Calculated Field - excel

I am trying to create a simple pivot table which will tell me how many community residents reported a particular problem, and what percentage of them reported each problem type. I have a data set with name, and then columns for each type of problem. Here's an small sample of the data set:
I have created a pivot table which sums each of these columns and also provides me the total number of people who reported any type of problem at all. Here's what I have:
I want to add a second column to this pivot table that gives the percent of times each problem type was reported. Sounds simple, but because of the structure of the original data set, I can't figure out how to do it. I can set up formulas outside of the Pivot Table which reference the table, but in doing so I forfeit the ability to graph the percentages on a pivot chart. Any ideas how to create a calculated field for this pivot table?
Just to be clear, what I want is something like this, except all contained in the structure of the pivot table:
Edit: I've changed the example of the data set. Here's an explanation of the pivot table. The values under the "# Reporting Issue" column are counts of all the 1's under each corresponding column in the data set. This meant that I had to add each row to the pivot table independently, as you can see here:
I'm open to the idea that I need to change the formatting of the data set, but I'm not sure of the best way to do it. This was set up initially because it allowed for easy compilation into a data table, but Pivot Tables seem to be a different story.
Hopefully this edit clarifies things.

You need to unpivot your data so that you turn it into a Flat File...something that the PivotTable can consume properly.
The easiest way is to use something called PowerQuery, which is baked in to Excel 2016 but available as a free addin from Microsoft for any other versions. Google PowerQuery Unpivot and you will turn up hundreds of tutorials, such as this one from my good pal Chandoo . PowerQuery looks slightly daunting at first to a first time user, but it is freakin easy once you get your head around how to use it. PQ is by far the best addition to Excel in years. PowerPivot being a close second.
If you can't install PowerQuery, then you can use your current data structure to make a 'staging pivot', and then drag the Values label that will appear in the Columns area to the bottom of the ROWS pane, like in this excerpt from a book I'm writing:
Note that my Year categories are equivalent to your Issues categories.
That will emulate the flat file layout you’re after. All you need to do then is turn this intermediate PivotTable back into a normal range, change that Values heading to Issue, and add a Count heading and you’ve got the flat file you need to build a useable PivotTable.
You can also use VBA. Google Unpivot VBA and turn up hundreds of results, including this blazingly fast code I posted some time back. (Look for the code under the —Update 26 November 2013— heading.)
You can also use the DoubleClick extraction trick.

Related

Pivot table issues where it is linked to a dynamic dataset and the columns sometimes expand

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.

Excel - Create an indented hierarchy list from a source data set

I'm trying to create an indented hierarchy list in Excel from a source data set.
The source data set has 3 levels (department, municipality and city).
I tried many different formula but honestly I cannot find the right system. Actually it's not even a matter of formula, what I'm missing here it's logic, honestly.
It would be easy to do it manually but since I have more 8000 rows it would be also pretty time consuming.
This is the format of the source data:
And this is what I'd like to achieve:
Any suggestion on how to proceed would be very appreciated.
Thanks,
Stefano
Create a pivot table with your categories in the row field and any
of them additionally as a data field.
Change the report layout to Outline form
Copy / Paste Values
I was able to accomplish this with a pivot table...

Excel 2010: Automatically combine multiple tables into one dataset

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.

Unwanted duplicate rows in pivot table in Excel

I'm using pivot tables to structure my statistics.
I have recently been making changes to the data set and then created a new pivot table. However, this time there are duplicates in the row labels. For example, there is a duplicate of "1". Before it was 12345678 as row labels, however, currently it is 112345678.
Any idea of what my causing this?
Thanks!
For a pivot table to have information within it, it has to be referencing some data that resembles this... If you can provide a little more information you may get some help but the information provided is very limiting.
Also check out if the data source is all formatted as text or numerics.

How to view a pivot table with actual column values like access in excel

I've tried searching this but couldn't find an answer because of the wording of the question. If it's been asked before please point me in the right direction.
I have the same exact data in Excel and Access, however, the pivot tables are viewed differently as shown below:
Excel view and data
Access view, same data
As you can see the pivot table in access has the actual values (Y, N) whereas in excel it sums up the values. I want excel to display the actual values like Access and not the sum.
I'll be switching over to Office 2013 soon and need to know how to do this in Excel 2013 since pivot tables were removed from Access 2010 in Access 2013.
I have also tried adding data to the columns section but doing so gave a harder to follow and different view as shown below:
I think this is what you are trying to do....
Looks like you will need an extra column in your table showing boolean values for yes/no as 1/0 for both house and car
Then, use those two new columns as your Sum of Values in the pivot table. Right click on the pivot table, go to options, and make sure that you have 'empty cells' set as blank. Then, for each value, you need this custom format
[>=1]“Yes”;[=0]“No”;
Don't copy and paste it in - it doesn't work (not for me anyway). Type it in manually.
I got the info from here (which probably explains it better) http://chandoo.org/wp/2012/05/07/displaying-text-values-in-pivot-tables-without-vba/

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