Summarize Table By Category

Jun 4, 2007

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.

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Excel 2013 :: Power Pivot Summarize Value By Category From Total?

Apr 17, 2014

Using 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]

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Sep 18, 2013

Basically, I have a table of data in Excel 2010, akin to the demonstration below (just much, much, MUCH bigger).

Category
Genre
Title
Author
Year

[Code]....

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Jun 20, 2006

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?

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Dec 2, 2007

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

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Dec 30, 2006

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..

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I am wanting this work book to do is have a table of categories update automatically when a category is selected in the "category column". The 3rd cell to the left of the category column "Gross column" is where the data is which needs to be sent to the corresponding category in the table and utomatically update. I have attached a sample workbook.

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summarize quarterly data in the summary table taking into consideration the months and the district. see the attachment for a more clear picture.

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Feb 11, 2013

Macro 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.

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Missing Category Field In VBA Pivot Table

Jan 11, 2013

I have a macro to create a report and it selects to place in the pivot table. The problem is that sometimes in my basic data for creating the pivot table, not all the same fields are there. Here is what it looks like for this section now.

With ActiveSheet.PivotTables("PivotTable2").PivotFields("Category Id")
.PivotItems("ARMS/AMMO/EXPLOSIVES").Visible = False
.PivotItems("COMPUTER").Visible = False
.PivotItems("COUNTERFEIT GOODS").Visible = False
.PivotItems("DRUGS").Visible = False
.PivotItems("GENERAL MDS/OTHER").Visible = False
.PivotItems("PROHIBITED ITEMS").Visible = False
End With

In the instance for today, the field "Drugs" is not in my main data. So I get an error box and it stops because the category is not there. How can I get this to continue if one of the fields is not found?

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Sep 9, 2008

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.

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Jun 19, 2009

I am using a pivot table to summarise information with a list of tonnes and sources from civic amenity sites. All was fine until I got to this month to do monthly reports. The pivot table appears to be treating what appears to be exactly the same categories of "CIVIC" and "TRANSFER" differently. By this I mean that although the values in the column appears to be "CIVIC" or "TRANSFER", some get treated differently in the pivot table making it pretty useless. I have made sure that all spellings of the words are the same. there are no spaces before or after the word e.g " CIVIC" but to no avail!

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Jun 11, 2014

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?

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Feb 21, 2014

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

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Feb 15, 2009

I am attaching a worksheet which shows what I would like to see. I am having difficulty writing the formula. The database I have is a list of forex trades. Each trade is made at a specific time, and involves a specific currency pair (such as EURUSD). I want to summarize the trades in a table which sums up a week's trades for each pair. (see worksheet).

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Dec 15, 2013

build a formula that can lookup and summarize.

I attached file >>>Lookup summary.xlsx

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Jul 5, 2007

Date ModelStationLot_SizeSampleReject

04/7/07APCA771
04/7/07CPCA64320
04/7/07BPCA36320
04/7/07BPCA441
04/7/07CPCA110
04/7/07AB/B880

How can I quick summariz these data by VBA ? as below result.

Date ModelStationLot_SizeSampleReject

04/7/07APCA771
04/7/07AB/B880
04/7/07CPCA65330
04/7/07BPCA40361

This is just my sample data. The real data is more complicate than this. I want someone suggest me about VBA code.

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Feb 4, 2009

I have a spreadsheet containing Date, Description and Value in a three column setup.
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The lookup would then find every row containing words in this group and summarize the values for them all.

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How Can we summarize the following
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I am trying to summarize data for my boss,

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Feb 2, 2009

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I am not too sure about the working with the dates etc.

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Jul 2, 2007

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If Worksheets("Sheet1").Range("A5") > 0 Then
With ActiveWorkbook.Sheets(1)
Worksheets("Sheet2").Range("A1").Value = Worksheets("Sheet1").Range("B5").Offset(0, -1).Value
Worksheets("Sheet2").Range("A2").Value = Worksheets("Sheet1").Range("B5").Value
Worksheets("Sheet2").Range("B2").Value = Worksheets("Sheet1").Range("B5").Offset(-3, 0).Value
Worksheets("Sheet2").Range("C2").Value = Worksheets("Sheet1").Range("B5").Offset(-2, 0).Value.........................................

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Once each day is completed; I need to tally up the amount of each activity that took place and it will be diplayed in the "Specific Activity Summary" section of the sheet.

Also; once the tally for each activity is completed, the amount of time spent on that activity will be indicated on the "Daily Activities Summary" sheet.

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