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#1
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Pivot table
In Col A is the Month (Jun,Jul,Aug) of transactions, listed in date sequence
in another column is the last name of the salesman for each transaction. There are other columns relevant to the transactions, but not to the pivot table I created. The resulting pivot table listed the salesman, but not in alphabetical order. In the data columns are the counts of the transactions for each month with a final column totaling the three monthly columns and a grand total. Now the date columns are arranged in this sequence: Jun Aug Jul. I cannot figure out how to arrange the salesmen's names alphabetically, nor why the date columns are not listed Jun, Jul Aug. |
#2
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Pivot table
Hi
Double click on the last name fieldAdvanceSortAscending Do the same for your Date field. If the sort doesn't resolve the month order, then ToolsOptionsListEnter Jan, Feb ..... Dec in white paneAdd Then repeat Advanced sort on date field. -- Regards Roger Govier "PatJennings" wrote in message ... In Col A is the Month (Jun,Jul,Aug) of transactions, listed in date sequence in another column is the last name of the salesman for each transaction. There are other columns relevant to the transactions, but not to the pivot table I created. The resulting pivot table listed the salesman, but not in alphabetical order. In the data columns are the counts of the transactions for each month with a final column totaling the three monthly columns and a grand total. Now the date columns are arranged in this sequence: Jun Aug Jul. I cannot figure out how to arrange the salesmen's names alphabetically, nor why the date columns are not listed Jun, Jul Aug. |
#3
Posted to microsoft.public.excel.worksheet.functions
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Pivot table
Thanks Roger, your solution worked.
If I may ask additional Questions: I have two columns indicating the last name and state of the individuals. The count of months are currently for Jun, Jul and Aug. There will be additional transactions for Sep, etc. When that data is entered, will I have to change the range of data, or will it automatically include the new entries? Can I create at the end of the table, or outside of it totals for the monthly transactions by state? (It already gives me the totals for the person's name by month. Sincerely, Pat "Roger Govier" <roger@technology4unospamdotcodotuk wrote in message ... Hi Double click on the last name fieldAdvanceSortAscending Do the same for your Date field. If the sort doesn't resolve the month order, then ToolsOptionsListEnter Jan, Feb ..... Dec in white paneAdd Then repeat Advanced sort on date field. -- Regards Roger Govier "PatJennings" wrote in message ... In Col A is the Month (Jun,Jul,Aug) of transactions, listed in date sequence in another column is the last name of the salesman for each transaction. There are other columns relevant to the transactions, but not to the pivot table I created. The resulting pivot table listed the salesman, but not in alphabetical order. In the data columns are the counts of the transactions for each month with a final column totaling the three monthly columns and a grand total. Now the date columns are arranged in this sequence: Jun Aug Jul. I cannot figure out how to arrange the salesmen's names alphabetically, nor why the date columns are not listed Jun, Jul Aug. |
#4
Posted to microsoft.public.excel.worksheet.functions
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Pivot table
Hi Pat
When that data is entered, will I have to change the range of data, or will it automatically include the new entries? The simple answer is No. However, you can make the data source range grow automatically as you add more data. Depending upon your version of Excel, you may have an inbuilt method to achieve this. With XL2003 place cursor in your source data rangeDataListCreate List With XL2007 again place cursor in data rangeInsert tabTable In each case, if you then right click on the PTBackenter the name of the table in the source dialogue =Table1, or whatever it is called, then the PT will automatically include all new data when you Refresh the PT. If your version is earlier than XL2003 (this also works with 2003 and 2007) you can create a dynamic range. Insertnamedefine Name myData Refers to =$A$1:INDEX($1:$65536,COUNTA($A:$A),COUNTA($1:$1)) The above formula is a general formula that will work for all situations assuming you have no entries in row 1 beyond the data you want to Pivot, and that your header starts in A1. If your data only went to say column H, then you could simplify the range to something like =$A$1:INDEX(H:H,COUNTA(A:A)) (I am assuming that column A will always be populated if there is a row of data in the table.) Again in the PT wizard, give source as =myData Can I create at the end of the table, or outside of it totals for the monthly transactions by state? You can, but why not create them within the PT? Drag State to the Row area, and place it above Name. You will then have a count of Name, within State, and a Subtotal for the State. If Subtotal is not showing, double click State on the PT and choose Subtotal Automatic -- Regards Roger Govier "PatJennings" wrote in message ... Thanks Roger, your solution worked. If I may ask additional Questions: I have two columns indicating the last name and state of the individuals. The count of months are currently for Jun, Jul and Aug. There will be additional transactions for Sep, etc. When that data is entered, will I have to change the range of data, or will it automatically include the new entries? Can I create at the end of the table, or outside of it totals for the monthly transactions by state? (It already gives me the totals for the person's name by month. Sincerely, Pat "Roger Govier" <roger@technology4unospamdotcodotuk wrote in message ... Hi Double click on the last name fieldAdvanceSortAscending Do the same for your Date field. If the sort doesn't resolve the month order, then ToolsOptionsListEnter Jan, Feb ..... Dec in white paneAdd Then repeat Advanced sort on date field. -- Regards Roger Govier "PatJennings" wrote in message ... In Col A is the Month (Jun,Jul,Aug) of transactions, listed in date sequence in another column is the last name of the salesman for each transaction. There are other columns relevant to the transactions, but not to the pivot table I created. The resulting pivot table listed the salesman, but not in alphabetical order. In the data columns are the counts of the transactions for each month with a final column totaling the three monthly columns and a grand total. Now the date columns are arranged in this sequence: Jun Aug Jul. I cannot figure out how to arrange the salesmen's names alphabetically, nor why the date columns are not listed Jun, Jul Aug. |
