Sorting By Company And Date In Pivot Table
Feb 1, 2008
I have attache a file to use as a reference, the real file is over 10 000 rows long.
What I need is to be able to quickly make a summary of each company within a certain period (let's say monthly) and be able to calculate the sub total of the GST column. Every report that's created than needs to be saved and put into a seperate file e.g 'TFQ Sep 07'. I understand I need to use a Pivot Table but can some one just give me quick example of how I would do this?
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Dec 27, 2012
I have a birthday list with name, client, birthday. I want to create a pivot table that groups by month. Report layout is tabular. Then within that month, name, client & birthday (in date order). So my end result would look like;
January Jim Jones Company 1/4
Then rest of January names 1/15
Etc.
Right now, I can't get the birthday to sort by date within the month.
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Jun 12, 2014
I am having the hardest time trying to get my pivot table to sort right. I downloaded data over a 7 year period and its sorted by months (January-2005 etc). The issue I am having is excel is putting it into this format
January-2005 January- 2006 ......... February - 2005 February-2005.
I need it to sort chronologically
jan 2005, Feb 2005, March 2005...... Jan 2006, Feb 2006 etc.
What do I have to do to get this fixed. I would rather do not have to do it manually each time I need this type of data.
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Sep 24, 2011
I am stuck trying to sort data that looks like the following, into a format that I can use as source data for pivot tables/charts.
Excel2007ABCDEFGHIJK2MalayMalayMalayMalayMalayMalay
ChineseChinese3MaleFemaleFemaleMaleFemaleFemaleMaleMale
436-4536-4536-4525-3525-3525-3536-4536-455
DateArticleContentLapseCurrentCurrentCurrentLapseLapseCurrentCurrent612-SepRelieving 40 years - Oct 15, 1972
Thick Haze continues to blanket MalaysiaHistory42712-SepRelieving 40 years - May 5, 1972
All Sharifah wants is a pair of legsHistory1222812-SepA man and his agonyHistory3223912-SepA lesson on Sept 16History22Sheet2
I will need to group Data multiple ways. However, I cant work out a good way to sort it. Can I have a suggestion on layout that I will be able to arrange data appropriately.
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Jun 30, 2014
I have a pivot table with multiple row fields and multiple column fields. One of the column fields is a Date and I need some VBA that will auto-sort the columns into ascending order by the Date column field.
E.g., if the first four column labels are "2-Jun-2010, 13-May-2009, 16-May-2013, 17-May-2012" then i want the sort to arrange them as "13-May-2009, 2-Jun-2010, 17-May-2012, 16-May-2013".
Note: This is the left to right order of the columns i'm talking about, not the top to bottom order of the rows, or the data in the rows but specifically the column labels.
I've tried googling a solution and I can find a variety of code that deals with sorting the data in the rows in all sorts of ways, but nothing on how to order the columns.
i'm using excel 07, and the source data for the pivot table has the Date field formatted as custom "dd-mmm-yyyy". This can be changed if necessary.
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Jun 9, 2009
I've just come across Excel doing seemingly doing something really rather daft - though it equally could be me. I've grouped dates in a pivot table to 7 days at a time to group weeks, but when I then sort by date order it sorts by all those ranges starting with a 1st of the month, followed by all the 2nd's, etc.
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Jan 11, 2008
I have created a pivot table that contains the following data:
Country Name
Date as in 5/1/08, 6/1/08, etc
With counts in the cells
I can sort on Country name and get an alphabethical list by country name showing teh numbers for each date
However I want to sort by the largest to smallest number that shows in the date column 01/01/08
Is there a way to sort on that colum-while moveing all the numbers in the other date columns along with it?
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Apr 28, 2014
I would like to know If we can sort the pivot table data in a bunch of Groups. e.g 50 years based on decades. currently I am able to group only once in a given range. but I would like to define several more ranges e.g 1970-1990 and 1990-2010 and etc
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Jan 13, 2010
I can't seem to be able to find out how to sort data within a pivot table.
I have about 1000 different names that have data values for two years. I have a calculated field to show the difference....
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Jun 2, 2006
I have a pivot table and i am trying to display the rows in order of relevance. I have a bit of code that will sort the rows into the order I want them which I have included. My problem is that sometimes I will have rows that will not be there, If position 3 doesn't exist I would expect it to display 1,2,4,5 but instead I get an error message.
