Pivot Table Grand Total at the top - vba

We have an Excel spreadsheet with the Grand Totals at the top using a Forumla, but this isn't on the actual Pivot Table it's just in the spreadsheet.
We have a client that wants the Grand Totals at the top of the Pivot Table and doesn't want us to use Formula. Does anyone know if this is possible (even using VBA or something, just so long as we don't look for a specific column or row name and compare with it (so no GETPIVOTDATA("Grand Total...)))?

This slightly hacky solution might help:
http://www.contextures.com/xlPivot13.html

Actually, it is possible. I'm doing just that. Here's how. Let's say I in my data source, I have 1 column that contains various work orders. In another column I have all my total dollars spent for each work order, and in my final column I have a number that identifies all of the various work orders as being part of one whole group, or falling under one heading. In my case, each of the work orders fall under one project number. This will place your total at the top and at the bottom. It will also allow you to turn on and off the bottom or the top by selecting a choice under Grand Total on / off for rows / columns.
Kevin L

I'd be happy to be proved wrong, but I don't think it's possible. I think you may have to do a little work on managing your client's expectations...

It generally works. but many people in my team make different pivot table layouts. So than this "fake" grand total column really does not work anymore.

To anyone having a similar challenge, you can accomplish this by adding rows at top of the pivot table and using GETPIVOTDATA to put the values in any cell you chose. Click here for details on how to use GETPIVOTDATA to get the Grand Total of a column in a Pivot Table. The best part is that is dynamic. There's no need to reference the Grand Total row specifically.

Related

Number of unique IDs and sum of values per category in a large dataset

I have a large dataset (approx. 250.000 records) where I have an ID column, different categories an ID can belong to and a value column:
Now I want to calculate the unique occurences of each ID per each category and same for the sum of the value. The result for the example should look like this:
In the example I was able to do this manually. However, I have a large dataset and I cannot do this manually. I thought about it in different ways, but I did not find a good solution for this. One way would be to do it for each single cell with the PowerQuery Editor and then enter the desired number for each cell (this is the way I used to create the solution for the example). But then I have to do this manually with PowerQuery for each cell. Also doing all the work with usual Excel formulas for each single cell is not a good solution, as it includes a lot of manual work. And I would like to avoid doing it manually and thought there must be a better way. If there is an Excel solution I am happy with it. If it is necessary to use VBA I am also ok with it.

Trying to combine spreadsheets in Excel

So, I have a dozen or so columns of data in excel with the headers Company, and Funded Balance. The funded balances change year to year and I want to make a timeline how the funded balance changes for each year for each company.
The issue is that every year some companies don't have a funded balance and some new companies are added in. Is there a way to combine two or more spreadsheets so that the companies will all be listed alphabetically with the data listed by the year? I've attached pictures below to illustrate what I mean:
Column 1:
Column 2:
Finished Product:
I'm fairly inexperienced in VBA, so a step by step solution would be very much appreciated. Thank you!
Firstly, it's important to know that nobody here will write your code for you. I'm afraid that's not what this website is for, and is against the guidelines anyway. There are plenty of great online resources for teaching yourself the basics of VBA - http://www.excel-easy.com/vba.html for example.
Based on your description of the problem, I don't quite understand why you need to write VBA code in order to solve it.
I would:
1) copy and paste all data into a single spreadsheet
2) sort alphabetically by company name
3) use excel's inbuilt "Subtotal" function
4) a dialogue box will appear. The options you want to select are: at each change in company name, use function sum, add subtotal to [funded balance 2005],[funded balance 2006], etc.
This should sum up the funded balance for each year, for each company, in a single spreadsheet.
Here is what I did for a non-VBA solution:
1. Place all of your tables on top of each other
2. Remove the first two rows and any intervening blank rows
from all tables except the first one. It should look like one long table.
3. In the first blank row of the second column put:
=IF(SUMIF($A$3:$A$8,$A3,B$3:B$8)=0,"",SUMIF($A$3:$A$8,$A3,B$3:B$8)) and adjust it
for your correct last row.
4. Drag the formula down (for the neccesary number of rows) and over one column.
5. With all the formulas selected, right click and hold any edge of the selection,
move off and back on again and paste as values only. (You must do this step for it to work properly)
6. Copy and paste the company names.
7. Select the three columns of your new rows and remove duplicates.
Uncheck My Data has headers.
8. Sort the columns.

Find number of Unique Values per Item in Column B

I have a Column B with part numbers. These may repeat and can occur in the same warehouse, (Column A) and also different warehouses. I want to find the amount of times any particular part number appears in a unique warehouse.
I have tried a PivotTable and do not know if I need a macro or just a formula.
How might I achieve this?
Sorry, I think Remove Duplicates and Filter Advanced may not be your best bet. But as I understand your requirement a PT should suit:

How to sum calculated fields coming from nested list

In a report I have 2 nested list and the last one has a table inside.
I can easily sum values in the table and have them in the total field.
Inside the nested list I do special calculation with table total value.
I would like to be able to sum all these calculated values in the outer list.
What I need is a way for the nested list to expose its results to the outer list and a way to aggregate them. I don't want and probably cannot do the calculation again in the outer list, I want to sum the results coming from the inner list.
It seems a simple task but I spent the entire morning surfing for a solution !!
Sometimes instead of clicking here and there for a more formal way of adding a solution to thing I many a times find that it could be done in a simple fashion also..
what I mean by this that you can do like following
Right Click tablix row and insert new row below
Now at the cell where you want this aggregated sum total, you can simply use your existing expressions, that you are using in the previous cells, in this new cell where you want to display the results Something like this :
=Sum(Fields!Total1.Value, "DATASET1") + Sum(Fields!Total2.Value, "DATASET2")
See if it works for you, coz I always do like the same !

Group and subtotal columns in Reporting Services 2005

I have a report (RS2005, against a MSSS2005 instance) which I have inherited. It shows a basic table of data: a handful of key fields which are used to group rows together, a few basic numeric fields, then a number of dated ('bucketed') fields (e.g. 1 month away, 2 months, 6 months, a year, 2 years, etc.)
The user would like to group together these dated fields in aggregated groups and be able to collapse or expand the columns as you can the rows. So we'd be able to show the next year's values' subtotal or expand it to break it out by month. Hiding the invidual months if the subtotal is shown.
This is basic pivot table behaviour (and can be done with the Group/Subtotal feature on Excel - that's the closest analogous behaviour I could use to describe the requirements).
While grouping by rows seems trivial in RptgSvcs, grouping columns and collapsing a group into a single subtotal and blowing it out again, seems hard to impossible.
Unless someone knows better?
You should be able to do this by selecting the columns that you would like to hide and set their visibliity to be hidden.
Then set the toggle item on the hidden columns to be the textbox that shows the subtotal.
This textbox will then have the [+] symbol on it, and clicking will show/hide the your month-by-month breakout(the hidden columns).
On the right hand side of the table control on your report (RDL file), you should see icons representing the detail and grouping information for the table.
Here you can see whether or not a grouping has a header/footer and how it is calculated e.g. =SUM(fields!mySalesValue)
You can also set things like whether it is collapsed and so on