Add a column description to a new (not Classic) PivotTable - excel

I want to add a column description to a PivotTable.
Is it possible with "new" (not old "Classic") PivotTable?
Here is source table example and desired results:
I can achieve the results with "Classic" settings but this has some feature I do not like so I would prefer to use "new" if possible:

Add Count of I2 manually with formatting and in PIVOTTABLE TOOLS > DESIGN > Layout , Report Layout select Show in Tabular Form and if necessary uncheck Subtotal "line".

Related

Merge two tables with some different headers in Excel formulas

I have a table in sheet a, that I want to merge with sheet b, and output on sheet c. Most of the column titles are the same but there are a few that are unique to a and to b. I want my output table to have every possible column title so that it can exist as a single table.
Please let me know if you know how to do this, or anything that can put me in the right direction. Very interested in not using Macros and using formulas.
Thanks
To merge two tables with formulas you can use either "Vlookup" or a combination of the "index" and "Match" functions. However, I prefer the method I did below Using power pivot.
If you want to use vlookup here is a good resource:
https://exceljet.net/excel-functions/excel-vlookup-function
Using Power Pivot:
You can merge 2 tables in excel using power pivot. It requires a bit of setup but it is not hard to do.
If you do not have power pivot you can get the add in by doing the following:
1.) Clicking on File on the top left > select "Options" on the bottom left
2.) From the pop up select the "Add-ins" section
3.) From the drop down on the bottom select "COM Add-ins" > click go
4.) Select the check box next to "Microsoft power pivot for excel"
5.) A new "Power Pivot" tab will appear on the ribbon
With That out of the way you first need to convert your tables into "Official excel tables" so you can merge them. To do this click anywhere onto the table and press CTRL+T. You have to do this for each table.
Next you need to click anywhere on one of your new tables and go to the data tab and select "From Table/Range"
Since there are two tables we just want to add the first table to our power pivot queries for now. In the next screen on the top left click on "Close and load to" >> then select "Only create connection".
We need to add the other table to power pivot as well but the second step is a bit different because we are going to merge the two tables.
1.) Like before click anywhere on the 2nd table and click on From Table/Range.
2.) This time when the power query editor comes up we want to select the merge "queries button" on the top
3.) From the merge window select the table that you want to join with and the click on the ID to join on from both tables. You may also want to update the join kind from the drop down list then click ok.
4.) After merging Your table will have a new column with a value of table, click on the little arrow icon next to the column header to expand it and select the fields that you want to display from table 2 and click OK. All the columns you selected will be added to the table. At this point you can rename the column names so they do not display something like Table2.Name
5.) Click close and load to from the top left, keep the first option "Table" , and click ok. You should have your new table in a new worksheet now.

Pivot Table on Excel - Summarize data

Im working with a table similar to this one:
I want to create a pivot table that organizes the data by the "GRUPO" column, indicating the reason for leaving a company.
For example, in the table above, DK would have to have SALARIO = 2 (there are 2 people in group DK who between RAZÓN 1 and RAZÓN 2 have checked SALARIO).
I manage to do something like this:
But is not working correctly, as you see, i only want the final result for each RAZÓN...
Any help? Thanks!
Well, there might be other ways to accomplish this task, however this is what i usually do, since i found it easy one for me, so you can follow the steps and refer image as well,
1.) Select any cell within the table i.e. your ORIGINAL DATA SOURCE,
2.) Now from Data Tab --> Goto --> Get & Transform Data Group --> From there click --> From Table/Range,
3.) On selecting the one i have mentioned above, shall open the Power Query Editor,
4.) From Query Settings Panel, under PROPERTIES change the name to Grupotbl
5.) Now select any column and press CTRL A to select the whole table to change the data type, from TRANSFORM TAB --> Under Any Column Group --> Click Detect Data Type , this shall add one step in the APPLIED STEPS as Changed Type,
6.) Next select the first three columns and right click & select --> Unpivot Other Columns, eventually adding one steps under APPLIED STEPS as Unpivoted Other Columns
7.) Now rename the column Value as Razon
8.) Press CTRL and select the columns other than column named Attribute , right click Remove Other Columns,
9.) From HOME TAB under Close click the dropdown and click Close & Load To,
10.) On doing above, you shall get this and click Only Create Connection and check the Add this data to the Data Model --> Press Ok,
11.) From Insert Tab --> Pivot Table --> From Data Model --> You can either choose New Worksheet or Existing Worksheet, which ever suits you best, for this example i have selected existing worksheet cell A9
However you can also right click on the QUERIES & CONNECTIONS and click load to Pivot Table Report and Press Ok.
12.) So you see the Pivot Table layout has been created and you can also find the Pivot Table Fields Panel on the right side of your worksheet, From Fields panel you will find all the tables has been listed, select the Grupo Table --> Drag the Grupo Field in the Rows Areas while the Razon will be in the Values area respectively, you can change the layout design from design table, as well as from Report Layout change it to Show in Tabular Form.
13.) In this manner you can Transform your data to Summarize a Pivot Table!

Pivot Charts - how to choose columns to show on the graph

so far when I want to choose columns which I want to show in the graph, I have to click on the pivot table and then choose columns fom pivot fields. Is there a faster way to do that? I would like to add some nice looking list under the graph from which I could choose columns to show.
You don't need to use the PivotTable, you can add columns directly to the PivotChart using the same interface as for PivotTables. Right click on the PivotChart and select "Show Field List" as the bottom. The control pane will appear on the right.
Building a custom user interface below the PivotChart would require a significant amount of VBA and would not perform as well.

Save filter view Excel 365

I have a huge Excel spreadsheet (36 columns) and applied filters on the header row. I made some configuration and now I have the filtered sheet.
Is it possible to save this filter configuration?
There was the option back in MS2007 (Custom views) but I cant find it in Excel 365.
In the "View" ribbon select "Custom Views" in the group "Workbook Views". If it does not appear go to options->customize ribbon-> select all commands-> find "Custom Views"-> add to a custom ribbon.
After filtering your table, click on "Custom Views" -> Add
This will save the table filtering among other things.
Keep in mind that Custom Views are worksheet-specific, meaning that a custom view only applies to the worksheet that was active when you created the custom view.
You can create a macro that will apply the filters to the table.
Developer Tab
Record Macro
Apply filters to table (you can even just edit the filter for each column and select "OK" to apply the filter you already have in place)
Stop recording Macro
From then on you can just run the macro you recorded and it will filter your table.

VBA dropdown selection

Hi i have a worksheet contain six columns, instead of use the Filter function from excel, I would like to create a dropdown menu that allows me to select the information from column A (strings) and then select information from colomn F (also string), how can I create that dropdown from VBA?
Thanks,
Your question isn't fully clear to me in terms of what sort of functionality you want this drop-down menu to have, but you would be best off to investigate the following:
A) Developer Tab > Insert > List Box
You can specify a data range for this drop-down menu and link it to a cell which updates its value based on the drop-down list selection.
B) Data Tab > Data Validation > Allow: List
This allows you to select a list of data that you want to have appear in a particular cell.
Perhaps these would be useful for what you are looking to accomplish.

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