How do I filter data for specific individual dates in a PivotTable? The input is changed on a weekly basis and therefore the specific desired dates will change every week. I have data for every business day. And I want to retrieve data from the most recent business day, 5 business days before that, 30 business days before that and 90 business days before that. How do I go about this?
Sound like you want an 'Aging Report' If you Google on 'Excel Aging Report', you should be able to find something. use of TODAY() in formula is part of answer. I also did something similar here. It didn't involve Pivot tables.. But it should help you on your way.
You might want to check out the code in my answer at Filtering pivot table with vba
That code lets you programatically filter a Pivot RowField or ColumnField by specifying an interval type (e.g. days, weeks, months, quarters, years) as well as an interval count (e.g. 7, -7). It has an optional argument vRelativeTo field which counts back/foward from the youngest/oldest item depending on whether lNumber is positive/negative.
It leverages off the inbuilt DateFilters functionality, and as such does not
work on RowFields.
Related
We are trying to generate a report to find out turn around time (TAT) of our deliveries of orders, categorize them in different buckets like 0-5 days, 5-8 days, etc.
I am able to get the count of orders delivered within these buckets using the saved search formula (numeric) with summary type as sum:
Example:
case when trunc ({custbody_dlight_kspdeliverydate})-{trandate} between 0 and 5 then {quantity} else 0 end
Now, I also want to get percentage of orders delivered in each bucket. How can I get that?
Secondly, I also want to consider holidays while doing this TAT calculation. currently, delivery date - trandate will give me calendar dates only. If there is a weekend in between or a declared holiday, the result should be able to consider that. Please suggest.
Since you have a delivery date one way to get the number of business days between two dates would be to add another custom field and use a User Event script to update the TAT into that field.
This would let you use a calendar aware script that could manage not only weekends but also any statutory holidays.
I have a couple of SS1.0 examples of date calc scripts in the repo at https://github.com/BKnights/KotN-Netsuite that you could use as samples.
I'm looking a way to add an extra column in a pivot table that that averages the sum of the count for the months ("Count of records" column) within a time period that is selected (currently 2016 - one month, 2017 - full year, 2018 - 5 month). Every month would have the same number based on the year average, needs to be dynamically changing when selecting different period: full year or for example 4 months. I need the column within the pivot table, so it could be used for a future pivot chart.
I can't simply use average as all my records appear only once and I use Count to aggregate those numbers ("Count of records" column).
My current data looks like this:
The final result should look like this:
I assume that it somehow can be done with the help of "calculated filed" option but I couldn't make it work now.
Greatly appreciate any help!
Using the DataModel (built in to Excel 2013 and later) you can write really cool formulas inside PivotTables called Measures that can do this kind of thing. Take the example below:
As you can see, the Cust Count & Average field gives a count of transactions by month but also gives the average of those monthly readings for the subtotal lines (i.e. the 2017 Total and 2018 Total lines) using the below DAX formula:
=AVERAGEX(SUMMARIZE(Table1,[Customer (Month)],"x",COUNTA(Table1[Customer])),[x])
That just says "Summarize this table by count of the customer field by month, call the resulting summarization field 'x', and then give me the average of that field x".
Because DAX measures are executed within the context of the PivotTable, you get the count that you want for months, and you get the average that you want for the yearly subtotals.
Hard to explain, but demonstrates that DAX can certainly do this for you.
See my answer at the following link for an example of how to add data to the DataModel and how to subsequently write measures:
Using the Excel SMALL function with filtering criteria AND ignoring zeros
I also recommend grabbing yourself a book called Supercharge Excel when you learn to write DAX by Matt Allington, and perhaps even taking his awesome online course, because it covers this kind of thing very well, and will save you significant head-scratching compared to going it alone.
I have a student license of Office Pro 2016, but somehow it doesn't have the IFS, MINIF/MINIFS, MAXIF/MAXIFS functions that would make my life so much easier. I tried to illustrate what I'm doing in the image below:
Example
My actual data is much more complicated and long, but the idea is that I will periodically manually update data within the DATATABLE, and I want the SUMMARYTABLE to reflect the total pending sales by month. There are never more than two months pending at a time, and if only sales from one particular month are pending, I don't want the second row to appear.
I've already found a way to display the month in this case using regular MAX and MIN functions, but now I'm stumped as to how to display the sum total of sales within those months. Specifically, I don't know how to make a reference to a particular month in my criteria.
I've tried this formula:
=SUMIFS(DATATABLE[SALES],DATATABLE[SHOP]="A",DATATABLE[STATUS]="PENDING",MONTH(DATATABLE[DATE]),SHOPATOTALS[MONTH])
If this worked it would have been perfect, but the month portion isn't recognized as a proper range.
I'm trying to make a spreadsheet that I can easily take an export from Mint.com's CSV outputs and get them into my Excel budget.
To do so, I need a way to populate each field within a date range. I'd like to avoid macros if possible (I don't know how to make them).
I'm happy to share my finished .xls with the public!
I've imported Mint.com's data in a manner that has column S for the date (3/30), column V with the cash value that I need to add up, and column X for the spending category.
I need to tally each month's spending ($V) by category (column X).
Through research, I devised this (for my January "Gas & Fuel" spending):
=SUMIFS($W$2:$W$900, $T$2:$T$900, ">="&W$12, $T$2:$T$900, "<"&(EOMONTH(D$1,0)+1), $Y$2:$Y$900, "="&$B5)
However, it required that I reformat my Dates, which is an issue because this would become specific to each year and I would need to change the fields every year. I'd like the document to be usable without adjustment using my spending data from the past and future.
Is there a way to take the year out of the equation? To make that formula above work, I renamed my column from "January" to "1/14".
Here is what the spreadsheet looks like
Thanks!
A pivot table would work best with that data.
Initial set up would show each day separately, but by using Grouping
(here) ^^^
you can group the data by month/day/year/however
This is a multi-tiered project. Let me give a quick overview. I have attendance data, card/ timestamp punches. I would like to have a pivot table with slicers in Excel. Ideally you'd be able to choose a department / last name / associate number. And also a period of time. Ideally this would be a table with the company period/week. And maybe default to last weeks.
I can get at timecard data in two ways:
(1) generate a CSV that automatically performs the timecard math, to figure out how many hours someone worked and it is smart enough to understand 3rd shift workers. The format of that CSV is:
Last Name, First Name, Personnel Type, Associate Number, Facility, Department, TimeIn, TimeOut, Total Hours
The problem with this method is that I would have to manually append the information to the CSV tables. Or come up with some autoIT script.
(2) Get at the raw data via sql/odbc. This way the math is not done. It is just all of the associates timestamps. I would have to figure up the daily hours myself and figure out a 3rd shift formula too. It is not a set schedule, many people swing shifts and others get called in a lot.
Lastly, I would like to be able to filter the dates by using our company fiscal calendar. I have a spreadsheet that goes from 2000 to 2093. With everyday listed and it's corresponding year/period/week.
Example period info spreadsheet:
date Year Period week WeekTotal Period Total
12/3/2007 2008 1 1 2008.1.1 2008.1
12/4/2007 2008 1 1 2008.1.1 2008.1
I know there is a lot going on here, but what would be the best way to approach this project?
First I have not been able to post any script however the last I tried it I used two options 1. Was a php conversion where the time was numbers ( which makes it easier for calculations)
2. Was in the tables where I deliberately entered the values places the time in different columns or fields for hours, mins, and seconds this meant that while the input is eased I still have to calculate the output in php especially for totals, averages and differences.
Hope it helps a bit