Use dynamic named range for pivot table data source - excel-formula

I have a table with increasing data for pivot table charts.
And I'd like to have a function to check and remove duplicates in the table if any.
This is what I have done, say my table is called Table, then in the name manager:
create range called Header, Header=Table[#Headers]
create range called Body, Body=unique(Table)
create range called Data, Data=vstack(Header,Body)
But when I use Data as data source for the pivot table, it gives me alter message "Reference is invalid"
Is it possible to use dynamic named range for pivot table data source? Any suggestions are appreciated, thanks in advance.

Related

How can I generate a pivot table using this data?

I have this table:
Is it possible to make a pivot table to present the information like this?:
Thanks!

Sure it's possible. As shown in your example, you just need to change the special character "✔️" by the number 1 using "ctrl + f". Then insert a Pivot Table with the data. And finally, create a new column named TOTAL and add the "=sum()" formula to count the items from each row. Something like that:

You are going to need to move this data from the word doc you are using into an Excel worksheet, in order to generate a pivot table.
format your data like this in Excel
To start out creating a pivot table, make sure that all rows and columns are selected and record (row) must not be obscure or elusive and must be making sense. Navigate to Insert tab, click PivotTable.
You will reach Create Pivot Table dialog box. Excel fills in data range from first to last selected columns and rows. You can also specify any external data source to be used. Finally choose worksheet to save the pivot table report.
The pivot table should appear. You can then populate this table with data fields which will pop up on the right hand side. Enable the fields you wish to compare in the pivot table report.

Dynamic charts from pivot

I have a data set that I am using as an input to a pivot table. I have transformed that data set into a table, so that every-time I add something to the data set, the pivot gets updated automatically. I have also added a line of code, so that every-time a user clicks on the sheet containing the pivot table, the table gets refreshed automatically. Now I need to have a chart (linked to the pivot table) that updates automatically every-time the pivot refreshes (like rows or columns also increase/decrease).

You could use a dynamic named range in order to get the chart data to update automatically. Without knowing what your data looks like, I'll just provide you with a generic version assuming your data is in A1:C5.
=OFFSET(A1;0;0;COUNT(A:A);3)
This will create a range that is 3 columns wide and goes until the last row with data in column A.

Structure Reference for Excel Pivot Table Column Labels for Named Range

I'm interested in creating a chart for which I can easily change the data source from which the chart is created. However, as I am hoping to grab this data from a pivot table (as I am using a Mac and cannot create pivot charts), I am having some difficulty constructing the named range.
The link below shows what I am hoping to do but with a pivot table rather than a normal table:
http://www.get-digital-help.com/2013/11/06/quickly-change-chart-data-source/#comment-66012
Is this possible? If so, how can I adapt the formulas given in the linked website to use with the pivot table?
Thank you in advance!

Goto Insert --> Pivot Chart
Select the data cells along with header. (Apply required formulas to your base data itself)
Choose existing or new worksheet as per your requirement.
Select the column labels and row labels and sigma values according to your requirement.
Automatically a pivot Bar graph would be generated. This will also have a default filter option where if you select particular values, the graph will automatically get changed.
If there are any modifications to data, just right click the pivot graph and click refresh Data.

Link Tables and Dynamically Update in Excel

I have two Excel worksheets. Worksheet A has a table that needs to be populated by the contents of the table in worksheet B. The number of rows in worksheet B's table can change and the table in worksheet A needs to dynamically grow or shrink according to the other table's state.
Linking with the paste special tool only seems to link the first row. If another row is added in worksheet B, that change is not reflected in worksheet A.

Use table format and Pivot Tables.
Use the Pivot Table to show the information in a very friendly way, connect this pivot table to the table where your data is. Here is a graphical explanation http://www.techrepublic.com/blog/10-things/10-reasons-to-use-excels-table-object/#.

