I have a three-column table on excel to keep track of my expenditures; the first column shows what the purpose of the expenditure was, the second shows the amount and on the third I put a "P" for transactions that are still pending on my credit card. I wish to extract the rows of the transactions that are still pending to another table (same sheet) so that I can view what is still pending seperately. It should auto update i.e. new entries should be added as I add new transactions to my table and older entries should be removed if I remove the P from the main table (the transaction gets posted). Thank you in advance.
I would just use filtering. Select the column headers (presumably A1 to C1), then click Home -> Editing (farthest section on right by default) -> Sort & Filter -> Filter.
The column headers then have a drop down menu that allow you to sort your fields alphabetically or from lowest to highest (or vice versa) or oldest to newest. Then below you can select what values to show, in this case "Pending", and only those rows will show. Bottom left of Excel will tell you how many rows out of total rows are showing too so you can quickly see how many transactions are pending.
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Hello I am trying to use Excel Power Query to do the following.
I have multiple columns
Order / Item / Version / Qty / Price
I have multiple versions of Order Items so want to keep the last version of the record
I'm thinking keep order item where version is max.
snapshot of what I want to keep
I tried using list.max but not sure the syntax. I played around with grouping columns and conditional column. I think I am on the right track but just not sure how to generate the functions I need.
It is hard to tell if you want the max version of [Order & Item] or [Order] or [Item]
I am going to assume you want to only keep the highest version number of the combination of Order & Item
Load the data into powerquery. Data .. from table/range....
Click select Order and Item columns, right click, Group By
Set up the group like below image . Column Count / Operation Max /on Version column, and column Data / Operation All Rows
use arrows atop the new column to expand all the columns [x] except the ones you used in the initial group; here we just need to [x] version column
Add column .. custom column ...
= if [Count]=[#"CHANGE_VERSION_NUMBER"] then "keep" else "remove"
Then use the drop down in that column to unitick and filter out [x] the remove word
Right click and remove any extra columns
file.. close and load .... your data back into excel
I'm having trouble unmerging cells on the report.
3 Suppliers for the query
I have a SQL query that shows 3 instances of a supplier (left joined to contact) as shown below. However, when running the report for the query the 3 instance of the supplier is merged into one. This is not desirable in my case because when exporting the report to excel, I'd like to be able to sort columns based on other properties, however, this would not be possible due the the merging of the rows. How can I get results to show individually?
Cells are Merged on the report
Within the properties of each Row Group you can specify which columns to group on. You generally don't need a separate group for each field, but that's OK. In your last group, the one called "(Details)", if it is not grouped by anything, it will show one row per line of results from the query. So take a look at what it's grouped by. As long as the rows are in your dataset, the report will group or show them based on how you configure the grouping here. Grouping on nothing means it will show all rows.
Another tip is to align the end of your header textbox with the line of one of your columns. This will prevent it from creating an extra column in Excel for the "City" field.
Your report does not need all of those groupings - the SSRS grouping is not like SQL. You should only group when you want to aggregate data on that field. Normally you might have a company with its address in various fields in one group but you only need to group once on the Company Name or (preferably) ID - not on each field and not a separate group for each. You could then show details of various invoices in other columns that aren't grouped.
But since you want to display the company data on each row, you would not want ANY grouping on the company.
To fix your issues, remove all the groupings (but not the rows) and just leave the detail group (which doesn't have a Grouping).
You can check out MS Docs: Understanding Groups for a better explanation.
I am wanting to search this list:
The goal is to determine what all is inside Basket 1, determine which item of those costs the most, and return the color of that specific item. My brain is having a hard time determining the right path for this.
With a Pivot Table, you can resume data based on basket # and then filter by most valuable item, and get the color.
The set up for this Pivot Table is all fields into Rows Section, except Amount that will go into values.
NOTE: Even if my Excel language is different than yours, options I'm using should be in the same position. But anyways, besides set up from the image above, you need to apply a value filter (not label filter!), to field ID and make sure choose option TOP 10 and set it to show just TOP 1
If you just want the most expensive item, ignoring Basket #, just remove field Basket from your Pivot Table, and it will work.
Actually you could have 2 Pivot Tables, each one set up in a different way (all baskets, or each basket).
Hope you'll be able to help me.
I have a table with 11 columns, the first one is a date, the next 9 ones are a way of uniquely identifying data and the 11th is a certain amount of money.
What I'm doing in a pivot table is showing the added amount according to one of the identifiers (lines) and dates (columns).
All is well and quite easy to do in a pivot table. Today though I was told that the amounts in my source table are actually cumulative since the beginning of the year.
What I mean is that there are recurring entries in that table and that if I have an entry with the 9 identifiers in january and the same in february and march for example, the value of the one in february is actually (february-january) and for march (march-february).
I could through the unique identifiers just add a column in my source table to identify and calculate the real amount, but I was wondering if there was a way to do so in the pivot table directly ?
Thanks !
