Show Fiscal Year and Month Totals

In a pivot table, you can show totals for each calendar year or month:

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Posted in pivot fields | 4 Comments

Link to Pivot Table Creates Absolute Reference

Last week, I did a Pivot Table presentation, and someone asked why you get an absolute reference, if you try to link to a pivot table cell. For example, in the screen shot below, I typed an equal sign in cell E4, then clicked on cell C4, which has the quantity for the Bars category.

That created a GETPIVOTDATA formula, instead of a simple reference to cell C4.

getpivotdata07

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Posted in pivot tables | 4 Comments

Use Sample Pivot Table VBA Code

In some of the pivot table articles that I post here, there is sample code that you can use in your own files. Sometimes I show the code sample here, and you can copy and paste it into your workbooks. Other times, I give a link to a file that you can download, and copy the code from that.

If you’re not an Excel programming expert, here are a few tips for copying the Excel VBA programming code to your workbook.

copysamplecode05

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Posted in pivot table programming | 1 Comment

Group By Periods in Excel Pivot Table

If you’re working with dates in a pivot table, it’s easy to group them by years, months or days – those are options in the Group By dialog box.

pivot table group by dialog box

However, sometimes you might need a different type of date grouping. In this example, we’d like to group the sales data into 4-week periods, to match our company’s sales calendar. Keep reading to see the steps to set that up, and make sure the period starts on the correct weekday.

Also, you can read more about pivot table grouping on my Contextures website.

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Compare Years in Pivot Chart

A pivot table is a quick and effective way to summarize data, and you can also create a pivot chart, to show a visual summary. And, if you’re summarizing the data by date, you’ll usually need to group the date field, to get a chart that’s easy to read.

In this example, the source data contains records from the service department at a manufacturing company. The pivot table counts the number of work orders that were completed each day. We’ll build a chart that compares last year’s monthly counts to this year’s.

pivotchartyears01b

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Posted in Pivot Chart | 1 Comment

Better Format for Pivot Table Headings

When you create a pivot table, Excel applies a default pivot table style. If there are two or more fields in the Row Labels area, you might see dividing lines, below the item headings.

pivotitemheadingformat03

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Hide Arrows in Pivot Table Headings

After you set up a pivot table, you might like to prevent people from selecting items in one or more of the heading drop downs.

pivothidearrows02

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Hide Pivot Table Errors

When there are errors in the pivot table source data, you might see errors in the pivot table Values area. In the screen shot below, a VLOOKUP formula in column E has returned an #N/A error, because the product wasn’t found in the lookup table. That also creates an error in column G – Total Sales.

pivothideerrors01

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Show Text in Pivot Table Values Area

Usually you can only show numbers in a pivot table values area, even if you add a text field there. In the screen shot below, the Max of Region ID is in the Values area. Instead of the numbers 1, 2 or 3, we’d like to see the name of the region – East, Central or West.

pivot table values show numbers only

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Posted in Data Fields | 1 Comment

Format Date Field Subtotals

When you show subtotals for a pivot table date field, the dates might not be formatted like the rest of the dates. We’ll take a look at why this happens, and how you can fix it.

For example, in the  screen shot below,

  • the date (in row 4) is formatted as d-mmm-yy
  • the subtotal date (in row 8) is formatted as mmm/yy

subtotaldateformat02

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