Extract Data to Separate Sheets the Right Way!

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MyOnlineTrainingHub

MyOnlineTrainingHub

Күн бұрын

Пікірлер: 261
@esltube
@esltube 2 жыл бұрын
The last couple of years MS finally woke up in enhancjng the functionality of many of their tools. All of this Power stuff makes data life a lot more fun and easier. Video’s like these are truly valuable. Although I always state nothing can beat assembly language, you just made my day 🎉
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
So pleased you liked my video 🙏
@DebbieRuston-n8s
@DebbieRuston-n8s 2 ай бұрын
You literally just read my mind. I created data in 3 separate tabs for fiscal years and then a combined file of all fiscal years. My boss then edited the combined file to add columns, etc. and I thought "Oh, now what do I do for new data??" Now I know!! Thank you for years of my life I just got back!!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
Glad it was helpful! 😁
@jms9057
@jms9057 6 ай бұрын
I manage registration for a youth sports group, and I can pull a master report to figure out who still needs to give us what information or forms, etc. It is constantly-changing data, and it gets split out by division and team so that coaches can be given lists of what their players still need before they can get equipment or participate. You have saved my evenings and weekends!!!!!!! I cannot thank you enough for this video!!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 6 ай бұрын
Aw, that's wonderful to hear 🥰
@rwfrench66GenX
@rwfrench66GenX 4 ай бұрын
You are the bomb! Thank you so much! I work in a very large AP department and I reconcile our two largest suppliers. Our buyers log into their websites and place orders but they also have to approve those orders before they get added to the file that gets uploaded into our payment processing system. Our contracts say we have 7 days to pay them or we start paying an 18% late fee. I send out a spreadsheet a few days before the next statement will come out so the buyers are reminded of what invoices still need to be approved. I’ve been using the filter formula but we don’t order from the same locations every week and as a healthcare company our facilities are bought and sold quite often and there’s also a turnover in employees so who gets the report from week to week changes. This pivot table option is much easier and will save a great deal of time! Cheers 🍻
@MyOnlineTrainingHub
@MyOnlineTrainingHub 4 ай бұрын
So pleased to hear this will be helpful 😊
@mirasrenda
@mirasrenda 2 ай бұрын
Mynda, I love your tutorials, thanks for them! Just a note to the PROS/CONS section. It would be worth to mention as CON for the filter-approach (as well as many other array producing functions) is its speed. If there are many array formulas and/or the source table is big, work with the workbook may be very slowed down by long recalculation.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
Good point on FILTER. I'll add it to the blog post as a Con.
@therealjeffg
@therealjeffg 2 жыл бұрын
You are a wizard…..loving all these tips on functionality that most people just wouldn’t find…thank you!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks so much, Jeff!
@anthonievanriessen
@anthonievanriessen Жыл бұрын
I have to say that you and excelisfun are the explainers. Thank you.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Wow, thanks so much 😊
@gregbernard7861
@gregbernard7861 2 жыл бұрын
This is my go to Excel channel.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Wow, that's awesome to hear, Greg 🙏
@anyandeveryistaken
@anyandeveryistaken 2 жыл бұрын
Most favorite Excel Teacher
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Wow, thank you, Nahas!
@sacstatesfinest
@sacstatesfinest 11 ай бұрын
This was a game changer! Thank you for the tutorial! You gained a subscriber.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 11 ай бұрын
Awesome, thank you!
@jerrymiles7804
@jerrymiles7804 2 жыл бұрын
Outstanding dear Mynda! Best regards from Limón, Costa Rica!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks so much, Jerry!
@jerrymiles7804
@jerrymiles7804 2 жыл бұрын
😘
@michaelkoster8412
@michaelkoster8412 2 ай бұрын
Very nice topic and explanation! I always enjoy your videos. Thank you.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
Thanks so much! 🥰
@Akash-py3yi
@Akash-py3yi Жыл бұрын
You are a miracle in the world of Magical Excel ❤This was exactly what I was looking for
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Awesome to hear!
