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#1
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Hello,
I have a pivot table that summarizes production data on a monthly and weekly basis. I have generated another table that uses the getpivotdata and displays data for current month-to-date, previous month, week-to-date, previous week, and each individual day of the current week. It works fine except for instances where the week spans two months or two years. I have solved the spanning two months by making a second Pivottable based on the first that summarizes by WEEKNUM instead of month. However, the week spanning two years is problematic (it seems I will be spared this Jan 1 but I need a permanent solution). I thought of manually changing the year for either the December days or the January days, but that will throw off the Monthly calculation. Any suggestions on how to resolve this. |
#2
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How is your source data laid out (what fields and what data do they contain)?
What are you considering to be a week (Mon - Sun, Sat - Fri, etc)? And when should the first week of the year start on (1/1/year, first monday, etc)? "Rayo K" wrote: Hello, I have a pivot table that summarizes production data on a monthly and weekly basis. I have generated another table that uses the getpivotdata and displays data for current month-to-date, previous month, week-to-date, previous week, and each individual day of the current week. It works fine except for instances where the week spans two months or two years. I have solved the spanning two months by making a second Pivottable based on the first that summarizes by WEEKNUM instead of month. However, the week spanning two years is problematic (it seems I will be spared this Jan 1 but I need a permanent solution). I thought of manually changing the year for either the December days or the January days, but that will throw off the Monthly calculation. Any suggestions on how to resolve this. |
#3
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Thanks.
My raw data is laid out by date and shift (two shifts per day). I have my production data in the first ten columns. I then have columns that using the date functions to capture the year, month, weeknum, and weekday (using Monday as 1) as integers. All these fields go into the pivottables. The Month Pivottable arranges the rows by year and then month (to get monthly totals). The Week Pivottable arranges the rows by year, weeknumber, and then weekday (to get weekly and daily totals). The Week Pivot uses the month pivot as its datasource. I then have a final table that outputs the pivotdata in a specific format. So my monthly totals are fine, as the first day of the year is the first day of the month. But for example this year will end with week 53 having 6 days and week 1 of 2006 having one day. Thus, on Jan 2, which will technically be week 2, my pivottable will try to get the totals from the previous week and will only come up with Sunday. I should point out that I am no thte end user of this spreadsheet and that the end users will not be proficient with excel. (I have gone as far as creating a Button that uses VB to automatically refresh the Pivottable after they enter the day's information.) I hope this helps. "William Horton" wrote: How is your source data laid out (what fields and what data do they contain)? What are you considering to be a week (Mon - Sun, Sat - Fri, etc)? And when should the first week of the year start on (1/1/year, first monday, etc)? "Rayo K" wrote: Hello, I have a pivot table that summarizes production data on a monthly and weekly basis. I have generated another table that uses the getpivotdata and displays data for current month-to-date, previous month, week-to-date, previous week, and each individual day of the current week. It works fine except for instances where the week spans two months or two years. I have solved the spanning two months by making a second Pivottable based on the first that summarizes by WEEKNUM instead of month. However, the week spanning two years is problematic (it seems I will be spared this Jan 1 but I need a permanent solution). I thought of manually changing the year for either the December days or the January days, but that will throw off the Monthly calculation. Any suggestions on how to resolve this. |
#4
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Perhaps instead of using the WEEKNUM function you should just use the
individual dates (12/30/05, 12/31/05, 1/1/06, etc....). You can then use Excel's group by functionality on the dates field. Right-click on the field column heading and choose Group and Outline / Group. Then ensure that the Days option is highlited and that the number of days is set at 7. You can then adjust the starting and ending dates if need be in order to get the weeks to fall in the proper places that you want. Hope this helps. Thanks, Bill horton "Rayo K" wrote: Thanks. My raw data is laid out by date and shift (two shifts per day). I have my production data in the first ten columns. I then have columns that using the date functions to capture the year, month, weeknum, and weekday (using Monday as 1) as integers. All these fields go into the pivottables. The Month Pivottable arranges the rows by year and then month (to get monthly totals). The Week Pivottable arranges the rows by year, weeknumber, and then weekday (to get weekly and daily totals). The Week Pivot uses the month pivot as its datasource. I then have a final table that outputs the pivotdata in a specific format. So my monthly totals are fine, as the first day of the year is the first day of the month. But for example this year will end with week 53 having 6 days and week 1 of 2006 having one day. Thus, on Jan 2, which will technically be week 2, my pivottable will try to get the totals from the previous week and will only come up with Sunday. I should point out that I am no thte end user of this spreadsheet and that the end users will not be proficient with excel. (I have gone as far as creating a Button that uses VB to automatically refresh the Pivottable after they enter the day's information.) I hope this helps. "William Horton" wrote: How is your source data laid out (what fields and what data do they contain)? What are you considering to be a week (Mon - Sun, Sat - Fri, etc)? And when should the first week of the year start on (1/1/year, first monday, etc)? "Rayo K" wrote: Hello, I have a pivot table that summarizes production data on a monthly and weekly basis. I have generated another table that uses the getpivotdata and displays data for current month-to-date, previous month, week-to-date, previous week, and each individual day of the current week. It works fine except for instances where the week spans two months or two years. I have solved the spanning two months by making a second Pivottable based on the first that summarizes by WEEKNUM instead of month. However, the week spanning two years is problematic (it seems I will be spared this Jan 1 but I need a permanent solution). I thought of manually changing the year for either the December days or the January days, but that will throw off the Monthly calculation. Any suggestions on how to resolve this. |
#5
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Hmm..
