I have created a pivot table that is connected to an input sheet with data. The input sheet retrieves data automatically from a external source through an add-in to Excel. When updating data the fields expands, but only for the items which have been changed. I want the table to be updated automatically, but not the fields expand automatically. Is there any pivot options to prevent this problem?
It should be mentioned that the pivot table is not directly connected to the input sheet (which is updated from the external source), but from a "help-sheet" reflecting the input sheet with some additional columns. I use conditional formatting and name range in the pivot.
Basically I've jumped straight in and have tried to recreate a report I need to produce which requires a pivot table. I have managed to create the code I need to produce a pivot table in a new sheet with all of the headers available for analysis. Where I'm struggling is in getting the pivot to show the datafields correctly.
The list that I am creating the pivot from has about 30 headers. 20 or so are analysis fields with the remainder being various figures; monthly plan, monthly actual, monthly variance etc..
The pivot table I need to create needs all analysis fields available to the end user for manipulation, which I have managed to do. I have created rows for sales areas, also with no problem. It also needs the above plan, actual and variance fields in columns and as datafields. This is where I'm having trouble. When I create the pivot manually it ends up with 1 row and 3 separate columns with summed data in each. I have checked the VBA code, copied it and used it again. The pivot table comes out with 1 row but with the data fields stacked one on top of each other. Any minor alterations that I can think of, (for example adding a position = 1, position = 2 etc.), either creates a chaotic looking sheet or an error.
I've checked various posts on pivot tables but am having trouble understanding the way in which I can correct this. Is there a straightforward command that I'm missing? Do I need to start declaring variables for pivot items?
I'm trying to create a pivot table, but there is a problem. Although my data only has 2 years (1996 and 1997), it creates a new year it calls "blank," and a lot of the data that is supposed to be under 1996 and 1997 appears under this "blank" year. How do I fix this? See the attachments for the data and pivot table.
STO-Productivity-Feb0314.xlsxI work in cancer research and I'm trying to find a way to show the amount of studies that staff have in total and their role on the study. I have a data table that contains many fields but the crux of what I'm having trouble with starts with the following:
When I begin with a pivot table I start by just selecting the all of the studies listed in the table and then the two roles that staff can have data or regulatory. Staff can do both roles or just one on a study. I put the roles of data and regulatory into the row labels and the studies that we work on in the values. The problem is that I now only see studies that the staff member works on that meet working on both roles and not the studies that they serve only one role.
UPDATE: see the attached spreadsheet to illustrate further. Ablorh is the employee that I have it focused on and it only shows the one study she has both the regulator and data roles. The 7 other studies that the employee works on in the data role do not show.
I created a nice excel file with some cohort analysis regarding the number of months customers of different cohorts stay with a company. Basically I do a little manipulation on the raw sign-up data sheet and then run a pivot on it.
I want to see the cohorts in two ways: 1. number of customers. 2. $ from customers.
I have the first 1 and I want to get the second one without going through the same procedure again (i.e. manipulating the raw data). In order to get the $ terms, all I need is to multiply a $ column in each row in the columns that indicate the number of months that passed since a customer joined (see the attached example file please). When I try to do it with calculated fields in the pivot table, Excel multiplies the total number of customers with total $ from them all put together, which is of course wrong.
Any way to achieve what I want without having to created another data sheet just for $ terms?
I believe the attached excel file: dummy_for_cohort.xlsx
I have pivot tables with one row field and two or three data fields. I want to be able to quickly hide rows that do not have entries in *all* data fields.
I thought of auto- filtering my data source, but don't think that would be practical as I want to have several tables powering off of the same source data (with many columns), and also the data source is auto-filled with API... Is there a way to traverse the rowfields with vba and hide them if there isn't an entry for every data field? Or a better way than both of those?
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"
I have a question regarding pivot tables. how do I hide a field but still maintain that filter? I have a field in the Column Fields titled "International". Right now I've filtered out only the YES entries, but I don't want to see a "YES" column beside each. When I try to hide the column the filter is reset and all entries, international or not, are seen. Can I hide the column but maintain its filter?
I was wondering if it were at all possible to add multiple columns to the values portion of a pivot table at once, instead of individually dragging. When you click on them, it auto-sends them to Row Labels, which I don't want. I have a bunch of colums I want to add to Values and don't want to waste a bunch of time dragging them individually.
My data has a field for "Donor Type." There are about 2 dozen types of and about half of them start with the letters CF. When I do a pivot table, instead of getting 2 dozen rows of data I'd like all the CF donors to be in the same row. Is there a way to do that without changing my data? Some sort of filter or grouping within the pivot table?
I have fields "Day", "Posts", "Impressions" in a pivot table and I need to create a new metric for the average Impressions per Post. Ideally, this new metric should function just like the other fields in the pivot table, and not just static, because I'd like to break it out not just by Day, but also Time, etc.
Day Count of Posts Sum of Impressions Impressions Per Post
Im using the following VBA code, but the on error resume does nothing, excel throws out the error 1004 "Unable to get the pivotfields property of the pivottable class" (i know why the error is caused and how to fix it but my error trapping wont work). Is there some option which i have turned off which prevents me from trapping errors?
