I have a data set of employee's sales over a given period and a blank/custom column to be used for any adjustments needing to be added by Accounting like such:
I would like to have another table whose rows are added anytime the Adjustment column is modified. It would look like this, but with the actual values for the Adjustments column:
The reason for my trying to accomplish this is due to the Data Set is coming directly from a localized Database and loses any adjustments entered in this row when the data is refreshed. There may be a simpler way to accomplish this just using the currently established connection to the database but I'm at a loss.
Related
I got a dataset that I am loading into my sheet via power query and wish to transform the data a little bit according to my liking before loading it in.
To give a little more context, I have some ID's and I would like the older rows to be removed and the rows which have the newer date to be loaded in.
Solution is described at https://exceleratorbi.com.au/remove-duplicates-keep-last-record-power-query/
"Remove Duplicates and Keep the Last Record with Power Query"
In short, sort per date in a buffered table and then remove duplicate id
Another way I think would be to group by id and get MAX date but it depends of the data size
What is the default behavior of adding a date, time, or datetime into an Excel pivot row/column? I have seen it sometimes add it as the "raw value", sometimes it will add it as a Year > Query > Value, and other times (?) perhaps in between. For example:
When does Excel add it without aggregating it, and when does Excel aggregate it? Does it have to do with value cardinality, date range, or something else?
First, every entry in the column has to be a date/time or you won't be able to group them. In that case, obviously, the default would be not grouped.
Assuming everything is groupable, the default is no grouping. Each date will show individually.
The exception is if a pivot cache already exists. In that case it will group based on what the pivot cache says - the last way that field was grouped. This happens when you have more than one pivot table on the same data. The first pivot table creates the cache and all subsequent pivot tables use that existing cache.
In a new workbook (2010), I add a date field to the Row Labels and they are initially ungrouped by default.
I group them by month
Now I go back to the original data and make a new pivot table. I add the date field to the Column Labels.
Because it uses the same cache, it automatically has them grouped the same way. Finally, I go back to the source data and replace one of the dates with a string. If I create another pivot table, it will look like the others. But when I refresh it ungroups them because I have a non-date in there.
And if I try to Group now, it says "Cannot group that selection"
That's why it works the way it does - shared pivot cache. There are ways you can give each pivot table it's own cache but that uses more memory. However, if you want to group the same data differently, that's what you have to do.
I am trying to generate an Access database with information which is currently in endless sheets and tables in Excel.
I would like to know if there is any way to add a field to one table which is a calculation (average value) based on several other cells.
I need to calculate the running 6 months average value of another field which contains 1 value per month.
Hopefully the previous image shows what I mean.
What is the best approach to import this functionality into access?
You wouldn't normally store a calculated field in Access, you would run a query that provides you the calculation on the fly.
Without seeing your data structure it is impossible to tell you how to calculate the answer you need, but you would need your data correctly normalised in order to make this simple.
I am trying to write a calculated member which acts differently depending on whether the user is filtering by that member or has it dragged down as rows or columns on their pivot table (using Excel).
The rules are:
1. If the user is using the date dimensin as a Report Filter in Excel, then the calculated member should get the maximum date out of all dates that they are filtered by.
2. If they have the date dimension as rows on the pivot table, then I need to apply ClosingPeriod and some other logic.
Please try this. The idea came from here.
Basically the dynamic named set represents what's in the report filters. And the EXISTING keyword trims the list of days down to the filter context of the current cell letting you detect say if one month is on rows. Compare counts and you can detect what the user did.
CREATE HIDDEN DYNAMIC SET CURRENTCUBE.SelectedDays as
[Date].[Date].[Date].Members;
CREATE MEMBER CURRENTCUBE.[Measures].[My Calc] as
CASE
WHEN SelectedDays.Count > {existing [Date].[Date].[Date].Members}.Count
THEN Tail({existing [Date].[Date].[Date].Members},1).Item(0).Item(0).Name
WHEN SelectedDays.Count < [Date].[Date].[Date].Members.Count
THEN Tail(SelectedDays,1).Item(0).Item(0).Name
END
Performance is going to not be good. And I suspect users will be confused with the results of your calc. If you want to describe the business scenario more I can maybe recommend a better approach.
In the past I have created websites that extract data from a database and format it using tables.
Now, I am trying to do the same thing but with Excel, and I'm lost. I am used to using SQL commands to extract data from given fields and then sort/manipulate it.
Currently, I am able to print a report that provides me with an Excel spreadsheet full of raw data, but I would like to make my life easier and organize it into a report.
The column that I would like to reference contains duplicates, but the data in the adjacent columns is different.
To give an example, assume I had a spreadsheet of sales transactions. One column would be the Customer ID, and the adjacent columns would contain the quantity, the cost per unit, total cost, order ID, etc.
What I would want to do in this case would be to select all the transactions with the same Customer ID and add them together based on their Order ID. Then, I would want to print the result to a second sheet.
I realize that I can use built-in functions to accomplish this, but I would also like to format this report evenually using VBA. Also, since I will have a variable number of rows that differ from one report to the next, I haven't encountered a fucnction that will allow you to add rows.
I'm assuming this must be done with VBA.
Well you can do it manually, but it would take ages. So VBA would be good, particularly as you would be able to generate future reports quickly.
My interpretation of what your saying is that each row in your report will be the total for one customer ID. If it's something else, I imagine the below will still be mostly relevant.
I think it would be a bit much to give you the full answer, particularly as you haven't provided full detail but to take a stab at what you'd do:
Create your empty report page, whether it be a new worksheet or a new workbook
Loop through the table (probably using While next is not empty)
a. Identifying if a row is for a customer ID you haven't covered yet
i. If so then add a new entry in your report
ii. Else add it to the existing customer ID record (loop through until you find it)
Format your report so it looks pretty, e.g:
a. Fill the background in white
b. Throw in some filled bars
c. Put in good titles and totals etc.
For part 1, it might be better building an array first and then dumping the contents into the report. It depends how process intensive it will be - if very intense, an array should shave off time.