Using VLookup / Pivot Tables To Achieve Reused Formulas
Feb 13, 2013
I am tired of doing the same amount of repetitive work, I would like to know if it is possible to acheive a "template" where I just drop a database pull and it negotiates where the data should fall.
When I pull data, I have the following values I need -
Part number
Date - which is by day, I need grouped by Monday - Sunday to seperate amounts ordered by week.
Branch plant - East and West
Order Quanity which is placed by day
QOH - Quanity of parts I have on hand
I need the days grouped by weeks, 7 days by date equal 1 week.
I need summing part number amounts due within that 7 days into one total.
I would need 4 columns
1) Demand due
2) Supply due
3) QOH
4)Difference
I need each branch to have their own sheet, for a total of 4 sheets... Supply and Demand for both plants.
What it boils down to is I need to know what the demand is per week, and the supply I have to meet that demand, broken down like the attached sheet.
Seems my sheet is too large due to the amount of data for the site, but here is the link to the LARGE File...
[URL] .....
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Dec 13, 2006
All I am doing is counting text values in a table.
The table has 3 main columns(which are relevant to this thread anyway).
Shift - Area - Status
The example I have attached shows examples of DCOUNTA, SUMPRODUCT and a Pivot Table.
I have read many threads stating that the best one to use is Pivot Table followed by DCOUNTA followed by SUMPRODUCT.
The most effective for me seems to be SUMPRODUCT (although this does slow excel down dramatically when you use a lot of these formulas). As do Array Formulas
The Pivot Table does not update on its own, therefore constantly needs to be refreshed. (I could use code to do this)
The DCOUNTA seems to be the least effective at doing what I want (unless I am doing something wrong)
In the attached example can the DCOUNTA be used more efficiently as I don't like the fact that I am duplicating rows to apply the criteria for a different shift. e.g
Area 1 - Late Shift - Banned
Area 1 - Early Shift - Banned
I want my table to be as follows (as the SUMPRODUCT shows)
AREA - Early Shift - Late Shift - Night Shift - Area Total
Area 1
Area 2
Area 3
Area 4
Area 5
Shift Total
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Aug 16, 2013
I have a pivot table in the first sheet which includes the field "Date" as a column label.
In the remaining sheets, except for one, there are pivot tables based on the same underlying dataset which also include the field "Date" as a column label.
I would like to adjust the selection (i.e., exclude some dates) from the column label in the first sheet and see if it is possible to make the same adjustments automatically to the pivot tables in the remaining sheets as well.
note that the field "Date" is used as a Column label, i.e., it is not a Report filter.
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Jan 21, 2013
I have a single workbook with multiple worksheets. Each worksheet has a different pivot table displaying a different view of the data. Each pivot table uses the same source data at worksheet1.
Each week i add new data to the end of the source data, which means that I need change the source data reference separately in each pivot table to update each pivot table view to include the new data. This is laborious as there are quite a few pivot tables.
Was wondering if there is some way of changing the pivot table source data reference on all pivot tables at the same time.
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Jul 25, 2006
I currently have several pivot table that's linked to a single pivot table(let's call it X) in the same workbook. I'm doing this to limit the file size because the data in X comes from a text file that has millions of lines. However, it's such a pain every time I need to update the tables because simply clicking "refresh" does not update those tables that are linked to X with new data. I would have to instruct the wizard in every linked table to point to X every time. I'm trying to write a small program to re-point to X for each of those other pivot tables whenever i refresh data. However, after trying to record the steps to do this I'm still unable to run these
Sub Macro1()
ActiveSheet.PivotTableWizard SourceType:=xlPivotTable, SourceData:= _
"PivotTable1"
End Sub
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Sep 5, 2006
Is it possible to create pivot table from another multiple pivot table.
