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June 22, 2020
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Hello,
I have raw data exported from a system, which I make it with macro to turn into a usable table(I don't use Power Query because the client has older version of Excel).
So, I have 63 people with multiple data(I have to make it a pivot table to sum all the data for each person), and I have to make separate charts for each person(which can be different every time), but I can't find a solution to make it simple.
Can someone please help me ?
Thank you.
Regards,
Riste.
VIP
Trusted Members
June 25, 2016
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Hi Riste
Can you provide more details?
Give examples of what you intend to do as you have a lot of data
June 22, 2020
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Hello,
My intention is to create pivot table so I can sum up the data for every caregiver.
There should be 2 options from the pivot tables.
1. I want for every Caregiver, by week, to have average of Punctuality expressed in percentage.
2. I want for every caregiver, by week, to have average of Hours Log and Visit Log expressed in percentage.
I made the pivot tables and charts in the file attached here.
Thank you.
Best Regards,
Riste.
VIP
Trusted Members
June 25, 2016
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I would have created a pivot table (with caregiver as the filter) and the chart(s).
Then make copies of this sheet and then filter each by caregiver.
I will also add a slicer to connect all the PTs to allow me to filter by dates.
You can then move all the charts to another sheet (with the slicer) to create a dashboard.
This is a one-off exercise. I can't think of any other short-cuts.
If you use the Show Report Filter Pages option, multiple PTs can be created filtered by caregivers but you will need to create the charts one by one.
So I would not recommend this method.
Hope this helps.
Sunny
June 22, 2020
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Hello,
I want to ask you, what happens when another names of the caregivers are there?
How would that work? Because the caregivers will be different.
Thank you.
Riste.
VIP
Trusted Members
June 25, 2016
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If your raw data is set up as a data table, any additional caregivers will be updated when you refresh the pivot table.
You will then need to make additional copies of the sheet for the newly added caregivers and filter them accordingly.
June 22, 2020
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The whole point is to update automatically. This is a file that is downloaded from a system and if you change a caregivers name, have a new one or change an old one, the data and chart need to be updated automatically.
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