Problem statement:
I have orders in Excel with the dates the orders were opened, and the date the order was closed. I'd like to show a chart by month showing the number of orders that were open during that given month.
What I've done:
I created a column for each month, then created a formula that returns one or zero based on whether it was open during that month. Then I sum up the total at the bottom of the column
What I'm looking for:
A different solution, one which may lead to a pivot table that would make it easier to incorporate other data fields, for instance type of product etc.
Assuming that what you have looks like:
and you want to have the ability to produce a pivot table and chart like:
You could transpose your data and create column headings similar to what has been done at the top of the second picture.
Related
I have a spreadsheet that contains truck load data. The spreadsheet contains each portion of the delivery cycle; Month-Year, Supplier(VDH_Columns) to Vendor Pickup(VPK_Columns) to Receiver(CUST_Columns) and Tons delivered(Tons). If the Vendor Pickup Columns are populated, the cycle goes VPK to CUST. If the Vendor Pickup Columns are not populated, the cycle goes VDH to CUST.
I want to maintain the spreadsheet exactly how it is and not make a CUST sheet, VPK Sheet, and VDH Sheet.
The ultimate goal is to have 1 Month_Year for each Receiver(CUST) and sum either the VDH or the VPK. Below is a piece of the spreadsheet(What it looks like now) and I manually created what I want it to look like.Spreadsheet Example
I tried a pivot table with a Month_Year filter but the problem is that I can't see once I try to add all the other columns it becomes so busy that I end up quitting. I've thought about Consolidate but I have no experience with that. I'm assuming VBA code would be able to accomplish it but I have no experience there either.
Thanks for any help
A Pivot Table is the way to do this. You need to drag all of your columns to the "Rows" field, and then drag the Tons column to Values. It should automatically use a SUM summarization:
Then, you would select a Tabular layout from the Design tab.
This will give you the desired output:
You can get rid of the (blank) values by using Conditional Formatting on the Pivot Table. Use custom number format ;;;
I have a column full of specific date and time information, but I want use that data to filter my table to show only MTD, QTD, and YTD rows.
I can't upload an image of my table because of my work computer program, but I have the variable with the dates in the "report filter" field. The data in the column is given as an individual date and time, so that's all I can select when I try to filter it. There's too many option, and I need to be able to select simply QTD, MTD, or YTD dates. How can I do this? Apologies for the lack of imagery.
Select any part of the Pivot table
Under the Analyze tab of the ribbon select Insert Slicer or Insert Timeline whichever you prefer
Filter the dataset based on the criteria you want.
This won't give you your select columns, but without seeing the way you're data is structured should be a good fix.
If you have the issue where the dates won't summarize by month you can create two new columns to summarize the data and create a table with the following columns:
Month # / Month Name
1 January 'you can use whatever naming convention you prefer (jan, etc.)
2 February
....
Then you want to use the MONTH function combined with a VLOOKUP. It should look like =vlookup(month( [date cell reference]), [table you just made], 2, 0) This will pull the month name. Then you can use the YEAR function to get the years. Then make sure the pivot table accounts to the adjusted range and pull those in instead of date. You can still use the slicer and timeline to filter out the dates, but it will be summarized based on these new labels.
I'm having an issue with some data that I'm working on that has had me stuck for a while.
I'm working on some patient data for a clinical practice that has each patient encounter logged on a separate line with an account ID, date of service, the height and weight measurements for that date, and other variables.
Aside from VLOOKUP and the usual formulae/functions I've got a pretty rudimentary understanding of Excel but I can pick up on things fairly quickly.
In the data I've got each line tied to a patient account ID as well as what quarter the DOS was in. For patients with multiple visits, they will be identifiable by repetitions of the account ID number on other lines.
For some patients, there will also be repetitions in the quarter if the same patient was seen twice in the same quarter. This is where I need help.
I'd simply like to average the value of a variable for each patient in each quarter. I'm not sure if AVERAGEIFS is the right function to use but I need an operation that checks for matches in a line of both account ID and quarter (Q1, Q2, Q3, or Q4) with the other lines in the sheet and comes up with a quarterly average for the variables in question.
What I have
What I need
If I'm understanding your question, you could use AVERAGEIFS to accomplish what you are asking. With excel, a lot of how successful an approach will be is determined by how your data is structured, and if/how often you are planning on updating your work.
It would be easier to give a concrete answer with an example of the data you are looking at.
If your source data is in columns A:D something like:
and you are looking to summarize the weight data in I by account ID and Quarter:
you could use AVERAGEIFS(C:C,A:A,G2,B:B,H2) this would find the cells in column A that match the value in G2, find the cells in column B that match the value in H2, and report the mean value in column C of the matching rows.
