Reference A Field In A Pivot Table Filter
Dec 13, 2012
I have two fields where users enter a security identifier (cell P1) and the declaration date (cell P2) and i'd like to be able to pull all the records from the master table (A1:K10) where the security id matches (column H) and the request date (column C) is <= the declaration date (i've attached a sample file for your reference). I tried using a pivot table but it doesn't let me filter for "less than or equal to" values for the request date.
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Mar 27, 2013
I have a problem that I'm sure requires the most elementary fix. I have exhausted google on this. All I need is a drop down list for each value field. See picture attached.
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Sep 26, 2012
I have a worksheet ("VillageReport") that contains several pivot tables. All tables are from the same data source and all pivot tables have "Location" as the first column field. I would like for the tables on this sheet to automatically be filtered when I select a village name from a drop down menu in a cell on this worksheet (C1). So, for example, when I select "Tarzana" in C1, the location field of all pivot tables on this sheet will show only Tarzana (all others are deselected).
a Macro for this? (I have already set up the drop down menu in C1). I have found some examples online but can't seem to adjust the code to fit my workbook. I am not very familiar with VBA.
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Feb 20, 2012
Is it possible to set up the second level of a report filter based on the value of the first report filter. I have a pivot table that needs two report filters: first is the location and the second is the department. What I want to do is have the user be able to select the location and then only show valid departments for that location. I know that this is possible if I set up a form and have the second field be a query against the first. I can create a calculated field but I cannot put that in the report filter area.
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Nov 18, 2012
I have a set of sales data and need to create a run rate which is simply = Total Sales/Selling Day
Selling day changes most days.
I put the calculation into my pivot data but it's summing up, (instead on 12 I get 720) so I changed this to Average so I get the right figure in the Pivot but when I then use this field, it doesn't use the Average amount, it uses the summed figure.
So what I need is Total Sales/X
X = Cell Reference
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May 29, 2014
Any way to create a calculated field in an Excel 2010 pivot table that will find all the Transaction Types (Report Filter) with "transportation" in them and make the field Quantity 0 and leave all other quantities the same? I do not want the quantity of transportation added in twice and may not have the flexibility of adding a column to the raw data.
I used the formula below in a calculated field and it does not match the values using the added column to the data file.
=IF(ISERROR(SEARCH("*transportation*",'Transaction Type')),Quantity, 0)
I am trying to get the sum of Quantity field to equal the AdjQuantity field using a calculated Pivot field and not add a new column to the data.
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Apr 23, 2008
In building my pivot table my data that I want to show in the column area is showing up as rows stacked on top of each other. In the column section I'm trying to show Total Budgeted Amount next to Total Actual Amount but on the layout it's showing the two stacked on top of each other is there some kind of hidden key that I'm missing?
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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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Sep 15, 2014
Once i identify the PivotField, how can i filter it to be > than Date?
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Sep 17, 2012
I am trying to filter a pivot by one of its pivot field through label filter by referencing a cell with defined name within same workbook. Defined name is updated by selecting a value from list of names. As a result, I would like to have the pivot display results where pivot field contains the selected name.
Sub NameFilter()
'
' NameFilter Macro
'
ActiveSheet.PivotTables("PivotTable1").PivotFields("Lead Name").PivotFilters.Add _
Type:=xlCaptionContains, Value1:=[Name]
End Sub
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Apr 20, 2014
1. I am trying to record a macro where I select a Pivot Table. But in the recorded macro "Pivot Table name" is not recorded neither the Pivot Field Property only the Range name is recorded. But on other systems (workstations) these details get recorded. Does this have something to do with excel settings?
2. I uploaded a macro enabled excel file on my company's "sharepoint" the drop down boxes present in the file get populated via a macro in "ThisWorkbook" page but sometimes these drop down boxes don't show any values. What can be the reason for this? Can't share the file because of data security policy of my organization.
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May 7, 2014
why the Group Field option is not available in my Pivot Table. Other Pivot Tables in the same document, using data formatted the same way will let me format the data (the original data is in MM/DD/YY [h]:mm format). I have floored my data so that I can group by hour of the day, but it's not letting me do that.
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Jul 5, 2014
I have two fields in pivot table, "HATA TOPLAMI" and "SIRA NO". "Hata toplamı" is sum of items, and "Sıra no" is count of items. İ want to divide these two fields and add it to the pivot table, like "HATA TOPLAMI" / "SIRA NO". I have tried calculated field function from pivot table. İ wrote "="HATA TOPLAMI" / "SIRA NO"". But the summary is false. I want to divide Sum of "Hata toplamı" and count of "Sıra no" but instead it divides with sum of "sıra no". Is there a way to do this?
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Jan 9, 2014
I have a problem in expanding/collapsing fields in pivot table.
