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Pivot Tables in Excel - reorganising rather than analyzing data

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Julia has attended:
Excel Introduction course
Time Management course
Presentation Skills course
Presentation Skills course

Pivot Tables in Excel - reorganising rather than analyzing data

Hello

We use Cascade HR software which allows me to set up queries on our staff data and pull them into a report which then downloads to an Excel file.

I can then use pivot tables to rearrange the data as I want, and reupload the Excel sheet, so that all subsequent reports will copy the new format.

At the moment, the raw data (which I have to keep in tact and use), is split out by query, eg New Starters, Leavers, Promotions etc etc, so there is a tab per each query. But I want the tabs split out by location.

So, I need to do a pivot table for each worksheet (I can't collate the data first...) to somehow get the data reorganised.

I know Pivots are usually used to analyse rather than reorganise. I don't want counts or sums. I just want the data collated and re-split out in a different way.

Is this possible? And can you offer some help on how I go about it?

Thanks

Gem.

RE: Pivot Tables in Excel - reorganising rather than analyzing d

Hi Julia

As you say pivot tables are used to analyse data usually by a summary function. to re-split and consolidate data you may need to use a macro or another approach.

Would it be possible for you to send an example of your data or similar data showing how you want it split? It will help me visualise what you are wanting to achieve.

Please send to info@stl-training.co.uk

Thanks

Best regards

Doug Dunn
Best STL

RE: Pivot Tables in Excel - reorganising rather than analyzing d

Hi Julia

Thanks for sending your files.

It would be easier if we speak over the phone. Are you free this afternoon? You can call our office on 02079873909 until 5pm today and ask for me.

Thanks
Doug

RE: Pivot Tables in Excel - reorganising rather than analyzing d

Hi Doug

Thanks for your help on the phone with this for Julia and I.

If you have some time, I would greatly apprecaite your help setting up a macro (i've googled a bit, but need help with the code I think!!) to sort this data.

We've explored all the pivot table options but they are a no go.

Thanks

Gem & Julia.

RE: Pivot Tables in Excel - reorganising rather than analyzing d

Hi Gem

I'm free this afternoon to take you through the process of recording the macro to filter and copy the data to a new sheet. Is 2pm or 3pm ok? Please call 07714175078.

Regards
Doug

RE: Pivot Tables in Excel - reorganising rather than analyzing d

Hi Doug

3pm would be perfect. I'll call you.

Thanks so much.

Gem & Julia.

RE: Pivot Tables in Excel - reorganising rather than analyzing d

Great!
Please call me at 3pm with the same file and we can record the macro.
Doug


 

Excel tip:

Difference between Two Dates

The DATEDIF function computes the difference between two dates. The DATEDIF function is as follows:

=DATEDIF (Date1,Date2,Interval)

Please note that Date1 must be less than (earlier) or equal to Date2

Please note that Interval must be one of the following codes: "d" (in days), "m" (in months), "y" (in years) expressed in quotes


View all Excel hints and tips


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