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July 2, 2022
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Hi, how do I design a table specifically to create the layout as per the "Photo" sheet?
I have only managed to get up to the work done in the "Test" sheet as per the attachment and really need to create that kind of pivot table for work reasons (urgent).
Can someone please advise me as I cannot seem to find any way to make approached and LinkedIn/No LinkedIn display numbers?
See AnswerJuly 2, 2022
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There's some issues with the amending the attachments so I replied to my own post in order to post an attachment.
VIP
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December 7, 2016
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Hello,
In the Excel table, change all Yes values to 1 and the No values to 0, then change calculation in the Pivot Table to sum the values instead of counting them.
Br,
Anders
July 2, 2022
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Hi, I am trying to make values appear next to the row LinkedIn/no LinkedIn as per the photo in the "Photo" tab. Also, I do not know how to make "Approached" appear. This is my boss's instructions to create one looking like the photo.
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December 7, 2016
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Hello,
The photo is not showing a Pivot Table, it is just a range of data. As per the picture the data is manully entered in the cells, at least there is no formula in the selected cell. But I assume you are to build a Pivot Table instead. The data table in your test sheet needs improvement, it should be in a tabular format. If you want to have the text Approached / Remaining not approached then those texts need to be there as data values in your Excel table, not as headers.
You should consider to ask your manager to take the Pivot Tables quick start course.
Br,
Anders
July 2, 2022
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Dear Sir,
With all due respect, it is not he that requires those course but me. I strongly believe he knows how to do it and is rather testing me to see if I can turn the raw data table into the pivot table in the "photo" tab of which I am unable which led to me posting on these forums.
Nonetheless, I wish to offer my thanks for pointing me in the right direction and will study up on what you have posted to understand and get the work done.
In the event that I fail to understand it thoroughly, I will post again in this thread hoping to seek your advice.
Regards,
jinkai
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December 7, 2016
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Hello,
Sorry, English is my second language and I may have missed some nuances in what I wrote to what I tried to say. What I tried to say was that perhaps you can ask your manager / company to pay for a course for you to take. I meant no disrespect in my previous reply.
Attached is a modified Excel table and Pivot Table, that is more or less similar to the picture. I hope this gives you a better understanding of what needs to be done in order to get a Pivot Table as wanted.
Br,
Anders
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July 2, 2022
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Thank you sir! I hope to add you on LinkedIn and to visit Sweden just to buy you a coffee someday!
On top of that, I have managed to figure out how to manipulate the table further to get it looking exactly like the photo in a new tab called Solution minutes the call scheduled and hit ratio. Attached is the edited file. Will try to figure out the remaining bits!
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December 7, 2016
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Hello,
Great job! I am just glad that I could give you some assistance.
Have a great day!
/Anders
July 2, 2022
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Hmm, been working on it further and I realised that I am experiencing difficulties separating the columns -> e.g. if I make a column called "Total as of this week?" with variables Total as of this week as well as calls scheduled, it ends up funny again.
May I ask what are the conditions so that it becomes separated as per the photo if you have any idea?
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December 7, 2016
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Hello,
I believe that the data behind the headers This week and Total as of this week are based on dates, not text values. If you can get hold of the raw data behind it all then you would get a better understanding. Yet again, the picture does not show a Pivot Table, it is just a mock up to show what is wanted.
Also, if you are able to take an Excel course, more specific about Excel tables and Pivot Tables, then you will get the needed understanding of how to arrange the underlying data plus lots of tips and trix to make the data crunching fun and easy.
If you want to have a sum of all counts as Total as per this week, just add a grand total column to add a totals per row. Then rename that column header to Total as per this week. If you are to be true to what the picture shows, then you should not have data showing for Not this week in your Pivot Table, the grand totals will still show correct numbers as you do have the data in your Pivot Table, not just showing it. See attached file for an example.
Using Pivot Table to show numbers for different data columns, in this example for count of This week and Call scheduled, is fine as is, but not when involving grand total, as shown in the attached file.
Br,
Anders
July 2, 2022
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Yes, I have managed to figure out the Grand Totals and Subtotals
Now I am of the opinion that the photo of the mock up containing Calls scheduled and Hits Ratio is on the far right is fictional and not possible.
Again, I would like to express my thanks. Just by these 2 files you presented, I learnt a lot. Thank you so much!
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