excel group data on one page allowing for sorting but also updating (prefer no VBA) - excel

I would like to create a spreadsheet that has 3 types of data (list of students, list of teachers, list of parking), for example:
Students Grade Parking_Lot
Joe A 1
Carl B 2
Teachers Class Parking_Lot
Mr. Bob Science 1
Ms. Ann Math 2
Name Parking_Lot Position
Joe 1 Student
Carl 2 Student
Mr. Bob 1 Teacher
Ms. Ann 2 Teacher
I don't want to enter names more than once. I figured I could edit the students and the teachers table, and create the parking table automatically. But then I can't sort the parking table as the entries are all formulas. I'd like to be able to sort by parking lot or name. I also would like to be able to change parking lot from any of the tables.
Is there any way to accomplish this without VBA? Am I thinking about this wrong?
Thanks,
Nachum

Example with PT (using Count of Name for Σ Values):
Unfortunately referencing the parking lots with just 1 and 2 makes the PT more difficult to interpret.
Added some clarification.
Position, Name and Grade are Row Labels (in that order from the top), Parking Lot and Class are Column Labels, with Count of Name for Σ Values. I chose Type for the Report Filter and removed all Field Subtotals (click on each Field if necessary and select None) and in PivotTable Options, Totals & Filters removed the Grand Totals by unchecking Show grand totals for rows and Show grand totals for columns. Note that the PT is driven by the source data – not vice versa. Changes to the source data will be reflected in the PT (after Refresh) but you can’t edit data cells for fields in the row, column, or page area of the PT.

Related

excel PowerPivot Auto Calculated Measures & Columns

After looking at a few similarish questions I figured I needed something more specific so asking here. I will start by explaining the situation:
The Setup
I have a Store which sells Cakes, Cookies and Wine. I have the weekly sales data of each product sorta like this:
Product ID
Product Name
Quantity
Value
Week Ending
1
Ginderbread
2
£4
13/01/22
2
Chocolate chip
5
£25
13/01/22
3
Red Wine Bottle
1
£10
13/01/22
4
Sponge Cake
3
£9
13/01/22
Currently every week's data is stored within the same table, with me using a Week filter to show only the week i'm interested in.
Using this Data I created PivotTables that shows the sales of each category, with the ability to drill down to show the specific products. Table looks something like this:
Category
Quantity
Value
Cakes
2
£4
Cookies
7
£29
Wine
1
£10
The issue
I now want to stick in a new calculated column that shows the Value as a %. E.g The total value for the previous table was £43, so Cookies is about 67%. If I drill down, it would show the Chocolate Chip record as 80% and Gingerbread as 20%
I imagine doing this would be easier if each individual week's data was on a different table, but I got a lot of weeks and I also want to do tables showing the sales for over a period of time. Plus I don't know of a way to merge the "value" and "quantity" columns, etc instead of having 1 for each week being shown.
any advice would be appreciated
Create an extra column in the source table (prior to filtering) entitled "perc" calculated as the corresponding value for each row divdied by the total value across all rows (se pic. / eqn. for first row below) --
=E2/$E$6
No calculated fields required - just include perc as the mesaure of interest in your pivot table, with value setting as 'sum':
The reason why this worked is because of the common denominator - which allows one to sum ratios on a 1:1 basis.
Devising a calculated field using the standard 'fields, items & sets' functionality for ordinary pivot tables would not be feasible / possible as far as I am aware. You would need to move into the realm of power pivots and data models - which is not too complicated (readily accesible directly from the field list per below) - however, I see this as unnecessary complication for the task at hand.
Side notes:
Using table names in your functions is sometimes more convenient when entering, albeit may appear tricky at first when reviewing - first eqn above becomes:
=[#Value]/Table1[[#Totals],[Value]]

Top 3 Values for Multiple Categories based on hours in a week

I'm working on a charging matrix where project managers can input time to the top three contracts in each category based on a week to week basis. Right now I have a pivot table with the categories (Production, Spares, Development) with multiple contracts that were charged that week. I manually select the top three from each category and copy into a table where I have formulas creating charge numbers for the project managers to use.
The question is, is there a way I can automate selecting the top 3 contracts from each category based on number of hours for that specific week?
Pivot Table & Charging Matrix
You can use LARGE() to get the top 3 (large(data,1) etc)
Then use index() and match() to get the contract names.
I have made a simple example here, but it will not deal with duplicate results in the hours if they are in the top 3...
There are solutions to that already posted.
If I understand you correctly, you want to automate the process of finding the top 3 contracts under each category and then create the charge number based on the results.
You can do so by creating a new pivot table as demonstrated below, put the Category Name and Contract Name in the Rows field, and put the Hours in the Values field, then right click anywhere within the Row Labels column of the pivot table, go to Filter -> Top 10... -> enter 3 in the second field, then you should have the top three contracts for each category.
P.s. You can choose to sort the hours from largest to smallest, and choose NOT to show the subtotals for each category.
Once you have the list, you can enter your formula (I presume you used a formula) in corresponding cells in column H (as in my example) to create the desired charge number.

