Home |
Search |
Today's Posts |
#1
|
|||
|
|||
Pivot Tables?
I currently use pivot tables quite often and I have a situation where I
think a Pivot table would be the best solution but I am not sur eif it is possible, or how to do it if it is possible. I have some data which comes from my financial system through a query. I have to run several different queries to get all of the information I need because of duplicate rows. The first query contains an employee name, check #, check date, net pay, gross pay, total employee deductions and total employee taxes for the pay period. The second query contains employee name, check #, check date and the amount of each deduction (employee & employer with description) for the pay period. The third query contains employee name, check # check date and the amount each withholding (employee & employer with description) for that pay period. I need to somehow get all of this data into a pivot table, or if there is another way which is better that would be fine as well, where the final result would list the employee name, check # checkdate, net pay, total deductions, total taxes, net pay, each deduction and each withholding all on one line for a particular check. I think it is possible to do a pivot table off of several different sets of data but I am not real familiar with this, if this is even the best way to go about this. Any help would be GREATLY appreciated! Gerald |
#2
|
|||
|
|||
Hi Gerald,
As I read your description, it doesn't sound to me as though a pivot table is the way to go. You seem to be getting three different sets of data for a given name, check #, and check date, and your problem is to line them up correctly. But you're not doing any totalling, averaging, counting etc. so I just don't see what a pivot table buys you. My tendency would be to use three different external data ranges with your queries (Data | Import External Data | New Database Query, foir example). Then, if your queries return the data so that the records line up correctly as to the duplicate name, number and date columns, you're all set; otherwise,. a simple Data Sort should do the trick -- all you do is delete the duplicate columns. Not sure why duplicate rows are forcing you to run multiple queries. As to building a pivot table from several sets of data, I think you may be referring to Multiple Consolidation Ranges -- see the pivot table wizard's first step. -- C^2 Conrad Carlberg Excel Sales Forecasting for Dummies, Wiley, 2005 wrote in message oups.com... I currently use pivot tables quite often and I have a situation where I think a Pivot table would be the best solution but I am not sur eif it is possible, or how to do it if it is possible. I have some data which comes from my financial system through a query. I have to run several different queries to get all of the information I need because of duplicate rows. The first query contains an employee name, check #, check date, net pay, gross pay, total employee deductions and total employee taxes for the pay period. The second query contains employee name, check #, check date and the amount of each deduction (employee & employer with description) for the pay period. The third query contains employee name, check # check date and the amount each withholding (employee & employer with description) for that pay period. I need to somehow get all of this data into a pivot table, or if there is another way which is better that would be fine as well, where the final result would list the employee name, check # checkdate, net pay, total deductions, total taxes, net pay, each deduction and each withholding all on one line for a particular check. I think it is possible to do a pivot table off of several different sets of data but I am not real familiar with this, if this is even the best way to go about this. Any help would be GREATLY appreciated! Gerald |
#3
|
|||
|
|||
So once I get my data, I will just go to Import External Data? I will
give this a try. The reason I am getting multiple rows is that for each employee, there are multiple deduction and withholdings, therefore duplicates are created for net pay, total deductions, total withholding and gross pay (to act as place holders in order for the multiple deductions and withholdings to show for each employee). Thanks for your help! Gerald |
#4
|
|||
|
|||
wrote in message oups.com... So once I get my data, I will just go to Import External Data? I don't think I understand what's going on. I should have asked this befo how have you been bringing data into Excel from your financial system? -- C^2 Conrad Carlberg Excel Sales Forecasting for Dummies, Wiley, 2005 I will give this a try. The reason I am getting multiple rows is that for each employee, there are multiple deduction and withholdings, therefore duplicates are created for net pay, total deductions, total withholding and gross pay (to act as place holders in order for the multiple deductions and withholdings to show for each employee). Thanks for your help! Gerald |
#5
|
|||
|
|||
The system we are running is Poeple Soft. I know it is possible to get
this done through the People Soft functionality but we are not fully implemented at this time. People Soft has a query function in which you can run the query directly into an Excel spreadsheet. So for this example I have three seperate spreadsheets with data. It is possible to run nVision reports, however as I said we are not fully impelemnted at this time. Let me know if you have any other questions and thanks for your help! Gerald |
#6
|
|||
|
|||
You should be able to consolidate this information within PeopleSoft itselft
using the query function. This function also has a feature to eliminate duplicates. I don't believe you need to bring the data into excel at all. " wrote: The system we are running is Poeple Soft. I know it is possible to get this done through the People Soft functionality but we are not fully implemented at this time. People Soft has a query function in which you can run the query directly into an Excel spreadsheet. So for this example I have three seperate spreadsheets with data. It is possible to run nVision reports, however as I said we are not fully impelemnted at this time. Let me know if you have any other questions and thanks for your help! Gerald |
Reply |
Thread Tools | Search this Thread |
Display Modes | |
|
|
Similar Threads | ||||
Thread | Forum | |||
overlapping pivot tables | Excel Discussion (Misc queries) | |||
Blank Cells in Pivot Tables | Excel Discussion (Misc queries) | |||
Macro for Pivot Tables | Excel Discussion (Misc queries) | |||
Product Function in Pivot Tables from Multiple Consolidation Range | Excel Worksheet Functions | |||
How does the term 'pivot' apply to Excel's Pivot tables and Pivot. | Excel Discussion (Misc queries) |