Create A Pivot Table That Displays Data By Month?
Jan 15, 2014
I have written two macros to create a pivot table that displays data by month. I created a column that is a flag that indicates if the if an instance occurred in the last 4 months(later used as a filter). The issue is how to handle defining the last 4 months. If the current date is prior to the 16th, I want to define the last 4 months as not including the current month. If it is after the 15th, I want define the last 4 months as including the current month. Currently I have two different macros and I make the decision on which to run. I would like the macro to handle this for me. Below is the cell formula that I use to set the flag if it is in the first half of the month.
ActiveCell.FormulaR1C1 = "=IF(RC[-3]>EOMONTH(TODAY(),-5)+1,1,0)"
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Apr 4, 2014
I am trying to create a Chart from a Pivot Table. I want the Chart to show my projects and present each months amounts side-by-side comparing (Plan, Actual, Forecast) data each month for the calendar year.
I am trying to figure out how to generate the pivot table showing multiple projects so that the data is grouped by month comparing (Plan, Actual, Forecast) data. Projects are listed down the Rows while months Jan-Dec are along the columns. Each month has 3 columns because the second row contains header for the data sets of Plan, Actual & Forecast. (see sample below) When I try to create a Pivot Table, It shows multiple month fields (Jan, Jan2, Jan3, Feb, Feb2, Feb3) instead of a single month.
{Using Excel 2003}
NameOwnerJan JanJanFebFebFeb
PlanActualsForecastPlanActualsForecast
Project 1Region 1 126.1 119.6 119.6
Project 2Region 2 18.0 0.9 0.9 8.2 8.2
Project 3Region 2 80.0 2.6 2.6
Project 4Region 3
Project 5Region 3 60.0
Project 6Region 4 55.8 55.8 55.8
Project 7Region 4 19.4
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Sep 7, 2007
I have a table of information with location codes as the column headers. Each location has from 1 to 6 codes associated with it.
I want to create a new table that displays the information by location instead of code, i.e. adding all of the codes for a location into one column for that location.
I'm hoping the example will make this clearer.
On the main page, I am trying to add in the wa column all of the columns in the raw page that have a code associated with wa as the header.
To make this more complex, I can't use vba on this one.
the only thing I've got so far is a very long, very complex formula that adds together numbers generated from index/matching each entry in the second table.
something like this.
(edit changing 1:1 to $1:$1)
=IF(VLOOKUP(B$1,lookup1,2,FALSE)=0,0,INDEX(sample.xls!main_table,ROW(),MATCH(VLOOKUP(B$1,lookup1,2,FALSE),raw!$1:$1,0)))+IF(VLOOKUP(B$1,lookup1,3,FALSE)=0,0,INDEX(sample.xls!main_table,ROW(),MATCH(VLOOKUP(B$1,lookup1,3,FALSE),raw!$1:$1,0)))+IF(VLOOKUP(B$1,lookup1,4,FALSE)=0,0,INDEX(sample.xls!main_table,ROW(),MATCH(VLOOKUP(B$1,lookup1,4,FALSE),raw!$1:$1,0)))+IF(VLOOKUP(B$1,lookup1,5,FALSE)=0,0,INDEX(sample.xls!main_table,ROW(),MATCH(VLOOKUP(B$1,lookup1,5,FALSE),raw!$1:$1,0)))+IF(VLOOKUP(B$1,lookup1,6,FALSE)=0,0,INDEX(sample.xls!main_table,ROW(),MATCH(VLOOKUP(B$1,lookup1,6,FALSE),raw!$1:$1,0)))
It works, but its horribly ugly, and if the number of locations goes higher (we could be looking at going to ten location codes for one of our locations) then I'll actually exeed the 1000 characters per formula limit!
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May 21, 2014
I have a range of data over approx 300 rows. The first column contains dates.
I have created a pivot table and want to group the data by month. I have right clicked the table, grouped by months and selected the whole year as the date range.
For some strange reason the pivot table starts at 1/1/14 but ends at 21/2/14? It will not show the whole year.
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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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Sep 7, 2009
Given a pivot table, is there any way that I can determine the source data that was used to create the pivot table?
I suspect that the pivot table was created using only part of the data, but I'm not sure.
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Jan 4, 2010
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.
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Mar 20, 2014
how to create a pivot table that does not skip through blank data cells. I have a pivot table with data for several dates, but not every date has a data point. I would want the pivot table to show all the dates with the blanks, rather than skip through the days with no data.