I have source table with GROUP, SUBGROUP, ACCOUNT and AMOUNT. In pivot table I've put GROUP, SUBGROUP and ACCOUNT in Row labels respectivly, and AMOUNT in values. There are same names in SUBGROUP for different names in GROUP. (for example: groups are Production costs and Distribution costs and in each of them there are subgroups Personnel costs and Other costs).
The question is: Is it possible to expand only field Other costs in group Distribution costs while field Other costs in group Production costs stays collapsed?
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Jan 21, 2014
Can I add a calculated field formulas in Excel pivot table. Such as CONCATENATE?
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Mar 26, 2014
Ihave a pivot table that takes data from a table, groups the duplicate items and adds their values up - so it shows just one entry for each item. I now want to add a calculated field in there so that I can divide one of the fields into another.
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Feb 23, 2009
I have attached a simple test file. The data tab has two columns in the pivot range. The third column is _not_ in the pivot range, but is there to show the result I'm trying to get with the pivot.
The idea is to count the number of people whose entry dates are greater than 2/1/2009. My third data column gives a correct result, but a similar formula in the calculated field of the pivot table gives a completely wrong result (a date), where my goal is to generate a zero, a one, or a sum of zeros and ones.
It could be a formatting issue, but that would not explain why all the pivot results have the _same_ wrong answer.
I'm new to PTs and calculated fields, and expect I've made a naive mistake that an expert could easily spot.
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Jun 19, 2012
I have a pivot table with 2 row filters (dept and name) and then three columns - Year 1, Year 2. I need to add a calculated field inbetween Year 1 and 2 to show the variance in dollars from ( Year1-Year2) as well as an additonal a column that shows the percentage change between the tw o years . I know I can copy this over and add formuals in Excel but I need to retain the features of the pivot tables due to the 2 row filters?
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Jun 19, 2012
I want to show the field name (i.e Surname) before the value is shown in the Pivot Table. for Example if the Field is Surname and the value is 'Smith', I want to show - Surname Smith
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Apr 13, 2013
I've created a Pivot Table with 30+ fields. I've recorded the following macro to add the first field. I need modifying the code so that it looks for and adds every field automatically. It'd save a lot of time.
Code:
Sub PTAdd()
'
' PTAdd Macro
'
'
With ActiveSheet.PivotTables("PivotTable3").PivotFields("Assigned To")
.Orientation = xlRowField
.Position = 1
End With
End Sub
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Jan 4, 2007
I have a pivot table Field, with 3 listed items, referencing data from 3 separate worksheets - named 2004, 2005, 2006. ( i renamed them from the original item1, item2 and item3, to 2004, 2005 and 2006. I have now redefined the range in worksheet 2006 by using the Pivot table wizard and going one step back. I have now got 4 listed items in my Field - 2004, 2005, 2006 and item4. I cannot rename item4 to 2006 unless I delete 2006. But do you think it's letting me do that???? So how do I remove unwanted items in a Pivot table field list?
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Jan 12, 2009
on the pivot table field list-enable on the right hand side of the screen, only after that the needed fields can be dropped in.
Is there any other method to draw the pivot table?
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Jul 26, 2006
I have a pivot table that picks up the month an invoice was generated. Since I have several invoices for a few months in 2005, I would like to sum all the 2005 invoices into one column. I have the impression that I can insert a field within a Pivot table to sum all the amounts related to 2005.
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Mar 18, 2007
I know in Pivot tbale we could add calculated field into the data ,but I fail to put the added in the "Page","Row" or the "Column". Eg. in the sheet of data,I have a column " DATE",but no column for year.Is it possible to add year in the "page" without adding anything into the "data" sheet?
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Aug 27, 2012
We've a pivot with a report filter. And, I choose multiple items from the report filter. Is it possible to get all those selected values in a particular cell ?
Currently, if I do a '=C12' (where, C12 is the report filter cell), in another cell (say, D12), i get to see '(Multiple Items)'.
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Dec 24, 2013
I have a table with two columns: 'Serial' and 'Read Date'. The table represents all those serials that failed to read at a certain time and date. For example:
Serial Read Date
4028543 10am Dec 16
4028544 10am Dec 16
4028566 10am Dec 16
[Code].....
I know you can move them manually but I have 73 reads so far and that's a lot of manually moving columns about.
I'd like to get Excel to use the original order of the Read date entries.
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May 26, 2006
Is there a way to modify Pivot Table so that "Sum of, Count of", etc is not shown. For example, have Table (& Pivot Chart) show "West Region" instead of "Sum of West Region"
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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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Mar 18, 2014
I have a data that consists of months, forecast and actual.
I've created a pivot table where; months is on the row, forecast and actual is on the values
I wanted to know the percentages between forecast and actual (forecast / actual) to see how it perform each month.
How do I go about inserting a pre-defined named called "percentages" on pivot table with calculated field or calculated item on pivot table itself?
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Feb 19, 2009
Is there any way how you can change value in page field in pivot table using formulas? I know this can be done with couple of lines of VBA, but I need to create VBA-free excel file.
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