Using Pivot Table / Chart Or Other To Display Top 10 Companies By Quotes / Sales
Aug 13, 2014
I have table with companies across in columns, months down the side in rows, and 6 parts to the data in addition to company and month. I have quotes from 3 different sources, and won deals from those 3 different sources. How do I create a pivot table/chart to analyze the data quickly, or find out Top 10 companies quoting with value and top 10 companies with won deals?
I have attached an example, taking out the company names with A, B, C, and source with A, B, C. The cells do have an array formula which picks data from another spreadsheet. Which, by the way, is really slowing my machine down each time I type something into the spreadsheet.
Quotes.xlsx
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Feb 20, 2008
See the attachment. I want the percentage of Car Sales to total sales of different countries automatically.
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Mar 27, 2013
I cannot solve with Excel 2010 and I have searched all over for the answer.
I have sales data that is approximately daily and would like to count the monthly data and summarize it as an average for the month in a separate column.
For example, I would like to turn this:
3/2/2005 $xxxx
3/5/2005 $xxxx
3/20/2005 $xxxx
4/2/2005 $xxxx
4/10/2005 $xxxx
Into this:
March 2005- $xxxx (monthly average)
April 2005- $xxxx (monthly average)
I have a feeling some 'countif' formula would work but I am not sure how to do this.
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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.
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Dec 19, 2008
My boss wants me to design a dynamic, updatable chart in Excel 2003. I initially made a Pivot Chart based on a Pivot Table which worked perfectly, but it doesn't look professional enough when printed (or viewed) and she wants me to approach it a different way.
So, I created a graph based on the data in a Pivot Table, and used dynamic ranges as the source for the graph series so that the chart updates when the criteria fields are changed for the Pivot Table. I then added two combo boxes (ie data validation lists) to the Chart sheet, and wrote VBA code so that whenever the combo box values are changed, the Criteria fields for the Pivot Table on the 2nd sheet are updated accordingly, and this in turn causes the graph to be updated as well.
This solution also worked perfectly, but now I've been told to create the graph without macros.
Does anyone have any suggestions? The requirements/details are as follows:
1. The Pivot Table is on sheet "PIVOT", and the graph is on sheet "GRAPH"
2. The Pivot Table has two criteria - School Name and Year Level
3. On sheet "GRAPH" there are two data-validated fields, School and Year, which only allow the selection of valid Schools and Year Levels
Is there any way to make the Pivot Table update when values are changed in the fields on the CHART sheet so that the chart also updates, but without using code nor a Pivot Chart?
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Sep 1, 2011
'Pivot Table Calculated Fields" - Below is my pivot table.
I need the pivot table to subtract 'February' sales figures from 'January' sales figures to get the difference (variance).
I know the following steps:
1) Click on the Pivot Table
2) Choose "Formulas"
3) Choose "Calculated Field"
4) In the "Name" field - type in the name that I want "Two Month Variance" (for example)
5)......then I don't know what to do
Sum of Quantitymonthsupplier idjanfebGrand Total
754466163150842519337568263901785022875682639410025035075682639500
75682639642523866375682639780012492049756826398209209756826399292292
756826400264264756826401178178757494037292292761034919209209867233456264264(blank)
Grand Total245154236931
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Mar 16, 2009
I am using a stacked Data chart with Layout #5. See attached. I calculated in a table below the % difference between the 2 months, but is there a way to display this % difference of the 2 months either in the chart or in a table (or both)?
Is there a way to modify the table only? Or is there a different type of chart that can display this?
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Dec 5, 2013
I randomly created this spreadsheet as an example, but what I need is to display the start and end time to this sheet in a summary report format i.e.,
Location
(Date)
(Truck#) (Miles) (Stops) (Start time) (End Time)
etc...
etc...
The problem is that the table seems to always summarizes the time as well or it gives a count value of the time. If there is a better way or method to do this, I have open arms
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Mar 13, 2003
I've created a pivot table and was wondering if there is a way to not include zero values.
I want to do this to make the report cleaner in that if there aren't any values (0) then don't display.
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Jul 19, 2003
I have a data file in excel with the following columns
1. Name
2. Activity
3. Date
I want to build a pivot table from this which shows:-
date along the top, name down the left side and in the data area all the activities..(as text)
Is this possible ?
I can only manage the activities to be displayed in the pivot as zero
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Apr 4, 2008
I have 2 columns in a Pivot Table. One called Sum of AD Total, the other called Sum of Total Cost.
I want to add a third field that displays the Sum of AD Total as a percentage of the Sum of Total Cost.