ActiveSheet.PivotTables("PivotTable11").PivotFields("Baan Order").PivotItems("Nomination") _
.Position = 1
ActiveSheet.PivotTables("PivotTable11").PivotFields("Baan Order").PivotItems("Full") _
.Position = 2
ActiveSheet.PivotTables("PivotTable11").PivotFields("Baan Order").PivotItems("Equal") _
.Position = 3
ActiveSheet.PivotTables("PivotTable11").PivotFields("Baan Order").PivotItems("Target") _
.Position = 4
ActiveSheet.PivotTables("PivotTable11").PivotFields("Baan Order").PivotItems("None") _
.Position = 5
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Sep 18, 2009
Optionally, to customize the sort operation, on the Options tab, in the Sort group, click Sort. In the Sort <Field name> dialog box, select the type of sort that you want by doing one of the following:
To return items to their original order, click Data source order. This option is only available for OLAP source data. To drag and arrange items the way that you want, click Manual.To select a field to sort by in ascending sort order, select Ascending (A to Z) by, and then select the field from the drop-down list. To select a field to sort by in descending sort order, select Descending (A to Z) by, and then select the field from the drop-down list. Tip Read the Summary section at the bottom of the dialog box to verify your choices.
My problem is this: after following the above steps, then clicking Manual, then ok, I cannot drag and arrange the row labels in the PivotTable.
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Apr 10, 2013
Using Excel 2010
I have a workbook with multiple sheets.Sheet1 is named "UPC" and is a giant database for my workbook containing 80,000+ rows and 12 columns.
Sheet2 is named "Scan" and uses a bunch of index-match formulas. Basically, you scan a barcode and it auto-populates across the row all the information it pulls with that particular UPC from the "UPC" sheet. One of my columns, "QTY Scanned", in the "UPC" sheet has a countif formula to keep track of how many times that item was scanned on the "Scan" sheet.
Sheet3 is named "PSlip" and has a big button on it that you press and multiple macros go into overdrive. First macro takes all the rows from "UPC" with a quantity greater than 0 in the "QTY Scanned" column and copies it to the "PSlip" sheet.
Second macro takes that data and makes a pivot table.This is all clothing, pants, shirts, jackets, etc...When my pivot table is created, my Column Label is Size. When the pivot table is created, it automatically sorts it in ascending order, so it goes from numbers to letters.
This is great for pants because the size is in reference to a waist size; 24,25,26,27, etc...
HOWEVER, shirts, jackets, and other tops are not in a numeric size: they are in a Text format. XS, S, M, L, etc...
Sometimes we only scan pants for an order, sometimes only tops, sometimes both.
Is there a way for the pivot table to recognize when tops are in included and automatically sort the sizes?
I still want the numeric values at the beginning, but once the text starts it automatically sorts in this order:
XXS, XS, S, M, L, XL, XXL, MT, LT, XLT, XXLT, 1X, 2X, 3X, 4X, 5X
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Mar 18, 2007
i have generated a olap cube and display it using pivot table. But i am unable to sort my data from acsending order. For example: I had right clicked on my pivot table > field settings > Advanced > Select "Ascending". The data (sum of quantity) remains unsort after i have checked ok.
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Jan 3, 2012
I have created a pivot table using a family name in row labels. The names appear in alphabetical order unless the person's name is the same as a month or day of the week. The result is that I have Mr Sun and Mr May at the top of my list, rather than listed alphabetically. Sorting the list does not solve the problem. It switches Mr Sun and Mr May, but does not included them in the main list. Is there a setting I can use that will stop Excel 2007 thinking that these words are something that they are not?
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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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May 23, 2014
I am trying to sort by date in a table (It is named Linked_file_table), C173:I188. I would like the table to be sorted by I173 AZ.
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Jan 31, 2008
The file that I have attached has the run sheets of truck drivers, which company they are working for and how much money they are owed (the money they are owed is in the GST column).
What my company needs to do is to create a tracking sheet for each month for every company with a sub total of how much we owe them.
As an example, in the file I have provided, if you filter all the dates in between 1/9/07 and 1/10/07 (so all the dates for September) and then filter Company to 'TFQ'.
So what you see is all the jobs that TFQ has done for our company in September. What we want to do now is create a sub total at the end which calculates the GST column and then save it to a file, which we can then e-mail the company to say 'This is how much we owe you, is this correct'.
But since as you can imagine, filtering and adding the sub totals is a long process, is there a way to
1) Have some kind of formula or code which would filter every company within a certain date range adding the sub total and save it to a folder named 'Sep TFQ' for example. This would be the killer if it can be done.
The reason being is because the real file is much larger than i could fit here, and it would be a long process to do this manually, that is filter the company, type in the sub total, and save it to a file, as this is done every month.
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Mar 24, 2009
I have a large table of data covering 3 different companies and need to create a second table of data counting how many entries there are for each month in each company. This second table is to be used to create bar graphs and I am not using pivot tables as I cannot work out how to get the pivot table to insert months where nothing has happened. The attachment should make it clear
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Jun 10, 2013
Inside my raw data, there is a field for dates with the format of "mm-dd-yyyy". When generating the pivot table, the date is simply "mmmm". Where did the rest of the date field go?