@Fabi_terra
@Fabi_terra 11 ай бұрын
Hey there! I just wanted to drop a quick message to say thank you for the awesome tutorial. It was super easy to follow along and really helpful.👏👏👏
@MyOnlineTrainingHub
@MyOnlineTrainingHub 11 ай бұрын
So great to hear! 🙏
@paolodigennaro7725
@paolodigennaro7725 2 ай бұрын
supercool approaches, i personally prefer pivot tables adding the Worksheet_PivotTableUpdate functionality on a module
@Cat24714
@Cat24714 Жыл бұрын
Once you've separated the date into separate tabs, does the data in the separate tabs also become modified as you're making changes to the "Master" table with the original data?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
You can update the data on the separate tabs by clicking the Refresh All button on the Data tab of the ribbon.
@darrenvanslyke7759
@darrenvanslyke7759 Жыл бұрын
Wonderful tutorial, thanks! Where does one embed a SORT or SORTBY function so you can sort the data? Example: =CHOOSECOLS(VSTACK(Table1[#Headers],FILTER(Table1,Table1[New Assign?]=Sheet6!C4,"")),2,5,6,8,9)
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad it was helpful! Sort would have to wrap around filter, so the header row isn't sorted. e.g. =CHOOSECOLS(VSTACK(Table1[#Headers],SORT( FILTER(Table1,Table1[New Assign?]=Sheet6!C4,"") ) ),2,5,6,8,9)
@shoppersdream
@shoppersdream 13 күн бұрын
Very Nice, Mynda! Mine is Filtered Values which I wanted to paste on a different sheet. Thanks
@MyOnlineTrainingHub
@MyOnlineTrainingHub 12 күн бұрын
Glad I could help.
@TheOscarProject1
@TheOscarProject1 Жыл бұрын
Exactly filled the need I had. Thank you for the great tutorial!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Great to hear!
@hieunguyen-dd1nm
@hieunguyen-dd1nm 2 жыл бұрын
Thank you. It useful. But when it is required to be editable by the each filter sheet, I think it must be converted to be a range of data before sending to another work colleage. Thank you again.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Yes, if you don't need it to always be linked to the original source, then you can copy and paste it as values.
@darrylmorgan
@darrylmorgan 2 жыл бұрын
Hi Mynda!Great Tutorial,Loved Both Solutions...Thank You :)
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Great to hear, Darryl!
@vijayarjunwadkar
@vijayarjunwadkar 2 жыл бұрын
Great tutorial as usual! Thank you Mynda once again for all the help you offer! Stay blessed!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks so much, Vijay!
@PaulEBrownbill
@PaulEBrownbill 2 ай бұрын
Very informative, thanks Paul
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
Glad you found it helpful.
@sachin.tandon
@sachin.tandon 2 жыл бұрын
Great work Mynda! I wish I was in a job right now, where I could apply all these skills and learnings!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
All the best for your job search. Keep learning. It'll pay off.
@sachin.tandon
@sachin.tandon 2 жыл бұрын
@@MyOnlineTrainingHub Thanks Mynda!
@rezaamini9830
@rezaamini9830 Жыл бұрын
After using filter function or pivot table and make different reports in different sheets, I need to add some data belong to columns which filtered. When I add data next month to my base data, filtered data will refresh but data which I added beside filtered columns does not go down and remain in the first rows which now are not for data of new month. What can I do? Best Regards.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
I would use Power Query to add the columns to the source data so that it's integral to the PivotTable and automatically pulls through. If you have further questions, post your question and sample Excel file on our forum where someone can help you further as follow-up replies here won't be seen due to the volume of comments I receive: www.myonlinetraininghub.com/excel-forum
@rezaamini9830
@rezaamini9830 Жыл бұрын
@@MyOnlineTrainingHubThere is no problem with my base data which are updated each month. But every month in base data, we will assign each rows to one person to analyze and I have used "Filter function" to show assigned data to each person in different sheet names. For analyzing, they need to add columns to filtered data, such as data validation filling, comment,... and I need to relate theses added columns to filtered array. So every month I will not have problem with updated data and I can upload the analyzed data to Power BI. Would you please help me to understand the right way of doing this. Best Regards
@Seftehandle
@Seftehandle 2 жыл бұрын
it started so simple with control+t and ended up with choosecols(cstack,filter) I loved it!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
😁 great to hear, Tina!
@simonmassen
@simonmassen Жыл бұрын
This is excellent, once again just what I was looking for! thank you
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Awesome to hear!
