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Pivot Table Report For Daily Mis Reporting

Dear Sir,

If any one could give me a solution for this its will be a great help for me.

I am working in a bank and on every day we receive Month to date data of Loans and advances made by every branch with Region wise total and manager wise total. With Sum of loan and count of loan. In our MIS format the in A coulum branches are sorted and listed in a sequence with sub total Region. I have data where if if do the pivot and change the data the out put should be displayed accordingly in the MIS format. Can any one help me how can we do this or is there any other office addins/softwares are available if so the data is changed on a daily basis and if we do the pivot it will automatically copy the data to the MIS format.

Thanks.


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Similar Topics







i want to retain the data and format, but get rid of the pivot capacity before sharing the spreadsheet. right now if a copy/paste special, i can get the data, but not the formats, any suggestions?


Hello,

I am copying charts to display the same information for different regions. When I work on the copied region, I find it a cumbersome task to go through each charts source data and change the cell references to the different region. Essentially I am doing a trending analysis for each region, with a region having its own sheet with 5 charts per sheet. What I have done is copy the original sheet and am updating the sheet for another regions source data by going to the source data. The source data is all in the same row/column format, but each regions source data has its own sheet. Is there a more automatic way to do this? Perhaps a way to update all 5 charts references at the same time.


In my pivot table I have a lot of cells without any data. The report looks like garbage with all the (BLANK) sohowing up in the report.

I've tried condtional formatting where if the cells = (BLANK) it woulf format them as white -did not work

I tried the pivot table options and clicking on the box "for empty cells show" and set it to 0 then empty but that did not work.


any Ideas???

Thanks


Also, I cannot move the Pivot Table from the new Worksheet it is created in, to my existing Worksheet.

I am running Excel 2011 for Mac.

I have a Worksheet with a small amount of data, and when I click the Pivot Table button it automatically creates the Pivot Table in a new Worksheet. The Pivot Table data is fine, but I want it to display alongside the source data.
I've tried using the Move Pivot Table option and choosing to Create Pivot Table in Existing Worksheet and choosing a source cell alongside my current data, but nothing appears. Also, I checked in Edit menu and found that the Pivot Table appears to have not even been created/moved because there is no option to undo it.

Appreciate any help, let me know if you have any further questions.

Hunter


I have a very simple pivot table that I am trying to use as a data source for a VLOOKUP request. Unfortunately, every time I do it I get the result #NA. I have tried recreating the results from the pivot table in the worksheet next to it, and am able to use VLOOKUP on them successfully, but as soon as I point the VLOOKUP array to the pivot table, I get the #NA result

Can VLOOKUP be used on pivot tables? If so, is there any special syntax I need to use?

Thanks


A previous poster explained what I also need; there were no responses,
so I thought I would try again.

Does anyone know of an Excel template--or a small stand-alone
program--that will calculate the interest/principal breakdown when
payments are varied in amount and frequency? Free or low-cost, please.
I need one that will work on my Mac/Office 2004. I will need to print
out periodic reports.

Here is the way the previous poster described it:
"Excel template: Loan Amortization for random/irregular payments,
figures days
between payment dates.
I have a loan with a variable beginning balance and irregular payments
with
annual large payment. (based on collections)
Would like to enter payment and date.
then Excel would figure days since last payment, interest amount,
principal
amount, Ending Principal balance.
And total interest paid, total pricipal paid
If I change the starting principal, excel would recalculate all
entries."

Thanks very much.




How I Can Maintain The Stock Register On Excel Sheet By Date Wise ?

But I do not want to insert any sheet for different dates & also the format will not be copied & paste in the same sheet. Just at the place of Date the date will be changed & the datas will be entered manually for each day.

In future, when I shall put the date, the datas will show that particular date's datas only.

Can anyone help me ?


Hi,

Im working with a large data spreadsheet that has Yes and No answers in different columns. There are blanks within the selection too.
I need to calculate only the Yes.
I have tried using the filters in the Pivot Table field list and they are not working.
So now i'm trying to add a COUNTIF formula in the Calculated Fields section.
The formula I'm using is =Countif('Time limit extension'="yes") and i get the answer "too few."
What should I be using in the formula to get the calculated field to work? I have search the whole forum and I haven't found an answer that can help me.

Please HELP!!!


Newbie here and I don't know where to start... I'm trying to set up a macro to when data is pasted to a TEMPLATE worksheet tab it will automatically copy and paste data to another sheet based on the month value.
For example:
If data contains 06/01/2011 in cell A1, then data needs to be pasted to "Jun" worksheet within the same workbook.

Can someone assist or can give some direction? Thank you


Hi everyone,

I found an excellent macro this morning that allows the user to filter a pivot table based on the value found in a specific cell. This cell essentially acts as a search bar, allowing the user to type in what they are looking for rather than select it from a drop-down list.

The macro works perfectly for my purposes except in one regard: I can no longer perform a "show all" filter. If I leave the "search bar" cell blank, the pivot table shows nothing. I'm sure that there is an easy fix for this but I'm still learning the basics of how to write and use macros. How can I change the code so that when I leave the cell blank, the pivot table shows all? The search bar cell is D2.