Example: I have two diff pivot table "Income" and "Expense" as well
and I need to preapare new pivot table using with those two pivot table
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Mar 5, 2014
I have 12 months worth of data in twelve separate workbooks each with a pivot table, I have copy/moved the pivot table tab from each into one workbook so now I have a workbook that consists of 12 tabs each with a pivot table. What I would like to be able to do is create a summary table with the full years data; where I am running into problems is that each months table has slightly different row and column counts and labels making any formula like =sum([sheet 1 cell a1]+[sheet 2 cell a1]) problematic.
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Oct 14, 2003
if there is a way to display a table as column percentages but have the totals as raw numbers.
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Jun 19, 2008
I've got 4 pivot tables (all derived from the same base data) on 4 separate worksheets. I've been able to (with this help of this site) to use VBA to hide pivot items on all of these sheets using a list on a user form. Hide/Show Pivot Table Field Items. Hide Pivot Table Fields Pivot Items by Criteria
I now need to be able to show all the pivot items on only 3 of the 4 pivot tables, with the 4th pivot table being left untouched. For ease assume that my sheets are sheet1, sheet2, sheet3, and sheet4. The tables I wish to update are on sheet2, sheet3 and sheet4. The pivot table on each sheet is called "PivotTable4" and the pivot item is called "Business". The pivot item contains 12 business names (Business1, Business2 etc etc)
Is there an easy way of doing this? I've spent the day looking through the internet and various "Dummies" books but with little success, I fear that I'm obviously below even Dummy level
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Oct 18, 2009
I have a Excel Table that will be sorted/identified by the first column of every row. In the Table, there are numerous columns calculating values for each unique item across the row. This will be a large inventory table. The calculations will adjust based on a unit value of 1, and if the unit value is changed calculations go through the rows
I want to accomplish several things:
1) Pull data to another portion of the sheet based on,
a) Selecting a unique item that comes from a drop down list based on unique item identifier in the table
b) pull values related to the unique item and put in cells near the drop down list (I tried an =if function but did not have any luck
=IF(G1=ZillaRac[Item Name],ZillaRac[MSRP],"MSRP Not Calculated") but it resulted in #value!
2) If possible by selecting my unique identifier, insert a unit multiplier that would go into the Excel Table and adjust the values calculated in the table to be brought back up to the cells in part 1.
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Dec 22, 2013
I have 90+ rows of data that I want to transfer into a table format on another worksheet. At present I have laboriously been copying and pasting from one to the other but am losing the will to live:
Id like to create a macro to do this for me. Is it a matter of recording the macro to replicate as I copy and paste or is there a better way....I have dabbled with a pivot table but cannot get it to do what I want.
Here is the code from a recorded macro that does one person/row of data but I dont know how to make this automatic for all rows of data (see below):
Sub staff_rpt()
'
' staff_rpt Macro
[Code]....
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Jan 9, 2014
My Table has a data validation list in one row of a table. And different formulas in different rows.
The Table is expanded only into columns. Which means, there will be no new rows...only columns will be added.
If we enter text into the header cell in a new column, the whole new column gets formatted, but the list and formulas do not auto fill into new columns.
Of course an easy way is to copy and paste a column...but is there a way to auto fill lists and formulas into columns of the table? Similar to how the rows get autofilled?
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Mar 13, 2014
I have a 8 pivottables with a graph for each. is there a way that i can have a dropdown menu to select which graph to display instead of having all these graphs everywhere....
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Mar 21, 2014
I have an issue with printing a worksheet with a pivot table. When refreshing the table, depending on the filter choices, the table length with expand and contract. When the pivot table contracts, it leaves a light blue shaded area. If you try to print the worksheet it includes the blue section. Is there a print macro that can be written that will only print the sections with values or perhaps a print setting that would exclude the shaded area?
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Oct 27, 2011
When in a worksheet and clicking in the pivot table results, the pivot tables no longer display.
I did have a reinstall of Office last week but can't see how that would have impacted this. Otherwise, I only use the pivot table command to 'refresh all'.
I know very little about them and didn't create this workbook.
I do add entries to the source data and have tried to change source data but I get Reference is not valid.
