Ugh,
I'm not a hero when it comes to Excel...
I have an Excel file with one sheet that contains all data. It's basically a list of tickets, displaying the ticket ID, type, value and 5 dates per row.
I'm looking for a way to have new sheets in the Excel that actually display only tickets of a specific type. So on the sheet Bug Tickets I want to diplay like a filtered sub-set of the raw data in the first sheet.
However, this new sheet needs to refresh it's data automatically when I add new data to the main list.
Is this possible in Excel?
Ok here is a way using a Pivot Tables and Tables.
You should set it up like below: (in the SS, I put the pivot in the same sheet but you can put it in another).
Steps:
You need to create a table out of your data. See here on how to do it.
Then create a Pivot Table out of your table. See here on how to do it
After that you just need to format it the way you want.
The Pivot table will update everytime you add data on your table.
It will display what you've filtered.(in my example I filtered type A).
Notice: Apologies I cannot create a step by step procedure for you(very tedious). I wouldn't have posted this as answer if only it would fit as comment.
Related
I have this table:
Is it possible to make a pivot table to present the information like this?:
Thanks!
Sure it's possible. As shown in your example, you just need to change the special character "✔️" by the number 1 using "ctrl + f". Then insert a Pivot Table with the data. And finally, create a new column named TOTAL and add the "=sum()" formula to count the items from each row. Something like that:
You are going to need to move this data from the word doc you are using into an Excel worksheet, in order to generate a pivot table.
format your data like this in Excel
To start out creating a pivot table, make sure that all rows and columns are selected and record (row) must not be obscure or elusive and must be making sense. Navigate to Insert tab, click PivotTable.
You will reach Create Pivot Table dialog box. Excel fills in data range from first to last selected columns and rows. You can also specify any external data source to be used. Finally choose worksheet to save the pivot table report.
The pivot table should appear. You can then populate this table with data fields which will pop up on the right hand side. Enable the fields you wish to compare in the pivot table report.
is it possible to view raw data data build table? For example example if I clicked one of this number is it possible to see all raw rows that was summarize in columns customer, finance, etc. I am looking for some view that is using in pivot tables in excel/google sheets. There are option that if you clicked in one cell there will be created new tab with filtered source data.
You can use the drillthrough feature to accomplish this. Basically, create a second page and create a table with all the data you want to see.
https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-drillthrough
I am trying to create a table of dynamic range that takes data from another sheet. The short story is that I need to do this because Alteryx will drop an old existing sheet of the same name when uploading new data each time that it is ran.
I am filling up a template from a pivot table formed from this table that takes the raw data (4 sheets total).
The Problem: The problem I have is with the Raw Data and the Table sheets. The Table Sheet needs to mimic the exact data of the Raw Data Sheet, but in table form. So there are two things to consider: the size of the raw data, and the actual data itself.
How might one do this?
And before I answer redundant questions:
Why don't you make a table on the raw data sheet? Because the sheet gets dropped each time Alteryx runs and will not save that there once existed a table there
Just say the cell references the other cell/ size references the size Yes, I get this, but I am making things dynamic on the table sheet
Make a giant table to take any size data range and map the expected columns also did this but if I told my college professor I did this as a professional analyst I would get slapped on the wrists
If you are using Excel 2016 or later, you can create a "Pivot Table":
And choose where to place it, for example in another worksheet:
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.
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 ...