add an item to a pivot table - excel

I have a pivot table in Excel with groups.
But I later realized I wanted to add another item to that group.
How do I add an item without causing another dropdown subgroup?
I am working with about 800 items (job descriptions), but most are designer descriptions (head software engineer, head of software development, etc) so I want to group them all as "Tech," and so on. But with 800 items, I may group catch 50, but them later see 4 more. And don't want layers and layers of nested items.
As of now, it looks like
Group 1
item 1
item 2
item 3
added item 4
instead I want
Group 1
item 1
item 2
item 3
added item 4
Thanks!

If you're using a recent version of Excel, Calculated Items might be the way to go to quickly group and ungroup row labels.
Follow the tutorial here to see how these work: PivotTables: Calculated Items

Related

Data Query based on the drop down selection based on the dependent/independent drop down validation list

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Screenshot 2:
Hi Guys,
Need help with the Data Query based on the drop down selection based on the dependent/independent drop down validation list
Sample Images attached
I tried various formulas but was not able to get it working.
I cannot use INDIRECT because these drop down list are independent (or may be dependent)
I have a Metrics Table in my Consolidated Sheet and i have 10 teams (Team 1, Team 2...Team 9), 3 Environments (Production, Non Prod, No Field, All).
I have 10 other Sheets (Team 1, Team 2... Team 9). Each Sheet has same Metrics Table for All, Production, Non Prod, No Field. From Team 1 Sheet to Team 9 Sheet same format.
In the Consolidated, it is the same Metrics Table and format, however i have put 2 drop down Validation Lists. Independent Drop Downs (INDIRECT is not required) or what if that is made as related field and display only when the other Drop down is selected. This looks like a good one. So i will go with the dependent dropdowns
Requirement is, when i select the Team from the Team Drop Down List, and based on the selection from the dependent drop down list that is (Environment) it should pull the data from the respective teams sheet.
Not sure what is the best approach to get this working. Tried vlooks but was not able to achieve.
Hope there is a alternative to get this working.
Regards
Ajay

Stamp id list 2 to list 1 sharepoint 2013

I have been created 2 list, list 1 and list 2. How can i stamp id in list 2 to list 1.. like relationship between list 1 and list 2.. in list 1 we can see form list 1 and related item in list 2. Impossible to do that or not?
Thanks..
Create a lookup column in list 1 for list 2 this will create a relationship between the two lists, you can choose the columns that you want to display from list 2 in list as well.
Just like you add column you can add the lookup column by going to add column in list settings and choose the type as lookup column.
Step by step guide is available in MSDN
https://learn.microsoft.com/en-us/powerapps/maker/canvas-apps/sharepoint-lookup-fields

CRM 2011 Sub-grid for Price List Matrix

I am trying to add feature to Price List entity to support matrix based price lists.
I had created Price List Columns and Price List Rows entity and added 1-N relations to Price List entity.
Now i have to add a subgrid in a Price List form (probably a new one) to let users fill matrix. So i need a grid that fetches and inserts columns from Price List Columns relation and fetches and inserts rows from Price List Rows relation.
Is this possible? If yes, how can i achieve this?
I believe you are asking, 'How can I build an editable sub grid?'
Well out of the box CRM doesnt support those features. You will have to build (or buy) something custom.
I would suggest having a read of Building an editable grid for CRM 2011 which offers a number of existing addons and suggest development approaches.

How to automatically sort SPListItems based on a field

I have a requirement that a SPList should be sorted by the "Priority" field (number field, no limits) when a ListItem is added or updated.
The sort should work as this:
Original Inserted item Modified
1 1
2 2 2
3 3 (old 2)
4 (old 3)
Edited: This behaviour is primary for improving the user experience when editing data in the data sheet view.
It is a sort of a poor mans AJAX style updates that I am trying to get.
The only solution I see right now is to use an event handler and update the ListItems that should be deprioritized, however that could be a fairly costly operation on a list with hundreds of items (unless there are gaps in the sequence).
Have I missed the obvious solution, or a far better scaling way?
tia
Wow, tough one. I do not like the idea of going back and doing updates to existing items from a EventReceiver. You are asking for trouble.
Here is my recomendation.
Use 2 fields for your sort.
1 your priorty field as you have it today (so someone says 1, 2 , 3, 4)...
2 the create date field (this is a builtin datetime field).
so your results would look something like this
1 1/1/2009
2 5/16/2009
2 5/11/2009
3 5/12/2009
If you want the items sorted in a view:
Set the sort order in the view.
If you want items sorted when using the SharePoint API:
Use a SPQuery with an OrderBy element. http://sharepointmagazine.net/technical/development/writing-caml-queries-for-retrieving-list-items-from-a-sharepoint-list

Can I create a COUNTIF calculated column in SharePoint?

Is there a way to create a SharePoint calculated column that returns a count of the number of entries in a list? So If I have 3 customers in my list with the company "Starbucks" I'd like the field to return "3"
(Edited some wording for clarity per suggestion from dariom).
You may be able to get what you want with another list using a not-so-well-known variation of a lookup column.
Let's say you have a list called Companies with values in the title column like "Starbucks", "Peets", etc. Now you also have the Customers list you refer to, but the "Company" column is a lookup column pointing to the title column in the Companies list.
You can add a count very similar to what you described to your Companies list. Go to your Companies list, add a column of type "Lookup" referring to the Customers list and you'll notice that in the drop-down area where you define the lookup if you point back to the Customers list, you'll have a new option called "Count Related". This is here automatically because it recognizes that the Customers list has a lookup pointing back to this one. Select that Count Related option and now your Companies list will have a column counting how many customers are associated with that company.
No coding, Javascript hacks, or anything. Just hidden SharePoint auto-magic.
No, I don't think there's a way to do this using the out-of-the-box calculated column.
Some other ways you could accomplish this are:
Create a view for your list that with a group by on the company field and include the total count. This is easiest, but might not be exactly what you're looking for.
Create a custom column type that executes a CAML query to find items that you're interested in. There is a learning curve if you've not done it before and if the list that you're adding this custom column to has lots of rows, you'll be executing a query for each row which is inefficient - it'll be OK for a small number of rows.
Use an event handler on the list that updates a column value each time a new item is added or removed from a list. This is easier, but can also be inefficient if you have a large number of items in your list.
As dariom said (damn my slow typing skills, +1!), only the current row can be operated on with calculated columns by default in SharePoint. There are a couple of documented workarounds involving SharePoint Designer or jQuery, though.
You can get a Count of specific list items in an XSLT Data View
To do this you will need SharePoint Designer.
Right click on your SharePoint List view (ensure the list view contains the field you want to filter by) select convert to XSLT Data View. Then in the Data Source Windows select Data Source Tab and drag and drop the field you want to get a total on for the specific items into where you want it displayed in your XSLT Data View. Click on the numerical value that is showing you should get a lightening bolt icon, select the drop down and choose Count, then select again and choose Filter. Select "Click here to add a new clause" then choose your field name again and enter your unique value as Starbucks and click OK, you can repeat this process for other fields you want the totals on. You will now see the total number of Starbucks items in the list.
I got something similar to work in a way similar to Niall. Basically, I:
Based on the source list, created a Data View Web Part (DVWP) on a "test" web
part page.
Added the footer column, which gives a count.
Set the filter for my conditions (i.e., the items I want to count).
In the code, deleted the recurring items row.
I was left with just the footer, which displayed a filtered count for all the list items. I further customized the footer by taking out the shaded background. Finally, I exported this web part and imported it onto the page where I wanted users to see a total of items in the list (which met the criteria).

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