An alternative is to use a pivot table, which automates a lot of what you are trying to do. For that approach you would select your data block, and click on Insert>>Insert Pivot Table (at least in my version). That should bring up a wizard. Accepting the defaults will create a new sheet. Then look on the right side of your window, and you should see a list of your column names near the top, and four boxes called Filters, Columns, Rows, and Values. You should be able to drag and drop your columns into these boxes to get summaries of your data. If you add your Account ID and Quarter tabs as columns, and your height and weight as Values, then right click on each of the value columns and select "Value Field Settings" and select Average from the menu that pops up. That should give you something that looks like:
At that point, you can change the formatting to make if fit your needs, or copy data somewhere else.
The AVERAGEIFS approach will automatically update if you add more data, but will only summarize things that match the values you list. If there is an account ID/Quarter pair that isn't in the summary column you won't have any idea it's there. If you are summarizing an ID/Quarter pair that isn't in your data you'll end up with a division by Zero error like in the example.
The Pivot Table option only updates when you manually click refresh (right click and choose refresh pivot table from the menu), but will summarize all the data based on the columns you've selected. It's also a little more robust as you avoid having to type out the formulas and make sure you are pointing to the right column. This option also by default provides nested summaries; you can turn the subtotals and grand totals off if you want.
I used the function:
=SUMPRODUCT(($B$2:$B$13="Customer 1")*($C$2:$C$13="Q1"))
Where Customer 1 could be a user id and Q1 you can change to which quarter you want.
Excel screenshot
In excel I have a column of days (mm/dd/yyyy) and I want to have a timeline sort of plot showing how many points I have for each month of each year. It's easy to show how many instances a day appears with a pivot table (added a column "Count" with just 1's), and then make a plot for that, but I don't know how to do that with just the month/year.
I tried using the =month and =year functions, and highlighted those columns (with the "Count" column) to make a pivot table, but I'm not sure how to group and plot it the way I want. Here's what it looks like when I have data point sums for month/day/year, I want the same thing but with the month/year:
And here's my data:
I'm sorry if this is a really low level problem, I'm a noob at pivot tables and have been trying this all day
You can group the data by month (or other useful options like quarter & year) IF values are formatted as actual dates. It looks like yours is formatted as a date but just in case, here are two ways to test...
A) Change format of a cell with date to number (this should return a date serial)
B) Use =ISTEXT(Select Cell With Date) (this should return FALSE)
Once valid date format has been verified
Click on a date in pivot table
Navigate to Analyze tab
Select Group Selection
You should get a pop-up asking how you want to group the data. Select Month
Ensure you are summarizing the points by Sum (right click on point cell in pivot and set option at Summarize Values By)
If you are using a pivot chart, it will update on refresh to reflect new row groupings (I.E. show monthly sums as you asked for)
Before & After photos below
I'm having a little bit of trouble grouping dates in excel. I have created a pivot table that groups a bunch of dates between 3 months together. However, I want to take advantage of the refresh ability of pivot tables--the idea in which when you refresh your pivot table, it will update to whatever you added or took away from the source of data your pivot table is based on.
However, when I grouped the dates between three months together, I noticed if I don't add a date that exactly corresponds to the dates within the grouping, the picot table does not add that entry into the pivot table. For example, if my grouping had the following dates (between May and July) in it:
5/21/2013, 7/18/2013, 6/8/2013
And in my source data spreadsheet had the following date added to it:
5/2/2013
5/2/2013 would not be added to that specific grouping in the pivot table because it is not exactly like the other dates as stated above. I want it so that I can group all dates from 5/1/2013 to 7/31/2013 inclusively as opposed to the dates in the original grouping. Would anyone have an idea on how to do so? Thanks!
http://www.datawright.com.au/excel_resources/expanding_pivot_tables.htm
im curious as to how you are currently grouping them without adding new ones, there may be a way to work with what you already have especially if you are willing to incorporate some VBA
Provided your source 'dates' are not text Excel should be able to cope.
I fear (hope?) we were at cross-purposes about which "Group" to use. I meant the one that pops up (as on the left below) when right-clicking one of the Qtr headings in the PivotTable.
If you have access to add additional formulas in the data you could just calculate "quarter" in an additional column (reference here)
How can I obtain the year quarter from a date?
I tend to always make my groups in the rows of data like this, rather than attempt it using pivot groups. For example, you might also extract "year" with = year(A1) in the rows - so you can easily add it as a pivot row item later for grouping. If your data source is properly formatted as an excel 2007 "table" these kind of formulas will fill themselves downward when you paste new data.