PivotTable
26 TopicsPivot Table formatting after refresh
I have a pivot table set up, and have selected "Preserve cell formatting on update" in PivotTable Option. However, when I select a different slicer or refresh the data, the cell formats change dramatically and seemingly randomly. I cannot get the table to save the cell format consistently. Extremely frustrating, and a seemingly known issue with no good fix. Help!!!96KViews3likes25CommentsPasting Pivot Table as Values... losing Borders and formatting
This just started within the last 30 days or so... it appears that when pasting a Pivot Table as values over itself... borders and formatting are now eliminated. Extremely frustrating as I have the need to distribute Pivot Table data to many corporate users, but do not want all of the underlying data to be exposed or shared. Microsoft Office 365 ProPlus, Excel version 1708 (Build 8431.2153 Click-to run) Is there any way to turn this off, or what is the work-around? Tried all kinds of various "pasting formats" and such. Thank You, Brian CatalanoSolved204KViews0likes28CommentsPivot Table grouping defaults to Month when I add data to data source
I have a Pivot Table which is grouped by Year. When I add new records to data source, then hit refresh in Pivot Table, the grouping defaults to Month. I would like it to remain by Year. I tried the 'Disable automatic grouping of Date/Time columns in PivotTables' but that did not work. Any suggestions? Thank you,Solved3.6KViews0likes3CommentsPivotTable : Unexpected behavior with 2 tables
Hi, The first picture shows the expected behavior of adding 'Product' and 'Revenue' to a pivot table. Now when i add the same fields but from 2 different tables linked with a relationship, the result is different (please see 2nd picture). Could somebody explain this weird behavior ? Thanks in advance PivotTable with 1 table PivotTable with 2 tables RelationshipSolved1.6KViews0likes2CommentsUnable to edit calculate values in a PivotTable
I have a pivot table, created by my colleague; it includes calculated values, and I am unable to see its formulas. The following steps were taken: 1) select cell in the pivot table; 2) click "Fields, Items & Sets" ( "PivotTable Analysis" on the ribbon); 3) choose "Calculated Field." Here I expect to see existing calculating fields in the "Name" drop-down list. DD list is empty. As a workaround, I take a look at another excel-file with those values (excel-university.com/edit-pivottable-values) but faced the same problem.2.9KViews0likes3CommentsExcel Update Pivot Table Source Not Working
Folks, I'm adding Pivot table source update comment in case others have the same problem. Problem I created a pivot table whose source data changed because I added rows to the source. When I clicked on the Change Source Button to extend the pivot table source to the additional rows, the Change PivotTable Source window popped up, but Excel did not return to the source data tab with the current row and columns marked. Instead, it just remained on the Pivot table tab. When I manually entered the new table source rows and columns on the Change PivotTable Source form and clicked ok, Excel erased my Pivot table. Normal Operation Excel is supposed to take you to the source table tab with the current selection marked, where you can either mark the new source rows and columns with your mouse or manually enter the rows and columns. When you press Ok on the Change PivotTable Source pop-up, Excel is supposed to update your Pivot table with information from the new source rows and columns. Solution Navigate to the Excel Options’ Data tab and uncheck “Prefer the Excel Data Model when creating PivotTables, QueryTables and Data Conversions.” If you need to leave this option checked, be careful to uncheck Add this data to the Data Model on the Create PivotTable pop-up when creating a new Pivot table.5.8KViews0likes1CommentGETPIVOTDATA Relative Reference and Cascading (Linking) Slicers to Filter Students and Test Scores
Hi All, I could really use some help before I go jump off a bridge. Jk. The issue I am currently having it related to using relative references in the GETPIVOTDATA function and cascading slicers. I have a PivotTable set up that has a list of students and their test scores. What I would like to happen is for the user to select one student from the cascading slicer, whose parent is a slicer with which class they're in, and the student's name changes in one cell while the student's test score appears in another. I do not know if this is possible with slicers, but I was able to get it to work with data validation lists. Unfortunately, the data validation is not dependent on a parent. How it works with the data validation is I connect it to the list of students. After that, I get the scores from the PivotTable and change the absolute reference to relative by changing the name of the student to the cell in which I have the students listed. The function works well for what it's supposed to do. The issue is that it is not dependent on the parent slicer and it takes away from the interactivity of the dashboard I am working on. In addition, I am unable to search the list of students to make it more efficient for the user. Is there a way to search slicers? Can I connect another slicer that allow me to search by the first two letters of the student's name? How would I do this? The other way I have done it is to use the GETPIVOTDATA function to obtain all the names in the PivotTable relative to which class they're in. After that, I set up the GETPIVOTDATA function to retrieve the test scores for each student. The absolute reference was changed to relative by connecting the formula to the cells with the names I had already retrieved. This works really well for it does. The student's name appears at the top along with the respective test score. The issue with this is that all of the other cells either turn into a 0 or a reference error since that data has been filter. Is there a workaround for this? Please see the attached file.Solved5.2KViews0likes3CommentsPivotTable - Calculated Field Subtotal
I inserted in a calculated field into a pivot table that multiplies 2 values (this field is titled "sum of Prod Routing Hrs" in the table (see screenshot) and the automatic subtotal on the date (in the row field) will also multiply the values instead of sum them like it does for the other values. Any ideas on how I can fix this? I have also included a screenshot of the calculated field.2KViews0likes1CommentPercentage calculation in pivot table for a growing time series
Howdy, I'm trying to create a pivot table showing percentage occupancy across a portfolio of residential properties. The viewer should have the ability to slice the data however they want. I'm unsure how to accomplish this. The basic idea and issues are as follows: Everyday we get an update on the occupancy across the portfolio Some of the properties were added over time so the total number of units has changed multiple times I want to create a pivot table and pivot chart that grow daily to accommodate the newly reported occupancy. The pivot chart and table should show occupancy percentage which are calculated by dividing the occupancy for the period by the number of units during the period. Since I can't add percentages, I'm struggling to figure out how to accomplish this. I want to eventually post the pivot chart with the slicing functionality to a sharepoint site Here is an example of the data. Everyday there will be another column added. Properties start showing occupancy from the day they are acquired. Thanks, elansr1.1KViews0likes0CommentsSCENARIO PIVOT TABLE
Hi everyone, I am really having difficulty understanding what the following steps are sking me to do. The current chart I have is not what I am supposed to be getting. Any help is appreciated please! Thank you!! Switch back to the All Products Use the Scenario Manager as follows to compare the profit per unit in each scenario: Create a Scenario PivotTable report for result cells B17:D17. Remove the Filter field from the PivotTable. Change the number format of the Profit_per_Unit_Sold_Single_Cup, Profit_per_Unit_Sold_Auto_Drip, and Profit_per_Unit_Sold_French_Pre fields (located in the Values box of the PivotTable Field List) to Currency with 2 decimal places and $ as the symbol. Use Single Cup as the row label value in cell B3, Auto Drip as the value in cell C3, and French Press as the value in cell D3. In cell A1, use Profit per Unit Sold as the report title. Format the report title using the Title cell style. Resize column A using AutoFit. Resize columns B-D to 00.12KViews0likes0Comments