Pivot Table Report Daily Data & Group Same Days In Year
Feb 23, 2008
Last week I posted a question related to formatting a cell to return a Day of the Week versus a numerical representation IE "Wed" instead of 02/20/2008 12:00AM. The solution provided worked for me:
1) Format cell to DDD MM/DD/YYYY HR:MN. Cell range (A1:A500)
2) Format destination cell with DDD. Cell range (B1:B500)
3) Destination cell (B1) = to original cell A1
4) B1 displayed data as "Wed"
However, the issue I still have is; I wanted to create a pivot table summarizing a year activity by Day of Week (in other words 7 entries for the year) and the pivot table still recognized all the MM/DD/YYYY. I ended up with a table displaying every day of the year instead of a yearly summary by Day of Week. Is there some way to strip out all the other numerical data from the new column I created to run a pivot table by Day of the Week for a whole years activity?
When I group information in a pivot table by date, and select quarters or years, it is of course based on a calendar year. Can this be done by fiscal years?? using an addin or something, where I set the start month of the custom fiscal year.
I am building a tracking process for marketing and relationship management purposes. My company has a database (Advisor's Assistant - which the server is on site) that is for lack of a better term very limited. I have tried to identify if we have the capability to use SQL in excel to pull the information we want but that avenue looks bleak, since my co-worker that is pretty tech-savvy has had very little luck working with the database provider to get to information we want.
Anyway, I have determined that I can get the information I am interested in by way of several reports that the current database will do and printing them to a .pdf file. Then by way of a program called Able to Extracted I can get them into an excel format. The problem I am trying to solve is using excel to pull the information I want out of these twice converted reports into a format that means something in excel.
Only the reports reach excel they have many empty cells and some of the information is offset and does not follow the same pattern as you scroll down through the report. I have attached part of one of the reports. I would like to automate the process of searching the data and creating a new format that I can use a pivot table to create reports off.
I am able to do simple pivot table but now want the following result
1. All the three zones in row fields. 2. Months in column field. 3. Revenue and running total of revenue (progressive sum) for all the months of desired financial years. ( I can get revenue and running total separately but I want these in alternate columns ie Revenue Apr-05, Revenue upto Apr-05, Revenue May-05, Revenue upto May-05 and so on)
Also how to get data for desired financial year only as 2005-06 (Apr-05 to March 06) or 06-07 (Apr-06 to Oct-06)?
I want to set up daily charts to monitor various things but Im not sure how best to set up the data in order to do this so it calculates automatically as data is refreshed.
I want to run daily activity data that tells me how many people attend each room per day. the aggregated data would include:
Number of attendances, by room (there are 11 rooms), by day Each attendance grouped by category of patient (up to 25 categories) Each attendance by type of attendance (various groups)
How should I set up the data to show these things in a way that it can be linked to a text file and refreshed daily on opening? the data at the moment is in rows per attendance rather than grouped in any way.
I would like the data to have dates and months etc automatically genetared by the attendance date in order to graph the above indicators, as well as a % atttendance in relation to capacity per room etc
simple excel template that I could try to manipulate my data into so I can get started. The data is generates using a transact SQL query and saved as a text file which I wabt to use for the daily stats.
I want it to average based on month and year. I have daily data and want to average everything for say January 2000 into one cell and February of 2000 and so on. Column A has date (mm/dd/yy) and column B has data.
I'm using Excel 2007 and am having an issue with grouping/ungrouping fields in pivot tables.
I have 2 separate pivot tables, both from the same named data source, but summarizing different data selections. Both tables include the date field, I am trying to produce both a daily and a monthly table, but whenever I change the grouping/ungrouping of the date field setting on one table, the other table changes to the same grouping.
Is there anyway to have one table with an ungrouped date field and one table with the grouped to month date field?
I am trying to arrange data (pay by week) for regions and sites within a region. In the first Report filter, I select the site, and the second report filter gives me all of the sites - not just those in that region.... How I can either arrange my data or change my pivot, so only the appropriate sites show under the region?
I have a simple table Attached. (A simplified version of a much larger table) The data continues on for thousands of entries and there are quite a few more columns. Names are dynamic in that names will be added and deleted over time. (There is a list of names on a different worksheet that updates as users are added.)