This does not seem to work. When I click on the column field in the pivottable, and try to group, it says "Unable to perform action on this selection". I can group the individual dates manually, but the pivottable is supposed to remain hidden. Am I doing the wrong thing? I am now trying to figure out how to tell excel that December is the month before January, even though 12 is more than 1. Any ideas on either problem? "William Horton" wrote: Perhaps instead of using the WEEKNUM function you should just use the individual dates (12/30/05, 12/31/05, 1/1/06, etc....). You can then use Excel's group by functionality on the dates field. Right-click on the field column heading and choose Group and Outline / Group. Then ensure that the Days option is highlited and that the number of days is set at 7. You can then adjust the starting and ending dates if need be in order to get the weeks to fall in the proper places that you want. Hope this helps. Thanks, Bill horton "Rayo K" wrote: Thanks. My raw data is laid out by date and shift (two shifts per day). I have my production data in the first ten columns. I then have columns that using the date functions to capture the year, month, weeknum, and weekday (using Monday as 1) as integers. All these fields go into the pivottables. The Month Pivottable arranges the rows by year and then month (to get monthly totals). The Week Pivottable arranges the rows by year, weeknumber, and then weekday (to get weekly and daily totals). The Week Pivot uses the month pivot as its datasource. I then have a final table that outputs the pivotdata in a specific format. So my monthly totals are fine, as the first day of the year is the first day of the month. But for example this year will end with week 53 having 6 days and week 1 of 2006 having one day. Thus, on Jan 2, which will technically be week 2, my pivottable will try to get the totals from the previous week and will only come up with Sunday. I should point out that I am no thte end user of this spreadsheet and that the end users will not be proficient with excel. (I have gone as far as creating a Button that uses VB to automatically refresh the Pivottable after they enter the day's information.) I hope this helps. "William Horton" wrote: How is your source data laid out (what fields and what data do they contain)? What are you considering to be a week (Mon - Sun, Sat - Fri, etc)? And when should the first week of the year start on (1/1/year, first monday, etc)? "Rayo K" wrote: Hello, I have a pivot table that summarizes production data on a monthly and weekly basis. I have generated another table that uses the getpivotdata and displays data for current month-to-date, previous month, week-to-date, previous week, and each individual day of the current week. It works fine except for instances where the week spans two months or two years. I have solved the spanning two months by making a second Pivottable based on the first that summarizes by WEEKNUM instead of month. However, the week spanning two years is problematic (it seems I will be spared this Jan 1 but I need a permanent solution). I thought of manually changing the year for either the December days or the January days, but that will throw off the Monthly calculation. Any suggestions on how to resolve this. |
#6
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Eureka!
I have a solution. I have created another source data field called week serial that concatenates the year and week and assigns itself to dates based on the weekday as follows: IF(weekday=1,CONCATENATE(year,IF(weeknum<10,0,""), weeknum)*1,[yesterday's week serial]) Thus every Monday, the week serial is regenerated, and the rest of the week just copies that of the previous day. This creates a unique week identifier that is not interrupted by the new year. Thanks for all the suggestions! "Rayo K" wrote: Hmm.. This does not seem to work. When I click on the column field in the pivottable, and try to group, it says "Unable to perform action on this selection". I can group the individual dates manually, but the pivottable is supposed to remain hidden. Am I doing the wrong thing? I am now trying to figure out how to tell excel that December is the month before January, even though 12 is more than 1. Any ideas on either problem? "William Horton" wrote: Perhaps instead of using the WEEKNUM function you should just use the individual dates (12/30/05, 12/31/05, 1/1/06, etc....). You can then use Excel's group by functionality on the dates field. Right-click on the field column heading and choose Group and Outline / Group. Then ensure that the Days option is highlited and that the number of days is set at 7. You can then adjust the starting and ending dates if need be in order to get the weeks to fall in the proper places that you want. Hope this helps. Thanks, Bill horton "Rayo K" wrote: Thanks. My raw data is laid out by date and shift (two shifts per day). I have my production data in the first ten columns. I then have columns that using the date functions to capture the year, month, weeknum, and weekday (using Monday as 1) as integers. All these fields go into the pivottables. The Month Pivottable arranges the rows by year and then month (to get monthly totals). The Week Pivottable arranges the rows by year, weeknumber, and then weekday (to get weekly and daily totals). The Week Pivot uses the month pivot as its datasource. I then have a final table that outputs the pivotdata in a specific format. So my monthly totals are fine, as the first day of the year is the first day of the month. But for example this year will end with week 53 having 6 days and week 1 of 2006 having one day. Thus, on Jan 2, which will technically be week 2, my pivottable will try to get the totals from the previous week and will only come up with Sunday. I should point out that I am no thte end user of this spreadsheet and that the end users will not be proficient with excel. (I have gone as far as creating a Button that uses VB to automatically refresh the Pivottable after they enter the day's information.) I hope this helps. "William Horton" wrote: How is your source data laid out (what fields and what data do they contain)? What are you considering to be a week (Mon - Sun, Sat - Fri, etc)? And when should the first week of the year start on (1/1/year, first monday, etc)? "Rayo K" wrote: Hello, I have a pivot table that summarizes production data on a monthly and weekly basis. I have generated another table that uses the getpivotdata and displays data for current month-to-date, previous month, week-to-date, previous week, and each individual day of the current week. It works fine except for instances where the week spans two months or two years. I have solved the spanning two months by making a second Pivottable based on the first that summarizes by WEEKNUM instead of month. However, the week spanning two years is problematic (it seems I will be spared this Jan 1 but I need a permanent solution). I thought of manually changing the year for either the December days or the January days, but that will throw off the Monthly calculation. Any suggestions on how to resolve this. |
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