Pivot table ordering and filtering - excel

I have an Excel Workbook with two tabs - soon to be more.
The first tab is a large table containing a lot of data, the additional tabs (what I am calling view tabs) will essentially be selected data from the first tab - a sub-set of the table's columns - with various ordering.
To achieve this I am currently using a couple of pivot tables on the second tab - as I say this is the first of the 'view' tabs.
The pivot table does not need to do any summing or counting or anything like that so everything is just shown in tabular format.
The pivot table sorts alphabetically on the first column automatically - which is perfect for my needs.
I also have the following code inserted into this first view tab so that the pivot table is updated with the latest data from the 'Data' tab whenever the view tab is opened.
Private Sub Worksheet_Activate()
Me.PivotTables(1).RefreshTable
End Sub
When I edit a value in the data in the Data tab that is displayed in the first column of a pivot table in the view tab and then I view the view tab, the edited value is shown as updated in the view tab BUT it is moved to the bottom of the list - i.e. any edited value moves out of the alphabetical ordering in the first column and moves to the end of the list.
Editing data in any other column on the Data tab works fine.
I have an example xlsx demonstrating the problem, but it seems you can't attach files to SE posts (I hadn't noticed that in all these years!) - if anyone can point me to somewhere online that I could upload the example then I can link to it here.

As per #pnuts comment, this was simply a case of applying a sort to the first column of the pivot table via the filter menu.
Now whenever the pivoted source data changes, the data in the pivot table updates and the data order is preserved - exactly as required.
(It still seems odd, however, that Excel automatically sorts the data into the pivot table in the first instance - rather than listing in source data order - but does not maintain that ordering unless the pivot table data itself is explicitly sorted).

Related

Add text in front of grouped values in pivot tables

I'm trying to create an Excel Pivottable that grabs data from an Access Query and then shows the values grouped by what I want. That part works fine enough, what I would like to know is if it is possible to add text infront of grouped values in a way that is smart? The purpose is to just be able to change which Access database it should grab data from and have a standardised view where no manual changes have to be made.
What I currently have:
What I would to have:
As far as I can see I can add it manually, but there might be new cases of Øxxx types.
I would add reference table with columns sufficient to join to your view and then "prefix text" column that would be appended in front of the existing (quantity in english?) column. Or you could add it to the pivot. This method let's you add/delete rows from the reference table as needed.
If you cannot alter the access side for some reason, then another way is select all the raw data to a sheet and then use VLOOKUP or some other formula to add the prefix. And then pivot this data sheet.

Pivot table Filter deletes other data on sheet

I currently have a pivot table on one sheet and a list of data on another sheet. I wanted to put both next to each other so I moved the pivot table to the left of the data set without a problem. However, every time I use a filter on the pivot table, it prompts me to ask if I want to delete all the other data on that sheet. Clicking okay clears the whole sheet but clicking cancel doesn't apply the filter. Any idea how I can get around this?
The only way around this is to make sure they do not overlap at all ... because if the pivot expands / contracts it affects the sheet and thus the table. I do think a possible work around at least in my quick testing is too keep the table on another sheet, but create another pivot of that table on the same sheet. Then Simply put the columns as columns so it looks like a table.

How to link table row content to source in Power View

I am currently able to use Power View to view, filter, and highlight my data. However I haven't figured out a way to link my table rows to the data source (i.e. tables in other tabs of the Excel spreadsheet).
so that if I double-click on a row, Excel will direct me to the appropriate table and show me the full content of that row (so that I can see data in the other columns that I wasn't showing in the Power View dashboard).
For example, I wouldn't put a "Description" column into the dashboard but I would want the user to be able to find and see the paragraph-long description for each item if he or she chooses to drill down.
See image
I want to be able to click on any of those five line items and go to that table with that table filtered for only that item.
Does any one know how to do this?
This is not something that's supported in Power View.
HTH,
-Lukasz

Excel : Selecting data and keeping it up to date

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.

Excel Pivot Table column value update similar values upon refresh

I have a question regarding excel pivot table.
I have a series of data in an excel spreadsheet. I created a pivot table using that spreadsheet successfully.
However when I edit the cell value of a cell in the pivot table, the rest of the values that are similar get updates/changes too.
Is the a normal behaviour of a pivot table? If I only want that cell to change to a new value and the rest of the cells below/above with similar values to remain as it is, how do I go about achieving that?
Thanks!
This behaviour is normal and is called "renaming of pivot table items" (link). I don't know what exactly you want to achieve by changing one instance of an item, but you can
edit the concerned line(s) in your detail data table and refresh the Pivot
manually group sub-items by selecting them, right-click -> Group and Show Detail -> Group ...

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