Use Excel pivot table as data source for another Pivot Table

I have a Pivot table in excel that is using a raw table as its data source. This pivot table is doing a bunch of grouping and summing of rows.
I'd like to now use the result of this new pivot table as the data source for a new pivot table which will further modify this data.
Is this possible with excel? I suppose you could call it 'nested pivot tables'

Make your first pivot table.
Select the first top left cell.
Create a range name using offset:
OFFSET(Sheet1!$A$3,0,0,COUNTA(Sheet1!$A:$A)-1,COUNTA(Sheet1!$3:$3))
Make your second pivot with your range name as source of data using F3.
If you change number of rows or columns from your first pivot, your second pivot will be update after refreshing pivot
GFGDT

In a new sheet (where you want to create a new pivot table) press the key combination (Alt+D+P). In the list of data source options choose "Microsoft Excel list of database". Click Next and select the pivot table that you want to use as a source (select starting with the actual headers of the fields). I assume that this range is rather static and if you refresh the source pivot and it changes it's size you would have to re-size the range as well. Hope this helps.

I guess your end goal is to show Distinct (unique) values inside your original Pivot table.
For example you could have data set with
OrderNumber, OrderDate, OrderItem, orderQty
First pivot table will show you OrderDate and sum of OrderQty and you probably want to see Count of unique orders in the same Pivot.
You woudln't be able to do so within standard pivot table
If you want to do it, you would need Office 2016 (or perhaps pover Pivot might work).
In office 2016 select your data > Insert > Pivot Table > choose tick "Add this data to the Data Model"
After that, you would be able to select grouping method as Distinct (Count)

As suggested you can change the pivot table content and paste as values.
But if you want to change the values dynamically the easiest way I found is
Go To Insert->create pivot table
Now in the dialog box in the input data field select the cells of your previous pivot table.

You have to convert the pivot to values first before you can do that:
Remove the subtotals
Repeat the row items
Copy / Paste values
Insert a new pivot table

As #nutsch implies, Excel won't do what you need directly, so you have to copy your data from the pivot table to somewhere else first. Rather than using copy and then paste values, however, a better way for many purposes is to create some hidden columns or a whole hidden sheet that copies values using simple formulae. The copy-paste approach isn't very useful when the original pivot table gets refreshed.
For instance, if Sheet1 contains the original pivot table, then:
Create Sheet2 and put =Sheet1!A1 into Sheet2!A1
Copy that formula around as many cells in Sheet2 as required to match the size of the original pivot table.
Assuming that the original pivot table could change size whenever it is refreshed, you could copy the formula in Sheet2 to cover the whole of the potential area the original pivot table could ever take. That will put lots of zeros in cells where the original cells are currently empty, but you could avoid that by using the formula =IF(Sheet1!A1="","",Sheet1!A1) instead.
Create your new pivot table based on a range within Sheet2, then hide Sheet2.

Personally, I got around this in a slightly different way - I had a pivot table querying an SQL server source and I was using the timeline slicer to restrict the results to a date range - I then wanted to summarise the pivot results in another table.
I selected the 'source' pivot table and created a named range called 'SourcePivotData'.
Create your summary pivot tables using the named range as a source.
In the worksheet events for the source pivot table, I put the following code:
Private Sub Worksheet_PivotTableUpdate(ByVal Target As PivotTable)
'Update the address of the named range
ThisWorkbook.Names("SourcePivotData").RefersTo = "='" & Target.TableRange1.Worksheet.Name & "'!" & Target.TableRange1.AddressLocal
'Refresh any pivot tables that use this as a source
Dim pt As PivotTable
Application.DisplayAlerts = False
For Each pt In Sheet2.PivotTables
pt.PivotCache.Refresh
Next pt
Application.DisplayAlerts = True
End Sub
Works nicely for me! :)

here is how I've done this before.
put a dummy column "X" off to the right of your source pivot table.
click in that cell and start your pivot table.
once the dialogue box pops up you can edit the data range to include your pivot table.
this may require you to Refresh the source table first and then refresh your secondary pivot table...or do refresh all twice

I love the offset option -- i had to create a range called that first and did a -3 instead of a -1. Then used that new range for my new pivot table. Now when the first pivot changes, the second will pickup the new rows (or less rows)...

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