Excel - Table Issue - excel

I've got a number of table on different worksheets that have items sorted into categories which can be found on yet another worksheet.
I've then created pivot tables of these tables, and would like to combine them, which is where my problem is. To combine them all of the categories must be listed, but sometimes there aren't any items of certain categories, meaning that it causes problems.
I had solved this by filling the bottom of the tables with the same data from the lookup manually, though I find myself now wanting to increase the number of categories, and without manually changing all of the tables (which is awkward and annoying) I've not been able to keep all of the tables having at least one entry of each category.
I'm open to flexible solutions here, so if you think you have a weird way around it then let me know. I'd prefer not to use macros but if there are no other ways then I realise I may have to.
Here is a link to an example which should help to explain what I'm trying to do.
http://www.filedropper.com/example_1

Related

Combine multiple ranges (not formatted tables) from one Excel sheet

It sounds very easy but I looked for this similar question, but looks like I didn't find suitable. Mostly are slightly different issues then mine..
I am receiving monthly one big Excel file, where I got different sheets, but only on one sheet I am having 3x different data ranges (not formatted tables). I am saying it again, ranges not tables, because some "smart" collogues decided just to overwrite file with new data but just to expand the range...so it stayed as range (it goes horizontal), and not table. For Power Query is needed table format I know..
So my issue is to somehow consolidate those ranges (3 of them) on that one sheet into one Query, but without disrupting the original Excel file, and of course to make it dynamic when I am getting new files.
I am comfortable with Power Query, but I didn't have similar things like this where you have more ranges that have to be cleaned, edited and appended into one query...Positive thing is, the column names are the same, just the content are different...
As you can see the data range is in so called "blocks" on data that are going horizontally...
This is basically something what I would like to have:
If question already exists please link!
Here is my test file to check it up:
https://docs.google.com/spreadsheets/d/1RDAoZqxKPk1NdhtcYec8nG_31PFwQ7Lj/edit?usp=sharing&ouid=101738555398870704584&rtpof=true&sd=true
I solved it by combining into 3x queries and then appended into one bigger table.
and, import From Folder is the best import, rather then direct from Excel Workbook, it gives me more space for adding the filter for instance "Date Created" so you can always have the newest on the top or whatever.
Thx anyways for some input of you guys.

Cannot delete a column that contains multiple tables

Whenever I have two tables in the same column, I get this error.
Create a table in columns (ie B1:C3)
Create another table below that table (ie B5:C7)
Right-click on column B
Is the "Delete" option grayed out (unavailable)?
Convert the second table (B5:C7) back to a normal area
Right-click on column B
Is the "Delete" option active (black) now?
It is for me.
I don't understand why it happens but I'd really appreciate if someone could confirm that I'm not alone on this one. This actually seems like a bug.
Unfortunately this is 'behavior by design'. A ListObject (aka structured ) table has many internal mechanisms. The Delete (column) command is not designed to enumerate through all of the ListObjects on the worksheet to see if any intersect with the column being deleted and then spawn subprocesses that deal with deleting table columns specifically while simultaneously keeping in mind how that will affect other ListObject tables. Instead, it simply does not allow the Delete command when more than a single ListObject table is involved.
This is not allowed may be because deleting a column will Shift Cells Why Dont you try deleting by selecting one column of a Table Like this
see the screenshot you can do it if you select one column of a table at a time
Thanks
Try organizing your data in a different way, so these problems don't occur.
There is no compelling reason to have several tables on ONE sheet. If table placement presents a problem with row/column management, consider moving tables to separate sheets.
Tables can be referenced in formulas by the table name. Ditto for table columns, so there really is no reason to keep several tables on one sheet if you need flexibility with row and column management.
Edit after comment The fact that users are working with several tables and cannot be expected to change sheets to maintain data on different sheets can be addressed in different ways:
Educate your user. I'm a big fan of teaching people how to use software. If they understand what they are doing, they feel positive. If you keep them dumb and tell them to "just click there and shut up" they may feel negative.
You may want to re-consider your data architecture. Provide your users with an interface to add/edit/delete records that is independent of where the data is stored. This is 2016. Data input and data storage are not married to the same page.
You are posting your question in a site for enthusiast programmers. A little bit of VBA will separate your data entry/data storage issues, if you are interested to work it out.