@tobiewaldeck7105
@tobiewaldeck7105 10 ай бұрын
Hi! How would I be able to remove the pivot tables from the resulting output sheets all at once without VBA? I would also be grateful to know how you prevented the date from splitting into Year and Quarter like my data?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 10 ай бұрын
There's no way to automatically remove PivotTables from multiple sheets without VBA. You can press CTRL+Z immediately after adding the date field to the PivotTable to undo the grouping into years, quarters, months etc.
@tobiewaldeck7105
@tobiewaldeck7105 10 ай бұрын
@@MyOnlineTrainingHub Thank you.
@joshnoteboom6479
@joshnoteboom6479 2 ай бұрын
This is a great tutorial. I did run into one issue, if I were to add a new “sales person“ with a different name than that name does not get added to a new sheet. Is there any workaround for this?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
Glad it was helpful. No, if you add a new item, you have to generate that report separately, or create them all again.
@roweboy1974
@roweboy1974 9 ай бұрын
Thank you for this excellent video! I added the double quotes at end [ =VSTACK(Complete[#Headers],FILTER(Complete,Complete[Person Covering]=Y2,"")) ]. I have some date fields on my source tab that are blank by design but the formula filled it in the field with date "01/00/00" when it filtered it over to my individual sheet. Any thoughts on why or how to fix that?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 9 ай бұрын
Change the cell formatting to hide zero dates. e.g. d/mm/yyyy;; or m/d/yyyy;; The two semi-colons on the end are important.
@petermarcussen6265
@petermarcussen6265 16 күн бұрын
is there a way automate transfer of data from one sheet to a master sheet. i.e i want to add data from all cell in a row on a sheet to a master sheet, but only if a specific cell in the row has information added to it? I hope my question makes sense.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 15 күн бұрын
I would use a PivotTable to extract data from your master sheet to your other sheets based on criteria as explained here: www.myonlinetraininghub.com/excel-pivot-tables-to-extract-data
@Prafful000
@Prafful000 3 ай бұрын
How do I provide data to each individual separately and gather their updates to the data into my master data set? Please advise.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 ай бұрын
I would create a separate file for each user containing a table that they can maintain. You can then use Power Query to consolidate the tables from each user's file into a master dataset: www.myonlinetraininghub.com/power-query-get-files-from-a-folder
@GiuseppeDucaDiParma
@GiuseppeDucaDiParma 9 ай бұрын
Will this pivot table from master to separate worksheets function work in earlier versions of Excel? Also, if I were to use it, I would need each separate pivot table subtotal to link to another workbook: is this possible, given that the tables are expanding after master inputs are made? Thanks
@MyOnlineTrainingHub
@MyOnlineTrainingHub 9 ай бұрын
Yes, it works in all currently supported versions of Excel. I don’t recommend external links (too easy to break them). Instead, use Power Query to connect to the PivotTable source data and extract the totals into the other file/s.
@wayneedmondson1065
@wayneedmondson1065 2 жыл бұрын
Hi Mynda. Another awesome lesson! Thanks for the tips and for always sharing the practice file.. very helpful! Thumbs Up!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad you liked it, Wayne!
@klinsmannlanghanz6507
@klinsmannlanghanz6507 2 жыл бұрын
Wow! I never used CHOOSECOLS, great input! Thanks, Mynda!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad you liked it!
@VincentSlootmans
@VincentSlootmans 2 жыл бұрын
Hi Mynda, Thank you for the clear explanation. A question? What if the base table uses colors to highlight certain fields. How do I get those highlights with the 'filter' function in the result selection?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
You can use Conditional Formatting to automatically apply colours based on a condition: www.myonlinetraininghub.com/excel-conditional-formatting-with-formulas
@VincentSlootmans
@VincentSlootmans 2 жыл бұрын
​@@MyOnlineTrainingHub In my question I mean that the cells in the 'base table' are colored manually and not based on a mathematical calculation rule. It seems that the function 'Filter' does not include the formatting of the cells in the base table.
@BABYDOVIO
@BABYDOVIO Жыл бұрын
I love this functionality - I only have an issue; I would need to keep the Conditional Formatting created in the original Pivot (i am using Icons to signal visually if a course is complete, in progress or only enrolled) - is it possible?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
No, unfortunately it's not possible.