Pivot Table Column with Value and Calculated Field row per group?

The more I have to work with Excel in helping our customers with advanced reporting, the more I'm amazed at it's capabilities. That being said, I can't seem to find exactly what this customer wants Excel to do.
Scenario:
We have a datasource which refreshes a worksheet containing many rows and columns of a data export from the customer's database. That worksheet then drives the other tabs' charts, tables, etc.
They want to add a table (pivot) which will take their milestones, sum the (ontime) column, and then take the (rownumber) sum for that area and then divide it so they can see how many projects were on time. Simplified data tab looks like this:
RowNum Area OnTime Milestone
------ ---- ------ ---------
1 North 1 M2
2 East 1 M4
3 East 1 M2
4 North 0 M1
5 East 0 M4
and here's the table they want it to produce.
We can get it to do both using a Sum(value) and calculated field, however we can't get the Sum(value) field to go directly beneath the calculated percentage field. Any ideas?
If I understand correctly, it will be enough to move the Values drawer to your Rows:
If you need to change the order of the values (which one will be at the top etc.), you can do this moving the drawers within Values Window at bottom-right.

Convert columns of categories into multiple rows in Excel

I have a spreadsheet of Chamber of Commerce members that looks like this:
COMPANY CATEGORY 1 CATEGORY 2 CATEGORY 3
Ameriprise Lending Institutions Banks
Country Inn Lodging Hotels Bed & Breakfast
FirstBanc Lending Institutions Banks
Gillespie Fair Events Festivals
That I need to convert—on a new sheet—into this:
COMPANY CATEGORY
Ameriprise Banks
Ameriprise Lending Institutions
Country Inn Bed & Breakfast
Country Inn Hotels
Country Inn Lodging
Firstbanc Banks
Firstbanc Lending Institutions
Gillespie Fair Events
Gillespie Fair Festivals
In a nutshell, I need to produce multiple entries for the Company for every Category that business falls under. Any help would be greatly appreciated.
In data cleaning world, we call this reshaping a data frame from wide to long.
And there's a way to do it in Excel.
Hit this key combination: Alt D P. This will bring up PivotTable Wizard (Yup, not many know this.)
Select Multiple consolidation ranges. Click next.
Select I will create the page fields. Click next.
Select your data range. Click next.
Select the location to show to pivot table. Click next.
You'll see a pivot table appearing. In the PivotTable Field List, untick Row and Column.
You should be left with count of value and a number. Double click that cell. You'll see a new sheet with your converted data table.

Excel - Rank value based on range (X is the Yth highest value)

I'm wondering if someone could tell me if the following is possible, and if it is, how one would go about achieving it please.
I am working on a event points table. For example think of a race, if a person finishes first they get 100 points, 2nd 99 points etc. There are 2 championships, an open championship which includes everyones and a members championship for a select number of people.
I have a completed open championship table which contains a column for the names of people who are racing, and a column for the number of points they achieved in that event.
In a seperate sheet I have a similar formatted table but with a column of 'members' names. What I would like to do is pull through the points from the open standings sheet but then recalculate the points rewarded to give the highest ranked member 100 points, 2nd 99 etc.
So for example if member John Doe scored 76 points in the open championship but was the highest ranked member in that event, they would receive 100 points in the members championship.
The only way I can think I could go about this is to pull the numbers through from the open champ sheet to the members champ sheet using vlookup, then rank the numbers based on a range, so '97' from '100, 97, 65' is the 2nd highest value, then take that value (-1) from 100. So 100-(2-1)=99 points
Any help would be much appreciated.
Something like this copied down might suit:
=CHOOSE(RANK(B1,B:B),100,99,98,97,96,95,94,93,92)
with the values extended as necessary, assuming columnB has the members' points from the open standing (and the names may be in ColumnA).

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