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Need To Change Pivot Table Field Settings

I currently have a sales forecasting report that I create each month, which contains statistical data for the prior months, as well as forecasting fields for the new months.
When I create a pivot table for the statistical data, the field settings default to COUNT and I need them to all be changed to SUM.
I currently change each one individually but there's just got to be an easier way. Right??

Also, is there a way to change the format of the cells to default to Number, Zero Decimal places with a comma separator per 1,000.

Thanks!!


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Become a master of VBA and Macros in Excel and learn how to automate all of your tasks in Excel with this online course. (No VBA experience required.)

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Similar Topics







Dear Sir,

If any one could give me a solution for this its will be a great help for me.

I am working in a bank and on every day we receive Month to date data of Loans and advances made by every branch with Region wise total and manager wise total. With Sum of loan and count of loan. In our MIS format the in A coulum branches are sorted and listed in a sequence with sub total Region. I have data where if if do the pivot and change the data the out put should be displayed accordingly in the MIS format. Can any one help me how can we do this or is there any other office addins/softwares are available if so the data is changed on a daily basis and if we do the pivot it will automatically copy the data to the MIS format.

Thanks.


Also, I cannot move the Pivot Table from the new Worksheet it is created in, to my existing Worksheet.

I am running Excel 2011 for Mac.

I have a Worksheet with a small amount of data, and when I click the Pivot Table button it automatically creates the Pivot Table in a new Worksheet. The Pivot Table data is fine, but I want it to display alongside the source data.
I've tried using the Move Pivot Table option and choosing to Create Pivot Table in Existing Worksheet and choosing a source cell alongside my current data, but nothing appears. Also, I checked in Edit menu and found that the Pivot Table appears to have not even been created/moved because there is no option to undo it.

Appreciate any help, let me know if you have any further questions.

Hunter


In my pivot table I have a lot of cells without any data. The report looks like garbage with all the (BLANK) sohowing up in the report.

I've tried condtional formatting where if the cells = (BLANK) it woulf format them as white -did not work

I tried the pivot table options and clicking on the box "for empty cells show" and set it to 0 then empty but that did not work.


any Ideas???

Thanks


Hi,

Im working with a large data spreadsheet that has Yes and No answers in different columns. There are blanks within the selection too.
I need to calculate only the Yes.
I have tried using the filters in the Pivot Table field list and they are not working.
So now i'm trying to add a COUNTIF formula in the Calculated Fields section.
The formula I'm using is =Countif('Time limit extension'="yes") and i get the answer "too few."
What should I be using in the formula to get the calculated field to work? I have search the whole forum and I haven't found an answer that can help me.

Please HELP!!!


Hi,

Recently, I find that the Pivot Table toolbar does not show up when I activate it. I have reinstalled Excel but it still does not show up when I activate it in the Pivot Table. Can someone advise me on what settings I shoudl do to turn it on again ? Thanks.


I have a very simple pivot table that I am trying to use as a data source for a VLOOKUP request. Unfortunately, every time I do it I get the result #NA. I have tried recreating the results from the pivot table in the worksheet next to it, and am able to use VLOOKUP on them successfully, but as soon as I point the VLOOKUP array to the pivot table, I get the #NA result

Can VLOOKUP be used on pivot tables? If so, is there any special syntax I need to use?

Thanks


Hi everyone,

I found an excellent macro this morning that allows the user to filter a pivot table based on the value found in a specific cell. This cell essentially acts as a search bar, allowing the user to type in what they are looking for rather than select it from a drop-down list.

The macro works perfectly for my purposes except in one regard: I can no longer perform a "show all" filter. If I leave the "search bar" cell blank, the pivot table shows nothing. I'm sure that there is an easy fix for this but I'm still learning the basics of how to write and use macros. How can I change the code so that when I leave the cell blank, the pivot table shows all? The search bar cell is D2.

Thanks for your time!


i want to retain the data and format, but get rid of the pivot capacity before sharing the spreadsheet. right now if a copy/paste special, i can get the data, but not the formats, any suggestions?


Hello -

I am using Excel 2007. In prior versions of excel, when copying data, if I wanted to copy visible cells only, I would select "Go To, Special, Visible Cells Only" and then copy a range a cells. The default was always set to copy everything (including hidden cells), unless I specifically selected copy visible cells only.

In 2007, the default is somehow set to always copy only visible cells. Sometimes, I want to be able to copy all cells including those hidden but cannot seem to figure out how to swith this default option. I looked under Excel Options and did not see an option there.

I don't want to have to unhide and rehide everything each time i copy. I know i could do the hiding and unhiding via VBA but would prefer not to have to.

Thanks for your suggestions.


I just worked with a data set where I needed to create a unique key based on existing information where no unique key was set up as a field. I accomplished it by concatenating (using the & [concatenation] operator) several fields based on what I hypothesized and observed about their content.