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Jan 1, 2007
I am recording events on a day to day basis in excel using the first column as the date, second column as start time, and third column as end time. So an entry might look like 1-Jan _ 13:00 _ 13:40, in the three columns across. There will be multiple entries for each date, but the number of entries for each date will vary. Entries may also overlap in times. For example, the next row may read 1-Jan _ 13:10 _ 13:45. Some times there will be gaps such as a third row readng 1-Jan _ 14:15 _ 15:00. What I would like to do is compute the total elapsed time spent on projects for each day, not counting any overlaps. SO even though the total time spent on those three projects for January 1st is 120 minutes, I would like to know how much time during the day is spent doing work, regardless of how many projects are being done at the same time. So I would like excel to be able to tell me that on January 1st , 90 minutes of the day was spent on work. Hopefully this makes sense. I also need it to distinguish between dates so that it can tell me how much time was spent on January 1st. then January 2nd, 3rd and so on. It would be great if this ould be computed as the data is entered. Maybe It could record it on a new sheet with a column for each date and then it lists the time spent on that day in the row below it.
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May 1, 2007
I am challenged/very frustrated with my pivot table which will not group dates (returns an error message).
In reading other posted questions, I see that my problem is caused by empty date cells. Is there a way around this?
My spreadsheet will be used daily to input Invoice details - part of which is the date of invoice. If I were to select 'refresh data', this would not be pulling through any new data as it wouldn't be in the range. I had made my range A1:K1500 to incorporate future entries, but then I have empty date cells as to date there are only 200 entries.
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Jun 3, 2006
I have a pivot table which contains dates in the drop down list. I wanted user to pick dates from calendar control tool rather than pivot table dropdown list.
I put the following code;
Private Sub Calendar1_Click()
If Weekday(Calendar1.Value, vbMonday) < 6 Then
Range("B3").Value = Format(Calendar1.Value, "dd/mm/yyyy")
End If
End Sub
it works for most of the dates but not all. Also it does not recognise the dates in the new month.
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Jun 7, 2013
I'm trying to copy the value of one column to another, column A has date and time in this format: 6/1/2013 6:35:00 AM and I'm trying to get ONLY the dates to another column so that when I do my pivot, I can sort it out by date. I tried =A1 and I can format the column to how I want it but the value of the cell still remains in date&time. Is there any formula I can use? or should I change anything in my pivot table?
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Jun 16, 2014
Not sure if this is possible but I have a sheet of data which is effectively a project plan. It has a list of resources, role and phase etc. I then have lots of rows which are w/c dates and under each "week" I have the amount of hours or days they work. So for each person I can record their hours etc.
I then need a Pivot which basically collates the data and displays each phase's total hours but month. There maybe multiple phases or and each person may appear in each phase
I've attached an example - Excel Problem.xlsx
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Jun 16, 2014
I have a question with regards to the display of the Date filter in a pivot table I am making.
As it stands, the filter function is displaying like this : date 1.JPG
I am looking for the filter to look more like this : date 2.JPG
I believe that I have all the dates in the source table formatted as "Date".
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May 16, 2012
I have inherited a spreadsheet that I need to update soon. It takes data that has a date field and creates a pivot table by month. The person who created it completed it thru February. Now I have added data for March and April, but the pivot tables can not find this new data and I suspect it is because of the date formatting (I have done the Change Data Source under PivotTable Options to include all the new data).
The reason I suspect the date format is that she built a button to run a macro named "dateformat", which is not in the workbook. I have tired to manually format the date using the format painter from the February dates that the pibvot table recognizes, but I still get no results.
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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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Jun 1, 2006
I have a nested if formula that isn't working and I know there is a real simple fix.
Here is the situation: If Company A (A1) and Company B (B1) both have indices greater than 125, I want that to show that in my recommendation. For example: I used if(A1>125&B1>125,"Company A and Company B",if(A1>125,"Company A", if(B1>125,"Company B","None"))). For whatever reason, the first nested if statement isn't working correctly. what I am doing wrong with this if/and statement?
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Dec 5, 2013
How do I stop a pivot table adding data together?
e.g.
1st Nov -100
1st Nov - 100
2nd Nov - 200
2nd Nov -200
I want this but instead get this:
1st Nov - 200
2nd Nov - 400
I need the pivot to split it out,
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Apr 18, 2014
It's a given that formatting doesn't alter underlying values in all areas of Excel, merely changing the way cells look. But in the attached I show two pivot tables using exactly the same data with the sole exception that the first one has the date numbers formatted as numbers whereas the 2nd PT has the date numbers formatted as dates.
With the 2nd PT it will accept the Group by month functionality whereas the 1st PT won't.
On the face of it PTs seem to take more notice of the way a number is formatted when it comes to grouping rather than treating the number as a date which it can group.
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