Pivot Tables - Calculations Based On The Fields?
Jan 16, 2014
I am just starting to use the wonderful pivot tables.
I have a long list of data which basically consists of the following info:
-Company Code
-Country
-Account description
-Account balances
The pivot table is set up like so:
Row labels - Company Code, then Country
Column Labels - Account description, eg Input Tax, Output tax, clearing account, import tax, acquisition tax, set off account
Values - Account Balance
The table works perfectly.
Now what I want to do is some calculations based on the fields
- a check that Acquisition tax = the negative of the set off account, (i.e net to nil)
- a sum of the balances in the import, input and output tax accounts
- a comparison of that last figure against that in the clearing account to identify a difference
I tried to do it using basic formulae but I can't drag and drop the formula down the rows.
And I couldn't make out what the calculated cell function does. It appears to only include the titles of my data and not the individual fields.
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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 6, 2006
I created again some pivots and now i want to make calculations between the pivot items and pivot totals. Is this possible. And if not how can a use other Excel trick to overcome this problem? attached file is for more details.
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Feb 1, 2010
it's possible to create new fields (variables/columns) on the fly (without adding them to the original data table).
For this example, assume I have a column for:
job code estimated hours
job code actual hours
total estimated hours
total actual hours
Excel has made it easy to run averages or sums for any of those columns, but what if I want to see what the average proportion for job code estimated hours/ total estimated hours? Is there an easy way to do it with pivot tables without adding a column to my database? I'm working in Excel 2007, my data table size is approximately 100 columns by 200 rows.
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Dec 5, 2006
My Pivot Table data section contains calculated fields and normal fields...both have sub and grand totals. The calculated items are correct but. the calculated field totals are incorrect. The normal field totals are correct. The calculated field totals are ... the True total multiplied by the number of items!
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Jan 29, 2009
What I required is either a Macro or Code for formulas in column 'F' in the attached spreadsheet that correspond to the SUM of each description and divided by 37.5 e.g. in F10 the formula should be =D10/37.5 the formula should be F12 D10/37.5 and so on all the way down the Pivot table
My problem is as the amount data increases on the Data Tab the formulas in column 'F' will become out of line with the corresponding Sum of each description so I guess I need some code or formula that check every time the Pivot table is refreshed.
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Feb 16, 2010
I have two pivot tables on one sheet and I want the page fields on the second to change when I change the first pivot table. I found the below code and have applied it to one of the three page fields I have, but can't seem to duplicate it for the other page fields:
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Feb 26, 2009
I have just started using pivot tables and I have ran into a problem with the count feature. I have an original data list that breaks down in the pivot table to:
date
events on that date
Using the pivot table facilities, I want to do a count of those who said they were going to attend, and those who actually attended. The detailing both of these columns on the original list have a true false designation. When I do the count, the summarised information only counts the number of records for each of these events, and not the 'true' field entries for each of these columns.
How do I count these two parameters for 'true' from the original list in the pivot table so I can see a comparison between these two numbers?
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Apr 28, 2007
I'm trying to do at the moment is build a user interface for some Excel Data. Now, the natural way to do this would be to build a pivottable and let users move the fields around, and this is how the thing has worked in previous iterations of the workbook. It seems now, hoever, that we're trying to cater for users for whom pivot tables are just a little too much and to summaries data based on listboxes etc.
What I'm interested in knowing is whether there are ways of interacting with PivotTables beyond the GETPIVOTDATA function - is there any way, for example, to select different field items to show based upon an input from elsewhere? How does one tell a pivottable what to do from outside the pivottable?
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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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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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Sep 26, 2007
I have a pivot table which draws data automatically from a database
What I would like it for the customer field of the pivot table to only equal the customers which are present in another worksheet (Column A:A)
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Feb 12, 2014
I have a Pivot table that pulls the Avg of two fields for two months, see example below.
