Excel 2010 - filter pivot table by pattern - excel

in Excel 2010 I am trying to analyze some data from an external analysis service.
In a pivot table I am trying to filter the report by one field which has multiple values separated by a comma. These look like this:
AB, CD1, EF1-5
AB, CD1,3, EF1
BCD, EFG
EXG, HIJ, CD1
...
So as you can see, there are hundreds of values in any possible order and no fixed scheme.
What I'm trying to achieve is to select all the fields which have a key beginning with an E (EF1-5, EF1, EFG, EXG, ...) and those beginning with H. These literals are never part of another key, so I could imagine using wildcards and creating a filter pattern like
*E* OR *H*
contains(E) || contains(H)
or equal.
Is there any way to do this?
With best regards,
Babbage
edit: I've tried selecting some of the Keys manually by deselecting all and searching e.g. for EF1-5 to select them. But even then there are more than 10000 Keys with EF1-5 at different locations. So I can't even select them all. The plan was to create two or more pivot tables and merge the results.

Go to the drop down filter that you have in the pivot table, click on Select Multiple Items and deselect ALL. Then in the search bar (again at the pivot table filter) write *e* and select add current selection to filter. Repeat for *h*.
Do not forget to select add current selection to filter in both cases.

Related

SSRS Cells auto-merge

I'm having trouble unmerging cells on the report.
3 Suppliers for the query
I have a SQL query that shows 3 instances of a supplier (left joined to contact) as shown below. However, when running the report for the query the 3 instance of the supplier is merged into one. This is not desirable in my case because when exporting the report to excel, I'd like to be able to sort columns based on other properties, however, this would not be possible due the the merging of the rows. How can I get results to show individually?
Cells are Merged on the report
Within the properties of each Row Group you can specify which columns to group on. You generally don't need a separate group for each field, but that's OK. In your last group, the one called "(Details)", if it is not grouped by anything, it will show one row per line of results from the query. So take a look at what it's grouped by. As long as the rows are in your dataset, the report will group or show them based on how you configure the grouping here. Grouping on nothing means it will show all rows.
Another tip is to align the end of your header textbox with the line of one of your columns. This will prevent it from creating an extra column in Excel for the "City" field.
Your report does not need all of those groupings - the SSRS grouping is not like SQL. You should only group when you want to aggregate data on that field. Normally you might have a company with its address in various fields in one group but you only need to group once on the Company Name or (preferably) ID - not on each field and not a separate group for each. You could then show details of various invoices in other columns that aren't grouped.
But since you want to display the company data on each row, you would not want ANY grouping on the company.
To fix your issues, remove all the groupings (but not the rows) and just leave the detail group (which doesn't have a Grouping).
You can check out MS Docs: Understanding Groups for a better explanation.

Excel Pivot Table - Uneven group interval

I have around about 12,000 individual accounts with balances ranging from .01 to over 5mm. I want to group them in a column header so that I know the number of accounts that fall into each range as well as the summed up value of those accounts. I know how to create my pivot table to do this except for the grouping. I can only get one group to work (0-100,000 and >100,000). What I need is:
0-100,000; 100,000-1,000,000; 1,000,000-5,000,000; 5,000,000+
Can this be done? Manually grouping them isn't very viable given that I have 12,000 different account balances....and I wouldn't really want to do that manually anyway.
Can you add a calculated column to the source of the data with a formula to return the categories you want? A nested "If" statement should handle it with ease. Something along the line of:
=IF(AND(BALANCE>0,BALANCE<100000),"0-100,0000",IF(AND(BALANCE>=100000,BALANCE<1000000),"100,000-1,000,000"))
Just add in the rest of the IF(AND(X,Y),"Display text") to generate your categories.
You could skip the Pivot table entirely and use COUNTIFS
=COUNTIFS(A$1:A$10,">"&0,A$1:A$8,"<="&100000)
=COUNTIFS(A$1:A$10,">"&100000,A$1:A$10,"<="&500000)
And so on
For the last category you can use a COUNTIF
=COUNTIF(A$1:A$10,">"&5000000)
(My formulas assume the data is in Range A1:A10)