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Apr 26, 2012
I have created a pivot table in a workbook which relates to data from 2011 - 2012 and this works perfectly. What I now need to do is to copy the pivot table (without the data source) to a new workbook for data which will be collected from 2012 - 2013. Unfortunately when I copy it and try and find the new data source it does not update the filters according to the data in the new workbook.
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Nov 28, 2006
The "Sum" sheet can change its number of rows. The pivot table is based on it. I'm having trouble with the SourceData portion of the code in my macro ....
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Nov 30, 2011
I'm trying to create a pivot in 2010, which gathers a cumulative amount from data sources within two different worksheets.
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May 29, 2012
Is it possible to aggregate data in a pivot table from different categories?
I have excel 2003.
For PURE illustration, I have 6 columns, A-F, respectively:
"TV Show", 4 columns for names of people who watched the show (Persons 1, 2, 3, and/or 4), and finally, the duration / "Time" of the show.
I want to see in a final output:
Anytime a person has watched the show (whether i have penned him in columns 1, 2, 3 or 4), Excel to aggregate the total hours watched by that person.
When i try to do this with my pivot table i run into an error: if Person A watched "TV Show X" in row 1 and his name is in the Person 1 Column, Excel will not aggregate his TV time with "TV Show Y" in Row 2 when his name is in the Person 2 column.
It will sum up the categories separately even if the "Person" inputs in the separate "Person" columns are exact matches.
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Jul 7, 2014
I have a pivot table that I created and now I want to use the same pivot cache to create another pivot table instance on a different worksheet. how can I do that? My first worksheet gets saved as "OO By buyer" and now I want to create a new worksheet and drop the next pivot there.
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Apr 26, 2012
Recently, the boss showed me a Pivot table & chart, which consists of a list of about 30 user names in the first column. The row headings were the different items they purchased from a vending machine. & when he clicked on any name in the first column, this created a new sheet, renamed with users name, with a small table of results showing what that person purchased.
Problem is, none of us can figure out how to do this. I have created a new Pivot table & chart exactly like the original, but I cannot get the smaller sheet to generate. (Excel 2010)
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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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May 8, 2007
I am having difficulty with the pivot table I created in that the name of the month is showing the serial number. In my spreadsheet, the data I have is:
cell B3 = 20070501
cell P3 = 05 { formula =MID(B3,5,2) } {}*not an array formula
cell Q3 =May {formula =DATE(2000,P3,1) }
custom formatting in cell Q3 with MMMM to retreive name of month
In my pivot table, I would like the name of the month "May" to be displayed but 5/1/2000 is appearing. What am I doing wrong? Must I always format my data in the pivot table to return the name of the month? Perhaps someone in the Excel spectrum knows of a better solution.
Thanks to anyone who can guide me to sanity.
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Mar 17, 2007
I have a couple of Pivot Tables that I create each month summarising my Income and Expenditure. The only problem I have is making the columns appear in the correct order, i.e. where July is month1 through June(the following year) being month 12 to coincide with my financial year. Oddly enough last month (January) was fine, following December.
This month January and February appear in columns 1 & 2.
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May 16, 2013
I have data that has a customer name and the month that they were taken care of" (of course not spaces
Customer Month
Smith January
Smith January
Mark January
Suzy January
Smith February
Mark February
I want a pivot table to say:
Month #customers
January 3
February 2
but when I do the count it adds the total number of customer names and gives (it is counting smith twice in January
Month #customers
January 4
February 2
I was reading something about doing the count (so it shows 4) and then doing an index within the count but I keep just getting 1 as the value (for both months).
I tried doing a formula in the document that said =IF(ISERROR(MATCH(A2,$A$1:A15,0)),1,0). basically looking to see if the name is above the location I am looking at and if it is to put a 0 if not put 1 and then do a sum of that column....trouble is that when a customer has orders on more than one month, the second month is coming up with a 0 instead of a 1 (and this happens quite often).
I am not sure what to do. if the customer shows up in more than one month I want them to count towards the unique count of both january and february...we look at each month separately.
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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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Jan 22, 2007
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.
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May 1, 2009
1) I want to create a pivot table in a new tab that has both the prefix “ENG” and the date of creation as the new name of the tab every time a new table is required, using the example headers highlighted in the attached file.