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Feb 14, 2012
When I run pivot tables, the row label descriptions are only displayed at the highest level for each category. As displayed below the highest level on the row label is MOB and is only detailed in the first row. I need for each of the different row label levels to display the data so there are no blank cells.
MOBMan. Boxset 2Large1328Manual StickeringN/A500Shrwp 13+Large16680Small596Shrwrp 7-12Large35704Small2411SW 1-6Large87912Small14635SW w/ PremLarge26966OUTDisplay Lvl 1Small100Klutz Standard Display 6-packN/A2499Man. Boxset 1Large40000Man.
[Code] ........
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May 15, 2014
All I want to do is write some vba script that inserts a pivot table based on all of the data in my current workbook.
Therefore I want something incredibly simple if it exists like:
ActiveWorkbook.PivotCaches.Create(SourceData:= ActiveWorksheet.Select.AllData)
ie the vba code that just takes the data you've got in your current worksheet and creates a pivot table.
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May 27, 2014
I have four sheets with a lot of pivot tables on each and my problem is that whenever I hit Refresh the formatting of the pivot tables is always changing. It seems that this is something of an issue in Excel 2010 and that they only way to truly get around it is to re-format the pivot tables upon refresh with VBA code.
Any resource or thread I can use to learn the commands to format the pivot tables?
I am getting better with VBA code but seems to always get stuck on trying new things because I do not know the commands.
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Mar 23, 2007
I'm trying to sync a common field in two different pivot tables.
I have 2 pivot tables on a single worksheet.
Each table has its own data source - 2 different databases (had to set it up that way to present all the data requested).
The 2 data sources have one column of data in common. This column is called Projects and all project names are the same in both databases.
BUT...
Pivot Table 1: Projects is in the ROW area (multi-select dropdown)
Pivot Table 2: Projects is in the PAGE area (single select drop-down)
I would like to link the Projects data items so that when I select a project name in the Combo box, the same project name would seamlessly be selected in both tables.
Each table would populate with its own data based on the project selected.
Basically, I'd like to use the method illustrated in this Flash file:
[url]
This method would have worked beautifully if it weren't for this reason:
Table 1: Project data is in the PAGE field
(single selection)
Table 2: Project data is in the ROW field (multi-selection)
If the Projects data was in the PAGE field in both tables, my code would look like this:
ActiveSheet.PivotTables("Table 1").PivotFields("Project").CurrentPage = _ActiveSheet.Range("X1").Value
ActiveSheet.PivotTables("Table 2").PivotFields("Project").CurrentPage = _ActiveSheet.Range("X1").Value
But no, because the ROW field is a multi-select one, I get this kind of
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Dec 14, 2007
I have several pivot tables that need to be re-linked to an Access database (really change the link to a different month's data). Currently, I do this manually, but I was hoping to write a macro to do this. Data is saved by month so I can't just create a "current" file as to not change the links each time. I can only get code to work for the refresh portion.
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Jun 5, 2009
I have used the macro recorder to create a macro that creates a pivot table from data located on another workbook.
with this said i have two questions.
How can i make it so that the workbook containing the data for the pivot tabel does not need to be open?
the second question is why am i gettign stuck with a macro that sticks right here:
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Oct 16, 2003
Is there a code I can use to update pivot tables e.g every 10 mins?
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May 2, 2006
I am working with VBA to create a pivot table, and have done just fine so far. However, I need to create a two buttons that will run the following macros: 1. A macro that will remove the selected header (either row or column) from the pivot table.
2. A macro that will put the removed header back into the pivot table.
I need to be able to click on the header (whether its the row or column header) and then press the button to remove it from the table. The second button should then add that header back into the table. My code for creating the table is fine, I just need to work out the buttons. Below is what I have so far. I was think that if I had variable for the header name it would be able to tell which header to remove (so I used Set iField = ActiveCell.Value), I also tried ActiveCell.Text. All I need to do is put the text in the selected field into the PivotFields range to make it hidden. However, I keep getting an error (Compile Error: Object Required) on the line Set iField = ActiveCell.Value. Below is my current code.