Thanks for your time!


Hi,

Recently, I find that the Pivot Table toolbar does not show up when I activate it. I have reinstalled Excel but it still does not show up when I activate it in the Pivot Table. Can someone advise me on what settings I shoudl do to turn it on again ? Thanks.


I have a pivot chart with a bunch of data series, and every time we
include/exclude one of the series to see how the chart changes, all the
colors change and we have to spend time re-identifying which series is
which, using the legend to check the colors.

Is there a way to "lock" the colors, so that the bars stay the same colors
regardless of whether other bars are included/excluded?

Thanks!
Keith





Does anyone know if there is a customer format I can use to change the percent value of a cell to basis points? I tried creating my own, but was having difficulty. For example, if the cell value in A1 is 2%, I would like to have it say 200 basis points instead.

Thanks.


Hi, this is something so simple that I have forgotten how to do it.
I want F3 to turn yellow if someone selects "Yes" from a drop down list in cell E3, then F3 has no fill once data is entered into it. And F3 turns Black if E3= no selected from the list. Or F3 turns red if E3 contains "TBC"

so in summary,

if E3="Yes", then F3 conditional format to Yellow until data is entered in it.
if E3="No", then F3 conditional format to Black
if E3="TBC", then E3 & F3 conditional format to Red until E3 is changed to
"Yes" or "No" at a later time.

Thanks in Advance for the help

Mutley13


Hi,
I made a simple worksheet that we have been manually entering the time for employees, but there are too many errors (even with simple math). Can someone help me convert the time of ex: written 8-4:30 or 10-3 (meaning 8:00am to 4:30pm) where you have the total weekly hours? Right now I have a column for overtime. Is there a way to automatically calculate the over time also? The work day is 8-4:30 with a half hour lunch (lunch is not calculated into the hours, so you minus a half hour). 8-4:30 equals 8 hours. So, if a person works 8am to 6:30pm, how can I set it up where in the first row of time, I will type in 8-6:30pm. In the totals column to the far right, it will display 8 hours. In the (O.T.) column, it will display 2 hours.

This way, when I call in my payroll, I will have the total "regular" hours in one row and underneath, I will have the total overtime hours.

Or... does anyone have a better solution to keeping track of their hours?

Thanks!
Marty


Hi All,

I've been struggling with this for a while now and can't believe how hard it is!. I've searched on this site and on others to get some clarification but to no avail.

It's pretty simple really. I have a user form which contains a tex box for a user to input the date I want the format to be dd/mm/yyyy but can't find out how to set the format of the text box to this.

Please can someone give me a bit of guidence or link me to a good rescource if missed it in the search.

Thanks in advance.

G


I know this question has been asked a bajillion times, so I apologize for the redundancy.

I am working with an Excel spreadsheet and saving it as a .csv file in order to upload to an application that parses out the .csv data as transactions. The system requires .csv files, so this is how I need to save my doc (with this extension). I have been successful at preventing Excel from coverting that long number into scientific format. I have saved as a TXT file, pasted the longer number and it displays correctly. That is all good. But I have to save as a .csv. So if I do that, close the Excel window, and then open again (as the .csv file), the numbers are back to being displayed in scientific format. I have tried creating an Excel doc from scratch and entering text in Text format, to see if this created a cleaner file. But again, the second I save as .csv, close the window and then open that file up again, that dang scientific format is back.

Does anyone have any idea of how to work around this? Once I have successfully gotten the numbers to display as the long-chain number, how can I get them to "stick" so that they don't revert back to scientific format when I reopen the file?

Thanks so much for your help!


Good afternoon,

Is there a way to enter a colon into a standard number to create a value that can be formatted into a 24 hour time value ?

eg a time is listed as 1345 with a general number format, and I want it returned as 13:45 witha custom format of hh:mm.

Other than creating a table and using a vlookup function, I am hoping there is a better way?

Darren


Hi all,

I hope you can help me with what I would like to do. I've searched and searched and not come up with anything yet!!

I have one sheet which is my 'data' sheet with a number of columns, one of which is a date which may be repeated.

I then want to use another sheet with two cells where two dates can be entered and a button which allows you to copy the rows of data from the data sheet which have dates between the two specified originally. The list in the data sheet may not be in date order although I could update a macro to do this for me if needed. I would also like to do it so that if "ALL" is typed in the date fields, it pulls over ALL the data. (Or something similar)

Any help you can give would be much appreciated.

Cheers,

Kevin


Hello,

I have two columns of data: column A contains the date and time in the form dd/mm/yyyy. Column B contains a number value. All the times are in order, so column A looks like:

01/01/2007
02/01/2007
03/01/2007

I have data from 2007 to 2010. I need to calculate an average daily value (in column B) for each month, and display it in column C. So, for January, I need to calculate the average of 31 days, February, 28 days, etc.

Is there a function I can use to do this? I've been trying the AVERAGEIF formula but can't get it to work. Any ideas would be much appreciated!

Many thanks,
Caitlin