Avg Gross $ Avg Net $
Jan 2014 20 10
Feb 2014 30 20
sample 1.png
See sample attached.
The Avg Gross and Net is shown by going into the values and selecting "Summarized value by -> Average".
On the right side of this Pivot, what I wanted to do is to show a Avg Gross to Net $ in this pivot. So the formula should take "Avg Gross $" - "Avg Net $" = Avg Gross to Net $.
I am having trouble calculting this new field in the pivot table using a calculated field because the Calculated field pulls the variables from the existing field list and there isn't a field called "Avg Gross/Net"....I need to find a way to calculate the Avg Gross to Net into the Pivot table so I can pull a pivot graph out of it.
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Oct 1, 2013
I have 9 pivot tables on different tabs that I would like to update based on a date I reference (date input in A1 ex. 9/1/2013). Is it possible to update the filter on all of the pivot tables by referencing a cell that would be the filter (date), so the pivot table will only return values for the date entered in A1?
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Jun 15, 2012
I am trying to update multiple pivot tables from different OLAP cubes based on the same cell value that an user defines,
namely one country for which he/she wants the create the report for. The code I recorded goes like this:
VB:
Sub TUR()
Sheets("Pivot").Select
ActiveSheet.PivotTables("PivotTable1").PivotFields("[Geography].[Geography]"). _
ClearAllFilters
ActiveSheet.PivotTables("PivotTable1").PivotFields("[Geography].[Geography]"). _
CurrentPageName = "[Geography].&[TUR]"
End Sub
In this example, TUR stands for Turkey.
Basically, I have over 20 countries and at least 3 different OLAP cube-based pivot tables in my report, I can do it with 3 x 20 different macros but that seems like taking the long way.
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Feb 8, 2014
CountryHourDataTotalData
Austria - A10Sum of SeiA51CountryHourSum of SeiASum of SeiT
Sum of SeiT4.88Austria - A10514.88
1Sum of SeiA561562.83
[Code]....
left side pivot created in vb 6.0 & right side pivot table created manually in excel.
i want to generated pivot table using vb 6.0 same as right side pivot.
Set PRange = ws1.Range("R1:Y" & finalrow)
Set PTCache = wb.PivotCaches.Add(SourceType:=xlDatabase, SourceData:=PRange)
Set PT = PTCache.CreatePivotTable(TableDestination:=ws2.Cells(1, 1),
[Code]....
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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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May 2, 2007
I am trying to find a way to count the total number of pivot fields in a pivot table so I can remove ghost pivot items that are no longer in the pivot table data. My code for this subroutine is as follows;
Sub RemoveGhostPivotItems()
Dim ghost As PivotItem
Dim pt As PivotTable
Set pt = ActiveSheet.PivotTables(1)
pt.ManualUpdate = True
For Count = 1 To 10
On Error Resume Next
For Each ghost In pt.PivotFields(Count).PivotItems
ghost.Delete
Next ghost
Next Count
pt.ManualUpdate = False
End Sub
My code makes an assumption that I have 10 Pivot Fields or less. It would be nice to actually know the number of Pivot Fields so my "For Count" Loop would be more efficient. In otherwords;..............
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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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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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Nov 2, 2012
I have two queries regarding pivot table.
I would like to include additional columns with formula in to a pivot table
I would like to get ride of the Items in a pivot table with Zero values without editing the source data.
I have attached a work file in to the below link, [URL]....