@ghargettCarolina
@ghargettCarolina 2 ай бұрын
Love your channel. How do you select data from a huge .csv file to only get rows for the current year (there is a field for that)? I've not discovered how I can do that with Data Model or Power Pivot. Additionally, if you select a second year, can we separate it into two different sheets?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
I would use Power Query to do this, that way you're not bringing data into your file that you don't need. You could separate the query to generate two separate sheets/tables for the different years, but I would advise against this as it will prevent you comparing the year on year data and other comparative analysis you might want to do.
@glennhargett2243
@glennhargett2243 2 ай бұрын
@@MyOnlineTrainingHub THANKS!
@reg_inforeg_info3691
@reg_inforeg_info3691 7 ай бұрын
If add column D data on the new sheet for example for row 4 (so there are is some info in E4, just after "882") and then update source sheet (for example change county ) so old row 4 values are changed in the new sheet, it still would have my data in E4 but now it will be in "related" to the new row4. Is there any way to remove e4 data if original row is not there without vba? Sorry if confused you. Basically I have scenario where I need to add some information to a table which is subset of another table just filtered by one of the cells. And trying to keep all that added information relevant to their respective rows in case source table was modified.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 7 ай бұрын
I'd use Power Query to rearrange the data into a subset of the two tables. Introduction to Power Query here: kzbin.info/www/bejne/gmWlpoiwmMh_ptE
@andrewsumithsylvester9095
@andrewsumithsylvester9095 Жыл бұрын
Hello, Is there anyway to saw details report in One Excel Tab rather then Opening Multiple Excel tabs for each selection ?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
If you want it in one report, then move the field from the Filters area to the Row/Column labels.
@barrymeredith-m4q
@barrymeredith-m4q Жыл бұрын
Hi! Would you be able to advise me on the best way to have a master excel file and several separate files based on filtered data with in the master file. I would need seperate files not just different sheet tabs. Many thanks!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
I'd use Power Query to get the data from the separate files and bring it into the master file as shown here: www.myonlinetraininghub.com/introduction-to-power-query
@barrymeredith-m4q
@barrymeredith-m4q Жыл бұрын
@@MyOnlineTrainingHub Thanks for your reply, I was actually meaning the other way around. So I'm wanting to have one master excel file which gets new data added to daily. The master file then acts as the source of data for around 20 smaller files which will be used by different people. I'm not sure of the best way to create these 20 smaller excel files that update when the master excel file is updated. Does that make sense?
@amitlibby
@amitlibby 10 ай бұрын
hi how do i do reverse update that is update the master sheet by updating the other sheets basically I want to have people work on there own sheet and my source data gets updated
@MyOnlineTrainingHub
@MyOnlineTrainingHub 10 ай бұрын
You can't edit PivotTables, so you'd have to use Power Query to consolidate the individual sheets: www.myonlinetraininghub.com/power-query-consolidate-excel-sheets
@SGSubra
@SGSubra 2 жыл бұрын
Wow, This is an absolute God send. Thank you
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad it was helpful!
@didotbasmayor
@didotbasmayor Жыл бұрын
how about using filter formula and the source data is in another workbook? will that work?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
No, FILTER can't reference a closed workbook, so you'd have to have the other workbook always open. Better to use Power Query to bring the data into the file you want it in: kzbin.info/www/bejne/gmWlpoiwmMh_ptE
@didotbasmayor
@didotbasmayor Жыл бұрын
@@MyOnlineTrainingHub thank you so much for your quick reply
@balajisimeon4019
@balajisimeon4019 11 ай бұрын
Very useful information.... thank you... Can you also upload video doing the same task using some macro please
@MyOnlineTrainingHub
@MyOnlineTrainingHub 11 ай бұрын
Glad you liked it! I'll think about the Macro version, but no promises.
@marysoto4815
@marysoto4815 Жыл бұрын
Is there a way to bring over the formatting?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
No. You'd have to write some VBA to apply the formatting after extracting the sheets.
@maldrich-sarafianos158
@maldrich-sarafianos158 Ай бұрын
this was amazing - thank you.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Ай бұрын
Glad it was helpful!
