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Pivot tables field grouping
I have a database with dates, sales and profits. I need to create report for
daily, monthly and yearly sales on different worksheets. I have created pivot tables for reporting. But the problem is that when I group the date field on monthly sheet by month, the same field is grouped by month on the quarter sheet. I need the different groupings of date field on different sheets, but this is not happening. It is not that the pivot tables are created from each other. They are all created from the data source so why are they being dependent on each other? I am using Excel 2003. Please help. |
#2
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Pivot tables field grouping
Create separate pivot tables, each based on the original data range,
instead of copying the pivot table to create the different reports. If all the pivot tables are copies of the first pivot table, or based on the existing pivot table, they use the same pivot cache, and the grouping is the same for all pivot tables based on the same pivot cache. Vikas Chandelia wrote: I have a database with dates, sales and profits. I need to create report for daily, monthly and yearly sales on different worksheets. I have created pivot tables for reporting. But the problem is that when I group the date field on monthly sheet by month, the same field is grouped by month on the quarter sheet. I need the different groupings of date field on different sheets, but this is not happening. It is not that the pivot tables are created from each other. They are all created from the data source so why are they being dependent on each other? I am using Excel 2003. Please help. -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
#3
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Pivot tables field grouping
Hi Debra. Thanks for the suggestion but I have already tried it and the
results are still the same. Any thoughts? "Debra Dalgleish" wrote: Create separate pivot tables, each based on the original data range, instead of copying the pivot table to create the different reports. If all the pivot tables are copies of the first pivot table, or based on the existing pivot table, they use the same pivot cache, and the grouping is the same for all pivot tables based on the same pivot cache. Vikas Chandelia wrote: I have a database with dates, sales and profits. I need to create report for daily, monthly and yearly sales on different worksheets. I have created pivot tables for reporting. But the problem is that when I group the date field on monthly sheet by month, the same field is grouped by month on the quarter sheet. I need the different groupings of date field on different sheets, but this is not happening. It is not that the pivot tables are created from each other. They are all created from the data source so why are they being dependent on each other? I am using Excel 2003. Please help. -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
#4
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Pivot tables field grouping
If the results are the same, then you're not creating a new pivot table
based on the source table. Select a cell in the source data, and choose DataPivotTable and PivotChart Report In step 1, select Microsoft Office Excel list or database, and click Next Select the range for the data, and click Next A message will appear, asking if the new report should be based on the same data as the existing report. Click NO, to make the reports separate -- this is the key step. Then, complete the Wizard, to make the pivot table. Vikas Chandelia wrote: Hi Debra. Thanks for the suggestion but I have already tried it and the results are still the same. Any thoughts? "Debra Dalgleish" wrote: Create separate pivot tables, each based on the original data range, instead of copying the pivot table to create the different reports. If all the pivot tables are copies of the first pivot table, or based on the existing pivot table, they use the same pivot cache, and the grouping is the same for all pivot tables based on the same pivot cache. Vikas Chandelia wrote: I have a database with dates, sales and profits. I need to create report for daily, monthly and yearly sales on different worksheets. I have created pivot tables for reporting. But the problem is that when I group the date field on monthly sheet by month, the same field is grouped by month on the quarter sheet. I need the different groupings of date field on different sheets, but this is not happening. It is not that the pivot tables are created from each other. They are all created from the data source so why are they being dependent on each other? I am using Excel 2003. Please help. -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
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