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Apr 25, 2014
I am trying to get my data to be visualized on a monthly basis. A Pivot Table works perfectly in getting the right arrangement, except that it performs a calculation in the values summary field. Is there a solution that allows the Pivot Table to plop the actual text values that it is pulling from? Maybe Excel Pivot Tables aren't the right solution, so maybe another type of software might be useful? Or perhaps a change in the VBA script? The original table looks like this:
ID Description Date Code Building
10223 Package/Split 02/01/2015 ALRM1 A
10223 Package/Split 02/01/2015 PLMB1 A
10992 Pump Test 03/13/2015 ALRM1 B
10992 Pump Test 03/13/2015 PLMB1 B
10992 Pump Test 03/13/2015 ALRM1 B
11432 Inspection 03/13/2015 ALRM1 C
The way I would like for it to look is this:
January February March
Building ID Description Building ID Description Building ID Description
A 10223 Package/Split B 10992 Pump Test
C 11432 Inspection
In the original report, there can be multiple codes for the same ID (ALRM1 and PLMB1 for 10223). In such cases, Pivot Table works by summing up the values, therefore displaying the ID in just one row. I would like for it to do the same thing (spit a multiple row ID as one row) but display the actual text values of Building, ID, and Description as shown. I don't need the code in the table, but it's there in the original data simply to differentiate between the two IDs.!
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Mar 14, 2013
I 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"
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Aug 7, 2006
The code to make all pivot fields in the "PivotTable1" equal exactly as chosen to the ones in "PivotTable2"? Cheers.
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May 8, 2013
I have a problem as I need to present data with different data sources. I'd like the calculations to be as "automatic" as possible. The data consists of countries and regions and their sales pipe. The pivot table doesn't give me all the data that I need to present so I need to add extra columns with calculations and data from other data sources.
The problem I meet is that the 'total row' within each group needs to be reflected in my columns as well (F:G) It works as long as the data I've imported has the same amount of States within each group of Contry but if the number of states differs with the newly imported data - my "manual" columns are wrong.
(A;B;C;D;E;F;G;H)
Country;State; Red; Amber; Green; Quota; Total PV; Coverage;
I've created a Pivot table on the first 5 columns [Country; ...; Risk] (A:E)
The following columns are manually entered based on the pivot (F:H)
Quota (data source from another sheet)
Total PV (a sum of Red; Amber; Green in the Pivot)
Coverage (returns % of TotalPV/Quota)
For each group Quota and Total PV needs to summarize the above data within the group. I've 'hard coded it' today (SUM(F3:F5)) - F3:F5 can as well be F3:F8 or F3:F4 depending on the imported data. I have 8 different Countries (groups) with different amounts of States and 3 different sheets for each Region of countries so I need this summary to be automatic based on what group (Country) it belongs to. How can I make the calculation different so that it's dynamic as well as the Pivot table? Today it's not dynamic and it needs my 'hands on'.
Quota =IF(ISNUMBER(SEARCH("total";A6)); SUM(F3:F5); IF(ISNA(VLOOKUP(B6;Quota!B:F;3; FALSE));" ";
IF(VLOOKUP(B6;Quota!B:F;3; FALSE)=0; " ";(VLOOKUP(B6;Quota!B:F;3; FALSE))))).
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Jul 20, 2009
I'm trying to loop through all pivot fields in a table and change the format to be 0 decimals and comma seperated.
Here's my
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May 15, 2013
How to hide the Pivot Table pagefields . Because I have so many filters on my pivot table to get it where I want it to be, I chose to use some PageFields. Trouble with these, is they look awful on my report which will be issued in PDF format so not an interactive field at all.
When I use the PF.Orientation =xlHidden on a page field, it affects the accuracy of the report
If I use this on a rowfield, no problem.
Is there a VBA way to hide pagefields?
Code:
Set PF = pt.PivotFields("Hours Code Effective")
PF.Orientation = xlPageField
With pt.PivotFields("Hours Code Effective")
.PivotItems("Yes").Visible = True
.PivotItems("No").Visible = False
.PivotItems("(blank)").Visible = False
End With
' Set PF = pt.PivotFields("Hours Code Effective")
' PF.Orientation = xlHidden
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Mar 14, 2008
I am finishing up a macro that manipulates a pivot table and creates a file for us to run. But we all keep this pivot table up a lot, and usually keep a lot of the data filtererd in it.
Is there a way to set all of fields in a pivot table back to their default values like when you first open up the workbook?
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