So I assumed I would use the "% Of" facility in the "Show data as" drop down, and "Total Cost" in the Base Field drop down. But what goes in the Base item field as whenever I try and put something in I get N/A returned as a result in my PT?
I'm attaching a very simplified version.
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Apr 24, 2008
I want to display some text below a Pivot table, however, when I change the pivot tables filter - and the pivot table wants to expand - it gives a message - "Do you want to replace the contents of the destination cell" ... Yes / Cancel. I want an easy way to "bind" the text to the pivot table. I do not want to use a footer - as I want the text displayed onscreen.
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Jan 3, 2013
If I want to produce a pivot chart using VBA can I do it without producing the pivot table?
I am guessing that the following are a possibility:
Do in a virtual sheet that is not shownhide the sheet (can do already)
I am looking for the virtual sheet option or something similar.
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Jun 21, 2006
Is it possible to use the chart wizard for a Pivot Table yet maintain that chart in the same worksheet and not have it in another? Every time I click on the wizard a chart is created on a separate page.
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May 3, 2012
I am trying to display text in the value field within a pivot table. I do not want a count or any number to display. What I am basically trying to create is a weekly schedule for nurses, with the dates on the top and times along the side, with "call type" and client as the text data to display with the value field.
I have attached an excel file with all the data on Sheet 1 and my attempt at a pivot table on Sheet 2. Perhaps there is some way to write a macro to display the data in a similar fashion, without using a pivot table?
Clients and Caregivers - All Schedules-2.xls
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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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Dec 6, 2011
I've come across an excel spreadsheet that has a pivot table which displays data from a sql server connection query. This worked fine before but recently the database it connects to was moved.
The connection string was updated to reflect this.
The main difference in the connection apart from a new server name, is that where before we were using a Trusted Connection, now we're using a SQL login.
Now only some of the data is shown.
The query still works - if I go into Edit Query (Data>Connections>Properties) the query runs fine. It just doesn't display properly anymore
I think this is something to do with the pivot table rather than any connection properties.
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Nov 29, 2012
I have a Pivot Table set up that is summarizing some work responsibilities, and within the data table that the Pivot is referencing, there is a field for a Hyperlink that will take the user to the location on the network where the work has been saved. I am not sure if it is possible, but I want to have that Hyperlink work in the Pivot Table as well, and not just display the text for the link.
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Jul 25, 2014
I have data in an Excel spread sheet that contains rainfall amounts that are to 2 decimal places. However, when ever I put the data into a pivot table they display as 1. I have reformatted the data in the base table, and tried to format the pivot table, all to no avail. There must be a way.
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Feb 11, 2008
why when pivot tables display individual or single time values they are rounded up or down. i.e. a value of 1:31.5 is displayed in the pivot table as 1:35.0 etc. I have tried custom formatting the table itself but to no avail.
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Sep 17, 2009
I have attached a portion of my Pivot Chart in Excel 2003 and have been trying to recreate this in 2007 with some difficulty. I am particularly interested in displaying the field list headings (specifically 'Count of Hit or Miss') in the pivot chart in 2007 but cannot make it work.
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Mar 29, 2007
I have a data table and want to create six charts. In theory pivotcharts would be the way to go. However every time I refresh the charts they revert to excel's default chart and all my colour scheme and nice layouts are lost.
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Jun 26, 2014
i want to be able to display the underlying data in a pivot table by clicking on the cell within the pivot table
ie, normally if you double click a cell within a pivot table, it will generate a new tab, and the data will be displayed in the newly created tab,
i want to be able to click a cell within my pivot table, and have the underlying data display beneath the pivot table..
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Dec 1, 2011
I tried multiple variations of searches for this, but can't seem to get this to work. I've been asked to perform some analysis on the number of direct reports for each manager in our company as well as the number of total reports. I have been able to calculate this with no problem. My difficulty comes with the request to be able to display this information in a particular way with Excel. (this is using Excel 2010)
What the VP would like to be able to do is to drill down on each manager to see all of their direct reports, and then, for any of those direct reports that are managers, be able to further drill down into those people's direct reports. The difficulty I am coming to is that, depending on the employee, there can be as many as 9 layers of management when I work this all the way up to the Executive Vice President Level.
My data is currently laid out such that my first 5 columns are identifiers such as employee id, employee name, job title and organization information. After that I have columns for the managerial hierarchy. For example first column of this (let's call it column H) is the EVP, the 2nd column (column I) is the Senior VP, 3rd column (column J) has the various reports to the senior VP, 4th column (column K) is the managers that report to those in column J, and so on, up to 9 layers.
