I am using Excel 2007 and using several pivot charts which reference the same table of data. I change the data daily, copy and pasting the data from another source. Is it possible to change the grouping on the table so that I can view the data differently in different pivot tables? For example, one graph views the data by hour and another by month and another by day. It seems that when I change the grouping for one graph, it changes it on every one. My solution has been to copy and paste in the data into three separate tables for data with each one having different groupings.
The most flexible solution is to split dates in different columns and calculate all the aggregation levels needed using
- =YEAR([date]), =MONTH([date]), =DAY([date]), =HOUR([date]), =MINUTE([date])
- =CEILING(MONTH([date])/3;1) for quarter
and pull these fields in & out of your Pivot tables / charts.
Related
I have a survey data set that I need to periodically update and produce reports out of in Excel 2016. I want to filter the data by location and then compare locations by year>quarter to a total from all reporting locations ("provincial") using some charts.
The data is categorical: column is called "location", and then there are about 20 locations available to select.
I "solved" this originally by creating pivot charts and converting them to formulas to create standard charts that allowed me to add provincial totals. This is not flexible though and I want to do a better job.
I tried adding a new column to the data that is populated by "Provincial" for each row. Now I can create a set of pivot tables for each question and connect them with a filter so that one pivot has the locations I want and the dates I want, while the second pivot has the provincial total filtered by the same dates. Only problem with this is that you can't create a chart that pulls data from two different pivot tables.
Example Pivot tables filtered to one location for 2019
One option I considered was to somehow duplicate each row but replace the location data for each with "provincial". This way I could filter everything and have provincial as a location option that has all of the data I want. I don't know how to do this in any kind of automated way though, and it needs to be flexible enough for me to add new data over time.
I am trying to consolidate data with the exact same columns, from multiple worksheets (or ranges) into a pivot table.
My data is a bunch of savings initiatives that are distributed over a certain amount of areas within the organization (such as HR and Finance). The savings initiatives connected to each area have names (such as HR.1, Fin.7). They all summarize possible savings divided onto different savings types (Savings type 1-6) and distributed over a certain amount of years. You can see my data fields from my three sheets below:
Sheet 1
Sheet 2
Sheet 3
What I am looking to do is just to create a big pivot table containing and consolidating all of this data as if there was just one worksheet (I need to have them in multiple worksheets). Like if I just pasted these datatables in a sequence. Just like this:
I have tried to do the "multiple consolidation ranges" option when doing a pivot table but I can't get it to work. When I follow the steps of the tutorial given here and just add the ranges to the Data Model, I just get this result:
I saw how to merge two different tables into one pivot but they all had the same order of columns. I have two different excel sheets from two different DBs and I want to merge both into one pivot - they have the same column names but in different order.
Attached is the screen shot of the first table, the second table and the pivot table I would like to have
Found the answer!
One should just attach both tables one right or left to each other and create a pivot table from one source rather multiple.
However, excel then differentiates between A1 and A1_1 for the second table. To solve this I used calculated fields for a new field of A1 and A1_1.
I'm having a little bit of trouble grouping dates in excel. I have created a pivot table that groups a bunch of dates between 3 months together. However, I want to take advantage of the refresh ability of pivot tables--the idea in which when you refresh your pivot table, it will update to whatever you added or took away from the source of data your pivot table is based on.
However, when I grouped the dates between three months together, I noticed if I don't add a date that exactly corresponds to the dates within the grouping, the picot table does not add that entry into the pivot table. For example, if my grouping had the following dates (between May and July) in it:
5/21/2013, 7/18/2013, 6/8/2013
And in my source data spreadsheet had the following date added to it:
5/2/2013
5/2/2013 would not be added to that specific grouping in the pivot table because it is not exactly like the other dates as stated above. I want it so that I can group all dates from 5/1/2013 to 7/31/2013 inclusively as opposed to the dates in the original grouping. Would anyone have an idea on how to do so? Thanks!
http://www.datawright.com.au/excel_resources/expanding_pivot_tables.htm
im curious as to how you are currently grouping them without adding new ones, there may be a way to work with what you already have especially if you are willing to incorporate some VBA
Provided your source 'dates' are not text Excel should be able to cope.
I fear (hope?) we were at cross-purposes about which "Group" to use. I meant the one that pops up (as on the left below) when right-clicking one of the Qtr headings in the PivotTable.
If you have access to add additional formulas in the data you could just calculate "quarter" in an additional column (reference here)
How can I obtain the year quarter from a date?
I tend to always make my groups in the rows of data like this, rather than attempt it using pivot groups. For example, you might also extract "year" with = year(A1) in the rows - so you can easily add it as a pivot row item later for grouping. If your data source is properly formatted as an excel 2007 "table" these kind of formulas will fill themselves downward when you paste new data.
I have recently been placed on a reporting project for my job. My overall objective is to make a report of 9 different charts that is able to filter the data by date and also by group. There are 22 different groups and I need to drill down to show the report by individual month, week, and day. I have to do this all in excel 2007. For now, I'm working on showing results by month and for all the different applications groups plus a summary for all groups.
The way that I have set this up is, to have one workbook that contains 2 worksheets, 1 that has all 9 graphs, let's call this Dashboard_All. These graphs are linked to the second sheet that contains all of the information for each graph, let's call this Chart_Data.
You may be wondering, where this Chart Data is coming from? Chart_Data references some tables in another workbook that contains raw data, pivot tables, and matrix tables. I have it set up to that one worksheet here contains all the raw data in one table. One worksheet has all the pivot tables (1 pivot table for each chart) in order to sift through the raw data and give me the results. I have made 23 different worksheet that have these results, 1 for each group (I used the group filter on each pivot table to do this) and 1 for all groups as a summary. I also made 23 different worksheets where I have made matrix tables for each of the pivot tables results. These tables are used because when ever I change a pivot table for a different group, the results change and sometimes columns or rows are omitted if there is no data there to be read. So I made tables that reference the pivot tables in order to have cells that basically act as spacers in case there are blank values in the pivot tables. These charts have all the possible combinations for the different months as rows and the different columns. Chart_data from the previous workbook references these matrix tables.
I used a VLOOKUP function in Chart_Data that is linked to a drop down list. For example,
Please, choose a month: drop down January February March ... All Months. The Vlookup knows that when I select a month to only display the various data for the charts only for that respective month. So my monthly objective has been accomplished. Now for the application group, I need another drop down box that will reference the different matrix table worksheets in my workbook. If I choose a group from the drop down, the VLOOKUP will know to go to that respective sheet with the appropriate information.
The problem is, how do I get it to recognize different sheets? For example,
=VLOOKUP(C3, '[BlahBlah_WaWa_Charts.xlsx]Group 1 Chart Data'!$A$20:$B$32, 2)
How do I have it so that "Group 1" changes with the drop down selection?
I know this is long winded and confusing, but I'm not sure how else to explain this.
Thanks alot.
You can use INDIRECT() Eg;
=VLOOKUP(C3,INDIRECT("[HPSM_" & C1 & ".xlsx]Sheet1!$A$4:$B$16"),2)
It isn't clear at all what you're trying to do or how your content is structured.
Are you making one set of charts for each of the 22 groups, or one set of charts for ALL 22 groups?
Are the charts in one stand-alone workbook or in each of the 22 group workbooks?
Are you attempting to retrieve the workbook names from the stand-alone workbook or within the group workbooks?
...etc...
Please try re-writing your question/explanation to clarify how your data is structured and what your objectives are.