I get a weekly report that has many columns that I do not need or use. Can this be made into a pivot table then the format saved. Can I then the next week some how very simple make the report into the saved pivot table? Is this how pivot tables work? I'm new to these but if this will work I will learn these ASAP. Thanks
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Can A Pivot Table Do This
- Thread starter rockyw
- Start date
moonfish
Board Regular
- Joined
- Jun 22, 2011
- Messages
- 221
To use a pivot table, make sure all your data is in columns and each column has a unique header. When you create the pivot table, select all of the relevant columns as your source data (so A:F and not A1:F100).
Put your Date as the first value in your Row Labels field. Then, in the pivot table, right click on a date and select Group.
This allows you to group your data in time intervals of your choosing. If you want you can sort everything per week, you can do this.
If you want to update your pivot table with another week, just put another week of data in your source data, go to the pivot table options and hit the Refresh button.
If you only want to show a few weeks, you can also put the date in the Report Filter field (as well as in Row Labels). In the filter menu, that will appear above your pivot table, be sure to check Select Multiple Items. Your pivot table will look something like this:
Put your Date as the first value in your Row Labels field. Then, in the pivot table, right click on a date and select Group.
This allows you to group your data in time intervals of your choosing. If you want you can sort everything per week, you can do this.
If you want to update your pivot table with another week, just put another week of data in your source data, go to the pivot table options and hit the Refresh button.
If you only want to show a few weeks, you can also put the date in the Report Filter field (as well as in Row Labels). In the filter menu, that will appear above your pivot table, be sure to check Select Multiple Items. Your pivot table will look something like this:
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Each week will be a new exported spread sheet, sometimes smaller, sometimes with more data but always changing. So I can add this new spread sheet to the existing pivot table and it will refresh the data with the same format? I do not want to save any old data, just keep the format with the new data. Sort of like overwrite the old data. Will this work? Thanks
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moonfish
Board Regular
- Joined
- Jun 22, 2011
- Messages
- 221
A pivot table exists within an excel workbook so you can email the workbook and the pivot table will be emailed along with it.
A pivot table is based on a single data source so you will have to merge your data (I think, never tried it otherwise).
You can create more than one pivot table in one worksheet so if you want your weeks in different pivot tables just make another one.
A pivot table is based on a single data source so you will have to merge your data (I think, never tried it otherwise).
You can create more than one pivot table in one worksheet so if you want your weeks in different pivot tables just make another one.
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