Combining vlookup with getpivotdata, or another suggestion - nested

I've searched and searched for an answer to this question, but everything I try gets me either a #REF! or a #NAME? error.
I have two worksheets, one contains a pivot table, the other contains a drop down menu and cells that need information pulled into them from the pivot table based on what information the drop down menu is showing.
For example: the drop-down menu contains a project ID, the cells (on the same worksheet as the drop-down menu) need to pull in budget information from the pivot table that is on a separate worksheet. Whenever I change the project ID through the drop-down menu, I need these cells that reference the pivot table to update based on that project ID.
I've tried combining a vlookup within a getpivotdata, but every way I try to do this I get an error.

I figured it out! It only took me 3 days :D
=GETPIVOTDATA("AMT",'Pivot Table'!$A$3,"PROJ_ID",Table!K8,"SOURCE_TYPE","COST","ACCT_ID","Labor","SOURCE","BUD")

Related

How to create a list of all ticked/non-ticked filter in an excel pivot table

This, I hope, is a really simple question but it might not be possible.
In excel, I have used multiple filters in a pivot table, I now want to create a list of the options ticked from the various filters.
How can I create a list/copy all the ticked (or un-ticked) boxes. I have around 800 filters with about 250 boxes ticked.
The Manual approach:
Select a cell in the PivotTable. Then from the PivotTable Tools>Analyze tab use the Select icon to select the entire PivotTable. Copy it and paste it somewhere else. Drag every field out of it, leaving just the Customers field in it as a Rows field. There's your list.
If you add a slicer, and connect it to both PivotTables, then any changes to the Customer field in your original Pivot will flow through to this new one.
The VBA Approach:
See my UDF at https://superuser.com/questions/1254703/add-slicer-selections-to-sheet-in-a-list-excel-vba/1255885#1255885
And if you want a way to 'recall' a filter, then check out my answer here:
Pivotfields multiple filter

Pivot table Filter deletes other data on sheet

I currently have a pivot table on one sheet and a list of data on another sheet. I wanted to put both next to each other so I moved the pivot table to the left of the data set without a problem. However, every time I use a filter on the pivot table, it prompts me to ask if I want to delete all the other data on that sheet. Clicking okay clears the whole sheet but clicking cancel doesn't apply the filter. Any idea how I can get around this?
The only way around this is to make sure they do not overlap at all ... because if the pivot expands / contracts it affects the sheet and thus the table. I do think a possible work around at least in my quick testing is too keep the table on another sheet, but create another pivot of that table on the same sheet. Then Simply put the columns as columns so it looks like a table.

How to create a dropdown list on excel that filters a table?

I have a table with the following headings on Sheet 1:
List of Areas-----List of Defects
And a table like the following on Sheet 2:
Area-----Defect-----Cause-----etcetera
I want to create a dropdown list on Sheet 2 for defects that refers to the table on Sheet 1 and shows only the defects for the respective area.
The problem is that there are a lot of areas and each area has many defects, so for example Area A may appear 10 times on the first table.
What have I already tried?
Creating a sepearate table for every Area, however there are too many areas and it is not worth it
Creating a named range, however, new defect will be constantly included on the first table
I also tried the =OFFSET(INDEX(Table1;MATCH(F5;Table1[List of Areas];0));;1;COUNTIF(Table1[List of Areas];F5)) combined with the indirect command.
However given that the tables are in diferent sheets i cannot acces them.
How can I fix this?

Excel: Creating a dropdown using a list in another sheet?

Let's say in Sheet1 I have a list of codes ("AA", "QF", etc).
In Sheet2, I want a particular column to have cells that, when you click them, have a dropdown that consists of values from the code-list on Sheet1. (so you could fill the value of the cell with AA, QF, etc).
Is this doable?
As cardern has said list will do the job.
Here is how you can use a named range.
Select your range and enter a new name:
Select your cell that you want a drop down to be in and goto data tab -> data validation.
Select 'List' from the 'Allow' Drop down menu.
Enter your named range like this:
Now you have a drop down linked to your range. If you insert new rows in your range everything will update automatically.
Yes it is. Use Data Validation from the Data panel. Select Allow: List and pick those cells on the other sheet as your source.
That cannot be done in excel 2007. The list must be in the same sheet as your data.
It might work in later versions though.
I was able to make this work by creating a named range in the current sheet that referred to the table I wanted to reference in the other sheet.
Excel has a very powerful feature providing for a dropdown select list in a cell, reflecting data from a named region. It'a a very easy configuration, once you have done it before. Two steps are to follow:
Create a named region,
Setup the dropdown in a cell.
There is a detailed explanation of the process HERE.

Excel Pivot Table column value update similar values upon refresh

I have a question regarding excel pivot table.
I have a series of data in an excel spreadsheet. I created a pivot table using that spreadsheet successfully.
However when I edit the cell value of a cell in the pivot table, the rest of the values that are similar get updates/changes too.
Is the a normal behaviour of a pivot table? If I only want that cell to change to a new value and the rest of the cells below/above with similar values to remain as it is, how do I go about achieving that?
Thanks!
This behaviour is normal and is called "renaming of pivot table items" (link). I don't know what exactly you want to achieve by changing one instance of an item, but you can
edit the concerned line(s) in your detail data table and refresh the Pivot
manually group sub-items by selecting them, right-click -> Group and Show Detail -> Group ...

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