I have a worksheet with several columns of data that consists of month to date billing, cost, profit, etc. that are tied to job numbers.
I currently have code ( AdvancedFilter) that seperates this data judging by the first two numbers of the job number. For instance it will take all job numbers that start with 11, copy them to a worksheet, print it and then do the same for 12, 13, 21, etc..
I have attached a spreadsheet of an example of a database with a pivot table and a desired report
Can anyone give me a pivot tabe from my database that looks like my desired report.
I am willing to seperate the database into two seperate databases with different transaction types if necessary.
I have several competitors balance sheets (around 15), they all have the same structure, what i will like to do is summarize all this data into a pivot table to have a grand total but also be able to filter the data by single competitor.
I have tried to do multiple consolidation ranges, power pivot, pivot but i was unsuccessful, maybe i arranged the data wrong or im not using the right solution. im using excel 2013
I have several data sets that that have the same column headers (product portfolio data, split by categories into different workbooks) and the same structure and want to merge them to create summaries in a pivot table that I can slice the way I need to look at the data (e.g., by "Category 1" level, "Category 2" level, etc..). The messy way would be to just copy/paste all data in one master set and then create one pivot from it. The problem is that this a) takes a lot of time since I have several data sets and b) the content of these data sets is constantly changing, so I would need to constantly update the master data set by replacing updated sub sets.
I was hoping that I can use PowerPivot for that which is apparently not the case - as I understand PowerPivot is only being used to link data sets that contain a column with an identical key to then basically do on a larger scale what a vlookup would do. Is there a way to do this with PowerPivot?
I have included some example data and what I need to be able to show in the attached file.
I have tried using pivot tables but need to keep the totals static when I hide a column.
Can anybody suggest another way of achieving what I need? I need the solution to be dynamic (like a pivot table) but need to hide certain data and have totals including the hidden data.
I use INDEX and MATCH equations quite frequently now and they are invaluable! However what I'm trying to do now doesn't quite fit. I've attached a small sample of my workbook. The sheet called 'data' has three columns of data that I need to split into a grid (called summary). I'd know how to do the opposite of this, as in changing from a grid to a list by using an index and match. But I'm not sure how to do this the opposite way around?
View 3 Replies View Relatedsummarize quarterly data in the summary table taking into consideration the months and the district. see the attachment for a more clear picture.
View 4 Replies View RelatedI have three lists and I want to summarize them in one table. I can do this by formula or using Data validation by position. Who is the best way? There is a difference between them?
View 3 Replies View RelatedMacro or formula to build a table from a data.
The data is in the following format in 4 columns: A (Customers' names), B(type of transactions: invoice,payment, Credit,Check), C (date), D(Amount).
Data is for the whole year by monthly.
I would like to build a table like this:
Column (A) 10 names of customers and in next 12 columns by month amounts and types of transactions.
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.
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.
View 6 Replies View RelatedUsing Excel 2013.
Trying to create a Calculated Column in a table to put Expense in 1 of 4 categories
I came up with =CALCULATE(sum([TotalExpense]),FILTER(factExpense,factExpense[ExpnseType]="Sundries"))
But that is returning total instead of a total for each record What did I miss?
This works for the first Calculated column: =CALCULATE(sum([TotalExpense]),FILTER(dimExpense,dimExpense[Type]="Sundries"))
But as soon as I copy the formula to the next column and update the type to "Wines_Spirits" I get
A circular dependency was detected
Found the answer on SQLBI website I added a unique id to each row and in Table Behavior in the Data Model set the Unique_ID as the Row_Identifier
[URL]
I have an Excel sheet which has Category Column, I have set an auto filter for it, When I click a particular Category data pertaining to that Category is visible.
But my problem is I need help (VBA), that loops category autofilter, through each Category item and capture( sum number of items in that particular category) and put it in an other excel sheet. Kindly Help.