Pivot table with registers duplicate in 2 row

I have a question about how to summarize a list of data, I attached an image of how the data is presented.
The question is how to determine (summarize) the total of activities per unit considering that a person works in 2 units.
You could define that the person working in A / B does 50% of activities for each unit.
As the list of registers is very extensive the idea is to be able to automate, try with a PivotTable and did not give me result.
Any suggestions would be appreciated (xls, sql, etc).
data
http://ge.tt/381feDj2 -> Excel fILE
Am really not the best of people when it comes to Pivot Tables, but assuming i know what you are asking for.
1) Add one extra column (dummy) and just put 1 in it, this will be used to sum the number of events that the criteria occurs.
2) Select the whole table and then Insert=>Pivot Tables
3) Click Ok
4) Set Rows (fecha); Values (dummy); and the rest to Filters.
Then you can choose to filter your output the way you want. If you want A and A/B you can select multiple in the filter options.

Import 2 or more columns from Excel into 1 column Access

I have an Excel report that is the output of an opinion tool. In this Excel I have all the responses that the people submit for my quizz, in the questions that are multiple choise answer the tool output those questions like one question per option and only the selected option is the column with data in the Excel. For example, if my quizz is like this:
Q1 Your name:
R1 =
Q2 Options
opt 1
opt 2
opt 3
The Excel report will appear like this
Excel Report
So I want that when I import the Excel to Access it can automatically merge those columns to have only to headers in the Access table: "Q1 Your name:" & "Q2 Options"
Also, for context of the job, I will make some other editions to that imported table and then copy to another Access table (table 2) so even if there is a way to merge those Access columns before copy to the another one I will accept it like, I don't know, insert from this column and if empty insert from that column, I'm not good at doing queries sorry. Only the table 2 will have information, the first table would be like a temporary one so I will daily delete information from that one and preserve the important data en the table 2
Thanks for the support
Simplest way I can see to achieve your goal is to concatenate the three columns; since by the sound of it you will only ever have a value in one column per question per record. You could do this in Excel prior to the import, you could use a calculated field on the table or you could build a query that concatenates all your questions. My suggestion would be Excel since using the =CONCATENATE() function is probably going to be easiest option for you.
If you do import your raw data into Access you will need to assign unique column names, ie Q2_Op1, Q2_Op2, Q2_Op3.
The query syntax to concatenate these fields one would be something like:
SELECT Q1_Name, [Q2_Op1] & [Q2_Op2] & [Q3_Op3] AS Q2_Options
FROM Table1;
Where Q1_Name, Q2_Op1, Q2_Op2, Q3_Op3 are the column names on the imported data table.

Pivot Table with multiple rows all having the same level hierarchy

I have imported a bunch of data using PowerQuery into a single table and am building dashboard reporting. I have been using Pivot Tables to build my reports, which has worked fine so far.
However, I've come to a point though where I want to simply show the count of multiple columns (calculated fields). So I have column A,B,C,D, and want to show the count each of each. But, I don't want them to be subsets (or children) of one another, and I don't want to build a bunch of Pivot Tables (file is already getting pretty big, and I want them row by row for easy viewing). Any suggestions?
Also, I am using the "Columns" field already to show the counts by certain weeks (week one, week two, etc.).
Thanks,
-A
Thanks for the follow-up. Within PowerPivot, I have four calculated fields/columns that are True/False for each column. I want to know how many times each of those columns were marked "True" (I can rename the "True" field to distinguish between which field it's referencing). But I don't want four pivot tables. Right now I can only think of making four pivot tables, filtering out the false for each one, then hiding the rows so the "True" values stack on top of one another. If I put all the four fields together in the same Pivot, the three below the first become subsets. I don't want subsets, just occurrence counts.
Does this help provide clarification?
If I understand you correctly, here's an example that shows what you're trying to achieve:
The table on the left has the TRUE/FALSE entries and the PivotTable on the right just shows the number of true items in each of those columns.
The format of the DAX measure to produce these count totals is:
[Count of A]=CALCULATE(COUNTROWS(PetFacts),PetFacts[A]=TRUE)
(Apologies to any parrot owners who may get upset that I have inadvertently re-classified their pets as cold-blooded!)

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