I'm wondering how I can create a pivot table so that the Year is populated on each row (vs. collapsed).
Below is what I want to get. I have Year on each row and there isn't an empty row when I collapsed the Year.
This is what I'm currently have. As can be seen, there is an aggregated row for each Year.
Assuming your dates are in a single column:
For the Report Layout, select to
Show in tabular form
Repeat all item labels
no subtotals
original data
uncollapsed
Collapsed
So, if year and month are different columns in your data, then I don't see a problem. No subtotals, no grand totals, design in tabular form, repeat all labels.
Here is picture when year is collapsed. Is this not what you want to see?
Related
I have an Excel sheet formatted as shown below that has sales data for various products in different locations
How can I create a pivot table that allows me to group the sales data by quarters or years?
There are examples where the date is not a column header but not for my situation
I have tried grouping but that is disabled. I also tried transposing the table so the dates are on the rows but that messes up the data.
Unpivot the date columns within Power Query. Select all date columns and then click Unpivot Columns from the Transform menu. Rename the resulting Attribute column as required.
You can now pivot the resulting table as desired.
Edit: if the number of date columns is not fixed, it will be better to select all columns apart from the date columns and choose 'Unpivot Other Columns'.
In excel I have a column of days (mm/dd/yyyy) and I want to have a timeline sort of plot showing how many points I have for each month of each year. It's easy to show how many instances a day appears with a pivot table (added a column "Count" with just 1's), and then make a plot for that, but I don't know how to do that with just the month/year.
I tried using the =month and =year functions, and highlighted those columns (with the "Count" column) to make a pivot table, but I'm not sure how to group and plot it the way I want. Here's what it looks like when I have data point sums for month/day/year, I want the same thing but with the month/year:
And here's my data:
I'm sorry if this is a really low level problem, I'm a noob at pivot tables and have been trying this all day
You can group the data by month (or other useful options like quarter & year) IF values are formatted as actual dates. It looks like yours is formatted as a date but just in case, here are two ways to test...
A) Change format of a cell with date to number (this should return a date serial)
B) Use =ISTEXT(Select Cell With Date) (this should return FALSE)
Once valid date format has been verified
Click on a date in pivot table
Navigate to Analyze tab
Select Group Selection
You should get a pop-up asking how you want to group the data. Select Month
Ensure you are summarizing the points by Sum (right click on point cell in pivot and set option at Summarize Values By)
If you are using a pivot chart, it will update on refresh to reflect new row groupings (I.E. show monthly sums as you asked for)
Before & After photos below
I have a pivot table with various calculated fields. I want one of these calculated fields to change depending on what I choose from the slicer. In order to help understand what I'm trying to do I can provide some screenshots:
Here each row contains information for one SITA and each column is a calculated field. The Var(%) column is (ABS(OTB Occupancy - OFF Occupancy))/OTB Occupancy. The very last entry in Var(%) is calculated manually and takes the average of the column (this restricts me from filtering the pivot table as I'll have to recalculate the formula and/or move it to another cell so it stays in the position where it is the last cell).
Now my problem is I am no longer using this pivot table but I am starting to create other pivot tables which need to be more dynamic than this one. For example:
As you can see the first two entries of April in the pivot table correspond with the previous pivot table (OTB Occupancy and OFF Occupancy are the same as Sum of Act_Occ and Sum of Fct_Occ respectively). However, I need the third column to be the average given in the last entry of Var(%). (Please note that this cell isn't part of the pivot table and it's just a formula i used). But also, if I were to select two SITAs only from the slicer I'll want only the average of them two.
I'm not sure if excel can do what I want but any help is appreciated.
The format of my pivot table (which summarizes 3 years of data) is making down-river calculations very nasty. Is there a way to remove the blank rows created when grouping by month & year?
This is not a one time task, unfortunately - the data could be from any date onwards, but it will always have three years of data (by day) that needs to be averaged by month.
Pivot Table example, bad rows highlighted
NOTE - see my last question, if you can't remove the rows
Fixed - just needed to display the pivot table in tabular form. Pivot Table Design>Report Layout>Tabular –
I have a Pivot table containing sales data.
In the Rows I have sales country, in the Columns I have sales date (year) and I have the sum of the invoiced net values in the data section.
Across the top I have two columns - '2012' and '2013' - next to these excel, by default adds a grand total column adding the two years together.
Is there anyway that, instead of a grand total, I can show the percentage variance between 2012 and 2013?
Excel 2010 may be different but if Excel 2007 is better than nothing:
Create your PT in the normal way (Country for Row Labels, Year for Column Labels, Sum of Invoiced for Σ Values).
If present, remove the Grand Totals for rows (Select the PT, Pivot Table Options…, Totals & Filters, uncheck Show grand totals for rows). The Grand Totals for columns may be kept, but the value there in a column to be added would not be meaningful.
Select a column header (say 2013) and in Options > Tools – Formulas select Calculated Item…
In Name: select something suitable (perhaps ΔYonY) and for Formula: enter =('2013' -'2012' )/'2012'.
Set font colour of bottom right-hand cell to match fill.
pnuts' answer is accurate.
If you are looking for a way to have this calculated automatically in the PivotTable, you can use calculated fields.
In order for this option to work, you will likely have to change the way your data is structured.
I'm assuming right now you have a data column with Sales Date. You will need to add one column per year, and assign a value to it in your data. You can then get rid of your invoice column.
Click anywhere inside your pivot table, in the ribbon go to Fields Items & Sets, Calculated field.
In the formula, type in what you need (you can use the fields list to add them in). I did =('2013'-'2012')/'2012'
You can then of course change the formatting to be in %
See screenshot for old vs proposed.