of Excel Table To Make It Suitable For Pivot Table

Mar 27, 2012

I have a very large excel data file, which I want to analyse using pivot tables. The problem is that while most of the columns are headed with the variable name (e.g. country) and have the list of variables displayed under that heading for each observation (e.g. Italy), the years are spread across the columns - i.e. the heading for column X is not "Year", but is 2003, with the next column being 2004, etc.

Is there a quick way I can re-arrange the data so that the layout is consistent and so that I can use it for pivot tables? I have way too many observations to do this by hand.

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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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Apr 12, 2012

In my data, I have:

1. Age (up to 20, 21-30, 31-40)
2. Gender (male, female)
3. Location (London, Paris, Berlin)

I want to see Age and Gender as column labels and Location as row labels. However, I don't want Gender as a sub-set of Age - I want Age Labels followed immediately by Gender labels ie:

Upto20 / 21-30 / 31-40 / Male / Female

I don't want: 21-30 Male / 21-30 Female / 21-30 Total / etc etc..

Is there a way to specify this in a pivot table?

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Default To Classic Pivot Table Layout In 2007

May 9, 2008

I have upgraded to Excel 2007 and the PivotTable formats are different. I prefer the old 'drag and drop' formatting, and would like to default to that.

I can switch to the classic format by going to Pivot Table Tools ---> Options ---> Display --> Classic Pivot Table Layout, but I have to do this for each table I create. I'd like this to be the defaut choice.

I've searched the board and someone posted that if you add the Pivot Table/Chart icon to your task bar, that will open the old layout --- it opens the wizard, but the table that is created is still in the new format which does not enable drag and drop.

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Pivot Table Layout - Generate List Of Unique Names And Their Associated Phone Numbers

Mar 18, 2013

I've read a lot of tutorials on how to use pivot tables, but found them either too basic, or too advanced, and never finding any example of what I am looking to do.

I have a database, column A holds names, and column B their phone numbers. I'd like to generate a list of unique names and their associated telephone numbers. I figure I can use a pivot table to do this.

But I do not quite understand how to format the pivot table to put the name in one column and the phone number in the next. I will use this pivot table as a vlookup range. I assume I can do this.

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Impossible Layout With Pivot?

Apr 15, 2006

I've got the data sheet and try to make the report like the one below pivot. I've tried many ways e.g: calculate field...but I just find one way to do that manually from three changes from pivot and make that report by copy/past. Can I do that directly from pivot?

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Pivot Chart Layout

Oct 10, 2006

I'm trying to Create a pivot chart from Data. I've attached a sample of the data I'm using. What happens when i try to create a chart is test 1-9 get assigned to Open which is fine. I can then drag Open to the position in the chart i want using the layout feather. I could then uncheck test 7 if i didn't want it or whatever. I want that same process to run horizontally for the numbers from 1-10 to go under the header WW so that i can unclick any WW that i don't want in the chart if you get my meaning. I included an example of what i'm talking about. Sheet 1 contains the raw data and Sheet 5 contains a small explanation.

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Changing A Table Layout

Nov 27, 2008

My question is explained inside the workbook. Changing a Table layout

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Jul 13, 2007

In the attached file you'll find an original table and the requested Table in its new layout. I thought to use TRANSPOSE in an Array- Function but it didn't work as expected. However, I managed to present the DATA (light green range) with the help of SumProduct. My Question goes like this: Is there a way to present the Upper and Left Headers (in red font) with Formulas ?! (I typed them by hand).

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Column To Table Row Layout

Dec 7, 2007

I've got a huge spreadsheet that's been imported from a web survey and it has thousands of variables in a single column (A) in excel. each of these variables are on a new cell row and begin with a value of 'V1=' up to 'V100=' or a few fixed values like :USERID:= (see below).

It has unique markers showing the start and end of each survey,so it's something like:

V70=Mike J Evans

Now each of these V numbers is an answer to a question on the survey, so I need them to all line up in a column, otherwise it makes no sense

So what I need is a way to scan down the column and convert each survey (from ***START SURVEY DATA*** to ***END SURVEY DATA***) so it's arranged in a row (with each value in a new cell in a column.

Does anyone have a clue how to do this?! (I've uploaded an example as an attachment that'll show a couple of surveys imported and a second tab that shows how I need them in rows - only without sorting the v values properly.)

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Jun 26, 2007

I would like to change the data layout from the "Original Table" to the "Final Table" as in attached file. Belinda_June-25-07.xls. How do I use VBA to do the change? In my original table, I may have several hundred rows and more than 36 columns for the time periods.

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Excel 2010 :: Pivot Table Reference Is Not Valid When Moving Data And Pivot Table Together?

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 31, 2014

I have a bar chart that monitors month over month activity. I use Layout 5, which allows for the numbers data to neatly be organized in a table below the bar chart. However, i recently started using the data on a secondary axis to accurately reflect trend lines. It works great, but now the data table below displays redundant information. see attachment.


I just want that data in the data table to be displayed once, completely leaving of the axis legend.

