so far when I want to choose columns which I want to show in the graph, I have to click on the pivot table and then choose columns fom pivot fields. Is there a faster way to do that? I would like to add some nice looking list under the graph from which I could choose columns to show.
You don't need to use the PivotTable, you can add columns directly to the PivotChart using the same interface as for PivotTables. Right click on the PivotChart and select "Show Field List" as the bottom. The control pane will appear on the right.
Building a custom user interface below the PivotChart would require a significant amount of VBA and would not perform as well.
Related
I have a table in sheet a, that I want to merge with sheet b, and output on sheet c. Most of the column titles are the same but there are a few that are unique to a and to b. I want my output table to have every possible column title so that it can exist as a single table.
Please let me know if you know how to do this, or anything that can put me in the right direction. Very interested in not using Macros and using formulas.
Thanks
To merge two tables with formulas you can use either "Vlookup" or a combination of the "index" and "Match" functions. However, I prefer the method I did below Using power pivot.
If you want to use vlookup here is a good resource:
https://exceljet.net/excel-functions/excel-vlookup-function
Using Power Pivot:
You can merge 2 tables in excel using power pivot. It requires a bit of setup but it is not hard to do.
If you do not have power pivot you can get the add in by doing the following:
1.) Clicking on File on the top left > select "Options" on the bottom left
2.) From the pop up select the "Add-ins" section
3.) From the drop down on the bottom select "COM Add-ins" > click go
4.) Select the check box next to "Microsoft power pivot for excel"
5.) A new "Power Pivot" tab will appear on the ribbon
With That out of the way you first need to convert your tables into "Official excel tables" so you can merge them. To do this click anywhere onto the table and press CTRL+T. You have to do this for each table.
Next you need to click anywhere on one of your new tables and go to the data tab and select "From Table/Range"
Since there are two tables we just want to add the first table to our power pivot queries for now. In the next screen on the top left click on "Close and load to" >> then select "Only create connection".
We need to add the other table to power pivot as well but the second step is a bit different because we are going to merge the two tables.
1.) Like before click anywhere on the 2nd table and click on From Table/Range.
2.) This time when the power query editor comes up we want to select the merge "queries button" on the top
3.) From the merge window select the table that you want to join with and the click on the ID to join on from both tables. You may also want to update the join kind from the drop down list then click ok.
4.) After merging Your table will have a new column with a value of table, click on the little arrow icon next to the column header to expand it and select the fields that you want to display from table 2 and click OK. All the columns you selected will be added to the table. At this point you can rename the column names so they do not display something like Table2.Name
5.) Click close and load to from the top left, keep the first option "Table" , and click ok. You should have your new table in a new worksheet now.
I have a huge Excel spreadsheet (36 columns) and applied filters on the header row. I made some configuration and now I have the filtered sheet.
Is it possible to save this filter configuration?
There was the option back in MS2007 (Custom views) but I cant find it in Excel 365.
In the "View" ribbon select "Custom Views" in the group "Workbook Views". If it does not appear go to options->customize ribbon-> select all commands-> find "Custom Views"-> add to a custom ribbon.
After filtering your table, click on "Custom Views" -> Add
This will save the table filtering among other things.
Keep in mind that Custom Views are worksheet-specific, meaning that a custom view only applies to the worksheet that was active when you created the custom view.
You can create a macro that will apply the filters to the table.
Developer Tab
Record Macro
Apply filters to table (you can even just edit the filter for each column and select "OK" to apply the filter you already have in place)
Stop recording Macro
From then on you can just run the macro you recorded and it will filter your table.
I have this information from which I am generating a graph, but I would like to add a subclassification.
I currently have the table and graph as follows:
I would like to know if there is any way to add a sub-classification so that
something like this is left, taking the data from column A:
Thanks for your support....
Yes, you can use "Pivot Table" & "Pivot Chart".
Go to "Insert" tab and click "Pivot Table". Select your data range and the position for your table. Arrange fields as appears on screenshot attached. After that, on the same "Insert" tab click "Pivot Chart" and configure it's style to match your requirements.
This can be done without a pivot table. Remove the duplicates in column A, then edit the chart source, click the Edit button for the Horizontal Axis Labels and select A2:B7.
Or, if you want to use a pivot chart, then pull both estado and nombre into the row area of the pivot panel.
I have intermediate excel skills and am relatively new to pivot charts and slicers. I have made a pivot chart out of production-related data. Next to the chart is a slicer that displays all the different products in production. Basically, whenever the user clicks on one of the products in the slicer, it displays a bar graph mixed with a line graph. If the bars are exceeding the line, then the product is considered "critical" (it is exceeding production capacity). I want to use conditional formatting (or another method, preferably not a macro) to highlight the products on the slicer in red that are critical.
Thanks in advance for your help.
You can't conditionally format Slicer Items. Instead, your best bet is to use a second PivotTable that only shows the critical products in it.
I want to show the top 5 customers by revenue along with the top 5 regions by revenue in one workbook. I want a filter for customers and regions, so I can multi-select which customers / regions will be displayed. I can choose to only displays the top 5 elements ordered by revenue with that same filter.
My problem is: the user can now filter by regions and customers in the filter elements, but the filter elements also do have the option to remove filtering. But this also removes the top 5 clause. I want the top 5 clause to stay all the time (ideally I would also like to offer a top 10 option, but that is a different story). Is this possible?
I found the answer here:
http://social.msdn.microsoft.com/Forums/en-US/b4392106-f73b-48aa-894b-22f2d291d9cf/excel-2010-slicers-clearfilter-clears-topn-filter-on-a-pivottable?forum=exceldev
To fix, click in the pivot table, right click and choose PivotTable
Options. In the Totals & Filters tab, check "Allow multiple filters
per field". This was unchecked for me by default. Refresh your
PivotTable and reinsert your slicer. This will maintain the Top(N) or
Top 10 filter while still allowing you to manipulate the data with the
slicer. Clearing the filter through the slicer maintains the Top(N)
filter on the PivotTable and any PivotCharts you may have created.