@jisoospurple2627
@jisoospurple2627 Жыл бұрын
Very Nice, how to get total of values at the end using filter formula.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Not sure what you mean. Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@DannyFox-y2k
@DannyFox-y2k 5 ай бұрын
Hi if one of my rows contains a link to external documents can I still use this?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 5 ай бұрын
You can, but the link won't be brought through to the extracted PivotTables, which probably isn't what you want.
@inebr2368
@inebr2368 2 ай бұрын
Thanks, but my Show Report Filter Pages is greyed out - HELP! FYI - My pivot is based on a connection from an CSV file.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
It’s not available when you load the data to the power pivot data model.
@inebr2368
@inebr2368 2 ай бұрын
Unsure how i managed to solve it, but it is now solved. hehe...
@ddp2049
@ddp2049 Жыл бұрын
Thanks the combine method was great and clear to understanding.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad it was helpful!
@KV21A
@KV21A 2 жыл бұрын
Thanks for the tutorial Mynda ✌.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
You’re welcome 😊
@prosserlm
@prosserlm Жыл бұрын
Great video! My generated sheets are named generically instead of based on the filter value...any idea what setting I need to change to fix this?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Hmm, not sure why that would be. Might be an Excel version difference. I'm using 365.
@hhasanat
@hhasanat 5 ай бұрын
Thank you so much for your beneficial tutorial. I just wanted to ask about the combo box, how did you add it?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 5 ай бұрын
Not sure what combo box you're referring to, but I suspect it's part of the PivotTable and if so, it's automatically inserted when you put a field in the PivotTable Filters area.
@hhasanat
@hhasanat 5 ай бұрын
thank you for prompt replying The combo box I mean the one you in use to choose the salesperson
@MyOnlineTrainingHub
@MyOnlineTrainingHub 5 ай бұрын
Yes, that's part of the PivotTable. i.e. the Salesperson field is in the Filter well.
@myadventuresinflight
@myadventuresinflight 2 ай бұрын
​@@MyOnlineTrainingHubI believe the question is referring to your data validation list on the sheet where you used the filter formula. Perhaps linking your video where you teach the data validation to create a filter selection dropdown would answer the question.
@myadventuresinflight
@myadventuresinflight 2 ай бұрын
​@@hhasanatcheck out Mynda's data validation dropdowns. That's how she made the list of salespeople on the sheet with the choosecols, vstack, and filter formula.
@besslau3570
@besslau3570 Жыл бұрын
Hi the show report filter pages in my option is greyed out,would you please tell me why? 🙇‍♀️
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
I suspect you added your data to the data model (aka Power Pivot) when creating the PivotTable. This functionality is only available for regular PivotTables.
@amykoszalkahhroofingaccoun6454
@amykoszalkahhroofingaccoun6454 2 жыл бұрын
Just the information I needed exactly when I needed it, thank you!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad it was helpful, Amy!
@kimbui1
@kimbui1 Жыл бұрын
Hi Mynda, great video. Thank you. I had no idea that pivot table can do that. I have a question about adding new data. Every time we refresh to bring in new data, does the row order of existing data remain the same with only new data appearing at the bottom? I want to use pivot table to split up ERP transactions by ledger accounts into each sheets. From each split pivot table, I have some workings in columns to the right of the pivot. I just want to make sure when new data is added, they go down the bottom where I haven't done any workings, so that the workings for the existing rows remain correct and the order is not mixed up. Appreciate any thoughts on have on this. Cheers
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
PivotTables by default sort alpha/numerically. If you want to sort in a fixed order, it's easiest to add an index column to your sort data and put that as the first field in your row labels.
@grahamparker7729
@grahamparker7729 2 жыл бұрын
Another great video Mynda 👍🏻
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks so much, Graham!
@imapkru
@imapkru 2 ай бұрын
How are your selected rows ending up in columns?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
You build the PivotTable you want, dragging the fields to the row, column and values areas, then generate the report filter pages.
@charlesthomas183
@charlesthomas183 19 күн бұрын
How would you add a sort function to the formula in 365 to sort from highest to lowest sales.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 15 күн бұрын
You can sort the PivotTable before extracting.
