I have a long set of data, it can be grouped into general cathegories but I need to see the details as well.
I know how I can acheve this with a pivot table, but I am wondering if it is possible to get this done in some other way?
Note: I have well over 1000 rows in that table, whatever solution you proposu it should not require a lot of time for each row in the table.
Thank you
I found it in the "Data" Ribbon, there is section "Outline", it has a "Subtotal" button, select the table, and then click on "Subtotal", menu that pops ups will help you build in the "drill" capability to the table.
Excel powerview has this functionality, available in v2013.
Related
I am having the toughest time finding how to get ONLY the earliest time to show in the Summary Tab. Currently I have a pivot table on the Summary tab with All Data selected from Report Tab. The Report tab gets the information from the Data tab. I have trying using MIN but I'm not sure that is the best method. Any and all help would be greatly appreciated.
Report Tab
Summary Tab
Data Tab
MIN is in fact the best function so far for this. Best if you can reference this not on the pivot table, but on the source data set to ensure no mis-referencing when pivot structure changes.
If you're doing this with a pivot table, using the value filters functionality would do the trick. You just select the 'bottom 1' of the list of time values you have.
I have spent the last 3-4 days trying out all kind of tips and tricks found on YouTube and rest of the internet. But I don’t manage to create what I want. Now I have to swallow my pride and ask for help.
I have a big master table, or database, with all kind of information. I want to create a dashboard with a few smaller tables with just some of the information from the database.
I attached picture of a very simplified version of what I want to archive. Picture of simplified Daschboard/MDatabase:
I want to show some of the cars in column C (in the database) in separate tables on the dashboard with just some of the columns from the master table. When a row is added, deleted or information is changed in the database I want the dashboard table to update. It would be neat if it updated automatically, but a refresh button would do.
I use Outlook 2010 but can’t use MS Query or PowerQuery.
Pivot Tables will do exactly what you want.
Select your data source Sheet2!B3:F13 and click Insert > Pivot Table. Choose the range where you want to put the picot table, and click OK.
The Pivot Table field list will appear - drag Owner, Colour and Condition to ROWS, drag Car to FILTERS. In the Pivot Table > Design ribbon, switch off Subtotals and Grand Totals, and change Report Layout to Tabular Form.
Select a car filter as required, and format to suit.
You can create multiple pivot tables in the same manner. When data in the source table is modified, you can simply refresh the pivot tables to update them.
Thanks a lot Olly!
I totally overlooked the possibility to use pivot tables. I was obsessed with using some clever code to solve it. But the use of pivot seems to be the most convenient solution.
By the way. Thanks all you excel gurus (nerds...) out there who share your knowledge in forums like this. Two weeks ago I had no knowledge about VBA, formulas etc. Now I have managed to build a user friendly database with a dynamic dashboard and interactive user forms. Only by reading forums posts and watching You Tube tutorials.
first time asking a question here. So I apologize in advance if I have not asked properly.
I have a set of data in the form of a table, which I have converted into a Pivot Table, with the normal purchase sales and profit columns. However, my problem arises as I want to create another column in the Pivot Table which gives the profit percentage on purchases. I am aware that this can be done by clicking on the Fields, Items & Sets drop-down menu under the PivotTable Tools - Analyze Tab, However, this doesn't work and all I can see is that the Calculated Field option is greyed out.
Can anyone advise how I can get a profit percentage column to be inserted in the pivot table? Thank you in advance.
Warren Barrell
Screenshot
It looks like your PivotTable uses an OLAP data source, which is why that option is greyed out. If you have the requisite version/SKU of Excel you could use the PowerPivot add-in to write a measure, but otherwise I think your only other option is to get your database admin to add the column to the database, and then bring that through to Excel.
I unioned two tables (AccelerateData and Adjustments) in PowerQuery and loaded them into the data model (table name in the data model is AccelerateData). Afterwards I created a pivot table from the data model to analyze it. I want to make the data model accessible to other users as well and therefore I'm doing some tidying up.
In PowerPivot there is the option to "Hide from Client Tools". I have done this for the non relevant PowerPivot for columns and tables. However, I always see the source data tables from PowerQuery in the field list of the pivot table and can't find out how to hide them.
Anybody knows how to not show them in the field list?
Thank you very much!
I don't see a way to do exactly what you are asking under the All tab, but you can easily hide (or unhide) any sources from the Active tab with just a right-click and Remove from (or Show in) Active Tab.
In my opinion, All really should show all dependencies rather than some arbitrary user defined selection with the Active tab being used for customization and this seems to be how Microsoft built it.
After hiding them using the "Hide from Client Tools" option in Powerpivot, you also have to right-click and refresh your pivot table. That should hide the fields from the pivot table fields list.
I found a better solution than using the "Active" / "All" tabs.
In Excel, go the table you want to hide, then go to the Power Pivot tab, and select "Add to Data Model". This will make the table directly visible in Power Pivot, where you can now "Hide from Client Tools".
I agree that the PivotTable Fields view shouldn't include tables outside of your data model, but with this solution you at least gain control of hiding them, and as long as you don't create any relationships you should be ok in terms of performance.
Helllo
Is there a way I can use a slicer to filter multiple pivot with 3 different data sources. Thanks.
Just Double Click on the Slicer and then go to Options, then go PivotTableConnections, then select the check box which you want to connect and click on OK.
Here are some snaps.
I guess this covers your requirement :)