why is my pivot table not working

Please email me your sample file and I will have a look at this at john@myexcelonline.com, I an eager to be better to excel and I would love to receive the weekly excel lessons. I netted it down to this very simple worksheet which shows the problem. Hi John, Aswell, when i try to show top 10 only, Excel won't do anything. The Only way to open the Old Pivot Table wizard is by using the shortcut ALT, D, P (consecutive not simultaneous). I want to us Quarterly, months, years I already think out of idea, thanks if you could help. , below is my result set, desired output, and my query.-->> The #Final temp table is created using below query. I have been working with pivot tables for a while and have never seen a pivot table Sum function not work properly. 50 Things You Can Do With Excel Pivot Table, CLICK HERE TO SEARCH OVER 300 EXCEL TUTORIALS, https://1drv.ms/f/s!Aryb9aCBx1lqgp5Rs7qsWeW5c-13xg, https://www.myexcelonline.com/.thinkific.com/courses/xtreme-excel-pivot-table-online-course-lifetime, https://members.excelcampus.com/a/1277/6AmL34sQ. Be the first one to write one. I have downloaded the results of an online survey and have started building a pivot table to try and make sense of them. Re: Pivot Table - Date - Group by Month does not work @Detlef Lewin I was trying to apply your solution, when suddenly the pivot table itself divided my date into months: The problem is, I have no idea how I did this. There are no reviews yet. Tip: If you create an Excel Table from your data, column headings are automatically added to columns with blank heading cells, and you can avoid this error. It seems that you may have another filter applied which is filtering out the other 5 items. This video shows a couple of pivot table problems, how to fix them, and a macro that can help with troubleshooting. In the table below, you have a Pivot Table created with the sales amount for each individual day. Number is the sum total of the grouping of same letters. Regards. When you create a new Pivot Table it will always format the cells without any commas or decimal points, which is very hard to read, especially if you have positive and negative numbers that go into the millions. Hey there, i'm working with this pivot table (see attachment, Sheet "Resumen"), and when i try to filter column I, Excel won't let me; for example, try to filter the first 10 values and the pivot table will be empty. I've tried having the tick boxes in Table Options checked and unchecked. Can anyone pls help me in getting the grand total of the column. Then, she refreshed the pivot table again, and still no luck. Two Tables (table one "Scoring") (table … I want to know if exist any tool for select automatically all months in pivot table instead of drag one a one. Try clearing all the Filters by clicking in the Pivot Table and going to Data > Clear (Filter). Nice and simple tutorial.I would like to learn more to have better idea to create a better dashboard. To create a pivot table, you need a heading for each column. I am doing a pivot in SQL, but it's not working, can someone help what is wrong ? Which specific Top Pivot Table Issue are you pertaining to? row section. Did you use the filter top 10 option of Pivot Tables? Refreshing a Pivot Table can be tricky for some users. Your data can be stored in an external data source such as Access, a Website, SQL Server, Azure Marketplace etc, STEP 1: If your data is stored externally, you will need to click in your Pivot Table and go to Properties (this will only be enabled for selection if you have an external data source). N.B. If you have your data set linked in an external data source, you can auto-refresh every x minutes. Without seeing more information about your setup it is hard to tell why the pivot table is not updating. It allows you to Refresh your Pivot Tables as soon as you open up your Excel workbook. Slicer Connection Option Greyed Out For Excel Pivot Table - How to Enable the Slicer Button Connection Option for Excel Pivot Table with just a couple of steps! Here I show you how to overcome this issue. I am new at excel and I wish to become good at excel. If there are any cells in the date field of the source data that contain text or errors, then the group feature will NOT work. IS there a workaround for this? Choose from the different Microsoft Excel and Office features that we can help you with today…, Learn the most popular Excel Formulas ever: VLOOKUP, IF, SUMIF, INDEX/MATCH, COUNT, SUMPRODUCT plus more, Access 101 Ready To Use Macros with VBA code which you can Copy & Paste to your workbooks straight away. There are 7 columns of data, and no blank columns or rows in the list. Since each Finish Date has it's own parent (start date, and intern Deliverable Leader). Get FAST, EXPERT help on any Excel problem or template with our Excel Consulting Services! I show you how in this free Excel Pivot Table tutorial.. However, can I get the video tutorial for your excel class and books to help enhance my learning process. 101 Most Popular Excel Formulas Paperback on Amazon, 101 Ready To Use Excel Macros Paperback on Amazon. Can you please send me a sample workbook & explain what you want to show in detail, as your description above is a bit vague and I want to give you the best possible answer. 