PowerPivot Relationships Many to Many

The objective I am trying to achieve is to have 2 slicers in PowerPivot, ClientID and CSQName. When a ClientID is selected only the CSQnames that are related to that ClientID show up ,and vice versa
Relationship diagram link: https://goo.gl/photos/PnCZrnsXXTx3oFGh8
I am having a problem linking a many to many relationship in PowerPivot. A brief background on the application I am trying to build...
I am trying to combine a SQL database (IDM) and Informix SQL database (Cisco Call Data). The IDM database includes the Client Data and TBAS Open Case Data. Each Client has a specific ClientID. The Cisco database includes Call Detail Info and CSQNames(queue names). A many to many relationship exists, for example, a clientid can have multiple CSQname (clientid 3 has CSQ names of "A" and "B"). Also a csqname can have multiple clientids (csqname "Z" includes clientids "99", "98" and "97". Therefore I created an innerjoin table to create the many to many relationship called "Clients_CSQ".
I am trying to use this innerjoin table for both the "TBAS Open Cases" and "Call Detail". When I use this table for my filters, PowerPivot is stating that no relationships exist. Are there any solutions? If this does not make sense please let me know and I will try to specify. I have ready many posts but am unable to grasp how to make the DAX many to many relationship work with the calculate function. If someone can shed some light on the issue I am having it would be greatly appreciated. Thank you.
This really depends upon the data you are looking to report on.
When you add two slicers to a PowerPivot table, the available selections in each slicer will be affected by the selection in the other slicer IF and ONLY IF all of the fields in the Values section of the Pivot Table are reliant on the entries in both of the slicer fields.
In your case, it is possible to make this work (as an example) by creating 3 measures:
[Call Total]=SUM('TBAS Open Cases'[Case duration])
[Number of Calls]=COUNTA('Call Detail'[appname])
[Calls by Duration]=SUMX('Clients_CSQ',DIVIDE([Call Total],[Number of Calls]))
Place the last of these 3 measures in a pivot table with the slicers set to use 'Clients_IDM'[ic_client_id] and 'CSQ Name'[csqname] and "Hey Presto!"
The first two measures are straightforward enough. The third one is cycling through each entry in the only table that these two slicer fields have in common (Clients_CSQ) and performing a calculation using the data from your FACT tables. I have no idea if the [Calls by Duration] measure that I've come up with makes any sense with your data set, but hopefully the example will help you reach the solution you want. Again depending on what data you want to show it doesn't really matter if this measure returns junk, the important thing is that it's pulling your two data sets together.
Remember that as soon as you add any raw field from either of the fact tables to this 'unifying pivot table', the inter-relationship between the slicers will break. !!!BUT!!! there is nothing to stop you from linking the csqname slicer to another pivot on the same sheet which contains fields from your Call Detail table and likewise linking the ic_client_id slicer to a pivot that contains TBAS Open Cases data. In fact, the 'unifying pivot table' could be on a different sheet from your slicers, so you only see the two sets of data that you are interested in.
And ignore that warning about no relationships existing!

Removing grouping from PivotTable columns

My apologies if this question is posted elsewhere, but I believe part of my problem is that I'm not familiar with the terminology. Searching becomes rather difficult when you don't know the keywords to use...
I've inherited a PivotTable that pulls data from an SQL database. Three of the columns in this table are "grouped." By this I mean that all duplicate items in these columns are always next to each other. I want to removing these groupings so that sorting the table is easier. Does anybody know how to do this?
EDIT:My work computer has both snipping tool and paint disabled...So here is a picture of something similar. In my table, all of the data is pulled from the database. The left two columns (in this example) have repeated data, so it groups them like so. These sections are collapsible and expandable.
(source: datapigtechnologies.com)
There is an option on the Pivot Table menu Design->Report Layout->Repeat All Item Labels. This will repeat all the labels when combined with a Tabular or Outline style layout. You will also do better (more than likely) to remove the subtotals as well.
Menu and before
After
I had this issue as well. Remove ALL filtering so you ONLY have those two columns at once. Once all filtering is removed it will allow you to ungroup them and the extra column will go away.

pivot table appearance

Can we create category for Pivot table field list which appears in right side pane after opening a pivot table.For example normally there will be some check boxes to be selected.I want certain check boxes to come under a group or folder. I see the same functionality is supported in cubes excel reporting.Is it the way you write the queries to pull and do group by
Please help...
I'm going to go with not possible, but someone may have a fancy trick I'm not aware of. Pivot tables are fundamentally 2-dimensional, where OLAP allows multi-dimensional data. There are a number of tricks you can try with grouping data, however, that might get you part of the way to where you want to go. Here's a start.

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