Excel pivot converts text to zero when numbers in column - excel

I am attempting to pivot some data using Excel; however, the text (non-numeric) values are being converted to zero (0). The format of the cells of the entire worksheet are in Text; I have tried other formats including all cells as General, and a variety of combinations involving both formats. The actual values (including both text and numeric) are visible when selecting the little down arrow that appears to the right of Value when the mouse-pointer hovers over it in the Fields Section to the right of the main field.
What must I do to get the text values to appear?

If there is no more than one value for each Group/Column pair, and if you have Excel 2010 or later, you can use Get & Transform or Power Query to Pivot the Name column and chose the Do Not Aggregatge option.
If you have multiple entries for each Group/Column pair, you will need a different solution.

Related

Is there a way I can change a cell that holds data into a table using functions?

When converting data from PDF's into excel I have run into an issue where instead of giving me the table in a table format, it comes out in a single cell separated by spaces. I have been dealing with this issue for a while.
Here is an example of what the PDF converter will give me
The data in the left and right column are Identical in this case, but this is not the norm.
I have tried a few things. My first formula returns a single column of data, but each cell in the column has two data points.
=TRANSPOSE(TEXTSPLIT(D2,CHAR(10),,TRUE))
My second returns a single column of data, but only the first desired column.
=TEXTSPLIT(TRANSPOSE(TEXTSPLIT(D2,CHAR(10),"##0.00")),CHAR(32))
How do I turn this into a 2 column table with a formula?

How to format cells from a csv or xlsx file in excel with an ISO_4217 currency that can be reused for calculation

Issue description
I am exporting a table containing strings, numeric values, percentages and currencies to a csv or xlsx file for example:
CH0038863350,nominatives Nestlé SA,1,CHF 848.48,SHARE,6.72%
US0378331005,Stammaktien Apple Inc. 2,USD 118.64,SHARE,-55.13%
The issue that I have with the import in excel is, that it recognizes and formats some values as Currency and other values are just in the General format.
I would like to format the values in such a way, that I can reuse them for further calculation.
The currency values are in the ISO_4217 format.
After some reasearch I have found out, that this is not so easy to do, because excel uses currency symbols ($,£,€, etc.) internally.
Questions
Do I have to convert my data to a specific format in order to work? Can I setup a custom format for my cell values that will support the desired format and then can still be used as a number for further calculation?
A simple workaround would be to export the numbers and the currency into two columns.
What would you suggest?
EDIT: The point was, that I wanted the format to be in one cell not in two (split of currency and value). The latter is fairly simple.
Click on the "Data Ribbon" and select "From Text/CSV". Choose your file and select "comma" as delimiter.
Next choose "transform data", highlight the column with the currency values, and choose "split column by delimiter".
Click "Close and load".
Finally, if you don't want your table to stay connected to the csv-file, right-click on the query which was created and choose "delete"
There might be simpler ways to do this as well, but I think this should work for you.

(Excel) Neither Offset nor Index/Match prevented a table's referenced cell from moving

I have a report that consists of 3 different input, and 3 corresponding output tabs for 3 different sources of information. Each source needed a Macro to change the formatting of the data. One of these sources needs data for individual days, so as it formats the data into a table, it is copying and inserting the cells on top of the previous day's data. Once 5 days of data has been converted and stacked in the output tab, a final tab has essentially all the formula's, dubbed the "Conversion" tab. In this tab there are 3 tables for each source of data (the output tabs) and a fourth that takes the data from these 3 tables, and combines them into what a final macro copies and pastes the values from into a new sheet.
The problem lies in that sheet that stacks the data by inserting the new rows. I've done everything from Index and match, Offset and match, simple offset, Vlookup (obviously, that's the go-to at first) and even Defined the name of new formula's, but the cell that the Conversion tab's table references keeps moving down as new data comes in. I need to reference Array 'CampPerf Output'!B116:B135
no matter what. What formula can I use or backdoor trick can I use so that my lookup looks at the exact same array every time?
The macro that converts the data has to be a repeatable action so I can assign it to a button (This report must be made as simple as possible, as Non-Excel Users need to be capable of "paste data, click button, click other button, ta-da!")
Thanks for any help!
Use this as your range reference:
INDEX('CampPerf Output'!$1:$1048576,116,2):INDEX('CampPerf Output'!$1:$1048576,135,2)
This will always return the range array in 'CampPerf Output'!B116:B135 no matter how many rows or columns are added or removed.

Draw a chart in excel based on a string appearance

I have an excel file that contains 6 different sheets and every sheet contains some cells that there's text value inside them.
Now, I want to draw a chart that shows how many times a string was revealed in a larger string.
As much as I could find in google search, excel will draw charts based on numeric values,
So, I need to know is there a way that draw a chart based on text with my criteria?
Thanks in advance
UPDATE :
Assume that I have values like this:
And I need to know how many times a string appeared in B cells for every program.
And What if program name was in another sheet and string col was in someone else.?
No, Excel cannot chart anything based on text. You need numbers. In order to get these numbers you can apply different techniques, like formulas or VBA to analyse the text and produce the respective numbers. If you need more detail, provide more detail about your data.
Edit after question update: Consider this screenshot
the formula in C2 is
=ISNUMBER(SEARCH($G$1,B2))*1
The table in columns F and G is a pivot table with "Program" dragged to the rows area and "found" dragged to the values area and set to sum. This table can be used for charting.
If the program and the string are in two different sheets, you can still use formulas to construct a data source for the pivot table.

Merging Two Columns in Pivot Table

I am trying to reformat my pivot table. Currently, there are two columns called closed and completed, which essentially represent the same thing. I would like to merge these two columns together. How can I do this?
If you're working with an external datasource (SQL or Access data), this page walks you through how to do it.
http://answers.microsoft.com/en-us/office/forum/office_2010-excel/merge-two-field-sources-in-one-pivot-table-column/934518fe-5e91-47db-95d2-c5d1b4e31082
If you're using internal excel data ranges, you'll need to concatenate the columns first, then bring the concatenated column into your Pivot table.
ie. dataset is A1:G50, columns to combine are F & G. In cell H1, type =f1&g1 hit enter, and use the fill anchor (bottom right of cell) to fill down. Now create your Pivot Table with A1:H50, and just ignore columns F & G.
If the two fields columns represent the same thing, consider whether you can use just one of the fields in your report.
Let's say for your completed tasks field Closed says "Yes" and field Completed says either "Done" or "True".
If you concatenate the two fields' values you'll have PivotItems: "Yes-Done" and "Yes-True" etc..."
If it's necessary to report all those combinations separately, then my suggestion to use one field isn't a good fit.
If those combinations all have the same meaning, then you could keep it simple and just use one field.

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