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date: Wed, 27 Aug 2008 15:42:01 -0700,
group: microsoft.public.excel.misc
back
Re: Report Format - Pivot Table not working
Here is few lines of data
Last Name Relative level Sup last name Credit issued
Center
Smith 0 Penn
1,000,000 WA
Jones 1 Smith
500,000 CHA
Oswald 2 Jones
200,000 CHA
Clark 2 Jones
200,000 CHA
Cortes 3 Clark
10,000 CHA
So for Smith a total of $1 million was given as credit, total of his credits
plus his direct report Jones. Jones gave $500,000 between credits issued by
him and his direct reports Oswald and Clark, and so on. This is just a sample
of the data (trying not to give to much away online since it is
confidential). I have been trying to manipulate the raw data to assist with
the pivot table but just cant get it to go, I tried breaking down each person
by the center they report to, re-organizing the hiearchy piece.
"smartin" wrote:
> Melissa wrote:
> > I have this report of raw data, I would love to put the data into a pivot
> > table as its the best way to present. Problem is that the source data
> > precalulates the higher levels of the hiearachy in the raw data so in a pivot
> > table
> >
> > Ex: Director, team manager and team employees give combined $1000
> > ---------Team mananager gives combined $700 between self and team
> > -------------Team members give $500 total
> >
> > So instead of drilling down
> > Director 1,000
> > Manager 700
> > team 500
> >
> > I get
> > Director 2200
> > Manager 1200
> > team 500
> >
> > Been trying to manipulate the raw data this way and that to get it to work,
> > any thoughts on how to get the data into pivot without all the new
> > calculations? Or any other format thoughts?
> >
> > I just really like the drill down option, I have 5000 employees to show
> > detail on
>
> Hi Melissa,
>
> I get the gist of the problem -- precalculated (aggregated) amounts in
> the source data can make it tricky to do accurate pivots.
>
> Would you provide a few rows of representative source data?
>
date: Thu, 28 Aug 2008 08:16:01 -0700
author: Melissa
Re: Report Format - Pivot Table not working
Hi Melissa
Does it help if you insert another column in your source data just titled
"Level"
Copy the values from Relative level to this column.
In the PT
drag Relative Level to the row area, followed by last Name
drag Level to the Column Area
drag Credit to the Data area
Double click on Relative Level>Subtotals>none Advanced>Sort order>Ascending
Double click on Last name>Subtotals>None
Double Click on Level>Advanced>Sort order>Ascending
Double click on each item in Relative level to Group all the data to a
single value for that level
You will now get a cascading effect of the Totals at each Level
If you double click on any Relative level, you will get a drill down showing
the contribution of each person to that level.
If that doesn't provide sufficient for you, then introduce 4 more columns to
your source table, title Level0, Level1, Level2, and level3
In the Level0 column, copy a 0 down the whole of the range.
In row 2 of Level 1 enter the formula
=IF($B2>=column(A1), column(a1),"")
Copy across through the columns containing Level2 and Level3
Copy all three formulae down through the extent of your data
Drag each of these new Levels to the page area of your PT.
Now you can select to see Just the Level0's or Just the Level 1's etc, by
leaving the other page fields set to All, but selecting the Level required
for any one of the others.
I hope this helps.
--
Regards
Roger Govier
"Melissa" wrote in message
news:F44F302F-45DF-4AD5-81C7-B57B0A4B5FD6@microsoft.com...
> Here is few lines of data
>
> Last Name Relative level Sup last name Credit
> issued
> Center
> Smith 0 Penn
> 1,000,000 WA
> Jones 1 Smith
> 500,000 CHA
> Oswald 2 Jones
> 200,000 CHA
> Clark 2 Jones
> 200,000 CHA
> Cortes 3 Clark
> 10,000 CHA
>
> So for Smith a total of $1 million was given as credit, total of his
> credits
> plus his direct report Jones. Jones gave $500,000 between credits issued
> by
> him and his direct reports Oswald and Clark, and so on. This is just a
> sample
> of the data (trying not to give to much away online since it is
> confidential). I have been trying to manipulate the raw data to assist
> with
> the pivot table but just cant get it to go, I tried breaking down each
> person
> by the center they report to, re-organizing the hiearchy piece.
>
> "smartin" wrote:
>
>> Melissa wrote:
>> > I have this report of raw data, I would love to put the data into a
>> > pivot
>> > table as its the best way to present. Problem is that the source data
>> > precalulates the higher levels of the hiearachy in the raw data so in a
>> > pivot
>> > table
>> >
>> > Ex: Director, team manager and team employees give combined $1000
>> > ---------Team mananager gives combined $700 between self and team
>> > -------------Team members give $500 total
>> >
>> > So instead of drilling down
>> > Director 1,000
>> > Manager 700
>> > team 500
>> >
>> > I get
>> > Director 2200
>> > Manager 1200
>> > team 500
>> >
>> > Been trying to manipulate the raw data this way and that to get it to
>> > work,
>> > any thoughts on how to get the data into pivot without all the new
>> > calculations? Or any other format thoughts?
>> >
>> > I just really like the drill down option, I have 5000 employees to show
>> > detail on
>>
>> Hi Melissa,
>>
>> I get the gist of the problem -- precalculated (aggregated) amounts in
>> the source data can make it tricky to do accurate pivots.
>>
>> Would you provide a few rows of representative source data?
>>
date: Thu, 28 Aug 2008 18:17:21 +0100
author: Roger Govier roger@technology4unospamdotcodotuk
Re: Report Format - Pivot Table not working
Melissa wrote:
> Here is few lines of data
>
> Last Name Relative level Sup last name Credit issued
> Center
> Smith 0 Penn
> 1,000,000 WA
> Jones 1 Smith
> 500,000 CHA
> Oswald 2 Jones
> 200,000 CHA
> Clark 2 Jones
> 200,000 CHA
> Cortes 3 Clark
> 10,000 CHA
>
> So for Smith a total of $1 million was given as credit, total of his credits
> plus his direct report Jones. Jones gave $500,000 between credits issued by
> him and his direct reports Oswald and Clark, and so on. This is just a sample
> of the data (trying not to give to much away online since it is
> confidential). I have been trying to manipulate the raw data to assist with
> the pivot table but just cant get it to go, I tried breaking down each person
> by the center they report to, re-organizing the hiearchy piece.
>
Hi Melissa,
This is an interesting case because of the recursive nature of the
logic. I have been working at reverse-engineering your data to get
amounts per person and have something that works...
I placed your sample data in A1:E6. In G1:I1 I placed values 2, 1, 0.
These are your [Relative level] values, from [max - 1] to 0 (the order
of these values does not matter).
Place in G2 and fill through G2:I6
=$D2-SUMPRODUCT(--($A2=$C$2:$C$7),($D$2:$D$7),--($B$2:$B$7=1+G$1))
The result per person is this formula in H2 (fill down):
=MIN(G2:I2)
What this does... well... ask if you would like an explanation.
date: Thu, 28 Aug 2008 22:24:14 -0400
author: smartin
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