@saumyasurendran6928
@saumyasurendran6928 Жыл бұрын
Why does show report filter pages gets turned off in a pivot, when u click on "More tables" and create a pivot? How to turn that on again?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
If you have the option to see 'More tables' then you are working with Power Pivot PivotTables and these do not have the same functionality as regular PivotTables. You will have checked the 'load data to data model' box when creating your PivotTable, which is Power Pivot.
@emmanuelle8032
@emmanuelle8032 8 ай бұрын
Thanks for this tutorial on a "not-so-famous" function in a pivot table that helps us to create separate sheets. Now I was wondering if there is an easy way (without VBA) to split multiple sheets (of a single file) into separate Excel files ? Thanks in advance.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 8 ай бұрын
Glad it was helpful! Unfortunately, there's no non-VBA way to automatically split multiple sheets into separate Excel files.
@othompson23
@othompson23 7 ай бұрын
Hello, I’m so grateful for this video as I was having a hard time finding a solution! However, when one of the sorted sheets doesn’t have any entries, it pulls data from another sheet for some reason…any thoughts?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 7 ай бұрын
Hmm, that's odd. I haven't seen this problem. It should return the filtered sheets based on the filter irrespective of sorting.
@ankitkarwa3548
@ankitkarwa3548 2 жыл бұрын
This is useful, but what if I also have to send these sheets seperately to the customer using Outlook? Please Help!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
You'd need to use VBA to automate that part: www.myonlinetraininghub.com/automating-emailing-pivot-table-reports (or Power Automate)
@ankitkarwa3548
@ankitkarwa3548 2 жыл бұрын
@@MyOnlineTrainingHub thank you so much for sharing your view. Can you share a video on power automate? This would be very useful for all those working with sales report.
@winxclub8045
@winxclub8045 7 ай бұрын
I want to the name the tables automatically from the table order no automatically...how to do this
@MyOnlineTrainingHub
@MyOnlineTrainingHub 7 ай бұрын
You'd have to write some VBA to do that. There's nothing built into the PivotTable creation process to allow for that.
@Goodexcerpts
@Goodexcerpts 3 ай бұрын
Brilliant. Thank you so much!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 ай бұрын
You're welcome! Glad you found it helpful.
@mehdihdr1
@mehdihdr1 2 жыл бұрын
Hi Mynda, very informative video related to pivot table
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad you think so, Mehdi!
@SD-ko4jd
@SD-ko4jd 2 жыл бұрын
Thank you, you have explained in one old video as well. But thanks again :)
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
I have? I don't recall. Which one?
@SD-ko4jd
@SD-ko4jd 2 жыл бұрын
@@MyOnlineTrainingHub I have to check but I believe you have taught this. But nevertheless its good, may be I am mistaken because I know this.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
@@SD-ko4jd I wrote about this back in 2013, but I don't recall doing a video on it.
@alexnjsc
@alexnjsc 7 ай бұрын
this is perfect. what if there is a new salesperson. how can a new tab automatically be created?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 7 ай бұрын
You can either run it again but it will generate all the sheets again or for just one, copy a sheet and change the salesperson in the filter.
@alexnjsc
@alexnjsc 7 ай бұрын
@@MyOnlineTrainingHub I SEE! THANK YOU!!!
@bobf1267
@bobf1267 Жыл бұрын
Hi, not sure if you’ll see this but do you know how to extract qualitative data? I want to get it from one sheet to another. Say, hypothetically, I have a large set of data with labels within the data such as “good player, bad player, right footed, left footed” is there a way I can extract the all table entries using a key word such as player? I might’ve explained that poorly
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
I'd try using Power Query for this. If you get stuck, you're welcome to post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@HowToAnalyst
@HowToAnalyst 2 жыл бұрын
Helpful guidance for a problem I frequently face!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad I could help, Pete!
@chriswall4795
@chriswall4795 2 жыл бұрын
Hi There is another option, which we use and that, once set up, is beautifully simple. It requires refresh, but is Power Query to filter and load to separate tabs.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Hmmm, I'm not convinced using Power Query is as easy because you have to create separate queries one by one...manually. Even if you copy one query and edit it, it's still manual. I guess once it's done, you can refresh...but you can do that with the PivotTable too and you haven't had to do all the upfront set up work.
