I've tried searching this but couldn't find an answer because of the wording of the question. If it's been asked before please point me in the right direction.
I have the same exact data in Excel and Access, however, the pivot tables are viewed differently as shown below:
Excel view and data
Access view, same data
As you can see the pivot table in access has the actual values (Y, N) whereas in excel it sums up the values. I want excel to display the actual values like Access and not the sum.
I'll be switching over to Office 2013 soon and need to know how to do this in Excel 2013 since pivot tables were removed from Access 2010 in Access 2013.
I have also tried adding data to the columns section but doing so gave a harder to follow and different view as shown below:
I think this is what you are trying to do....
Looks like you will need an extra column in your table showing boolean values for yes/no as 1/0 for both house and car
Then, use those two new columns as your Sum of Values in the pivot table. Right click on the pivot table, go to options, and make sure that you have 'empty cells' set as blank. Then, for each value, you need this custom format
[>=1]“Yes”;[=0]“No”;
Don't copy and paste it in - it doesn't work (not for me anyway). Type it in manually.
I got the info from here (which probably explains it better) http://chandoo.org/wp/2012/05/07/displaying-text-values-in-pivot-tables-without-vba/
Related
I have made a workflow where I import a large excel table and then basically all 50 pivot tables connected to it change based off this data. I’ve made ‘summary tables’ that reference this.
The issue I am having is with the pivot tables. The ‘columns’ of the pivot table, displays the ‘date’ column. I am only interested in the year of that provided.
Initially I had displayed ‘years,’ then ‘quarters’ then ‘date’ on the ‘columns’ in each pivot table. Whenever I run this, sometimes the pivot tables expand… sometimes the ‘years’ column disappears and I’m only left with the date. Is there anything I can do to avoid it expanding and doing this.
From these tables I just need the ‘years’ to be displayed. However as you would know, I can’t just display the ‘years’ field, I need to have ‘date’ too… I would have preferred to have just had one ‘field’ in the column, as this would have avoided all this trouble. But I cannot seem to get around this.
I am trying to create a simple pivot table which will tell me how many community residents reported a particular problem, and what percentage of them reported each problem type. I have a data set with name, and then columns for each type of problem. Here's an small sample of the data set:
I have created a pivot table which sums each of these columns and also provides me the total number of people who reported any type of problem at all. Here's what I have:
I want to add a second column to this pivot table that gives the percent of times each problem type was reported. Sounds simple, but because of the structure of the original data set, I can't figure out how to do it. I can set up formulas outside of the Pivot Table which reference the table, but in doing so I forfeit the ability to graph the percentages on a pivot chart. Any ideas how to create a calculated field for this pivot table?
Just to be clear, what I want is something like this, except all contained in the structure of the pivot table:
Edit: I've changed the example of the data set. Here's an explanation of the pivot table. The values under the "# Reporting Issue" column are counts of all the 1's under each corresponding column in the data set. This meant that I had to add each row to the pivot table independently, as you can see here:
I'm open to the idea that I need to change the formatting of the data set, but I'm not sure of the best way to do it. This was set up initially because it allowed for easy compilation into a data table, but Pivot Tables seem to be a different story.
Hopefully this edit clarifies things.
You need to unpivot your data so that you turn it into a Flat File...something that the PivotTable can consume properly.
The easiest way is to use something called PowerQuery, which is baked in to Excel 2016 but available as a free addin from Microsoft for any other versions. Google PowerQuery Unpivot and you will turn up hundreds of tutorials, such as this one from my good pal Chandoo . PowerQuery looks slightly daunting at first to a first time user, but it is freakin easy once you get your head around how to use it. PQ is by far the best addition to Excel in years. PowerPivot being a close second.
If you can't install PowerQuery, then you can use your current data structure to make a 'staging pivot', and then drag the Values label that will appear in the Columns area to the bottom of the ROWS pane, like in this excerpt from a book I'm writing:
Note that my Year categories are equivalent to your Issues categories.
That will emulate the flat file layout you’re after. All you need to do then is turn this intermediate PivotTable back into a normal range, change that Values heading to Issue, and add a Count heading and you’ve got the flat file you need to build a useable PivotTable.
You can also use VBA. Google Unpivot VBA and turn up hundreds of results, including this blazingly fast code I posted some time back. (Look for the code under the —Update 26 November 2013— heading.)
You can also use the DoubleClick extraction trick.
I have an excel spreadsheet full of customer data including a few single letter categorical variables.
For example: property type can be (I for investment, O for owner occupier, or R for renter). Is it possible to replace the single letter with a descriptive title in the rows on a PivotTable? I do not have the descriptive names anywhere in my spreadsheet and I would prefer not to add them.
you can give nicknames to the fields that you are checking which populate the pivot table.
If you go the pivot table data and right click you can change the value field settings to give a custom name to a row/series but I do not know about individual data points.
path: pivot table data => right click => select Field Settings => edit custom name.
It does not look like it modifies the raw data (before pivot table).
It adds the name to the chart as well. So make sure your chart looks okay.
to my knowledge this is the best tool for you to mess around with.
Hopefully this answers your question.
coming from experimenting on excel 2013.
Note: I don't think it makes any fundamental difference, but I am working with pivot tables running on top of a PowerPivot model.
Example scenario:
Three tables in a model: SalesTransaction, BuyerCustomers, SellerCustomers, with a two defined PowerPivot relations:
BuyerCustomers.CustomerCode --> SalesTransaction.BuyerCustomerCode
SellerCustomers.CustomerCode --> SalesTransaction.SellerCustomerCode
I have a PivotTable defined using SalesTransaction as the data source.
Now, if I want to create slicers on both BuyerCustomer and SellerCustomer, in the Pivot Table fields window I can right click and "add as slicer" on either:
SalesTransaction.BuyerCustomerCode and SalesTransaction.SellerCustomerCode (the two columns in the transaction table)
BuyerCustomers.CustomerCode and SellerCustomers.CustomerCode (the individual lookup tables)
Either way, the behavior is identical. My question is: once this has been set up, how can one tell what a slicer is bound to via the UI in Excel? Other than being able to deduce the obvious association via column names, how does one tell?
Using VBA, one can discover the association like so:
ActiveWorkbook.SlicerCaches("Slicer_CustomerCode").SourceName
...which yields:
"[SalesTransaction].[BuyerCustomerCode]"
or
"[BuyerCustomers].[CustomerCode]"
....but as far as I can tell, there is no way to see this via the UI.
You cannot find the slicer TableName.ColumnName data source via the UI, you can only see the ColumnName.
As posted in the question, you can see both table and column names via VBA:
ActiveWorkbook.SlicerCaches("Slicer_YourSlicerName").SourceName
...which yields:
"[TableName].[ColumnName]"
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 ...