Show Budget VS Actual In Pivot Table

May 1, 2008

I have weekly budget report (for the entire year) that I put in a Pivot Table with approx 20 different row labels. The actual revenue numbers come only once a month (several different reports make up the actual revenue numbers). I need to put the actual numbers on the same row as the budget numbers and I can't figure it out.

For example, for the first three months of the year, I have the pivot table showing everything perfectly. In February, I get January's actual revenue numbers that now "replace" the budget numbers for January. If this was a regular table, I could easily overwrite these numbers, but with the pivot table, I can't get these two fields to line up. For now, I have the Actual Revenue numbers on the Rows above the Budget numbers for their respective months/quarters.

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Actual Vs. Plan In Pivot Table

Mar 23, 2007

I've attached a simplified worksheet which tracks the calls of a team of salespeople along with a pivot table showing their results for Jan-Mar. I've also included a summary of their planned calls for the period. Ideally what I'd like to do is have the pivot table show actual calls, planned calls and variance for each salesperson and each month as seen on A37-J42.

Calculate Percentage Difference Between Budget Versus Actual

May 6, 2014

Here's my example: We budgeted \$15,000 (cell C38) for tuition reimbursement and YTD have already paid out \$11,500 (cell B38).

I currently have the formula =100*B38/C38

This returns the answer \$76.67. When I format the column to percentage, it the returns the answer 7666.67%.

How do I get this to read as 76.67%???

Refreshing Actual Data Source Of Pivot Table

Dec 31, 2013

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.

Pivot Table Show All

Jan 22, 2009

I am trying to form a macro in VBA that will basically uncheck the "Show All" function of the Pivot Table filter user interface, and then select only the one PivotItem that I want. In context, I have about 50+ different project numbers, each with a different worksheet and its corresponding pivot table. Here is what I have so far:

Dim pvtitem
With ActiveSheet.PivotTables("PivotTable1").PivotFields("Project #")
For Each pvtitem In .PivotItems
pvtitem.Visible = False
Next
End With
With ActiveSheet.PivotTables("PivotTable1").PivotFields("Project #")
.PivotItems("525064").Visible = True
End With

When I try to run it, it gives me the error: "Unable to set the Visible property of the PivotItem class". It looks like the error occurs in the loop part of the macro.

Getting Pivot Table To Only Show Top 10 Items?

Nov 29, 2011

Is there a way to have a Pivot Table show only the Top 10 items based on dollar amount. Data covers a month of daily activity (+/- 250 rows), but i only want the Top 10 items based on Dollar amount. Is this possible?

I know filters can do top 10 but it doesn't consolidate similar items.

Show Pivot Table Data By Name

Jan 22, 2008

I have a list of Insurance payers - 20 or so. They are listed in a Pivot Table on sheet2 with rate data and such. On sheet1 I have a listbox with the Payers listed and can be multi selected by the user. I wish to have the user select some payers in the listbox, goto sheet2 and view the Pivot Table only containing those Payers selected from the listbox.

Pivot Table, Show Empty Rows

Feb 16, 2009

In my Pivot table I have 3 fields in the "header - section" of each row
There is also the possibilty in the Page section to choose between subjects (eg physics, chemistry, biology etc) When all rows are displayed there are 68 in total

When I choose Physics there are about 30 customers that have a value in 1 of the rows. Excel shows 30 rows, but I would like all 68 row to be shown, because these are the values that are important to me. I have tried a lot of settings in the pivot table but can't find the correct 1.

What happens a lot is the the rows are "multiplied", meaning that the 1st row header has every combination of the 2nd and 3rd and so one. Which setting is needed to get what I want?

Make Multiple Name Show Up Only Once In Pivot Table?

Mar 27, 2009

In the attached file (xlsx) under 'Database' Tab poeple have indicated their preferences (multiple choices) for different food items "specialties". The specialties are grouped under broader buckets called "groups". The specialties are bucketed into groups in a way that people end up more than once in each specialties and groups due to their muliple selections. When we create a pivot by specialties (Pivot Specialties tab), each person appears only once for each specialty...it's great. But, when we create a "group" pivot (each group has multiple specialties), now, people appear more than once for each group. Is there a way, each person can show up only once under each group so the group count does not appear to be misleading?