This data consist of a long list of staff id with exception type and points. However, I have only a certain number of staff from the long list which is applicable to my department. For example, I only need data for 4 staff from the list. This list will duplicate the staff id based on dates. Therefore, there might be several cells with exception type and points for that particulat staff . Example is for staff M41 as below:
Date Staff ID Exceptiontype Points Item#
Dec 1 M45 Contract 1.0 44556
Dec 1 M41 Contract 1.0 44578
Dec 2 M43 Contract 1.0 44579
Dec 3 M46 Contract 1.0 22569
Dec 4 M41 Contract 1.0 44572
Based on the above data, I need to summarize as below:
Staff ID Exception Type Points Exception #
M41 Contract 1.0 44578
M41 Contract 1.0 44572
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 ?
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...
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?
View 2 Replies View Relatedi 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
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.
View 14 Replies View RelatedI 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"
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.
View 2 Replies View RelatedI 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.
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] .....
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.
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.
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?
Data Analysis . I have 7 tables gathered in one spreadsheet but in seperate sheets. Tables have the same columns but different data baceause they come from different locations. Now I would like to create pivot table to combine data from all 7 tables. I read a little and I got to know that relationships is needed between the tables but I can't create it because I don't have unique data in the table. Usually tables consist repeating names, locations, some numerical data.
For example every table consists worker's name. I create pivot table from one of 7th starting from worker's name in row field and put some data in value field. Then I add another workers from another table. I can do it but when I put in row field I have workers from second table under those from first one. And of course data are badly calculated. I would like to have all workers in row field with proper data. It means one column with all workers from all 7 tables an then some their data
I know I can copy all of them into one big table and then create pivot table but this is solution what I wanted avoid. I know it will work but these data can change from time to time and it will be very hard to maintain spreadsheet. When data will change I will have to copy manually .Is there any solution to create such a pivot table from multiple tables sources but with the same column structures?
I've been asked to work out a way to easily present summarized data which, when so desired, should be able to go into deeper detail. The only way I know how to do this is via Pivot Table. The thing is, that simply adding the numbers doesn't make sense at all. The reason is that I'm working in share of market per country and simply averaging these shares doesn't make sense due to different market sizes in terms of absolute volumes. Hence different weights need to be given to each share. Allow me to illustrate: I'm interested in Belgium, the Netherlands & Luxembourg and their combined area, the BeNeLux. Each country sells products A - C. Adding the numbers per country is fine as that total amounts to the total company share for that country, but for the area it doesn't. So what I want to do is show the data as follows (see also attached screenshot):
BeNeLux
--------> Belgium
-----------------> Product A
-----------------> Product B
-----------------> Product C
--------> Netherlands
--------> Luxembourg
I want each click to go into further detail, but initially it would show only BeNeLux - only after clicking it would show each country separately and if needed, the products after another click. I have all the numbers such as share for the area but I can't seem to get it to show the right way.
ExcelHelp.jpg
ExcelHelp.xlsx
I'm creating report from a pivot table that has two data sources from two different work sheets. I noticed that you can use two data sources if you use the pivot table wizard which I tried but it can't combine the data. So I tried power pivot the same thing happened there - I will have all the column names but it will only show values from one report and if it shows values from other reports it will show the same value in all rows.
So I realized I need to create relationships which I did with a Concatenate of the dates. But still no luck.
I have a Takeoff sheet where an estimator enters a part# and the rest of the data is entered on the Takeoff sheet by using Vlookup to retrieve the information from the Products Sheet (there are about 12,000 products with 12 fields for each product). I need to then take all of the parts on the Takeoff sheet, and summarize the data, which is what Pivot Tables are for. The thing I cannot find out, is if this can be done. The machine keeps running out of memory (it has 32g, so I question that, and I tested with a 500 row sheet and got the same result), so I can never get the Pivot Table to actually create, or get a useful error message. Searching the web and this forum tells lots about Vlookup IN a Pivot Table, but not creating a Pivot Table from Vlookup data. I copied the data values to a new sheet to test the data and the Pivot created fine, so I believe the data itself is properly formatted.
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