I have spent the last 3-4 days trying out all kind of tips and tricks found on YouTube and rest of the internet. But I don’t manage to create what I want. Now I have to swallow my pride and ask for help.
I have a big master table, or database, with all kind of information. I want to create a dashboard with a few smaller tables with just some of the information from the database.
I attached picture of a very simplified version of what I want to archive. Picture of simplified Daschboard/MDatabase:
I want to show some of the cars in column C (in the database) in separate tables on the dashboard with just some of the columns from the master table. When a row is added, deleted or information is changed in the database I want the dashboard table to update. It would be neat if it updated automatically, but a refresh button would do.
I use Outlook 2010 but can’t use MS Query or PowerQuery.
Pivot Tables will do exactly what you want.
Select your data source Sheet2!B3:F13 and click Insert > Pivot Table. Choose the range where you want to put the picot table, and click OK.
The Pivot Table field list will appear - drag Owner, Colour and Condition to ROWS, drag Car to FILTERS. In the Pivot Table > Design ribbon, switch off Subtotals and Grand Totals, and change Report Layout to Tabular Form.
Select a car filter as required, and format to suit.
You can create multiple pivot tables in the same manner. When data in the source table is modified, you can simply refresh the pivot tables to update them.
Thanks a lot Olly!
I totally overlooked the possibility to use pivot tables. I was obsessed with using some clever code to solve it. But the use of pivot seems to be the most convenient solution.
By the way. Thanks all you excel gurus (nerds...) out there who share your knowledge in forums like this. Two weeks ago I had no knowledge about VBA, formulas etc. Now I have managed to build a user friendly database with a dynamic dashboard and interactive user forms. Only by reading forums posts and watching You Tube tutorials.
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I have made a workflow where I import a large excel table and then basically all 50 pivot tables connected to it change based off this data. I’ve made ‘summary tables’ that reference this.
The issue I am having is with the pivot tables. The ‘columns’ of the pivot table, displays the ‘date’ column. I am only interested in the year of that provided.
Initially I had displayed ‘years,’ then ‘quarters’ then ‘date’ on the ‘columns’ in each pivot table. Whenever I run this, sometimes the pivot tables expand… sometimes the ‘years’ column disappears and I’m only left with the date. Is there anything I can do to avoid it expanding and doing this.
From these tables I just need the ‘years’ to be displayed. However as you would know, I can’t just display the ‘years’ field, I need to have ‘date’ too… I would have preferred to have just had one ‘field’ in the column, as this would have avoided all this trouble. But I cannot seem to get around this.
first time asking a question here. So I apologize in advance if I have not asked properly.
I have a set of data in the form of a table, which I have converted into a Pivot Table, with the normal purchase sales and profit columns. However, my problem arises as I want to create another column in the Pivot Table which gives the profit percentage on purchases. I am aware that this can be done by clicking on the Fields, Items & Sets drop-down menu under the PivotTable Tools - Analyze Tab, However, this doesn't work and all I can see is that the Calculated Field option is greyed out.
Can anyone advise how I can get a profit percentage column to be inserted in the pivot table? Thank you in advance.
Warren Barrell
Screenshot
It looks like your PivotTable uses an OLAP data source, which is why that option is greyed out. If you have the requisite version/SKU of Excel you could use the PowerPivot add-in to write a measure, but otherwise I think your only other option is to get your database admin to add the column to the database, and then bring that through to Excel.
Currently I am using a pivot table to display information to users, they can edit the slicers to filter the table with what they want to see. As requirements grow, i find myself adding more and more slicers which take up too much space on the excel sheet.
Is there a way to put the slicers on one single form so that it looks intuitive and is easily navigated?
Best,
Grant
I unioned two tables (AccelerateData and Adjustments) in PowerQuery and loaded them into the data model (table name in the data model is AccelerateData). Afterwards I created a pivot table from the data model to analyze it. I want to make the data model accessible to other users as well and therefore I'm doing some tidying up.
In PowerPivot there is the option to "Hide from Client Tools". I have done this for the non relevant PowerPivot for columns and tables. However, I always see the source data tables from PowerQuery in the field list of the pivot table and can't find out how to hide them.
Anybody knows how to not show them in the field list?
Thank you very much!
I don't see a way to do exactly what you are asking under the All tab, but you can easily hide (or unhide) any sources from the Active tab with just a right-click and Remove from (or Show in) Active Tab.
In my opinion, All really should show all dependencies rather than some arbitrary user defined selection with the Active tab being used for customization and this seems to be how Microsoft built it.
After hiding them using the "Hide from Client Tools" option in Powerpivot, you also have to right-click and refresh your pivot table. That should hide the fields from the pivot table fields list.
I found a better solution than using the "Active" / "All" tabs.
In Excel, go the table you want to hide, then go to the Power Pivot tab, and select "Add to Data Model". This will make the table directly visible in Power Pivot, where you can now "Hide from Client Tools".
I agree that the PivotTable Fields view shouldn't include tables outside of your data model, but with this solution you at least gain control of hiding them, and as long as you don't create any relationships you should be ok in terms of performance.
I thought there would be a simple way of doing this, but unfortunately I have not come across one. My company has an Excel workbook with 12 sheets (1 for each month), into which I enter sales data as accounts are written. I reformatted each month's data into tables, thinking that this would provide an easy reference to gather the data into a pivot table that joins all the months and would be updated as I enter data; however, a pivot table based on multiple sets of data allows highly limited manipulation.
So what I want to do is create a new table that is automatically populated as I enter data in any of the 12 current tables, to combine them into a master listing. I have tried doing a query, but when I try to set up the data sources, it doesn't recognize my tables. I tried Power Query, but I couldn't get it to update the data as I updated the source. Consolidate also was not a useful feature, as it required all the data to be somehow calculated, and my columns need to simply be copied over, not summed or averaged.
As you can probably tell from my explanations and terminology, I'm no Excel expert. I don't know what VBA even is, let alone know how to use it, but I've seen it mentioned a lot, so I figure at some point in my life I should learn it.
Is there a formula or some other Excel 2010 feature that can automatically copy all of this data onto one running list, and keep it updating as I enter data in the source tables? It would have to run automatically.
I believe your end goal is to have a pivot table which consolidates data from each of the individual 12 sheets/tables and not really to have the intermediate "single running list which is an aggregation of all the 12 sheets".
If so, I suggest to create an Excel Pivot table directly based upon the 'Multiple consolidation ranges'.
To start, create a new spreadsheet and select a cell (say A3) and use the click sequence Alt+D+P, this will bring up the PivotTable and PivotChart Wizard, and proceed further using the third option - 'Mulitple consolidation ranges'.
I will have to refer you to the below site for a detailed step by step instructions on the above: http://www.contextures.com/xlPivot08.html
Please be aware that the Difficulty level for this solution is Medium, suggest you to bookmark the solution from maintainability reasons, in case you choose to implement it.