Pivottable - use same source data, and group data differently
 

I have source data that comes from massive SQL databases, and create several
pivot tables using this same source data. The data is brought into the
worksheet so I can "drill down" to see detailed data.

I group my first table by month. I also make "other" groupings of other
data. I then copy the table and paste it in a new location so that the size
of the worksheet is minimized by using the same data in all pivottables. The
"other" groupings remain intact.

The problem I have is that I change the second pivottable to weekly
groupings of the data (not monthly). The "other" groupings stay intact, but
the it then changes the first table to weekly groupings.

How can I group monthly/weekly data differently, but still minimize the size
of the pivottable and keep the "other" grouping intact?

My ultimate goal is to be able to group multiple fields, and use those
groupings in many different pivottables, and minimize the size of the
worksheet (I know I could draw the data differently by adding or subtracting
fields, but then I must maintain groupings in all my pivottables...but the
groupings occasionally change and maintaining those groupings in 100's of
pivottables is very time consuming).

I hope I make sense. There must be a way to deal with all this!!

Pivottable - use same source data, and group data differently
 

For all pivot tables based on the same pivot cache, the grouping is the
same. Perhaps you could record macros to group the date fields in a few
standard ways, then run those as required.

Todd1 wrote:
I have source data that comes from massive SQL databases, and create several
pivot tables using this same source data. The data is brought into the
worksheet so I can "drill down" to see detailed data.

I group my first table by month. I also make "other" groupings of other
data. I then copy the table and paste it in a new location so that the size
of the worksheet is minimized by using the same data in all pivottables. The
"other" groupings remain intact.

The problem I have is that I change the second pivottable to weekly
groupings of the data (not monthly). The "other" groupings stay intact, but
the it then changes the first table to weekly groupings.

How can I group monthly/weekly data differently, but still minimize the size
of the pivottable and keep the "other" grouping intact?

My ultimate goal is to be able to group multiple fields, and use those
groupings in many different pivottables, and minimize the size of the
worksheet (I know I could draw the data differently by adding or subtracting
fields, but then I must maintain groupings in all my pivottables...but the
groupings occasionally change and maintaining those groupings in 100's of
pivottables is very time consuming).

I hope I make sense. There must be a way to deal with all this!!


--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html