Show ONLY Grand Total In Pivot Table

Feb 6, 2013

I am building a Pivot table and I need to show ONLY the Grand totals at the end of the table. In the example below I want to show only Total volume Stage movement at the end and not the subtotals in the columns.

Column Labels
Pipeline
Best Case
Commit
Closed

[Code]...

Pivot Table With Show Pages Macro?

Feb 22, 2013

I am trying to to create a macro that will complete a Pivot Table, then use the Show All pages function. The data has the same number of columns each time, but the rows will differ each and everytime. The content of the column which houses the data which eventually will be a page can differ as well. I continue to get an errro and below is highlighted when debug is selected.

ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:= _
"Table1", Version:=xlPivotTableVersion12).CreatePivotTable TableDestination _
:="Sheet4!R3C1", TableName:="PivotTable2", DefaultVersion:= _
xlPivotTableVersion12

This is a very repititive pivot that is done many times during a month. I have tried just using the data as is then the pivot, and converting the data into a table, doesn't matter still get the error.

Pivot Table Filter To Show Null / Zero Value?

Mar 11, 2014

I would like to be able to filter my pivot table to shows the rows with no data ?

I can make "no value" appear in the pivot table in 2 ways - either by using column field as well as row fields or by using the "show items with no data" option in value field settings but I cant get filter to show only the "no value" rows

Sum of rev
Column Labels
Row Labels

[Code].....

Show Detail Event In Pivot Table

Nov 19, 2006

When you double click on a number in a pivot table data area you get a new sheet with that information showing the detail, is there anyway to "trap" this action?

I want to run a macro on the detail data but can't see a way to do it automatically, have tried, BeforeDoubleClick, PivotTableUpdate, NewSheet events but all have there draw backs if you are doing something other than showing the detail for the pivot table. Of course I can just run the macro after the sheet is made but it would be nice to do it on its own.

Percent Change Of 100% To Show 100% In Pivot Table Not DIV/0

Jul 9, 2007

I want to make a calculation in a pivot table where a percent difference is calculated by year.

The % difference from calculation does not show an increase from the previous year as 100% but a DIV/0 error. Can i make a custom formula that will use the year base field.

Show Pivot Table Detail Macro

Dec 9, 2008

I have recorded the below macro to select a pivot table field (on demand) and show the information on anthother sheet tab.

Obviously if the order of the fields change then the macro is buggered, any ideas so it only selects the on demand field and shows that info.

Sub Macro1() ....

Show Field Contents In Pivot Table

Oct 23, 2003

Can I do something so my pivot table shows Manager name in all appropriate cells (eg. agomes is A3:A4 and bschaefe in cells B5:B13)? ........

Show Percentage Subtotals In Pivot Table

Jul 18, 2007

Does anyone know a setting to display pivot tables as a % of sub total automatically within the Pivot Table Settings? I have recreated a formula on the cells H:K of what I am looking for. see Attached.

Hide/Show Pivot Table Fields

Oct 10, 2007

Im using the following VBA code, but the on error resume does nothing, excel throws out the error 1004 "Unable to get the pivotfields property of the pivottable class" (i know why the error is caused and how to fix it but my error trapping wont work). Is there some option which i have turned off which prevents me from trapping errors?

Dim ws As Worksheet
Set ws = Excel.Sheets("Sheet1")
On Error Goto err:
If ws. Range("IV1").Value = "dog" Then
ws.PivotTables("PivotTable1").PivotFields("Price Euros").Orientation = xlHidden
Else
ws.PivotTables("PivotTable1").PivotFields("Price Dollars").Orientation = xlHidden
End If

err:
msgbox "invalid"

Show Numbers Greater Than An Amount In A Pivot Table

Dec 17, 2009

Is it possible to just show numbers greater than an amount in a pivot table?

Macro To Show Pivot Table Details..Any Ideas?

Feb 26, 2009

The size of this pivot table depends on how many different customers are in the data tab.

What I want is a macro that will show the details as if you were to double click on the grandtotal, but the grandtotal in column c is never in the same row and I am having difficulty coming up with a macro to do this.

