VBA excel modifying fields in an existing pivot table - excel

I am using vba excel and I am opening an existing workbook and sheet with a pivot table in it and I need to add a field to the pivot table so that I can access data on the sheet that is not currently there. When I give focus to the pivot table on the right hand side a PivotTable Fields box pops up with a lists of different fields it can show. I need to add one of those fields because it is not currently checked.

Related

How can I generate a pivot table using this data?

I have this table:
Is it possible to make a pivot table to present the information like this?:
Thanks!
Sure it's possible. As shown in your example, you just need to change the special character "✔️" by the number 1 using "ctrl + f". Then insert a Pivot Table with the data. And finally, create a new column named TOTAL and add the "=sum()" formula to count the items from each row. Something like that:
You are going to need to move this data from the word doc you are using into an Excel worksheet, in order to generate a pivot table.
format your data like this in Excel
To start out creating a pivot table, make sure that all rows and columns are selected and record (row) must not be obscure or elusive and must be making sense. Navigate to Insert tab, click PivotTable.
You will reach Create Pivot Table dialog box. Excel fills in data range from first to last selected columns and rows. You can also specify any external data source to be used. Finally choose worksheet to save the pivot table report.
The pivot table should appear. You can then populate this table with data fields which will pop up on the right hand side. Enable the fields you wish to compare in the pivot table report.

Excel - pivot table - update data model

I am working with a pivot table and need the functionality of counting distinct items. To do this I click the option to 'Add To The Data Model' at the bottom of the 'Insert Pivot Table' dialogue box and everything work fine.
The issue is after I build a pivot table off of the data, how do I add new rows or columns. With a typical pivot table, I'd Click the analyse tab, select the new data range and hit refresh.
Is there a way to do this for a pivot table where the data has been added to the data model?
Generally, it works the same way - if you hit "refresh all" in Data, that should take care of it.

How to combine two worksheets (with different data between them) into one Pivot table?

I have one sheet that I manually enter quality scores on that looks like this
|Agent Name|Month|Quarter|Year|Quality Form|Score|
and another sheet that has production data (call times and goals)
|Agent Name|Month|Quarter|Year|Talk Time|# Calls|Call Goal|
I am trying to make a Pivot table (with slicers) that provides data that looks like this (the slicers would be for the month, quarter, year, or employee name)
|Agent Name|Score|Call Goal|
Tried messing with slicers. Tried consolidating tables. Tried using the data model. Tried using relationships (it kept telling me it needed unique values)
You could use the Power Pivot add-in to load both your tables into the Data Model (Excel -> tab "Power Pivot" -> button "Add to Data Model"), define the relationship between them (Power Pivot for Excel -> tab "Design" -> button "Create Relationship") and after that create your desired PivotTable in a new sheet (Power Pivot for Excel -> tab "Home" -> button "PivotTable").
Don't see a tab "Power Pivot"? Enable the add-in:
From the File menu, select Options, and then Add-Ins.
In the "Manage" box, select COM Add-ins, and then click Go....
Check the box next to Microsoft Office PowerPivot for Excel 2013, and then click OK.
As you mentioned already, you do need at least one of the tables to contain merely unique keys. Don't have it? Create one by combining multiple columns as a new column. Assuming each agent only occurs as a record in your tables once per month/year, you could use Power Pivot to concatenate a unique key into a new column with a formula like:
=Table1[Agent Name]&Table1[Month]&Table1[Year]
Do the same in Table 2:
=Table2[Agent Name]&Table2[Month]&Table2[Year]
Now, you can create a relationship between those 2 newly created columns and pivot as much as you want in Excel. Let us know how it works out!

Add existing Pivot tables to data model

In Excel 2013, I have one table "Table1" in worksheet "Data" and I have a dozen pivot tables in another worksheet named "PivotTable". When I created the pivot tables I was unaware of the checkbox "Add this data to the data model". Is there a way to add all my existing pivot tables to the data model after-the-fact?
If you go to the existing pivot table, below the list of fields you have available, there should be a line that says More Tables.... Click on that and it'll remake your pivot table in a new tab with that data model option checked. You do lose your number formatting, but it sure beats remaking the whole stupid thing!

Display two filtered pivot tables in the same sheet on separate worksheets

On excel 2007, in one sheet i have 2 pivot tables created by the first image table below
and i have create two pivot tables in the same worksheet as you can see in the second image below, and i have choose all stores, now i know i can use option Show Report Filtered pages with the field stores if i have one pivot table, but can i do the same with 2 pivot tables simultaneously?
For example to choose both pivot tables and create with Show Report Filtered pages new sheets like in the third image but with both tables in it?
If there is a way with formula,functions any solution not with VBA or macro.
If you upgrade to excel 2010, you'll be able to use Slicers for that purpose. In Excel 2007, you will have to use macros to achieve a similar effect.

Resources