I am a newbie with Pivot tables. Received a sheet from client with an existing pivot table to analyze.
The pivot table targets a power-query that further targets a sql database.
As shown in image below, although pivot-table has a field named "Months", however the source power-query lacks any such column.
I thought it would be a calculated column added to pivot-table, but i created a separate pivot-table anew, and it gets the same field "Months" to start with.
Can you please help me understand where this field might be coming from?
Excel Pivot Tables can automatically group dates by Year, Quarter, Month, Date.
You can choose to ungroup this date field.
Related
Software: MS Excel 2016
Excel File: GitHub Repository
I am unable to group fields in pivot table of Excel file.
Graffiti table is linked with Calendar table via Date (in PowerPivot > Data Model), so why is there difficulty in grouping the following.
However if I unlink the tables (which is what I DO NOT want to do), then it works
In his online course, Building BI with Pivot Tables, Ken Puls, Microsoft Excel MVP explains that if you build your pivot table from the data model, grouping won't work. He also explains that the only exception to this is that for Excel 2016 they fixed the ability to group dates. He says other grouping still doesn't work in Excel 2016. If you make your Pivot Table from your "Table1" in your "DSNY_Graffiti_Information" tab in your Workbook instead of from the Power Pivot data model, you can group:
For the Pivot Table above, I just clicked in "Table1" in your "DSNY_Graffiti_Information" tab, then used Insert -> Pivot Table, and I used your "RESOLUTION_ACTION" column for both the "Rows" and "Values". It defaulted the values to count (i.e., "Count of RESOLUTION_ACTION").
Then I selected all of the "10-..." entries in the Pivot Table, right-clicked, and clicked "Group".
I hope this helps some.
I have a field in a pivot table that I don't know where is the data feeding from. As you see in the picture I have a table with the field 'EMEA/NonEMEA', but I don't have a field called 'EMEA/NonEMEA2'. There are no formulas in the pivot either and no hidden columns in the table. I don't know what else to check.
Any ideas how this field might have been created?
I have a pivot table from multiple tables. When I double-click my pivot table data, it produces a copy of the row(s) that data came from. Is there a way for me to make adjustments aka change the values of cells in these rows, and have it only adjust the pivot table?
What I'm mainly looking for is an easy way of viewing the data through the pivot table, and adjusting it without it necessarily affecting the source tables. Right now when I adjust a row produced by the pivot table, none of the values in the actual pivot table get updated.
What about producing a new PivotTable from the drilldown sheet that got produced when you double-clicked the old PivotTable?
That's about as close as you're going to get, I'm afraid.
The pivot table is a visualization tool only. It summarizes that data that you input into the pivot table, and gives you a visual output.
If you want to change that visual output, you have to copy the relevant part of the pivot table to another area (different cell or sheet, doesn't matter). Then, you can edit that table.
Is there anyway to show information without calculating anything in a pivot table in excel?
For example, I've got a pivot table with a number of invoices and it shows which products are billed in the invoices. I only want it to show the invoice date to the right of the invoice number, without summing it nor counting it or anything, I only want the information to be shown. The invoice date is in another column in the base sheet, by the way.
Thanks!
Select a cell in the Pivot Table, then on the Pivot Tools Design ribbon select Report Layout > Show in Tabular Form.
In Excel 2010 the Compact Form was introduced for pivot tables and all pivot tables default to Compact Form, where the row fields are indented and appear in the same column.
The screenshot shows the difference between compact form on the left and tabular form on the right.
Many people don't like the default compact form. If you would like to see this behavior changed, please place a vote in the suggestion at Excel Uservoice here: https://excel.uservoice.com/forums/304921-excel-for-windows-desktop-application/suggestions/10535790-allow-users-to-set-choose-defaults-via-settings
Ugh,
I'm not a hero when it comes to Excel...
I have an Excel file with one sheet that contains all data. It's basically a list of tickets, displaying the ticket ID, type, value and 5 dates per row.
I'm looking for a way to have new sheets in the Excel that actually display only tickets of a specific type. So on the sheet Bug Tickets I want to diplay like a filtered sub-set of the raw data in the first sheet.
However, this new sheet needs to refresh it's data automatically when I add new data to the main list.
Is this possible in Excel?
Ok here is a way using a Pivot Tables and Tables.
You should set it up like below: (in the SS, I put the pivot in the same sheet but you can put it in another).
Steps:
You need to create a table out of your data. See here on how to do it.
Then create a Pivot Table out of your table. See here on how to do it
After that you just need to format it the way you want.
The Pivot table will update everytime you add data on your table.
It will display what you've filtered.(in my example I filtered type A).
Notice: Apologies I cannot create a step by step procedure for you(very tedious). I wouldn't have posted this as answer if only it would fit as comment.