Excel Pivot filtering on calculated fields - excel

Calculated fields are awesome BUT there are restrictions such as not being able to sort through it (impossible to move the field to the Report Filters area).
I have tried "forcing" a filter like Microsoft's guys suggested : https://answers.microsoft.com/en-us/office/forum/office_2010-excel/filtering-a-pivot-table-on-a-calculated-field/31312a31-8e9a-401b-acb0-ed575d9cb397 but it appeared to be a very bad idea.
So instead, I tried sorting using VBA with my code here : Excel filter pivot between two values (fast)
but it didn't work on the calculated field either.
How to use a calculated field just like any regular field?
Thank you

You need to select the "Values filter" option from one of the dropdowns you see on the other non-Values PivotField to filter any fields that are in the VALUES area.

Related

COUNTIF work arounds for SharePoint lists

I've looked at the following questions already posted in this forum, but neither quite address the specific issue I'm having.
Can I create a COUNTIF calculated column in SharePoint?
How can I build a CountIF function in SharePoint?
I am wondering if SharePoint allows you to reference a certain cells data to then look that value up in a column and count how many of that value there are. These would not be set values, which is why the workarounds proposed in the articles above are not working for me.
EX:In our Excel sheet that we are putting into SharePoint, we are using this formula =COUNTIF($C$2:$C$2007,C2007) and we are trying to translate this into SharePoint.
As shown in the image I've attached, we want a frequency column to calculate how many times each value in the Values column occurs. So the results would end up looking like what's in the image.
Sample Table with Desired Results
Based on my research, SharePoint does not support CountIF function, it is by design.
However, you can use "Group By" as a workaround:
1.Go to the list and click on All Items >> Edit current view
2.On the Edit View page, scroll to "Group By" section and select column that your wanted.

Filtering Excel PivotTable fields in Blue Prism

How would one apply a filter on an Excel sheet which contains a PivotTable? As part of my requirements, I need to apply filter on a "month" column and select the present month and year from a dropdown list.
It is possible to navigate the drop-downs and pivot fields in Excel using sendkeys (using the "top" root element/model) to select the filter options you are looking for. Otherwise, you will need to follow the advice above and develop a custom action via a code stage. For a more comprehensive answer, you should provide more detail.

Cannot filter certain pivot table fields

I'm using a worksheet that is configured to connect to the data Cube and everything I see is a pivot table.
I put Customer ID into Row and Net Revenue into Column, but somehow I cannot filter Revenue (it's greyed out), and I cannot use a slicer on that field. Is there anything I did wrong? I can filter Customer ID, but that's not going to be useful. It seems that I can only put it into "Values", which is pretty frustrating.
A side question: Is there a way to know the SQL scripts used in each OLAP query? I'm thinking maybe I can write VBA codes for the query, which would be more flexible.
Click on the Customer ID filter icon, and select the VALUE filter option. This lets you filter the aggregated numbers in the VALUES field from the perspective of the field you are filtering from (in this case, from the perspective of the ID field)

How to visualize more attributes of a dimension in Pivot table in Excel 2016

I have a SSAS cube where one dimension is "User".
User has many attributes, say "Email", "Mobile Number", "Address" and (many) more.
I build a Pivot table in Excel 2016 where I can easily find which Users, for instance, placed orders in the current month.
Now, I want to visualize for each of these users several of the possible attributes: I just need to easily get the list of email and mobile numbers of the users that placed orders in the current month.
If I drag the required attributes in the Pivot table though, these are used to further split each row: under each User in the Pivot there will be a level with just one Mobile Phone and this will be further divided in one email and so on.
What I need is, instead, keeping the division of the Fact "Order" only by the dimension User, and for each User to just visualize some more fields.
What's the best way to achieve this?
The only way we can think of so far is to have an additional attribute with the concatenation (comma separated?) of all the needed information. But this is honestly horrible. The aim should be to have each of the additional attributes in its own excel cell.
I think you are looking for something like this ...
Pivot-Table options -> Display -> Classic PivotTable layout
For each field on your pivot table, Field Settings->Subtotals->None
From this raw data ...
And the options above, I generate this Pivot Table ...
I can't comment on Excel 2016, as I'm using XL 2013.
But in my pivot table, I can right-click on the default-displayed value for the dimension (I guess this would show the user Name for your User dimension - for me it's a Products dimension).[
Then select "Show Properties in Report", and select the one you want.
What it shows is what you get in the Tooltip popup when you hover over the cell. It doesn't seem to treat these extra values as extra dimension levels, with a Cartesian-product relation to the leaf-level you're looking at: it correctly just reads one value per leaf member.
Is there maybe some switch in your dimension design you need to flip to get Excel to do this? My dimension has these "properties" as dimension attributes, with AttributeHierarchyVisible=True, AttributeHierarchyEnabled=False.
I only have 2 of these defined (Current Product Code and ID). For some reason this Excel functionality also includes the immediate parent level of the leaf level in the hierarchy (Category) as a "property".

Lookup field in Edit in Datasheet mode in sharepoint doesn't work

I've added a lookup field to a document library, and it is possible to choose values as expected in "Edit properties" for a single document. However, when in Edit in Datasheet mode all of the dropdowns for the lookup field are EMPTY!!!! Is this just the way it is, or have I done something wrong?
Has anyone managed to get lookup fields to work in Edit in Datasheet mode?
Required lookup fields do not show up in datasheet view. You need to make the lookup field optional.
I had the same problem with my fields defined as site columns. After opening and saving column definition in list, datasheet started to work perfectly...

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