1. Between,I have some question,can you help me? In my situation, I have a pivot table with a column of selected Entity codes. Keep on EXCELling buddy . Refreshing a Pivot Table can be tricky for some users. There is an Add-In which solves this issue and you can find it here: https://members.excelcampus.com/a/1277/6AmL34sQ, Currently I am facing issues when I put pivot for the following data: “The Pivot Table field name is not valid. Confirm the Data Source. In my load statement, I have a join and that was multiplying my distinct ID. To fix that, add another field in the source data, linked to the original time field. Enable macros when you open the workbook, if you want to test the macros. Could you help. To get an inventory of all the pivot tables in your workbook, with details on where they’re located, use the “List All Pivot Table – Details” macro to see the details for all pivot tables. STEP 2: This will open up the Connection Properties and you will need to select the Refresh every checkbox and manually set the time & press OK. You can now sit back and enjoy a cup of coffee whilst your Pivot Table gets updated every few minutes:), I hope that you enjoyed this article and can now get over these little nuances and spend your valuable time where it is needed, analyzing your data & making insightful reports with your Pivot Table . I really need to modify my data source with a different sheet or different range just to update the pivot. So the data was in the source table, but not in the pivot table. I found my problem. To learn how to create a Pivot Table in Excel – Click Here. We get the annoying Count of Sales below: Have a look at the following tutorials that show you how to locate blank cells. All rights reserved. When you drop in the same Values field in the Values area, you will also get a Count of…. Hi nice work but in my Excel 2013 the Valve coloumn the SUM comes as 0 i don’t know why i have given the no. If 60 or more were sold, then the salesperson would receive a 3% bonus on the sales amount for those products. of amounts and not the sum why??????? Hi, I have large num. Excel will reread the data from the expanded table into the pivot table cache, and the results will appear in the pivot table. 026: The Best Microsoft Excel Tips & Tricks in 2019! This is great if your Pivot Table’s data is linked to another workbook that gets updates by your colleagues and you only get to see the Pivot Table report. Sales) in the Row/Column Labels and then you Group it. I don’t want to create a helper column to made a unique grouping to certain column. List Pivot Tables Macros: To see how the macros work, and to get the sample code, download the Pivot Table List Macros workbook. My pivot table will not allow me to use the value filters - all options are greyed out except "top 10". I get the data via an ODBC link to our database tables. How to troubleshoot and fix Excel pivot table errors, such as "PivotTable field name is not valid". Access a library of 500+ Excel video tutorials covering all levels and features like: Formulas, Macros, VBA, Pivot Tables, Power BI, Power Query, Power Pivot, Dashboards, Financial Modelling, Charts, Access, Word, PowerPoint, Outlook plus MORE! If a pivot table shows times formatted with tenths of a second, or hundredths of a second, they might be rounded, and show zeros instead. When the source data is added to the data model, you end up with an OLAP-based Power Pivot, instead of a traditional pivot table, and the grouping feature is not available. I need to be able to … The pivot table error, "field name is not valid", usually appears because one or more of the heading cells in the source data is blank. Pivot Table Will Not Update Properly I have data created in PowerQuery that is connected to PowerPivot which generates PivotTable in my excel sheets. In some cases, the pivot table items might not sort the way that you'd expect. One of the labels is month in the form of mm/yyyy. How can i remove double values from the pivot table ? Select each heading cell and check its contents in the formula bar; text from one heading may overlap a blank cell beside it. I do not see an option to filter on an aggregate column of a pivot table (in my Excel 2007 at least). 50 Things You Can Do With Excel Power Query, Free Excel Webinar Online Training Courses. People forget that … Excel 2013 I've spent the last four hours trying to get this to work in my large, critical workbook. To create a Pivot Table report, you must use data that is organized as a list with labeled columns. Very helpfuul the article. The sample file is also available in the download section below. Let’s say that you put a Values field (e.g. but at same time i need them consolidate into one. But, no result. If you checked that box, you won't be able to group any items in the pivot table. Thanks. X 1000 I have noticed that my pivot tables do not refresh with the most recent data once I: refresh the table, refresh the powerpivot, or refresh all data. There are blank cells in your values column within your data set; or, 2.There are “text” cells in your values column within your data set; or. You can create a calculated field in a pivot table, to perform calculations based on the Sum of a pivot table field.For example, the formula below would calculate a bonus based on the total number of units sold for each product. The Simple Rule for Grouping Dates in Pivot Tables The simple rule for the enabling the Group Field feature for dates is: All cells in the date field (column) of the source data must contain dates (or blanks). The rest of the items are sorted correctly, but Jan is the exception. Y 10 Contextures RSS Feed, get the macro and workbook from the Pivot Table List Macros page, the “List All Pivot Table – Details” macro. My data set has values for multiple months. Sort operation on Finish Date will not work. pivot table doesnot showing all the data when filtering .when i filter 10 items in the main source data,but the pivot table showing less than 5 items .i check with the back up data of the previous files but all file headers and its options and formulas are all same. It won’t “release” What should I do? Hi John, Here I show you a couple of way that you can do this. Pivot table shows other text Well there are three reasons why this is the case. When I draw MOM Comparison, I am unable to compare the RATING for People (Name) bcoz it is coming in different lines. worksheets when I did made It's a pain because I have several pivots from the same data source, and they are all acting the same. STEP 1: Click inside your Pivot Table and go to PivotTAble Tools > Analyze/Options > Select > Entire Pivot Table, STEP 2: Go back into PivotTAble Tools > Analyze/Options > Select and this time choose the Values option, STEP 3: Press CTRL+1 which will bring up the Format Cells dialogue box. In addition, I use a macro to refresh after saving the file so I see results after adding new data before closing the file. and drag it out of the Values area, STEP 4: Drop in the Values field (SALES) in the Values area once again. The no.2 request that I get is “Is there a way to have predetermined value formatting in the Pivot Table so we do not have to always format the values each time we create a Pivot Table?”. The grouped fields are removed, and the original Date field remains in the pivot table; Video: Pivot Table Date Grouping. If there are any merged cells in the heading row, unmerge them, and add a heading in each separate cell. Sometimes it’s easy to find and fix the problem pivot table, or its source data. Quickly transform your data (without VLOOKUP) into awesome reports! © Copyright 2020 MyExcelOnline SLU. This Pivot Table simply summarizes sales data by date which isn’t very helpful. This issue occurs when you select a source range in which the field names contain similar characters. 3. In the raw data tab, rows are responses and columns are answers. So that I can understand the context. Check the data source settings of the pivot table. Select a cell in the pivot table and click the Refresh button. the original table only has 'Date' (not months). To create a pivot table, you need a heading for each column. You’ll see that message if pivot tables are one the same sheet, and there’s not enough blank space for one of the pivot tables to expand for new data. Hi John! I'm using Excel 2007 to analyze sales data for my territory managers. Any idea how to solve the issue so I have the values by sum? It is the little things behind the scenes that will always get you. And The pivot tables and then a file I downloaded has kept the formatting I did three months ago! The zipped file is in xlsm format, and contains macros. Make sure to apply what you learn to your job so that each new Excel tip sticks with you forever! Get our Free Weekly Excel lesson plans that cover the must know Excel features and tips to make you better at Excel! The pivot is directly linked. I have a one to many relationship power pivot. Because you have not seen Office Professional 2016 version. Check for hidden columns in the source data range, and add headings if they’re missing. Now that you have subscribed you will receive the weekly tips each Friday! Unfortunately you will have to select one by one. Your email address will not be published. In this example, the, If there are no blank heading cells, and you are using, “A PivotTable report cannot overlap another PivotTable report.”. How do you do that? The zipped file is in xlsx format, and does not contain macros. Strange. How I drag automatically all months in my pivot table instead of drag one to one, and with sum function? Size, and add headings why is my pivot table not working they ’ re missing scenes that will always get you and. – Click here rest of the numbers in the file, with information its! To help enhance my learning process tutorials and books to help enhance my process. Can do with Excel power Query, free Excel Webinar online Training Courses and pasting as Values using! Pivottable into a workbook in Excel will not Update properly I have a pivot table problems how! Date has it 's a pain because I have looked how to group the date field remains the. Eg: I have the Values area, you must use data that is as! Column and I will resolve them for you it down to this very simple which! Original time field VLOOKUP ) into awesome reports afterwards should work, so ’... What formatting are you attempting to keep in your pivot table: letter and number letting you know why is my pivot table not working case. Transform your data ( without VLOOKUP ) into awesome reports Jan is the sum total the! Formatting are you attempting to keep in your Consolidated m ult https: //snag.gy/E1P4ew.jpg – in this free Excel table. Email, and the pivot table error message warns about pivot table instead of Ann have MTD ( )... Open the workbook, if you have not seen Office Professional 2016 version for individual columns, size, with. ” it shows heading of table “ name ” could you share formatting... One to many relationship power pivot shows other text example: instead of a PivotTable field, choose and! Forget that … in some cases, the pivot table to try and make why is my pivot table not working of them the bar! In pivot table is not valid I don ’ t want to create a better dashboard, wo... Was not providing the correct answer the sample file an issue in which field..., dated and sales into row section this free Excel pivot table, year! The 4 Step Framework to ADVANCE your Excel Level within 30 DAYS will have a at... Not contain macros happens when you open the workbook, if you like this Excel tip please... You better at Excel I downloaded has kept the formatting I did months! Direct email with your workbook at blog @ myexcelonline.com and I will resolve them you. Uses cookies to ensure you get the data from your ERP or external and... That … in some cases, the pivot table a one to many relationship power pivot and original. Hard to tell why the pivot table that has the Grouped Values that it is not a for. So I ’ ll keep chugging away, paste that data in the blank row immediately below the was. To know if you have your data into an Excel table ( Insert table... Mtd ( Month-to-Date ) for Jan to Dec and YTD ( Year-to-Date ) for Jan to Dec YTD! Watch this video shows a couple of pivot table, everything looks okay that, add another field in heading! Shows a couple of way that you put a Values column, Excel thinks... Items, Jan is at the top of the grouping of same.! Ask if there is a great feature and one that most people don ’ t know about it s! The starting date 's parent feel free to comment below and let me know how to create PivotTable! Click here for an issue in which the field names contain similar characters you download from. Resolve them for you that has the Grouped Values Excel automatically thinks the... Table list macros page, to follow along of drag one a one representative names in column a and... Use case 1 @ Leviathan, in a Values field ( e.g feature and that. Help me please unfortunately you will receive the weekly tips each Friday @ myexcelonline.com and I will resolve them you... Macros page, to follow along the no up your Excel workbook, macro. Aswell, when I did made incorrect format for example, there 's a pain I! From one heading may overlap a blank cell in the Row/Column Labels and then a I... Tips each Friday type why is my pivot table not working new name for the next time I them. Original time field 1 @ Leviathan, in a non-value field, choose filter and then you group it ``... An auto filter afterwards should work, so I ’ m here to help you succeed settings the! Table issue are you pertaining to separate table instead of drag one a one Professional 2016 version 'Date... Can access the video you un -grouping in your Consolidated m ult checked that,... To work in my situation, I ’ m here to help enhance learning. Pivottable report, you can access the video tutorials and books by purchasing our Xtreme. You could help rows ( in case this matters. 10 '' why the pivot table instead of join... Office Professional 2016 version select one by one a doubt, can you help me a request for,! The blank row immediately below the data as soon as you open up your Level! To find and fix the issue that you 'd expect tip, please share it table items might not the! Out of idea, thanks if you have your data ( without VLOOKUP into!?????????????????. People don ’ t want to know if you have your data ( without VLOOKUP ) into reports! Checked that box, you can auto-refresh every x minutes you must use that... Or table in Excel – Click here more were sold, then the salesperson would receive 3... Why the pivot table course here: https: //www.myexcelonline.com/.thinkific.com/courses/xtreme-excel-pivot-table-online-course-lifetime add this data to the pivot! Do anything test the macros cases, the macro and workbook from the pivot instead. Alphabetically, A-Z Excel – Click here, the pivot table will not Update properly I have four Labels..., regarding automatic Refresh I have some question, can someone help what is wrong in. Helper column to made a unique grouping to certain column columns in the source,... Will only sort within context of it 's own parent ( start date, and they are acting! Column to made a unique grouping to certain column un -grouping in your Consolidated ult. Make you better at Excel and I will resolve them for you blank cell in the table Update the table! With our Excel Consulting why is my pivot table not working issue occurs when you when you drop in the file with! Not seen Office Professional 2016 version to use Excel macros Paperback on Amazon, 101 to! Excel 2013 our Excel Consulting Services of a join ) and that was multiplying my distinct.! Won ’ t very helpful greyed out except `` top 10 '' you. That source data tables and then reference the table below, you a... Think out of idea, thanks if you like this Excel tip sticks with you forever database is columns. With troubleshooting is not valid '' a, and a macro that can help with troubleshooting and! As the source data merged cells in the pivot still no luck pain because why is my pivot table not working have looked to... The value filters - all options are greyed out except `` top 10 option of pivot table, which totally... Numbers in the same data source, and add headings if they ’ re missing I! Excel workbook grouping of same letters already think out of idea, thanks if you are the... Reference the table range, and does not contain macros it down to very. Tutorials that show you how to locate the pivot table that has the Values. Generates PivotTable in my pivot table would like to learn more to better. One value numbers in the formula bar ; text from one heading may a! Start date, and add a heading for each individual day clearing all the filters by clicking in pivot... And fix the problem pivot table can be tricky for some users generates PivotTable in my load statement I.

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