Sub PivotTable()
ActiveWorkbook.PivotCaches.Add(SourceType:=xlDatabase, SourceData:= _
"'Pivot Table Data'!R1C1:R1892C7").CreatePivotTable TableDestination:="", _
TableName:="PivotTable1", DefaultVersion:=xlPivotTableVersion10
ActiveSheet.PivotTableWizard TableDestination:=ActiveSheet.Cells(3, 1)
ActiveSheet.Cells(3, 1).Select
ActiveSheet.PivotTables("PivotTable1").AddFields RowFields:="Product", _
ColumnFields:="Location"
ActiveSheet.PivotTables("PivotTable1").PivotFields("Sales").Orientation = _
xlDataField
ActiveWorkbook.ShowPivotTableFieldList = False
End Sub..................................
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Aug 3, 2006
I wonder if it is possible to make calculations between two pivot tables which have the same number of columns and rows and put the outcomes in a third pivot. For example Pivot 1 contains revenue data, Pivot 2 contains cost data and Pivot 3 provides the calculated outcome of revenues minus costs.
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Aug 9, 2007
Is it possible for me to compare two pivot tables and get a report. in the attached example, is it possible to compare sheet1 and sheet 2, if the values haven't changed, then it should be green, or it should be red.
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Feb 14, 2008
I read in your "best Practice..." sticked above that it's better to use Pivot tables then multiplied criteria SUMPRODUCTs (or array formulas). i agreed with it because i found it took long time to recalculate the sheet. do you suggest it refering the new SUMIFS formula?. i found that a SUMIFS that refers to Tables can be replacement for GETPIVOTDATA. In my sheet there are several dozens of GETPIVOTDATA.
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Sep 7, 2006
i'm building a spreadsheet where there is a list where users will input work shifts (those shift can be, for example, "M", "N", "T", "Me", "Ne", "Te"). i use two different columns to retrieve (using vlookup) values for M, N, T and Me, Ne, Te shifts. those values are in two different tables (one table for M, N, T shifts and another one for Me, Ne, Te)
for the M, N, T shifts column i use:
VLOOKUP(A1;$values.$A$1:$D$3;IF(WEEKDAY(G3)=1;4;IF(WEEKDAY(G3)=7;3;2)))
for the Me, Ne, Te shifts column i have:
IF(ISNA(VLOOKUP(A1;$values.$A$67:$D$69;IF(WEEKDAY(G3)=1;4;IF(WEEKDAY(G3)=7;3;2));0));0;VLOOKUP(A1;$values.$A$67:$D$69;IF(WEEKDAY(G3)=1;4;IF(WEEKDAY(G3)=7;3;2));0))
this seems to works fine, but only for one shift per day. the problem is that workers may work more than one shift per day. is there a simple way of, in one column, vlooking up the values for every M, N, T shift, every day ignoring any Me, Ne, Te and the opposite in the other column?
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Jun 24, 2014
How can I format a Pivot Table with 5 levels. I try to use the "Design" but it only format the first 2 levels of the Pivot Table. I need to distinguish each level with different colors. I think manually is a bit difficult.
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Jan 7, 2014
Worksheet A - I've set up a dynamic range to display the last 12 row entries of 2 columns
Worksheet B - pivot table of the range
The dynamic range is working perfectly, it displays the correct rows I can set up the data source once... the results on the pivot table display corectly
Problem When i press refresh, the data source "dissapears" and i have to rebuild the pivot table.
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Apr 16, 2013
I have a pivot table i created to pull in data in a tabular format so i can have all of my data fileds listed in a columns. On another page I am doing a dashboard that is using Countifs to pull in data to my report. What I am running into is the countifs are only working when i filter my pivot table to a certain value that matches, otherwise it will not pull the counts in..
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