I'm thinking there has to be a more automated way to discover the best unique key of existing fields and their data. I thought I'd post this as a challenge because I don't know the "right" (or better) answer.

Anyone have any ideas?


Hi Guys,

Could you be so kind as to provide some code that will enable me to display a text box on a userform rounded up to 1 decimal place.

Where am I going wrong....
it calculates the number entered in textbox1 and divides it by a value that changes in cell O26 but the answer is in about 8 or more decimel places.
Only need like 65.3 as an answer not 65.277756942

This is the code ive used.

Private Sub CommandButton1_Click()

TextBox2.Value = Val(TextBox1.Value) / Range("O26").Value

End Sub


Hi,

I am looking to change how an active cell is viewed. For instance when you are looking at your spreadsheet you can see the active cell has a thin black border around it. I would like to change the border to a thicker one and change the color to blue or red. I am trying to make it easier to the eye so when you are working on a large spreadsheet it is immediatly apparent where you are to avoid squinting.

If anyone can help me please let me know.

I see a formula that our Human Resources Department is using to annualize voluntary turnover.

It looks like this:

=(E3/((A3+D3)/2))*12/months

So if I substitute with some actual data:

=(6/((22+33)/2))*12/months the answer becomes 21.8% (as the annualized voluntary turnover rate).

What does the *12/months actually do mathematically? I cannot find it in the excel help files and have not been able to figure this out using math (on the calculator).


I need to create a IF statement where it will count the character length and if not 6 then add leading zeros to field to make a fixed 6 character length .. so if field is 489 then the if statment would make it 000489


I have a pivot chart with a bunch of data series, and every time we
include/exclude one of the series to see how the chart changes, all the
colors change and we have to spend time re-identifying which series is
which, using the legend to check the colors.

Is there a way to "lock" the colors, so that the bars stay the same colors
regardless of whether other bars are included/excluded?

Thanks!
Keith





Hi there,

I have a spreadsheet with some cells setup with a drop-down list containing
Y, N or N/A

This is being used on a TabletPC but if I make a mistake or need to change
back to a blank field I have to invoke the soft keyboard, activate the cell
and hit backspace then close the soft keyboard - quite a long-winded
procedure just to change an incorrect choice!

What I would like to do is add a blank to the list so if I have to revert
back to a blank I can just use the stylus to choose a blank from the chooser
list.

How do I add the option of inputting a blank from the Data Validation List
bearing in mind I am using the Data Validation Source box for entering my
choices directly and not specifying a range of cells?

I have tried adding "" and even a space to no avail.

Although not a betting man I would wager there is a simple 'fix' for this
but things are only simple if you know how in the first instance! ;^)

--
Thanks & regards,
-pp-





I have a VBMacro Excel file loaded on a Server that numerous people access. A Macro in this file creates a Copy of a specific Sheet within the Active Workbook and I want to Save it to the individual's Desktop.

How do I find out what the current User's desktop folder path is each time the Marco is run by a different User?

Example User's path: 'C:\Documents and Settings\jfarc\Desktop'

Where 'jfarc' is the name of the current User which, will of course change with every different User that runs the Macro.

Also, is there a way to pull out of Excel what is the current User's 'Options | General | Default File Location' entry? Which may differ from the above directory.

I am familiar with and use the following coding for Opening/Saving files to the current directory of the opened workbook, but it only gives the path of the existing Excel workbook and not the current User's Directory Path:

Dim wbThis As Workbook
Set wbThis = ThisWorkbook
ChDir wbThis.Path


Okay, so I tried (for hours) to find a solution to this and have finally gotten frustrated to the point where i think asking here will be my best bet.


Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.

My problem is ... Now what?

I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.

Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.

Can anyone help? Let me know if you need me to clarify.

Thanks!

Matt


I am trying to filter a list of records by the value in a cell and then (for the filtered result(s)) change the value in column Y just for the filtered results. This is the code I have at present which filters the records OK but I can't fathom what I need to do to ensure I only chnage the value of the cell(s) in column Y?

[CODE]ActiveSheet.Range("$A$1:$DC$5000").AutoFilter Field:=1, Criteria1:="GI255"
'After filtering I want to change the value in column Y for only the filtered entries CODE]


Hi all,

The following code is placed in workbook 'A' and is used to open workbook 'B'. These workbooks will now always be housed in the same directory and i want to change the code to use a relative path reference by determining the path of workbook 'A'. here's what I had:

Sub income_statement()

Application.WindowState = xlMaximized
Application.Workbooks.Open "C:\Documents and Settings\.....\workbook B.xls", UpdateLinks:=xlUpdateLinksAlways

End Sub

could you suggest how to change this to use a relative path reference?