@bukainka
@bukainka Жыл бұрын
Hi Miranda, one question :) when I extract separate sheet for each salesperson for some of salesersons adds 2 tabs. What am I doing wrong?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
I suspect you have some entries with a trailing space on the end of the salesperson's name, so they're not technically the same. Check the source data.
@Atabei
@Atabei Жыл бұрын
I'd like to make myself a sheet that pulls in the next steps for multiple projects, say the next 5 steps and their due dates. Each project timeline is a separate file, I'd just like a summary or overview so I can see the upcoming steps and ideally, the submission steps and due dates, for each project in one place. Which functions should I be using/learning?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Sounds like Power Query will be of use to extract the data from the separate files into a summary file: kzbin.info/www/bejne/gmWlpoiwmMh_ptE
@Atabei
@Atabei Жыл бұрын
@@MyOnlineTrainingHub Thank you! 😁
@anuragbaldawa7242
@anuragbaldawa7242 2 жыл бұрын
We have data where country wise reporting is required and if use the above solution although I have created different sheets based on country but it just filtered... Still privacy is lost where one country gets to know how the other country or region is performing by removing filters.... Can we just have the data split into different sheets based on select criteria without displaying other regions information
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Excel wasn't designed to segregate data at a user level. You'd be better to use Power BI as it has Row Level Security built in.
@peterbartholomew7409
@peterbartholomew7409 2 жыл бұрын
You could always take the formula approach as step (or more) further. If I were feeling contentious, I could argue the case that any formula that is worth writing could be turned into a Lambda function. The name describes what it does, and the parameters identifies the precedents. All the detail is decently hidden, unless one chooses to delve deeper. = FilterTableλ(SalesTbl[#All], fieldName, selectedValue) allows the user to select the column they wish to filter on but stops short of becoming a full-scale FILTERIFS function able to parse date inequalities for example. FilterTableλ = LAMBDA(table, fieldName, selection, LET( header, TAKE(table, 1), dataTbl, DROP(table, 1), criterion, XLOOKUP(fieldName, header, dataTbl), filteredData, VSTACK( header, FILTER(dataTbl, criterion = selectedValue, "") ), otherFields, FILTER(filteredData, header fieldName), otherFields ) ); Then again, that might be a way of giving many of your followers severe indigestion! 😅
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
😁 thanks for sharing, Peter! I love to see advanced techniques like this.
@muhammedps8066
@muhammedps8066 3 ай бұрын
could you tell me how to automatically add a new sheet when new name is added
@MyOnlineTrainingHub
@MyOnlineTrainingHub 3 ай бұрын
You'd have to write a VBA macro to do that.
@extraktAI
@extraktAI 4 ай бұрын
Great video, thanks a lot!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 4 ай бұрын
Glad you liked it!
@akancal6596
@akancal6596 2 жыл бұрын
My Xcel doesn't show that option. It's blanked out. Kindly help. it's Excel 365. Thank you
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
It's only available if you put a field in the Filters area of the PivotTable.
@rezaamini9830
@rezaamini9830 Жыл бұрын
Thanks for you useful effort and made these videos😀
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
You're most welcome 😊
@ctgoedyXD
@ctgoedyXD Жыл бұрын
It says I have too many unique items for a pivot table. What should I do?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Wow, I've never seen that before. Maybe try loading the data to the Data Model to see if it can handle it better.
@daimpi
@daimpi Жыл бұрын
Thanks for the great video! This was exactly what I was looking for 😊
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
I'm so glad! 😊
@ADfamily81
@ADfamily81 2 жыл бұрын
Your videos are great, thank you!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad you like them!
@amoebotspaceship5476
@amoebotspaceship5476 2 жыл бұрын
What if one wished to start with a master table, split into tabs by salesperson, but once the individual tabs are set up, have each salesperson update their own tabs and have that feed the updates back into the master?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
You can't edit a PivotTable value fields, so this wouldn't work. Perhaps you could use Excel forms and capture the data, have it update the PivotTable source data: www.myonlinetraininghub.com/gather-data-with-excel-forms
@stephencooper3583
@stephencooper3583 2 жыл бұрын
Nice! I had no idea PivotTables could do that.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad you liked it, Stephen!