There are some other functions it is performing as well so I just need to add this to the existing macro code.

Excel 2007 :: Show Median In Pivot Table?

May 4, 2011

I have a pivottable that has a calculated field returning a percentage of two other feilds. I have pivotcharted the result and now want to include a median of the calculated feild results on the same chart.

I want to use a pivot chart as it'll accomodate changes to the data range and different page fields.

using xl2007

Pivot Table Grouping - Range To Show Last Date Only

Oct 23, 2013

Have a simple Pivot table that i have grouped in 14 day buckets.

Currently, the date range looks like this:

1/21/2013 - 2/3/2013

However, I want the range to show the 'last' date only.

Is there a simple way to do this? I just can not see it in the format cells menu...

Pivot Table Show Selected Month And YTD Sales

Sep 18, 2009

I have created a Pivot Table to sumarize the monthly sales data.

Is it possible to select just one month and show the YTD sales?

e.g. We are in September, I select August the Pivot Table should show the August sales column and YTD (Jan to August) sales column.

Show Message If Empty Cells In Pivot Table

Aug 18, 2006

I'm trying to check and prompt a message box if there is a empty cells found in the pivot table.

If Activesheet.PivotTables("PivotTable1").NullString = "" Then
MsgBox "No Match Data Found"
End If

I have try out the code caption above but not the result as I want.

Hide / Show Pivot Table Areas On Condition

Feb 24, 2008

I'm just stuck on a final thing......I would like the pivot table to collapse based on the outcome of a formula. For instance I've got a project that has A, B, C, D as component parts, these parts all have a percentage work completed. If let's say A is a 100% complete I would like to automatically collapse A, so it will just show the summary for A. Obviously this can be done by hand, but since there is quite a lot of data I would like to automate the proces.

Easily Hide/Show Pivot Table Items

Apr 5, 2008

I work at a trading firm and use pivot tables to report on the success of traders on a daily basis. I add daily trading data to a raw data table that powers a set of reports. In one report I want to view MTD stats for a filtered group of 10 traders. The issue is that if I add a set of daily data that includes a new trader name, it will automatically be pre-checked and added to this report (and this happens daily). The only solution I came up with is to add another column in the raw data table that would allow me to group these traders and then use a page filter to include only them. This will work but I'd rather avoid adding columns to an already unruly data table (and would like flexibility to periodically define and track an arbitrary set of traders).

2003 Pivot Table: Show The Content Of The Cell (non Calculation)

Apr 16, 2009

i have a database of the kind:
Model Version Color Store
1 a zz HH
2 b xx QQ
3 c yy OO
4 d ww PP

I need to obtain in the y axis the model, and in the x axis the store.
The data per each model and store should be: the version and color.

I'm using Pivot table to do that, but i'm only able to obtain the "count" (or sum or other formula) but I'm not able to obtain the content of the cell.
Example:

Store HH PP
Model
1 Version a d
Color zz ww

2 Version b c
Color xx yy

Show Pages Feature In Pivot Table - Is It Available In Regular Worksheet

Jan 22, 2014

One of the best tools that Pivot Tables let's me use is the ability to create new tabs very easy. Anything field placed in the Report Filter is doable. My question is, is there a similar feature available in the regular data worksheet?

Don't Show Blank Pivot Table Fields In Drop-downs

May 6, 2007

I am creating a pivot table from region, which some of the rows are blank.

Is there any possibility that the pivot table not show the blank in its dropdown combobox?

Hide/Show Pivot Table Data Based On Criteria

Dec 12, 2007

I want to write a VBA code, so I can apply dates criterias to my pivot table. Say, I have 1-Dec-2007 in "C2" and 10-Dec-2007 in "C3". Now I want my pivot table to show me the dates between those two dates and the data that goes along with it. I have written this code, but it keep debugging:

Sub FilterDates()

Application. ScreenUpdating = False

Sheets("PnL").Select

Sheets("PnL").PivotTables("PivotTable3").PivotFields("Date") _
.PivotItems("01/01/1950").Visible = True 'to always have 1 populated

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