Trying to create a basic pivot table from a CSV file for our users. What I've done in the past is open my CSV and then take the option Insert > Pivot Table to create the pivot table from the open CSV/worksheet. My question here is .... how can I save this .XLS and refresh the CSV data within? Or do I need to use an external data source? I don't want to have to use any drivers. I'd love to be able to just point to a CSV or TXT file on our server and that be that.
For something else I have used Web Query strings to point to .php scripts that send back data in XML format. Is this an option?
Again, the goal is for me to create a pivot table and just have our user's open it up and have current/refreshed data within. We can run jobs overnight or on-demand that update the data source.
I have a report that was created for 2005 that contains two worksheets: a "source data" worksheet and a " pivot table" worksheet. I cleared out the 2005 data in the "source data" worksheet and replaced it with 2006 data...after this I refreshed the Pivot Table and everything seemed fine. When looking at the file size I noticed that it was almost twice its original size....upon further investigation I found that the Pivot Table was internally holding onto the old source data (the "Show" functionality of the rows/columns in the table lists the 2005 row/column headers as well as the 2006 headers....even though no data from 2005 is shown in the Pivot Table).
Does anyone know how to purge the old data from the internal Pivot Table memory?
I hope this is enough information....let me know if you need more.
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've referenced a few threads this one in particular [Solved] Pivot Tables : Refresh on protected sheet
I've tried the example given in the link and it still does not work. I want to protect the sheets that contain pivot tables, but still be able to refresh them. When I try I get an error. I've tried this a few ways.
My first attempt was to protect the sheets using allowuserinterfaceonly at a workbook open event. This caused warnings as soon as the workbook was opened. Then I tried Dave's suggestion and I get a runtime error 1004: Cannot edit PivotTable on protected sheet.
I was wondering if anyone knows how to change the souce data for a Pivot Table? Eg if I have the Pivot table looking at Columns A & B lines 1 - 20 and I want the Pivot to also include Column C and lines 21 - 50, how would I do this? for a chart I can just right click and select the "Source Data" option but it seems that this is not available for Pivot Tables.
A co-worker of mine set up a pivot table using data saved on an external data source on a shared drive. I would like to create a similar pivot table myself, linked to his pivot table so when he gets updated data, my pivot table also will update accordingly. My question has to do with the pivot table data source. How do I copy the connection?
I've got a workbook with a several pivot tables. For convenience, I've deleted the pivot table source and left the pivots "self-standing". Problem is now when I try to refresh the workbook, I get a "Reference is not valid" error which prevents the workbook from updating.
I have a pivot table created. How do I determine which sheet it is pulling the data from, hence the source of the pivot table? Also, if can you go into source and modify data points, then in pivot table, will the results would be automatically modified with updated data points?
I've got a bit of a problem revealing pivot table source data, so just wondering if anyone know how to reveal it? My colleague sent me the spreadsheet, I can see the pivot table, but I can't find the source data that the pivot table links to.
I am using pivot tables/charts for drilldown reporting. After running a complex macro to consolidate multiple reports into one range, I need to generate pivot tables and charts.
These reports will change month to month in the number of entries they have (template will be identical), and therefore my data source range for the pivot table is bound to change. Therefore my question is, how to develop a macro that will dynamically change the source data range to the amount of rows?
why the data reference for a pivot table is changing after I email the workbook to a client. The source data and the pivot tables are all part of the same workbook and I can't understand why its saying can't find source data. Excel 2007 is being used on both computers.
I am using pivot tables which were created by another (no longer contactable) and have found two fields in the field list which are not part of the source data i.e. neither are column headings but are used in the pivot table.
My questions are:
1. How are these field created?
2. How can I examine these fields for formulae (as I have found one of them returns an incorrect value)?
Field1 return a numerical value which is the difference between two columns Field2 shows this as a % (but incorrectly)
My fixed asset software will not allow me to show multiple individual months of acquisitions. I can export each month. This will create a separate spreadsheet for each month, but the problem is that each spreadsheet may contain the same asset, but additions to that asset.
I have a workbook containing many pivot tables. When I create a pivot table everything works fine. When I close the workbook, reopen it, and refresh the pivot table, the new data will appear at the bottom of the table instead of being inserted in the proper row in the table. Since the table is no longer in sequential order my VLOOKUP functions don't work properly. What do I need to do to get the already established pivot table to refresh properly?
I have some source data which is used to generate a pivot table. The data is conditionally formatted to color certain cells based on some other values. Once the data is transferred to the pivot table this formatting (as well as the number formatting) is lost.
I have found some code to fix the number formatting issue but can't seem to locate something similar to set the interior color of the cells in the pivot table to match that of the original source data.
I have a pivot table whose data source is located on a shared network drive. Each day a new data source is uploaded and the only thing that changes is the date in the filename (ie. DataSource080813.xlsx). I am trying to find a way to set the data source to update with todays date automatically each day so that when you open the workbook it is always current days data. I have a cell (B2) with a formula in it that gives me the file location of todays file (ie. X:TeamFolderFile1DataSource080813.xlsx, where the date is derived using the TODAY() function. Is there a way to set the pivot table data source to cell B2 and have it use the text from B2 as the file location?
I would like not to have to update the source data for the pivot table in my database. I've read that you can solve this by using a Dynamic Named Range and using that as the source for the pivot table. That way the pivot table will expand as new data is added to the database. The formula I used to create the DNR is:
I wish to hide some columns that contain data used to update a pivot table in another worksheet. What I want to know is though, will this affect the pivot table? I think that graphs in excel will normally ignore data in hidden cells, so I was wondering if it was the same with pivot tables.
if it's possible to break the connection between a pivot table and the data source whilst still maintaining the data in the table? I could try copy/paste special/paste values but thought there migth be a 'proper' way to preserve the data.
I noticed that when I click on a cell in my Pivot Table a new worksheet pops up with the requested information (essentially a filtered version of my data source depending on what cell I clicked) is there a way for that information to appear on the same worksheet as my Pivot Table? And if so can I also edit what parts of the data source appear?
I work in my Client's office and assist in settling construction disputes. Part of this work is to browse/search their server for documents that may assist in strengthening their case.
During this review I have found an excel document which is a text-only version of a pivot table, ie someone has done a copy, paste special, values into this sheet. I need to extract the original source data from this table back into the list format, as the original source of the data cannot be located
The row titles on the left are activity descriptions, the column headers are dates and the data in the body of the table is hours. As an idea of size the data is spread over 213 columns and 45 rows. Their are more blank cells in the table than entries.
What I would like to do is create the data in it's original form ie
Column A; Date Column B; Activity Description Column C; Hours
and have a separate row for each instance of an entry of hours from the pivot table.
Attached is a file which shows the problem. I bascially have two headings. The first heading contains the letter "b" 9 times but only has values against two "b"s. When this is entered in a pivot table and the value is drilled down (in this case 3, highlighted in yellow), I only want the numbers attached to the two "b"s to be shown rather than all the 9 b's (thereby omitted all the zeros).
I have some code that runs and loops through each pivot table to refresh it; however, I remmed out the code so that it only loops once - telling it to refresh the first pivot; the thing I'm confused about is that after the code runs, it appears to have refreshed all my pivots. I think it's also important to note the each pivot table is linked to the same data source. (an external ds)
Maybe when this is the case, refresh will always refresh all?