@meditationrelaxation4786
@meditationrelaxation4786 Жыл бұрын
how to export multiple files based on data validation list without having to choose each item in the list everytime is there a way ?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
You'd have to use VBA for this.
@meditationrelaxation4786
@meditationrelaxation4786 Жыл бұрын
@@MyOnlineTrainingHub any suggestions where to find that Vba code ? thanks :)
@christina1796
@christina1796 2 жыл бұрын
Thank you so much for the great lesson as usual! I have a question on data validation (list). How can i do that if the source of data is in another sheet? Thank you so much!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
You can reference the other sheet as the source of your data validation list. Just click in the source field and then click on the sheet tab containing the list, and select the cells.
@christina1796
@christina1796 2 жыл бұрын
@@MyOnlineTrainingHub Thank you so much! what if the list in one sheet is dependent on the data in the other sheet? I give an example: i have two cells with drop down list : type of condition (sheet 1cell one), list of the type of condition (sheet 1cell 2)while data is in another sheet (sheet 2). I appreciate your advice on that.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum
@cat91264
@cat91264 10 ай бұрын
Hi - this is a great video, but when a new category of data is added (say a new sales person) my pivot table picks up that new person, but doesn't create a new sheet for them. Help! (my knowledge of Excel is thinner than a strand of hair)
@MyOnlineTrainingHub
@MyOnlineTrainingHub 10 ай бұрын
You'll have to create the new sheet manually, or recreate all the sheets again.
@cat91264
@cat91264 10 ай бұрын
Thank you!
@stuontwo677
@stuontwo677 2 жыл бұрын
why would you not use an importrange query here ?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Because this is Excel, not Google Sheets.
@TheMostObliviousGirl
@TheMostObliviousGirl Жыл бұрын
No matter how many times I tried, when I add the new data and tried refresh. It doesn't work for me at all for my MS Excel 365. I am a bit disappointed. Even following to your video to the T. The filter tables doesn't show the new data even though the pivot table has the new data. :(
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
I suspect your source data isn't in an Excel Table, so the PivotTables don't realise there is new data added. Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@jasonroy4131
@jasonroy4131 Жыл бұрын
Definitely good for someone with more in depth knowledge. Personally I found the flow hard to follow.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
You might find the step by step written instructions easier to follow: www.myonlinetraininghub.com/excel-pivot-tables-to-extract-data
@ntorrente
@ntorrente 2 жыл бұрын
Hi Mynda, Great video. I use Pivot Tables to extract columns from a source data table to a "rearranged columns" dataset. In other words, I only pick the columns that I need. Should I try using Power Query to rearrange the columns? What do you think? Thank you!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Using Power Query would result in less data in your file overall, so probably a better approach in that case.
@guitarclasses-
@guitarclasses- 2 жыл бұрын
huglo jaker
@guitarclasses-
@guitarclasses- 2 жыл бұрын
sorry
@chrism9037
@chrism9037 2 жыл бұрын
Awesome Mynda!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks, Chris!
@sheryoncarter133
@sheryoncarter133 2 жыл бұрын
This is fantastic as always!!! 🤔Can I use the same method to gather data from multiple sheets/workbooks to one master sheet so I can create a dashboard report?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad you liked it, Sheryon! The technique for gathering data is quite different. You can use Power Query for this: www.myonlinetraininghub.com/power-query-consolidate-excel-sheets
@mattschoular8844
@mattschoular8844 2 жыл бұрын
Fantastic... Thanks Mynda
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Cheers, Matt!
@alvarorodriguezlasso
@alvarorodriguezlasso 2 жыл бұрын
Like, regards from Cali-Colombia
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Thanks, Alvaro!
@ioanniskokorotsikos5816
@ioanniskokorotsikos5816 Жыл бұрын
Great video. Thanks!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it!
@evolutionclouds
@evolutionclouds Жыл бұрын
This is really good!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Awesome to hear 🙏
@ajaysharmaDistrictShamli.
@ajaysharmaDistrictShamli. 2 жыл бұрын
always good knowledge received.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Glad to hear that!
@AshwaniSharma-fc2nz
@AshwaniSharma-fc2nz 2 жыл бұрын
Very much helpful Maam
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 жыл бұрын
Great to see you enjoying my videos, Ashwani!
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