For example, one of the employees in my finance area would have name of the EVP in column H, the SVP in column I, the director in column J, and their manager in column L. The remaining columns that could house hierarchy data are blank for them because of where they are in the hierarchy.
When I set up the pivot table, I placed each field of the managerial hierarchy in the row area and then the employee field at the end. The problem I encounter is that with all of the blank cells in the data due to the varying levels of the hierarchy, I get a lot of (blank) fields in the pivot table for any layer below where the person fits in (ie, for the example above, the EVP, SVP, and manager name come in find, but then it is (blank) on down to the employee name.) If I deselect (blank) in the field settings, it eliminates all of the rows that don;t go as far down in the hierarchy, i.e. I deselect (blank) at level 5, any employee that is 4 or less levels from the EVP does not appear.
I also tried doing the same as above but including the employee name in my hierarchy (so for the example above, the employee name would be placed in column M). This worked a bit, but then after every employee was the series of (blank) drill down options.
The ideal solution that I've been asked to come up with would be to have the data display as it does when I've set the pivot table up with the employee name in the appropriate hierarchy level, but not have the drill down (blank) show for those that don't have layers below them.
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Jan 26, 2012
I have a table of data which I am analysing in a Pivot Table. For the majority of the data, the Pivot works very well: however I have a small issue, but it subsequently means the Pivot is useless.
Within the table array that I am referring to, there is a column of data of "Days per employee for a given period". The rows of data within the table array relate to every absence entry per employee, but this final column of data always contains the same figure (although can differ from employee to employee).
When I put the data into the Pivot, I can summarise the absence(s) as a simple sum. However, this final column of data should not be summed, since it is already the sum figure.
This figure though needs to be part of the Pivot, since I need to report on the percentage of absence days per type over the given period. So, the simple representation of =absence day(s)/worked days does not work... well I cannot get it to work. Additionally I have tried features like % of, but nothing.
I am using excel 2007.
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Feb 11, 2013
I have a column in my pivot table with values that are formatted as percents. I am trying to make the grand total reflect the average of all values in the column, but it keeps showing a sum of all values.
Example: the values in the % column are 90%, 100%, and 110%. I want it to show 100% (the average), but it is showing 300% (the sum)
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Nov 16, 2005
I'm making a Pivot table and i'd like that the different field will be displayed on each line.
here is an exampe of what i have and what i want to have
______Group____Average age
Man_____1_________16
_________2_________22
_________3_________25
_________4_________33
_________5_________48
Woman__1_________16
_________2_________22
_________3_________25
_________4_________33
_________5_________48
Result needed
______Group____Average age
Man_____1_________16
Man_____2_________22
Man_____3_________25
Man_____4_________33
Man_____5_________48
Woman__1_________16
Woman__2_________22
Woman__3_________25
Woman__4_________33
Woman__5_________48
Where can i found the option to edit? if it's possible.
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Apr 28, 2014
I have a list of customer satisfaction scores that are pulled in from a sharepoint list. The list is then used to create a pivot chart that is used in a web part on a dashboard in sharepoint. The chart is supposed to show average customer satisfaction scores per category per month.
The problem I have is that I can't filter the categories using a slicer, I can only filter the categories' values (i.e. the scores). I can filter by date though.
When I try to filter the various score categories/series (Support, Change Management etc) I only get the option to filter their values i.e. 1,2,3,4,5.
I want to be able to use a slicer or similar to be able to display either all of the series or just selected ones.pivottable.JPGpivotchart.JPG
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Apr 30, 2014
Was working on this problem for a poster: [URL] ......
I can't seem to get the pivot table/chart to format exactly as I desire. It seems that as soon as I add 'group by hour and day' Excel forces the formatting to AM/PM and I want to keep it military. I want to group by hour, so that data that occurs at 6:00 and at 6:30 are grouped, and I had to group by day so that 6:00 on 1/1 was separated from 6:00 on 1/2.
Attached is a worksheet which shows the desired chart format (not a pivot chart), and the attempted pivot chart. I want the pivot chart to match the 'simple' chart in look and feel. Any attempts to change the formatting of the row labels to 'h' is promptly ignored by Excel.
Note the two tasks that occur at hour 18 (one at 18:00 and the other at 18:20 (you will need to see the formatting to truly see the minutes)). Those should be combined in the pivot table (and they are) and on my 'adjusted' table (where I used SUMIFS).
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Aug 14, 2014
Or at least with a formula?
This is the chart formula for the report:
=SERIE(Report!$B$10;Report!$A$11:$A$30;Report!$B$11:$B$30;1)
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