Edit :
Here is a screenshot of a simplified version (only two identifiers)
In the fourth column is the amount I have, and in the fifth the real one, that I have to calculate, it is quite easy with only two columns as identifiers.
The goal here is that the pivot table at the bottom shows the "real" amount without me having to create a new column in my source table.
My example table
You can do it using Calculated Items. But it is cumbersome.
A Calculated Item is just another item that a Pivot Table field can take. It is defined in terms of the other items in the same field. For example, the field Date might have values of Jan17, Feb17, etc. A new calculated item called Difference can be added to the Date field and defined as =Feb17-Jan17. This new Difference item will appear whenever the Date field is used to provide row or column labels and the values displayed for it in the main body of the pivot table will be equal to the corresponding values for Feb17 less those for Jan17.
The discussion below is based (loosely) on the pivot table in the picture accompanying the question.
Calculated Items cannot be calculated on grouped fields, so it will be necessary to ungroup the Date field in the pivot table. This will cause the items in the field to be displayed in the same dd/mm/yyyy format as the source data. Changing these to the custom format of mmmyy makes them easier to work with. In English (rather than French) they get displayed as Jan17, Feb17, etc. using this format.
To add a new Calculated Item to the Date field, select any item in this field and locate the Calculated Item option via the ribbon. This has changed across versions of Excel, in Excel 2010 it is accessed via the "Fields, Items & Sets" button of the "Pivot Table Tools/Options" tab of the ribbon. In later versions it accessed via the "Calculations" button of the same tab. A dialog box will appear as illustrated below.
In the Name: box insert a suitable name such as Feb17Xand in the Formula: box enter =IF(Feb17=0,0,Feb17-Jan17). Click "Add" then "OK". The new Date item labelled Feb17X will appear in the pivot table and will show values of 20, 0 and 0 against projects A, B and C respectively.
Feb17X is the decumulated Date item for February. The IF is necessary because although the Amountvalues are cumulative, they only appear in the source data whenever a new Amount occurs in the month (for example Project B and Department IS has data showing for April and June but not for May).
Similar decumulated Date items can be defined in the same way for the other months.
For March, Mar17X is defined as
=IF(Mar17=0,0,Mar17-(Jan17+Feb17X))
and a new Mar17X item is added to the Date field. Unfortunately, this shows values of -28, 0 and 0 against projects A, B and C, respectively. To get the correct values displayed, it is necessary to add the Department field to the row labels in the pivot table (below the Project field) and then to use the "Collapse Entire Field" operation to stop the detail of the Department field from being visible.
The calculated items for the remaining months are added as expected - that for June is Jun17X and has formula
=IF(Jun17=0,0,Jun17-(Jan17+Feb17X+Mar17X+Apr17X+May17X))
Once the new items have been defined for the Date field, a filter is applied in the pivot table to remove the cumulative items ie, Feb17, Mar17, Apr17, May17 and Jun17. This results in the pivot table displaying the sum of the decumulated values as shown below.
A few points:
The zeroes in the pivot table can be suppressed from display by setting the number format of the Amount field to #
In the larger problem where each Amount is defined by a Date, Project and 8 further field values, the row labels of the pivot table will need to include Project and all 8 of the attribute fields. The latter 8 fields will need to be "collapsed out" of the display.
It is much, much simpler to add a decumulated Amount column to the
source data range rather than using the Calculated Item approach set
out here. Sorting the source data by the 9 attributes (Project
first then the remaining 8) and then by Date makes the task
of decumulation very easy. Simply compare the 9 attributes in a row
with the previous row: if the values are unchanged between the two
rows, subtract the previous row's Amount from the current row's,
otherwise leave the current row's Amount unchanged.
I will have Multiple Tabs, each tab will be called
Alpha, Beta, Gamma, Delta etc
Every tab will have contain multiple tables containing values, called...
{TABNAME}First, {TABNAME}Second, {TABNAME}Third, {TABNAME}Forth.
this will ultimately give me 4 tables for First called,
AlphaFirst, BetaFirst,GammaFirst, DeltaFirst.....
I was wondering if there is anyway i can pick/input a value in a cell, on a tab with none of these tables, for instance select 'Third'
And below this cell, or anywhere on this tab all version of 'third' will appear, so the tables for AlphaThird, BetaThird, GammaThird etc will appear, either seperatley, or the data merged into a single table.
if you need more information or examples, please let me know and i will update as best i can.
I guess to summarise, is it possible to call forward multiple tables using a cell as the criteria for which tables to call forward.
Further details - Edit
Every table will contain the same column headers and contain the same ranges of data within them. They will always have the same number of columns, However each table can contain any amount of rows.
The values in the tables are all manually typed or picked from a pickList, containing no Formula
To put this into a Scenario, there is 5 shops, a Tab for each, On each Tab is a Table for each Supplier we have, containing any Order information from that store for each supplier.
I wish to choose a supplier on a separate tab and have all orders with that supplier appear on the page for every store. the Store name does not need to be displayed, i just wish to know what is on order with that supplier.