When you consolidate data, you are assembling it so that you can more easily update and aggregate data regularly or as needed. In addition, the report can have up to four page filter fields, called Page1, Page2, Page3, and Page4.
Each range of data should be arranged in cross-tab format, with matching row and column names for items that you want to summarize together. Do not include any total rows or total columns from the source data when you specify the data for the report. The following example shows four ranges in cross-tab format. Data consolidation can use page fields that contain items representing one or more of the source ranges.
For example, if you're consolidating budget data from the Marketing, Sales, and Manufacturing departments, a page field can include one item to show the data for each department, plus an item to show the combined data. The following example shows a consolidated PivotTable that has one page field and multiple items selected. If the range of data is likely to change the next time that you consolidate the data that is, the number of rows may change , consider defining a name for each source range in the separate worksheets.
Then use those names when you consolidate the ranges in the master worksheet. If a source range expands, you can update the range for the name in the separate worksheet to include the new data before you refresh the PivotTable.
Excel also provides other ways to consolidate data that work with data in multiple formats and layouts. For example, you can create formulas with 3D references, or you can use the Consolidate command on the Data tab, in the Data Tools group. In the wizard, you can choose between using no page fields, a single page field, or multiple page fields. In the next step of the wizard, choose the Create a single page field for me then press the Next button.
Select the location for your new pivot table, either a new worksheet or somewhere in an existing worksheet. Then press the Finish button.
You will now have a blank pivot table. With the new blank pivot table, we need to set it up to build out a new tabular set of data. Move the Page1 , Row and Column field into the Rows area of the pivot table. Bring the Value field into the Values area of the pivot table.
Now we will need to change the format of the pivot table to create our tabular data set. Select the pivot table and go to the Design tab then select the Report Layout command and choose the Show in Tabular Form option from the menu. We also want to turn off any subtotals the report may have.
Even if your data is in a proper unpivoted tabular format, it might be broken up into multiple ranges across different sheets. The "PT" sheet in the attachment is the sample I want to have. Then sheets of "actual sales" and "sales forecast" is a sample only. What I will do in the real work is to link the same file from the SAP system, that could be refreshed as well directly from SAP database. Thus, the current month actual sales could be changed every day after refreshed. This PT is very helpful to sales manage to monitor his team's progress every day.
Thanks for sharing your file. I need to know if you have a version compatible with Power Query and or Power Pivot before I can offer you a solution.
There's no point in me giving you a Power Pivot solution if your version of Excel doesn't have Power Pivot. Thanks for your sharing, it almost looks like what I want. How did you combine the sheets of "actual sales" and "sales forecast" into one PT? It is a better version that the previous one as I am now using helper columns instead of calculated fields. Thanks for confirming the version of Excel you have. It's similar to Sunny's, but it uses Power Query to merge the Actual and Forecast data instead of formulas.
This will be more efficient if you have a lot of data because Excel isn't having to recalculate the volatile TODAY function all the time. As with Sunny's solution, I had to fix the format of your September dates in the forecast table. I also renamed the columns in Power Query so they were consistent in both the actual and forecast tables so I could merge them.
You can learn more about PivotTable Calculated Fields here. Unfortunately I'm not able to teach you everything you need to know about this Power Query solution in the forum, there's just too much to cover, but you can learn Power Query here. The benefits of Power Query is that once you set it up there's really no maintenance.
All you have to do each week when you get new data is click the Refresh All button on the Data tab. It really should be a case of opening the file and refreshing.
I hope that gives you an idea and some inspiration. Please let me know if you have any questions. Combine by category Open each source sheet. In your destination sheet, click the upper-left cell of the area where you want the consolidated data to appear.
On the Data tab, in the Data Tools group, click Consolidate. In the Function box, click the function that you want Excel to use to consolidate the data.
With slicers , filtering a pivot table is as simple as clicking a button. Filters are tied to one pivot table, slicers can be connected to multiple pivot tables and pivot charts. Filters are locked to columns and rows. Slicers are floating objects and can be moved anywhere. If you have started using the slicer feature you may find that you get annoyed when the slicer is grayed out in Excel.
This can happen when you receive a file from someone else, or if you download data from a source system and try and create it directly in the downloaded file. Create a slicer in an existing PivotTable Click anywhere in the PivotTable for which you want to create a slicer. In the Insert Slicers dialog box, select the check box of the PivotTable fields for which you want to create a slicer. Click OK. Pivot Cache is something that automatically gets generated when you create a Pivot Table. It is an object that holds a replica of the data source.
While you can't see it, it is a part of the workbook and is connected to the Pivot Table. Power Pivot is an Excel add-in you can use to perform powerful data analysis and create sophisticated data models. The data model you see in a workbook in Excel is the same data model you see in the Power Pivot window. Any data you import into Excel is available in Power Pivot , and vice versa.
How do I merge two pivot tables? Category: technology and computing shareware and freeware. To do that:. Click the arrow next to the toolbar and then click More Commands.
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