2) Then if possible format the table as in the example, i.e. bordered cells for all the data and the dates only aligned to the right. Example in tab “Eng 01 05 09”
No 1 is the most import question I would like help on. Formatting is not crucial. This is only to make the table easier on the “eye of the beholder”, I am writing this spreadsheet for people who have less knowledge than myself and would like to keep it as simple as possible, (run a macro and get the results).
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Jan 26, 2012
I regularly build a pivot table using VBA. I now want to group countries into regions within the pivot table, and I want to automate that using vba.
For simplicity, assume I have the countries Germany, Netherlands, Belgium, Luxembourg, Norway and Sweden; and I want to create the Groups BeNeLux and Scandinavia. (In reality, I have 150 countries, one group of 10 countries, 2 countries I want to show individually, and the rest of the world I want to group together)
I know I could select the cells using something like cells(d2:f2).group, but that seems wrong....
I have attached a file showing how far I can get with vba and where i want to get.
I have also tried things like ".DataRange.cells(2).group by:=3" but that never led to anything....
grouping reqs.xls
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Feb 24, 2010
I'm trying to create what is essentially a report card for our staff. I have all the data in a pivot table and then I am using 'GETPIVOTDATA's in the report template to extract the information, linking the sheets via a cell that contains the staff members name. Easy enough. However for reasons of efficiency and practicality I would like to be able to select the names from a drop down list on the sheet rather than having to type it in manually or maintaining a separate sheet for everyone. The operators will change from month to month and there are approximately 90 staff at any given point in time that will need to be reported on so it really needs to be sourced from the pivot data.
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Jun 3, 2014
Can record the all those actions which we need to do on a regular basis. In my work i have to create the pivot table to a data which gets changed every day but the data sequence remains the same.
I have tried to record the macro for the pivot table but when i tried to run the macro again then the below error message comes.
"run time error 5" "Invalid procedure call or argument" when i click on debug then the below macro program is highlighted in yellow color.
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Jun 17, 2014
For example...
I have data for monday.. Tueday ..Wednesday as individual excel
All the excel have same column names and dynamic values.
Is there a way i can create one pivot with different excel as source
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Jul 25, 2014
I got this code from another old old thread, is there a way that the pivot is already setup like column A is already in Row Labels, B is for Column Labels and C to Values.
ActiveWorkbook.PivotCaches.Add(SourceType:=xlDatabase,
SourceData:= _[a1].CurrentRegion.Address).CreatePivotTable
TableDestination:= _"", TableName:="PivotTable1"ActiveSheet.PivotTableWizard
[Code] ......
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Jul 25, 2006
Another question about pivot tables. In Excel it is possible to show different kinds of information in a pivot table like sum, total, min, max, average and so on. I want to create my own formulas in my pivots. Is this possible and if so how?
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Jul 28, 2006
I have two questions about dealing with formulas in pivot tables and how to make them dynamic. First let me give you some further background.
My database countains the following variables: Country, Company, Period, Product, Category and Sales. Out of this database i created a pivottable which sums the total sales amount for each company in every period. Further selection on country and category is possible in this pivot table. See my attached file!
I want to express the sales of each company as a percentage of the total sales in that period. For example for company A in period 1 their total sales was (929/3172) 29,3% of the total market sales. Which formula do i have to use in my pivot table to express company's market shares?
Further my pivot table can be specified more detailed by country and category. I want to be able to select on country and category in such a way that the company sales are still expressed as a percentage of the market sales. In other words how can i make my pivot table dynamic?
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Jun 7, 2014
I have a pivot table without report filter and I set insert page break after one of my selected row labels.
I also would like when I print, these row Labels become the title of these pages at the same time.
Actual File : Untitled.png
However I would like when I click on print or save as pdf will print all pages as one file and each Center that I have set page break for, in separate page and add that specific center as its title:
Attachments for more details:
test_Page_1.jpg
test_Page_2.jpg
test_Page_3.jpg
test_Page_4.jpg
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Jun 11, 2014
I am currently trying to create a multiple pivot tables in one sheet. The current formula to make a single pivot table that i am using is
Formula:
[Code]....
The current problem i have is... i need to Dim PT01 as pivottable, Dim PT02 as pivottable, Dim PT03 as pivottable and so on.... Repetition is not good!
and secondly,the total pivot table is not constant each week. During busy week, i need to create 8 pivot table and in a slow week, it can go down to 5.
See below of my current formula...
[Code] ....
How to create pivot table in a better way?
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