I wish to Consolidate the Data Under Different Titles. The data in the NAME column will Consolidate to list each name in Alphabetical order. The data under the RAP COUNTER column should count the number of YES entries per NAME under the new title ATTEMPTS. The data under the RESULT column should Count the number of KILL entries under the new title KILLS. And the Data in the TG SCORE column should average all entries per NAME under the new title TOTAL SCORE. I tried to do this with a pivot table to no avail. I could write some programming to accomplish this, but I am am amateur, and I also worry about time required to run a macro for thousands of lines.
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.
I am challenged/very frustrated with my pivot table which will not group dates (returns an error message).
In reading other posted questions, I see that my problem is caused by empty date cells. Is there a way around this?
My spreadsheet will be used daily to input Invoice details - part of which is the date of invoice. If I were to select 'refresh data', this would not be pulling through any new data as it wouldn't be in the range. I had made my range A1:K1500 to incorporate future entries, but then I have empty date cells as to date there are only 200 entries.
I have created a pivot table and I'm using report filters for both Client and Asset (obviously there are a lot more data points). When I filter on Client 1 I would expect to only see Port 1 - Port 7 available in the Asset filter however, I see every asset in the data set. I need to pick and choose using the Select Multiple Items check box without having to scroll through every single asset. Is there a way to easily do this?
So I was wondering if it were possible to completely lock a pivot table, almost like protecting the sheet, but to allow the report filter field at the top of the table to be used. So what I'm trying to show is our net rev accounts in the rows & quantity and amounts as the value all fixed and unable to move about or drill down; but then have our product titles at the top in the report filter which you can still use to be able to select specific products.
I understand that I could make a big old page of drop down lists and vlookups and sumifs etc etc, but surely the above would be way quicker, plus I wouldnt have to bother checking it all works regularly!
I'm currently running this macro, which nearly does the job, but the data and row labels are still able to be manipulated. So... changing the macro, or doing something completely different?
Sub KillPivot() Dim pf As PivotField With ActiveSheet.PivotTables(1)
I have a pivot table created from a data table with three columns: Date, Sales, and Customers. I have the Date column in the Report Filter and I want to change the date based upon a value in a cell range named Date, of all things. The pivot table is located in another worksheet and the range Date is changed by a spin button in the active worksheet.
My code is:
Dim pt As PivotTable Set pt = Worksheets("Pivot Tables").PivotTables("PivotTable1")
When you create a pivot table and double-click on the output of the pivot repot you access the detailed info that make up this particular number.
Is it possible to preserve the format of the raw data file that has been used to create the pivot table output?
For instance, the raw data has $. When I create the pivot table I can format the table to reflect the $. However, when I double click on the pivot table number where I have the $ I access the detail info but the format (in this case $) is lost.
I called Microsoft and told me it is a flaw in Excel. But, I'd like to check with you before I give up.
If I can't do that. I have an alternative: double click on all the numbers of the pivot table then format the sheets to include the $ and then create a hyperlink from the pivot table to the detailed report tab.
Not sure if this is possible but I have a sheet of data which is effectively a project plan. It has a list of resources, role and phase etc. I then have lots of rows which are w/c dates and under each "week" I have the amount of hours or days they work. So for each person I can record their hours etc.
I then need a Pivot which basically collates the data and displays each phase's total hours but month. There maybe multiple phases or and each person may appear in each phase
I am currently working with a pivot table someone else created. The data set has dates only, in the correct format. The slicer has the dates categorized by month and excludes the dates in which there was no data.
Here is my problem: I added a few new months of data. Everything is calculating just fine in the Pivot table. However, my slicer where I should be able to pick the month now has these months listed as all their individual dates. I want to put the December dates under "December" and so on. The data that was present before I loaded anything additional still has this feature.
How do I group these dates, to be able to them as months? By the way, the grouping function is grayed out.
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 a big list of names of people that have completed a bunch of training they have completed. I want to be able to run a pivot table/chart and only count a user once vice each time they have completed a training. So in otherwords I want to get a count of how many people are on the list vice how many certifications they have.
I'm trying to find a macro that will report how many values are returned in a pivot table. For example, if there is 5 values returned, I want it to return the value "5" in a cell If there are 10 values returned from the pivot table, I want to return the value "10" in a cell