Dim ws As Worksheet Set ws = Excel.Sheets("Sheet1") On Error Goto err: If ws. Range("IV1").Value = "dog" Then ws.PivotTables("PivotTable1").PivotFields("Price Euros").Orientation = xlHidden Else ws.PivotTables("PivotTable1").PivotFields("Price Dollars").Orientation = xlHidden End If
I have pivot tables in diff pages im trying to make a button to reset all the fields in all the pivot tables..
i tried recording a macro to do this but it only works for page fields.. it wont work for the column fields.. act, adopt and check are page fields at the top... region is a column field ... goto_AQcheck is a macro to switch to that sheet which is assigned to another button....
I am trying to use a summary field in the pivot table in a new calculated filed, but am unable to do so. Let me first describe the context so its easier to understand:
I have a collection of customer purchase records, which look like the following:
Customer Name, Customer ID, Purchase Amount, Activation Date ------------------------------------------------------------- John , 100 , $150 , 2011-04-01 17:07:50.0 John , 100 , $250 , 2011-04-01 17:07:50.0 Paul , 101 , $125 , 2011-08-20 11:10:27.0
I have several 1000 records like the above and I need to create a summary report which looks like:
Customer Name, Total purchased, Activation date, Avg monthly purchase ----------------------------------------------------------- John , $350 , 2011-04-01 , $175
The average monthly purhcase needs to be calculated based on the date of report generation. So in the case above, the average is calculated as of 2011-06-01.
In order to generate the report above, I created a pivot table with "Customer Name" in the "row labels" section and "Pruchase amount" and "Activation date" in the "values" section of the pivot table. When I try to calculate the "Avg Monthly Purchase", I'm running into the following problems:
1. The activation date is not being displayed as a date, but instead shows 0, when I set the value field settings to "Min"
2. I tried to create the "Avg Monthly Purchase" as a Calculated Field and then use the "Sum of Purchase Amount" field that the pivot table calculates. However, I'm unable to reference the "Sum of Purchase Amount" field in the calculated field.
I have a pivot table listing different company names in the first column under 'row labels' and there are calculated fields, a count and an average in columns B and C respectively. Is it possible to insert another field in column D that calculates the difference between values in column B and C (even though they are calculated fields themselves)?
Worksheet A contains two columns, that maps individual operations to their unitary cost: COLUMN 1 = a list of operations COLUMN 2 = the cost associated with each operation.
I can do a vlookup on this worksheet to retrieve the cost of each individual operation.
On another worksheet, I have a pivot table with a field that produces the sum of operations performed by type of operation, eg.
operation 1 was performed 5 times operation 2 was performed 7 times operation 3 was performed 4 times
I want to add a calculated field in the pivottable, that would output the total cost per operation. The formula for the calculated field in thepivot table would be = operation * vlookup("name of operation","range for lookup table",2,0)
... unfortunately, "references, names and arrays are not supported in pivottable formulas".
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;..............
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.
I have been having issues with some excel fields not showing up in my pivot table pull downs.
For example I entered the date 6/8/97 into a field in my database and after I hit refresh on my pivot table that specific date doesn't show up in the Date field list pull down. It is like the pivot table doesn't even see that date and/or it is recognizing it as another date. I have this same issue w/ other field lists (eg. last names).
Context: I'm pulling a data set "A" into excel from MS SQL (currently 48,000 rows ... comes back in < 10s). I will add a field "Cost" to data set "A" that uses info from that data set to look up a value in data set "B" which is in another Excel Sheet and perform a calculation. The sheet that contains data set "B" may or may not be in the same file - haven't decided yet but I'm not really concerned about that.
I actually have the calculated "Cost" field added to the end of data set "A". When I refresh the data, the fomulas recalculate.
My intent from here is to present the data in a pivot table. I will add a "Refresh Data" command button that:
1. Updates the data from MS SQL
2. Refreshes the pivot
I've done 1&2 many times before and have code I'll reuse.
The problem: I cannot present a pivot sourced straight off the amended data set "A" because it contains fields that should not be accessible by the audience for this report (as a matter of policy). I haven't found a way to hide/suppress source fields in a pivot table so I'm guessing that it is not possible. So I need to somehow get to a dataset that I can use to source my pivot which does not include the confidential data but includes my calculation.
Options I'm considering:Via VBA: Create a copy of Data Set A (including my cost field) as Table C on another sheet and remove the confidential columns from the table. The Pivot Table would be sourced against TAble C. My assumption is that I'd have to be very careful with how I clear out and re-populate table C as not to have to "start over" with my Pivot Table each time it is refreshed. Ideally the pivot design would look just as it did before the user hit the "Refresh Data" button (other than it has the updated data).Order my fields in data set A (with the calculated field) such that I can define a named range that is the source for pivot table. The range would exclude the confidential fields. The Refresh Data macro will just need to resize the named range after the data is refreshed from SQL server. With this option, I just have trouble trusting that excel will never arbitrarily change the field order when I refresh the data connection.Create Data Set C using another query from SQL Server that only has the fields that I want available in the pivot plus a "sumproduct" formula that gets cost from Data Set A. The Refresh Data macro would refresh A then C then the Pivot table. What I don't like about this is having to keep the 2 queries in sync -- there is not a large risk of these queries needing to change, but you never know.
I have a Pivot Table. I have two Columns Currently Current Week and Previous Week. The Values are displayed as a count for the Status Field. I would like to know if it is possible to add a calculated formula that will take the count difference between Current Week and Previous Week?