#5
Posted to microsoft.public.excel.worksheet.functions
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Pivot table
Than you Roger, however, I am using 2002, and unfortunately I am having
difficulty creating the name for the data. Do I select the worksheet, or the rows of existing data, or something else? Is relevant where the cursor is when creating the name? My pivot tables are on separate worksheets. Pat "Roger Govier" <roger@technology4unospamdotcodotuk wrote in message ... Hi Pat When that data is entered, will I have to change the range of data, or will it automatically include the new entries? The simple answer is No. However, you can make the data source range grow automatically as you add more data. Depending upon your version of Excel, you may have an inbuilt method to achieve this. With XL2003 place cursor in your source data rangeDataListCreate List With XL2007 again place cursor in data rangeInsert tabTable In each case, if you then right click on the PTBackenter the name of the table in the source dialogue =Table1, or whatever it is called, then the PT will automatically include all new data when you Refresh the PT. If your version is earlier than XL2003 (this also works with 2003 and 2007) you can create a dynamic range. Insertnamedefine Name myData Refers to =$A$1:INDEX($1:$65536,COUNTA($A:$A),COUNTA($1:$1)) The above formula is a general formula that will work for all situations assuming you have no entries in row 1 beyond the data you want to Pivot, and that your header starts in A1. If your data only went to say column H, then you could simplify the range to something like =$A$1:INDEX(H:H,COUNTA(A:A)) (I am assuming that column A will always be populated if there is a row of data in the table.) Again in the PT wizard, give source as =myData Can I create at the end of the table, or outside of it totals for the monthly transactions by state? You can, but why not create them within the PT? Drag State to the Row area, and place it above Name. You will then have a count of Name, within State, and a Subtotal for the State. If Subtotal is not showing, double click State on the PT and choose Subtotal Automatic -- Regards Roger Govier "PatJennings" wrote in message ... Thanks Roger, your solution worked. If I may ask additional Questions: I have two columns indicating the last name and state of the individuals. The count of months are currently for Jun, Jul and Aug. There will be additional transactions for Sep, etc. When that data is entered, will I have to change the range of data, or will it automatically include the new entries? Can I create at the end of the table, or outside of it totals for the monthly transactions by state? (It already gives me the totals for the person's name by month. Sincerely, Pat "Roger Govier" <roger@technology4unospamdotcodotuk wrote in message ... Hi Double click on the last name fieldAdvanceSortAscending Do the same for your Date field. If the sort doesn't resolve the month order, then ToolsOptionsListEnter Jan, Feb ..... Dec in white paneAdd Then repeat Advanced sort on date field. -- Regards Roger Govier "PatJennings" wrote in message ... In Col A is the Month (Jun,Jul,Aug) of transactions, listed in date sequence in another column is the last name of the salesman for each transaction. There are other columns relevant to the transactions, but not to the pivot table I created. The resulting pivot table listed the salesman, but not in alphabetical order. In the data columns are the counts of the transactions for each month with a final column totaling the three monthly columns and a grand total. Now the date columns are arranged in this sequence: Jun Aug Jul. I cannot figure out how to arrange the salesmen's names alphabetically, nor why the date columns are not listed Jun, Jul Aug. |
#6
Posted to microsoft.public.excel.worksheet.functions
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Pivot table
Hi Pat
Whilst on the sheet with the source data InsertNameDefine enter a name for the data range in the Name box fill in the formula given in the Refers to box -- Regards Roger Govier "PatJennings" wrote in message ... Than you Roger, however, I am using 2002, and unfortunately I am having difficulty creating the name for the data. Do I select the worksheet, or the rows of existing data, or something else? Is relevant where the cursor is when creating the name? My pivot tables are on separate worksheets. Pat "Roger Govier" <roger@technology4unospamdotcodotuk wrote in message ... Hi Pat When that data is entered, will I have to change the range of data, or will it automatically include the new entries? The simple answer is No. However, you can make the data source range grow automatically as you add more data. Depending upon your version of Excel, you may have an inbuilt method to achieve this. With XL2003 place cursor in your source data rangeDataListCreate List With XL2007 again place cursor in data rangeInsert tabTable In each case, if you then right click on the PTBackenter the name of the table in the source dialogue =Table1, or whatever it is called, then the PT will automatically include all new data when you Refresh the PT. If your version is earlier than XL2003 (this also works with 2003 and 2007) you can create a dynamic range. Insertnamedefine Name myData Refers to =$A$1:INDEX($1:$65536,COUNTA($A:$A),COUNTA($1:$1)) The above formula is a general formula that will work for all situations assuming you have no entries in row 1 beyond the data you want to Pivot, and that your header starts in A1. If your data only went to say column H, then you could simplify the range to something like =$A$1:INDEX(H:H,COUNTA(A:A)) (I am assuming that column A will always be populated if there is a row of data in the table.) Again in the PT wizard, give source as =myData Can I create at the end of the table, or outside of it totals for the monthly transactions by state? You can, but why not create them within the PT? Drag State to the Row area, and place it above Name. You will then have a count of Name, within State, and a Subtotal for the State. If Subtotal is not showing, double click State on the PT and choose Subtotal Automatic -- Regards Roger Govier "PatJennings" wrote in message ... Thanks Roger, your solution worked. If I may ask additional Questions: I have two columns indicating the last name and state of the individuals. The count of months are currently for Jun, Jul and Aug. There will be additional transactions for Sep, etc. When that data is entered, will I have to change the range of data, or will it automatically include the new entries? Can I create at the end of the table, or outside of it totals for the monthly transactions by state? (It already gives me the totals for the person's name by month. Sincerely, Pat |
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