I've got a table in access looking like this,
Category | Subcategory | Userdate (mm/dd/yyyy) | Color
I want to export this to an excel file where the Categories and Subcategories will be placed in column A and B respectively. However the Colors will be placed by month (Userdate), 12 months meaning Columns from C to N. So what I want to do is place the records from colors in different columns depending on the month (Userdate).
What is the best way to go about doing this? Create a recordset and loop through it? I reckon this will be a bit slow when rows exceed the 40k which is possible.
I could also make the table have Month columns like:
Category | Subcategory | January | February | etc...
So I could just export it just like that but seems to me that's just a bad way of making a table.
it sounds like you want a crosstab query:
TRANSFORM First(Table1.Colour) AS AColour
SELECT Table1.Category, Table1.Subcategory
FROM Table1
GROUP BY Table1.Category, Table1.Subcategory
PIVOT Format([Userdate],"mm-mmm");
You can transfer to Excel programmatically with DoCmd.TransferSpreadSheet
Related
I have a spreadsheet that contains data for customers that have purchased items from my store. What I would like to do is go back the last couple years, using a pivot table, and display: number of customers that ordered something each month (a count of unique customer names).
The sheet is organized as such:
Date | Invoice | Account Name | Item | Quantity | Amount
6/1/2020 | 50100 | John's Tire Shop | 1/2 Inch Socket | 2 | 12.00
Is there a way inside pivot table options to count unique account names and display the total grouped by month?
You can create a helper column to identify unique values per month to add as a filter to your pivot using your existing setup
=IF(COUNTIFS($A$2:A2,A2,$B$2:B2,B2)=1,"y","n")
I would propose you to add a helper column to your data, containing the =Month(A:A) function. But be careful: I see that your first date equals "6/1/2020", is that the first of June or is this Epiphany? :-)
I have 2 large tables in power pivot and I am trying to reconcile stockpile build grades to crushed stockpile grades. Please see example. I can create pivot table that contains the crushed grades but I am unable to find the right way to bring the stockpile grades though for the reconciliation high lighted in green in the attached example.
Thanks for any help or direction on where to look
In Power Query, create your lookup tables.
1) unique crushers, ID
2) Dates, ID
Here is a function to create a dates table, if you need one. After you invoke the function to get the column of dates, add another column for the ID.
/*--------------------------------------------------------------------------------------------------------------------
PQ Create a Dates Table, returning a single column of dates.
Inputs:
Start Date | Enter the year as yyyy, month as mm, day as dd
End Date | Enter the year as yyyy, month as mm, day as dd
Increments | One row will be returned per increment.
Author: Jenn Ratten
Edits:
07/16/18 | Modified query copied from the internet.
10/01/19 | Converted to a function.
--------------------------------------------------------------------------------------------------------------------*/
let
fDatesTable = (StartYear as number, StartMonth as number, StartDay as number, EndYear as number, EndMonth as number, EndDay as number, IncrementDays as number, IncrementHours as number, IncrementMin as number, IncrementSec as number) as table =>
let
StartDate = #date(StartYear,StartMonth,StartDay),
EndDate = #date(EndYear,EndMonth,EndDay),
Increments = #duration(IncrementDays,IncrementHours,IncrementMin,IncrementSec),
DatesTable = Table.FromColumns({List.Dates(StartDate, Number.From(EndDate) - Number.From(StartDate), Increments)}, type table[Date]),
ChangeType = Table.TransformColumnTypes(DatesTable,{{"Date", type date}})
in
ChangeType
in
fDatesTable
Load all of the tables to the data model.
Go to Power Pivot, diagram view, and create your relationships.
Lookup Crusher to data tables 1 and 2
Lookup Date to data tables 1 and 2
Go to Data View on data tables 1 and 2, add 2 new columns for the lookup IDs. You can specify the column header and the formula at one time by clicking in first cell and using this syntax, then either press enter or click the check mark in the formula bar.
Dates Lookup ID:=RELATED(lookup_dates[ID])
Crusher Lookup ID:=RELATED(lookup_crusher[ID])
Optional, but a good practice....
Right-click the new fields you just created and select "hide from client tools". Also hide the date and crusher fields on both data tables, and the ID field on both lookup tables. When you are creating pivots to summarize data from more than one table, the text fields that you place on your pivot table should be the fields that are shared (aka the lookup tables). This helps to minimize pivots in which the grand totals don't match the sum that you actually see on the table. If you hide the fields, it reminds you of that. There are exceptions of course, but this is a good rule of thumb.
