first time asking a question here. So I apologize in advance if I have not asked properly.
I have a set of data in the form of a table, which I have converted into a Pivot Table, with the normal purchase sales and profit columns. However, my problem arises as I want to create another column in the Pivot Table which gives the profit percentage on purchases. I am aware that this can be done by clicking on the Fields, Items & Sets drop-down menu under the PivotTable Tools - Analyze Tab, However, this doesn't work and all I can see is that the Calculated Field option is greyed out.
Can anyone advise how I can get a profit percentage column to be inserted in the pivot table? Thank you in advance.
Warren Barrell
Screenshot
It looks like your PivotTable uses an OLAP data source, which is why that option is greyed out. If you have the requisite version/SKU of Excel you could use the PowerPivot add-in to write a measure, but otherwise I think your only other option is to get your database admin to add the column to the database, and then bring that through to Excel.
Related
I have spent the last 3-4 days trying out all kind of tips and tricks found on YouTube and rest of the internet. But I don’t manage to create what I want. Now I have to swallow my pride and ask for help.
I have a big master table, or database, with all kind of information. I want to create a dashboard with a few smaller tables with just some of the information from the database.
I attached picture of a very simplified version of what I want to archive. Picture of simplified Daschboard/MDatabase:
I want to show some of the cars in column C (in the database) in separate tables on the dashboard with just some of the columns from the master table. When a row is added, deleted or information is changed in the database I want the dashboard table to update. It would be neat if it updated automatically, but a refresh button would do.
I use Outlook 2010 but can’t use MS Query or PowerQuery.
Pivot Tables will do exactly what you want.
Select your data source Sheet2!B3:F13 and click Insert > Pivot Table. Choose the range where you want to put the picot table, and click OK.
The Pivot Table field list will appear - drag Owner, Colour and Condition to ROWS, drag Car to FILTERS. In the Pivot Table > Design ribbon, switch off Subtotals and Grand Totals, and change Report Layout to Tabular Form.
Select a car filter as required, and format to suit.
You can create multiple pivot tables in the same manner. When data in the source table is modified, you can simply refresh the pivot tables to update them.
Thanks a lot Olly!
I totally overlooked the possibility to use pivot tables. I was obsessed with using some clever code to solve it. But the use of pivot seems to be the most convenient solution.
By the way. Thanks all you excel gurus (nerds...) out there who share your knowledge in forums like this. Two weeks ago I had no knowledge about VBA, formulas etc. Now I have managed to build a user friendly database with a dynamic dashboard and interactive user forms. Only by reading forums posts and watching You Tube tutorials.
I was given an excel list from my boss to set us a Dashboard using Pivot Tables, Pivot Charts and Slicers. This part was easy and no problem with it.
What I would like to do is when an option is selected on the Slicers a list on the same page is automatically generated with details from the main excel sheet.
Example: Salesperson A has 5 deals, this is selected on the Slicers, the Salesperson deals would be automatically generated below.
Name_____Client______Revenue______etc
Any ideas on how this can be done?
General Ideas will be fine I can look it up myself.
if you include those fields in the pivot table when you setup the slicers then all of that information should show up.
Is there anyway to show information without calculating anything in a pivot table in excel?
For example, I've got a pivot table with a number of invoices and it shows which products are billed in the invoices. I only want it to show the invoice date to the right of the invoice number, without summing it nor counting it or anything, I only want the information to be shown. The invoice date is in another column in the base sheet, by the way.
Thanks!
Select a cell in the Pivot Table, then on the Pivot Tools Design ribbon select Report Layout > Show in Tabular Form.
In Excel 2010 the Compact Form was introduced for pivot tables and all pivot tables default to Compact Form, where the row fields are indented and appear in the same column.
The screenshot shows the difference between compact form on the left and tabular form on the right.
Many people don't like the default compact form. If you would like to see this behavior changed, please place a vote in the suggestion at Excel Uservoice here: https://excel.uservoice.com/forums/304921-excel-for-windows-desktop-application/suggestions/10535790-allow-users-to-set-choose-defaults-via-settings
I have a long set of data, it can be grouped into general cathegories but I need to see the details as well.
I know how I can acheve this with a pivot table, but I am wondering if it is possible to get this done in some other way?
Note: I have well over 1000 rows in that table, whatever solution you proposu it should not require a lot of time for each row in the table.
Thank you
I found it in the "Data" Ribbon, there is section "Outline", it has a "Subtotal" button, select the table, and then click on "Subtotal", menu that pops ups will help you build in the "drill" capability to the table.
Excel powerview has this functionality, available in v2013.
I am trying to make a simple bug viewer with Excel. I think I need a pivot table for this.
I have attached a screen shot of what I have got so far. What I would like, is instead of the 'Count of x' columns, is the actual data to be displayed.
My data table is formatted as follows:
Thank you very much,
Richard Hughes
You cannot have the actual text displayed in those columns. The columns show aggregated data. You can have counts and sums, averages, etc.
I think that what you want is the "classic" pivot table view. Go into the pivot table options, Display tab and select "Classic Pivottable Layout".
Then add the data you want to see as "Row Labels" not Values. You might want to keep a count of ID as a value. Is that better?