Goal: I am trying to build a dashboard in excel using one pivot-table & multiple charts based on that pivot-table. The pivot-table have to have a access query data link.
Problem: Currently I build a data link for every chart because I cant find a way to build multiple charts of one pivot table. Excels bloats like a balloon when I do this and takes really long to save any changes not to mention refreshing the data...
Is there a better way of doing this?
What do you guys use to build reports in big databases?
Side Note: I realize Access also got pivots but they are limited in features and unstable with lots of data. Also I have seen similar questions on this site but with limited or lacking answers.
Found an answer here: https://www.youtube.com/watch?v=_nfJLz5rVmo
Basically when working with external data you should link "un-pivoted" data then create 2 pivot tables based on that data in a new excel sheet. Then on those 2 new pivot tables you can then build 2 charts which are linked but can have different layouts!
Related
I am currently managing invoice payments in Excel and was wondering if there is any way to create multiple editable tables that display the exact same (synchronized) data.
Essentially, I want multiple filters active on the same table at once so I can (for example) open up all transfers from a single creditor to the right one side of my screen, while looking through all bank statements on the other (while being able to edit the data in both tables).
I have looked into excel Data Models but I am not sure if what I am asking for is possible.
Excel allows you to view two windows of the same sheet. Give this a try. https://www.excelcampus.com/tips/new-window/
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 thought there would be a simple way of doing this, but unfortunately I have not come across one. My company has an Excel workbook with 12 sheets (1 for each month), into which I enter sales data as accounts are written. I reformatted each month's data into tables, thinking that this would provide an easy reference to gather the data into a pivot table that joins all the months and would be updated as I enter data; however, a pivot table based on multiple sets of data allows highly limited manipulation.
So what I want to do is create a new table that is automatically populated as I enter data in any of the 12 current tables, to combine them into a master listing. I have tried doing a query, but when I try to set up the data sources, it doesn't recognize my tables. I tried Power Query, but I couldn't get it to update the data as I updated the source. Consolidate also was not a useful feature, as it required all the data to be somehow calculated, and my columns need to simply be copied over, not summed or averaged.
As you can probably tell from my explanations and terminology, I'm no Excel expert. I don't know what VBA even is, let alone know how to use it, but I've seen it mentioned a lot, so I figure at some point in my life I should learn it.
Is there a formula or some other Excel 2010 feature that can automatically copy all of this data onto one running list, and keep it updating as I enter data in the source tables? It would have to run automatically.
I believe your end goal is to have a pivot table which consolidates data from each of the individual 12 sheets/tables and not really to have the intermediate "single running list which is an aggregation of all the 12 sheets".
If so, I suggest to create an Excel Pivot table directly based upon the 'Multiple consolidation ranges'.
To start, create a new spreadsheet and select a cell (say A3) and use the click sequence Alt+D+P, this will bring up the PivotTable and PivotChart Wizard, and proceed further using the third option - 'Mulitple consolidation ranges'.
I will have to refer you to the below site for a detailed step by step instructions on the above: http://www.contextures.com/xlPivot08.html
Please be aware that the Difficulty level for this solution is Medium, suggest you to bookmark the solution from maintainability reasons, in case you choose to implement it.
I want to be able to create reports in Excel which read data from Google Analytics
How do I go about doing this? I find a lot of information about using Google Spreadsheets but my team is more familiar with Excel
I'd like them to be able to pivot data from google analytics/create graphs and i'd like to be able to create graphs which refresh when the data refreshes
You can easily convert a Google Spreadsheet to Excel format by downloading it as "xlsx".
I'm doing pretty much the same.
First of all, you need to have 2 separate sheets, 1 for your core data and one for your visual part (ur graphs).
In raw data sheet, get insert the data from GA
In graphs sheet, create ur graphs using the raw data.
Now, if you import new data and replace the old one, it should automatically update your graphs as well (unless you deleted some references).
In general, this could be automated, but typically you need additional tool to so so. I hope this helps
I have a large amount of data that is possibly more than a million rows. I want to be able to offer users the ability to download an Excel spreadsheet with a Pivot Table over this data, disconnected from any database.
Is it possible to have the data source that the pivot table works over embedded in a spreadsheet?
The answer to your direct question is YES, data can be embedded in a PivotTable. Yet since you specify "more than a million rows" and "disconnected from any database", the answer to the implied application is NO. You aren't going to get more than one million rows in an Excel spreadsheet. And I would venture to say that one million rows don't belong in a spreadsheet.
I think one of the purposes of a PivotTable is to allow you to summarize data from an external source. If you can (or think you can) combine data with a PivotTable and download the entire mess, why not do the summary yourself, and download just the summary data? it would be interesting to hear more about the actual application.
If you create a pivot table from an external data source, then email it to someone, they can see and interact with your pivot table. They can't refresh unless they have access to the original data. But that seems to be almost what you're asking.
Excel creates a PivotCache that is embedded in the workbook. That's why the aforementioned emailed spreadsheet can be seen by people without the source data. The PivotCache doesn't necessarily hold the source data in its entirety and it's not directly accessible (as far as I know).
I'm not sure if that answers your question. It seems like what you're after is what PivotTables do normally.
A tool that should be mentioned more when trying to work with more than a million rows in Excel is:
* PowerPivot for Microsoft Excel 2010
or www.powerpivot.com by Microsoft.