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Reformat Table Layout Containing Repeated Data

Sep 7, 2006

Rows 1 to 12 of the attached .jpg file shows the format that I receive from a University. However, in order to check enrolments, etc., I would prefer it to be in the format as shown on rows 15 to 19, that is, one complete student record per row.

As you can see, not all students are studying the same number of subjects and the subject mix is also different.

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Split Up Huge Macro Using Call Macro But Pivot Table Code Errors Out?

Jul 10, 2012

I'm using a CALL Macro to split up a HUGE macro into different pieces:

'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


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:

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.

Sheets("STATS DATA").Select
Dim objTable As PivotTable, objField As PivotField
ActiveWorkbook.Sheets("STATS DATA").Select


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Jun 17, 2013

I have responses from a questionnaire in the format below, and need to mail merge to a word doc.



If I'm right I need it in the following format for a mail merge.



I need to get this fixed by 5 pm tonight, otherwise a foresee a night of copy and paste ahead. I thought pivot tables might work, but alas no, it only tells me the number of the comments i have.

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Feb 29, 2008

I have a database in this format:

IDProgram NameNIDCvg BeginPlan CodeRate

The number of rows in the database changes from month to month. I'm trying to write a macro that will pull rates off of a rate table on another sheet in this format:

CCAREA RT1$0.00 $0.00 $0.00 $0.00 $0.00
CCAREA RT2$0.00 $0.00 $0.00 $0.00 $0.00
INDEMA RT1$225.81 $436.89 $415.78 $595.20 $320.80
INDEMA RT2$146.36 $277.76 $264.62 $376.31 $205.49
PACIFA RT1$193.07 $434.40 $415.08 $598.49 $337.85
SH RT2$74.08 $148.16
DELTA RT1$25.85 $51.70 $82.74
DELTAP RT1$39.26 $78.52 $126.76
RLIFE RT1$1.25

I'm trying to create this in a way that the user won't have to manually fill in the formulas each month when the size of the database changes. I can also reformat the rate table if need be, but not the database. I've attached a sample file so you can see what I'm talking about. I'm fairly new to VBA.

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Summary Table Of Stock Returns In VBA - Is It Doable?

Jan 29, 2014

In the attached spreadsheet:

1) RAW DATA tab has data for four fund managers. The number of managers will range from 0-200 in the final model.
2) A negative exposure number is a short, and a positive is a long
3) The "Return" is from Bloomberg downloaded data in the live model but I have made up numbers for the purposes of illustration.
4) The Summary tab shows what I would like my final output to be. Please note that (1) the number of managers, and the number of stocks per manager is dynamic (2) the number of longs and shorts is also dynamic (3) i want the impact total for longs (0.39%) to be calculated for me using the code (unless it is easier using another method)

The Summary sheet would have Manager 1, Manager 2 and so on but i have only included Manager 1 for purposes of illustration.

You might say it is easier to use a pivot table, but it is hard to get this format with longs and shorts separated. I would also like errors to be ignored when summing totals in the Summary sheet - these errors occur sometimes on Bloomberg when a company's name changes or they get taken over.

This sheet is due to run by itself when i am not around. (I can automate it myself once I know how to get my desired table).


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Aug 7, 2012

What is the easiest way to have a cell update with real time stock quotes for a particular stock?

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Jan 8, 2014

I have created a stock sheet on Sheet1, i have say 100 items and each item has a min and max stock order. Once the item hits a min low, the last cell (O) will display an order needs to be placed.

I was wondering if there way a way that on sheet2, it can calculate all the data on sheet1 and if there is stock that needs to be ordered, it will appear on sheet2?

This way i can just print sheet2 and send it to the supplier without having the entire 100 items displayed -if it does not need to be ordered?

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Create Pivot Table: Cannot Open Pivot Table Source File

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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VBA - Adjust Pivot Table Included Fields To Match Another Pivot Table

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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Jul 25, 2009

I have a pivot table macro below. It works great:

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Jun 11, 2008

I can export inventory data from my Point of Sale system that looks like this:

I need to manipulate it to look like this:

To do so I think I need a macro(?) to:

Copy and insert as many rows as the quantity in Column C. In case of >1 the row is deleted.

This would allow me to print labels for every item in my inventory.

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Macro To Create Pivot Table?

Jun 3, 2014

Can record the all those actions which we need to do on a regular basis. In my work i have to create the pivot table to a data which gets changed every day but the data sequence remains the same.

I have tried to record the macro for the pivot table but when i tried to run the macro again then the below error message comes.

"run time error 5" "Invalid procedure call or argument" when i click on debug then the below macro program is highlighted in yellow color.

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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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Aug 19, 2012

i want to make the pivot table using vba macro. the sample workbook looks likes this [URL]...

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Apr 13, 2013

I've created a Pivot Table with 30+ fields. I've recorded the following macro to add the first field. I need modifying the code so that it looks for and adds every field automatically. It'd save a lot of time.

Sub PTAdd()
' PTAdd Macro
With ActiveSheet.PivotTables("PivotTable3").PivotFields("Assigned To")
.Orientation = xlRowField
.Position = 1
End With
End Sub

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