Now create measures to sum the tons and any other math calculations you'd like. With the measures, start simple and let the pivot do the slicing. Put the measures in the values section of the pivot table.
Sum of Source Tons:=sum(Table1[Tons])
Sum of Destination Tons:=sum(Table2[Tons])
I'm looking to try do the following;
I want to have say 3 columns.
Transaction | Category | Amount
so I want to be able to enter a certain Name in Transaction say for argument sake "Tesco" then have a returned result in Category Column say "Groceries" and I can enter a specific amount then myself in Amount Colum.
Thing is I will need to have unlimited or quite a lot of different Transactions and have them all in pre determined Categories so that each time when I type in a Transaction it will automatically display the category for me.
All help much appreciated.
I know a simple If Statement wont suffice I can get it to work no problem using a Simple IF Statement but as each Transaction is different I don't know how to program further.
Thanks.
Colin
Use a lookup table. Let's say it's on a sheet called "Categories" and it looks like this:
| A | B
1 | Name | Category
2 | Tesco | Groceries
3 | Shell | Fuel
Then, in the table you describe, use =VLOOKUP(A2, Categories!$A$2:$B$3, 2, FALSE) in your "Category" field, assuming it's in B2.
I do this a fair bit using Data Validation and tables.
In this case I would have two tables containing my pick lists on a lookup sheet.
Transaction Table : [Name] = "loTrans" - with just the list of transactions sorted
Category Table : [Name] = "loCategory" - two columns in table, sorted by Both columns - Trans and Category
Header1 : Transactions
Header2 : Category
The Details Table:
the transaction field will have a simple data validation, using a
named range "trans", that selects from the table loTrans.
the transaction field will also use data validation, using a named
range, but the source of the named range ("selCat" will be a little more
complex. It will be something like:
=OFFSET(loCategory[Trans],MATCH(Enter_Details!A3,loCategory[Trans],0)-1,1,COUNTIF(loCategory[Trans],Enter_Details!A3),1)
As you enter details, and select different Transactions, the data validation will be limited to the Categorys of your selected transactions
An example file
I have an Excel sheet set up basically with the first two columns as a person's name and their ID. Then the rest of the columns are title of a skill. The values of the table are basically the skill levels (0-4). So it looks like:
| Name | ID | Skill 1 | Skill 2|
| Jane | 01 | 3 | 4 |
I was wondering how I can use pivot tables to make it so that I have a column where I can I select in the dropdown the "Skill" and in that column would be 0, 1, 2, 3, 4 then the column next to it shows the Count of how many people put 0 for that skill etc.
Right now I have it like that but only one skill and if I wanted to change to a different skill, I have to manually change the pivot table row label. I was hoping to just change it within the pivot table itself.
I could rearrange the data to make this work but I'm having trouble conceptualizing how the data should be organized for this.
Is this doable in Excel?
Normally for pivot tables you want the data in a format more like this
Name ID Skill# Skill Value
Jane 01 1 3
Jane 01 2 4
Then you would be able to show what you want in the pivot table. You could then use report filters or column labels (with filters) to only show skill# 1 or skill#2.
Is there an equivalent of GROUP BY statement in a Lotus Notes view?
Currently my table is laid out like this:
| JOB # | SHIP DATE 1 | MODULE 1 | SHIP DATE 2 | MODULE 2 |
| 111 | APRIL 2013 | 123-XYZ | APRIL 2013 | 654-ABC |
to this (/ stands for a twistie):
\/|SHIP DATES|
|MODULE 1|
|MODULE 2|
The final output would look something like:
\/|April 2013|
123-XYZ (this record would be from MODULE 1)
654-ABC (this record would be from MODULE 2)
\/|June 2013|
876-DEF (this record is from MODULE 1, since there is no ship date for MODULE 2 in this month/year only one job appears)
Is there any way I could merge the ship date columns together?
Categorization of views is the closest equivalent to "Group by" in a Notes view. So you're on the right track using a categorized view (i.e. the categories are the rows at the twistie level)
You should be able to achieve this using the setting "Show multiple values as separate entries" in your view. Set the Module column's formula to be
Module1:Module2
That means the value of that column is a multi-value list with two entries, the value of module1 and the value of module2.
For your categorized column formula, you should be able to use
#Unique(ShipDate1:ShipDate2);
to get the column to show the ship dates.
In the Ship Dates column you can "merge" the two fields by combining them with a colon. So if the two fields are called ShipDate1 and ShipDate2 the column formula is:
ShipDate1:ShipDate2
You also have to mark this property on the column: