+ Reply to Thread
Results 1 to 28 of 28

Need a pivot table to show rolling history

  1. #1
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Need a pivot table to show rolling history

    I have 1 year of data showing 42 different supplier defects. I need a pivlot table that I can update easily each morning to show the top 20 suppliers each day that have the most defects.
    or Is there a better way to update charts daily to show a rolling 30?


    The dates change daily Code Name 27-Jul 29-Jul 30-Jul 31-Jul 1-Aug 2-Aug 5-Aug 6-Aug 7-Aug 8-Aug Totals
    1001 supplier 1 1 1 0 1 1 0 3 2 2 0 11
    1002 supplier 2 1 0 0 2 1 1 0 0 0 1 6
    1003 supplier 3 0 0 0 1 1 0 0 1 0 2 5
    1004 supplier 4 2 0 0 0 0 0 1 0 0 1 4
    1005 supplier 5 0 0 0 0 0 0 3 0 0 0 3
    1006 supplier 6 1 0 0 0 0 1 1 0 0 0 3
    1007 supplier 7 0 0 0 0 0 0 2 0 0 0 2
    1008 supplier 8 0 0 0 0 1 1 0 0 0 0 2
    1009 supplier 9 1 1 0 0 0 0 0 0 0 0 2
    1010 supplier 10 0 0 0 2 0 0 0 0 0 0 2
    1011 supplier 11 0 0 0 0 0 0 0 0 2 0 2
    1012 supplier 12 1 0 0 0 0 0 1 0 0 0 2
    1013 supplier 13 1 0 0 0 0 0 0 0 0 0 1
    1014 supplier 14 0 0 0 0 0 0 1 0 0 0 1
    1015 supplier 15 0 0 0 0 0 0 0 0 0 1 1
    1016 supplier 16 1 0 0 0 0 0 0 0 0 0 1
    1017 supplier 17 0 1 0 0 0 0 0 0 0 0 1
    1018 supplier 18 0 0 0 0 0 0 1 0 0 0 1
    1019 supplier 19 0 0 0 0 1 0 0 0 0 0 1
    1020 supplier 20 0 0 0 1 0 0 0 0 0 0 1
    Last edited by ldurham; 08-12-2013 at 08:41 AM.

  2. #2
    Forum Expert
    Join Date
    10-09-2012
    Location
    Dallas, Texas
    MS-Off Ver
    MO 2010 & 2013
    Posts
    3,049

    Re: Need a pivot table to show rolling history

    Why not use a dashboard and not a pivot table so you can have some functionality that you choose the date and it populates the rest?

    Pivot tables can be a pain when you are appending data that includes new columns.
    Please ensure you mark your thread as Solved once it is. Click here to see how.
    If a post helps, please don't forget to add to our reputation by clicking the star icon in the bottom left-hand corner of a post.

  3. #3
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    thanks Mike for the suggestion, do you have a template for a dashboard? That actually would be awesome to have.

  4. #4
    Forum Expert
    Join Date
    05-30-2012
    Location
    The Netherlands
    MS-Off Ver
    Office 365
    Posts
    14,987

    Re: Need a pivot table to show rolling history

    You get better and quicker help if you add an excel file, without confidential information and the desired (expected) result.

    http://www.excelforum.com/the-water-...-question.html
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.

  5. #5
    Forum Expert
    Join Date
    10-09-2012
    Location
    Dallas, Texas
    MS-Off Ver
    MO 2010 & 2013
    Posts
    3,049

    Re: Need a pivot table to show rolling history

    Actually my template wouldnt really work for you as my data is structured completely different but I highly suggest posting sample data as that is the only way to get help around here. We excel people like to play with excel, not just talk about it haha

  6. #6
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    What am I doing wrong? the "attach file" isn't an option on the toolbar above
    Attached Files Attached Files

  7. #7
    Forum Contributor
    Join Date
    12-20-2011
    Location
    lancashire,England
    MS-Off Ver
    Excel 2013
    Posts
    187

    Re: Need a pivot table to show rolling history

    Hi Iduram,
    ive attached a sample for you to have a look at. My personal preference is not to have dates across as it becomes messy. Keep it simple and use tables to maintain the data,along with drop down boxes etc then pivot that. I hope the sample points you in the right direction for future.click in a pivot to see where the filters are, and you should be able to work it out. Sorry but I completely killed your charts in the process
    Attached Files Attached Files

  8. #8
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    Wow, that is awesome ! Thank you Very Much.
    Q1. Do I only update my "2 weeks" on the rolling data page then my charts will update once I refresh?
    Q2. How Can I change the charts you created ( awesome btw) to show a "total" at the end of the chart (perferably a different series type) Line for the rolling and column for 'grand total'.
    Thank you so much, LaDonna

  9. #9
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    Also, when I try to refresh the pivot tables I'm getting " reference not valid".

  10. #10
    Forum Contributor
    Join Date
    12-20-2011
    Location
    lancashire,England
    MS-Off Ver
    Excel 2013
    Posts
    187

    Re: Need a pivot table to show rolling history

    strange I don't get that. Ive deleted the chart tab. see if that works for you. is the format what you where looking for?
    Attached Files Attached Files

  11. #11
    Forum Contributor
    Join Date
    12-20-2011
    Location
    lancashire,England
    MS-Off Ver
    Excel 2013
    Posts
    187

    Re: Need a pivot table to show rolling history

    Hi, 1) Yes you could build it up so your dashboard is set then just update 2 weeks in one go or input your data always on the rolling data, this way you have a history of whats happened. ( your boss will ask 1 day to compare last year to this as an example) then when you refresh all the data is updated.
    If you go on the date filters, you can specify date ranges etc very quickly. just change each pivot to the same and your charts will update as you do it.
    2) not sure on that one
    Last edited by interested; 08-19-2013 at 11:44 AM.

  12. #12
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    THANK YOU ! you have no idea how this will help me.

  13. #13
    Forum Contributor
    Join Date
    12-20-2011
    Location
    lancashire,England
    MS-Off Ver
    Excel 2013
    Posts
    187

    Re: Need a pivot table to show rolling history

    Hi Iduram,
    just to help you a little more, ive created a dashboard sample for you, similar to what ive done before in layout mainly to guide you. Ive added some more explanations to help also, as I felt I was not clear enough, and done some data validation too.( forced dates to be correct format, and drop down list) Using this style of collecting data is quite fundamental in excel( keep it simple), Look at the file size you submitted, and the last one posted here.
    I used this format to gather data from 12 separate worksheets to form a master monthly data sheet using pivot tables.
    the last chart on the dashboard may resolve your question 2. if you need any more help please ask.
    Attached Files Attached Files
    Last edited by JBeaucaire; 08-19-2013 at 06:46 PM.

  14. #14
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    Wow, I'm in awe at the moment at all the work you did for me. I really appreciate it! And the largest to smallet chart, you read my mind! I love it, and so will my manager. But I'm still getting the Invalid reference when I try to refresh the tables.
    Example: I'm sorting out the dates on the 2wk rolling sheet to show only July, then I click inside of the pivot tables and refresh. that is when I get the invalid reference. I tried the Ctrl Alt F5 too and nothing happens. What am I doing wrong?

  15. #15
    Forum Contributor
    Join Date
    12-20-2011
    Location
    lancashire,England
    MS-Off Ver
    Excel 2013
    Posts
    187

    Re: Need a pivot table to show rolling history

    This is odd, ive checked there are no data connections in the workbook, so lets start from the beginning. Maybe its a clash between old and new. at the beginning I killed all your charts. So attached is a fresh book. can you update the pivot data in this? and we will build it up.
    Attached Files Attached Files

  16. #16
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    Interested, I sent a reply to your message, Let me know if you get it. it isn't showing in my sent folder ?

  17. #17
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    need pivot example new(2).xlsx

    I finally got the error to go away, Once I changed the date format from Azeri(Cyrillic) to English US the error was gone.
    And when I added a couple new dates and refreshed they showed up. YEAH ! BUT - when I change the filter in the data to show only July, then go to the pivot table and refresh, it still shows all of Supplier 1. (july and aug)

  18. #18
    Forum Contributor
    Join Date
    12-20-2011
    Location
    lancashire,England
    MS-Off Ver
    Excel 2013
    Posts
    187

    Re: Need a pivot table to show rolling history

    Ok,at least you know why that part was not working. On the data entry part, some of the dates where still in UK format. Have a look at the attached to guide to the next part of the dashboard. This is where you build up your supplier pivots. ive made the dates US and added a few more. Have a go and see if you can build the pivots up as instructions.
    Attached Files Attached Files

  19. #19
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    Question - If I filter the data to show only July , then refresh the pivot table, shouldn't the table change to show only July? I don't understand why it isn't updating.

  20. #20
    Forum Expert
    Join Date
    05-30-2012
    Location
    The Netherlands
    MS-Off Ver
    Office 365
    Posts
    14,987

    Re: Need a pivot table to show rolling history

    Show the file, so we can take a look at it.

  21. #21
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    It is attached in this thread , can you see it?

  22. #22
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    the one from 8/19 is my original one.

  23. #23
    Forum Expert
    Join Date
    05-30-2012
    Location
    The Netherlands
    MS-Off Ver
    Office 365
    Posts
    14,987

    Re: Need a pivot table to show rolling history

    Without refreh I get this pivot table.

  24. #24
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    Ok, so I want to
    1. be able to update daily any defects that a supplier has for that day. ( I have 42 suppliers).
    2. be able to show a "rolling two week" history in a chart for each supplier. ( I will need to keep all the data on the data page for at least one year)

    Interested and I are almost there, but I keep getting *&^%$ reference not valid..

    Thanks everybody , LaDonna

  25. #25
    Forum Contributor
    Join Date
    12-20-2011
    Location
    lancashire,England
    MS-Off Ver
    Excel 2013
    Posts
    187

    Re: Need a pivot table to show rolling history

    Hi idurham,are you filtering the table 2wk rolling data tab into months, then looking at the pivot data? expecting to see the same result as both work separately. Filtering the rolling data table does not affect the pivots. Question for you. can you work with week numbers to collect your data. ie we are now in week 35 and could group your data this way. ill attach another work book with some more details later

  26. #26
    Forum Contributor
    Join Date
    12-20-2011
    Location
    lancashire,England
    MS-Off Ver
    Excel 2013
    Posts
    187

    Re: Need a pivot table to show rolling history

    idurham, attached is the original workbook you mentioned in earlier post. it works for me, but you may have to do what you did to the last workbook to get it to refresh. Ive added some more things as I think you are mixing up both table and pivot. ive split it into weeks, so you can have an easier way to see a rolling 2 weeks whilst keeping a record for 12 months min. Ive done 10 supplier charts ( roughly formatted ) so you can see, and added some notes. If you can get it to refresh, update the format of the 10 charts to what you want, repost that workbook and we can continue.
    Attached Files Attached Files

  27. #27
    Forum Contributor
    Join Date
    04-08-2013
    Location
    USA
    MS-Off Ver
    Excel 2007
    Posts
    101

    Re: Need a pivot table to show rolling history

    FINALLY got it to work right. I love the Vlookup you added for the week, I will use this , not just here but other data I have to track so THANK YOU ! But now here is my problem, I have to update these charts everyday, so rolling 2 weeks for this situation is add one day to the end of chart's data, and drop one day at the beginning.. ( showing two weeks) changing everyday. I will be able to work with what you completed so far and create what I need. your better than awesome, so thank you for all the hard work you put into this.

  28. #28
    Forum Contributor
    Join Date
    12-20-2011
    Location
    lancashire,England
    MS-Off Ver
    Excel 2013
    Posts
    187

    Re: Need a pivot table to show rolling history

    If you go on date filter, then date filters. choose between, and you get a date picker. it just means each day you would have to do this for each supplier. I used the vlookup date previously to be able to split out my data into daily, weekly monthly and chart for each. It works for me so glad you may be able to use this for more. Any more help you need just ask.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 4
    Last Post: 05-18-2013, 03:08 AM
  2. Pivot Table using rolling date range and a few adjustments
    By mmccleve in forum Excel Charting & Pivots
    Replies: 3
    Last Post: 02-11-2013, 10:10 PM
  3. pivot table - rolling averages
    By TXdore in forum Excel General
    Replies: 1
    Last Post: 07-30-2010, 04:01 PM
  4. Pivot Table - Rolling totals for Multiple Columns
    By mjbrancato in forum Excel General
    Replies: 4
    Last Post: 04-15-2009, 10:42 AM
  5. Help with rolling quarter figure on a pivot table
    By funkymonkUK in forum Excel Programming / VBA / Macros
    Replies: 4
    Last Post: 05-04-2006, 03:38 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1