Building timeline using Excel Table? - excel

I'm trying to build a kind of timeline based on a table in Excel. The table has several columns that represent a due date. Column A is considered the key/identifier, Column B is a company name, Columns C through H are the task due dates.
My goal is to hopefully find a way to setup a second type of table that will automatically set the items in order of what key is due when. I've included an img of the table and what I'm hoping the end result would be. I haven't been able to find anything that does this. I was thinking maybe a pivot table but it's not doing what I want.
I'm not even sure if this is possible or not but any help or push in the right direction would be GREATLY appreciated!
Thanks!!
-Deke

You can easily do this with Power Query. Just load the table, sort on date, and select which columns you want

Related

Excel:- Difference b/w pivot value col in multileveled table

My Raw table looks like this.
When I create a Pivot it looks like the below screenshot. I have filtered the type column and not actual and others. Now i want to subtract these two columns and create just one more additional column. Maybe some column will show 0 here as I have created dummy data, Sorry for that
Can somebody please help
You will need to create a calculated field/column
This is a very easy and simple guide to do so here: How to create a Calculated Field in Pivot Table
Because your data set is not complete, I am unable to replicate and provide results.
Please mark answer as 'accepted' if you have found this response meets your requirements.

Criteria of SUMIF Function referring to data previously in table

Is there a way to add values in Excel based off of values previously in table?
For example, in the table I currently have, is there a way to exclude adding the 1 from the "Attended" column in the "Sonics and Cold Cash" row because I already had a row with "Sonics" and "1" in attended? I don't want to add a 1 to the SUMIF function if I have already attended that team once before.
I hope this is clear enough for some help. Thank you!
edit: So far, I have a table that tracks how many times a team has been "attended". This works, however I am trying to use linear optimization for scheduling, and using the results table has some linearity problems. I'm trying to find a way to only use the table instead of a second, results table.

Pivot table sorting by text string

It seems so silly, but I am trying to set up my pivot table, and it doesnt seem to be my strongest side.
The following picture demonstrates what I am after:
... so basically in the data there is a currency string, however it seems as if I cant get this string to be represented in the matix - only in either the row labels or columns labels, which makes the table very unstructured. Is there a way to match the security (row label) with its denominated currency ?
this part of my source table:
... where CCY is the currency column I would like within the pivot table and not as a pivot row or column label.
/ Phillip
Make the pivot as a classic pivot, you will see how the above person sees it.
Classic pivot is your answer of putting in text strings inside pivot. It somehow aligns better.
Right click on pivot --> Pivot table option --> Display --> Check the box which says "Classic Pivot table layout".
Take a backup of the excel copy before you switch to classic pivot. Some say it's irreversible
Include the currency-field in the Pivot table, like this:
This is exactly what I am after #MatsLind however this is what I receive when doing this:
so my question is why is our results different ?
Please let me know if I am totally off, but end goal should preferably be the following image:
.. however with this sorting (1.Security , 2.CCY) I am not allowed to sort the value within the pivot table. If I make the follwing sorting (1.CCY, 2.Security):
then I am allowed to sort the data within the pivot table, but I would prefer the former layout.
Can't add comments due to lack of reputation but this ain't an answer exactly.. Maybe..
From what I see in the below image, it looks like you have the row CCY on top and then security. If you want it like the top image, change the hierarchy.
Go to field list and under rows, drag and place the Security on top of CCY, youre pivot will look like above picture.
But you're speaking of sorting, it looks like the above picture has been sorted with the grand total column.. I didn't follow you completely on the sorting peice..
Edit: I understood the problem now, what values exactly are you trying to sort?

Calculating the difference between the count of two date fields

I have data that is provided to me that includes the routed date and the service restoration date. From that it's pretty easy to generate a pivot table that generates a table with the date of the month, then a count of received tickets (routed), and the count of closed tickets. I'm trying to generate a calculated field (Pivot -> Options -> Fields, Items & Sets -> Calculated Field) to derive the delta.
When I use =Received - Closed, I get the difference in date rather than the delta in the counts. Can anyone point me in a direction on how I may calculate it? If it was static content it would be easy peasy, but I'm not getting the knack of doing this with a pivot table. Also I could achieve something similar with a countif type command and run it from a static calendar type table (which is what I'll probably end up doing if this ends up being a dead end).
As a solution, you can copy the pivot table and paste it as values in the new sheet. Do you math on values instead of on pivot.
I don't know if formatting your results in the pivot as NUMBER would help.. But you can try that as well.
I was unable to determine a way outside of what was mentioned above by Andrew. I've set up a static date list for the calendar month and then use a series of countifs instead of a pivot table to generate the output. Thanks to all who reviewed the question and to Andrew for his responses.

Dax code: find sum of values filtered by month

I have seen some posts that address this concept online, but I have been unable to adapt them to my needs.
Scenario:
I have a table with three columns.
Column A- [Month] (formatted mm/dd/yyyy)
Column B- [salesperson]
Column C- [Assets]
I am trying to determine a formula which will return the total assets for all salespeople for each month in a fourth column.
Why am I doing this? I am building a report which will generate a graph from this data. In reality there will be additional columns which will contain values for some variables. I will be using the slicer function in conjunction with these variables to create an interactive functionality within the graph. Hard coded references won't work for me, as this will be a recurring report, and the dataset will be refreshed with current data regularly.
Thank you for any help you can offer. I'm still fairly new to all this (<1yr) so interpreting general formulas I've found elsewhere has been very problematic.
Cheers!
Create a calculation like this (syntax dependent on data model)
AllSalespersons:=CALCULATE(SUM[Assets], ALL[Salesperson])
Using the CALCULATE function here is important because it will remove the row syntax for Salesperson (created in the pivottable) and give you the sum of 'ALL' salespersons for each month.
Again, you'll have to play with the syntax to fit your data model, but based on your quetsion, I think this should give you what you are looking for.

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