Excel 2016 create a tracking file
up vote
0
down vote
favorite
I have multiple excel files (one for each month) that record the status of a given action. The status can be "Scheduled, Defferred, Fail, Success".
Currently I am loading the data straigh into Excel via a Data Source and Create a pivot table from there. Unfortunately, pivot table does not put the cell value it only counts the values which is helpful but not 100% what I need.
What I am trying to achieve is to get a table with all objects and their status in any given month.
example:
Object | Month 1 | Month 2| Month 3
Object1| Fail | Success| Success
Object2| Fail | Fail | Fail
Each month corresponds to a Excel file ( this is fine with the Data Source).
Without getting into Macro creation (I'm not proficient at it) is there any way I could do this with Excel?
Thank you,
UPDATE
Using the suggestion to have it in tabular form generates the following:
Object | Status | Month 1 | Month 2 |Month 3
Object1| Sucess | 1 | |
Object1| Fail | | 1 | 1
Object2| Success| 1 | 1 |
This is far harder to read, especially when I have close to 1000 lines.
My goal is to have it easy enough that I can pull data from this report easily.
microsoft-excel microsoft-excel-2016
add a comment |
up vote
0
down vote
favorite
I have multiple excel files (one for each month) that record the status of a given action. The status can be "Scheduled, Defferred, Fail, Success".
Currently I am loading the data straigh into Excel via a Data Source and Create a pivot table from there. Unfortunately, pivot table does not put the cell value it only counts the values which is helpful but not 100% what I need.
What I am trying to achieve is to get a table with all objects and their status in any given month.
example:
Object | Month 1 | Month 2| Month 3
Object1| Fail | Success| Success
Object2| Fail | Fail | Fail
Each month corresponds to a Excel file ( this is fine with the Data Source).
Without getting into Macro creation (I'm not proficient at it) is there any way I could do this with Excel?
Thank you,
UPDATE
Using the suggestion to have it in tabular form generates the following:
Object | Status | Month 1 | Month 2 |Month 3
Object1| Sucess | 1 | |
Object1| Fail | | 1 | 1
Object2| Success| 1 | 1 |
This is far harder to read, especially when I have close to 1000 lines.
My goal is to have it easy enough that I can pull data from this report easily.
microsoft-excel microsoft-excel-2016
put whatever you had in the `values' section of the pivot table into the 'rows' section, and display everything in tabular form with no sub totals, this way you can show the exact values as opposed to a count of values
– PeterH
Nov 21 at 9:47
Thank for the quick feedback. I did try that, but what I get is empty table. On the header I get Month. The first column I get all objects and associate status. But the table itself is empty.
– Alexandre Alves
Nov 21 at 9:53
add a comment |
up vote
0
down vote
favorite
up vote
0
down vote
favorite
I have multiple excel files (one for each month) that record the status of a given action. The status can be "Scheduled, Defferred, Fail, Success".
Currently I am loading the data straigh into Excel via a Data Source and Create a pivot table from there. Unfortunately, pivot table does not put the cell value it only counts the values which is helpful but not 100% what I need.
What I am trying to achieve is to get a table with all objects and their status in any given month.
example:
Object | Month 1 | Month 2| Month 3
Object1| Fail | Success| Success
Object2| Fail | Fail | Fail
Each month corresponds to a Excel file ( this is fine with the Data Source).
Without getting into Macro creation (I'm not proficient at it) is there any way I could do this with Excel?
Thank you,
UPDATE
Using the suggestion to have it in tabular form generates the following:
Object | Status | Month 1 | Month 2 |Month 3
Object1| Sucess | 1 | |
Object1| Fail | | 1 | 1
Object2| Success| 1 | 1 |
This is far harder to read, especially when I have close to 1000 lines.
My goal is to have it easy enough that I can pull data from this report easily.
microsoft-excel microsoft-excel-2016
I have multiple excel files (one for each month) that record the status of a given action. The status can be "Scheduled, Defferred, Fail, Success".
Currently I am loading the data straigh into Excel via a Data Source and Create a pivot table from there. Unfortunately, pivot table does not put the cell value it only counts the values which is helpful but not 100% what I need.
What I am trying to achieve is to get a table with all objects and their status in any given month.
example:
Object | Month 1 | Month 2| Month 3
Object1| Fail | Success| Success
Object2| Fail | Fail | Fail
Each month corresponds to a Excel file ( this is fine with the Data Source).
Without getting into Macro creation (I'm not proficient at it) is there any way I could do this with Excel?
Thank you,
UPDATE
Using the suggestion to have it in tabular form generates the following:
Object | Status | Month 1 | Month 2 |Month 3
Object1| Sucess | 1 | |
Object1| Fail | | 1 | 1
Object2| Success| 1 | 1 |
This is far harder to read, especially when I have close to 1000 lines.
My goal is to have it easy enough that I can pull data from this report easily.
microsoft-excel microsoft-excel-2016
microsoft-excel microsoft-excel-2016
edited Nov 21 at 16:24
asked Nov 21 at 9:42
Alexandre Alves
1012
1012
put whatever you had in the `values' section of the pivot table into the 'rows' section, and display everything in tabular form with no sub totals, this way you can show the exact values as opposed to a count of values
– PeterH
Nov 21 at 9:47
Thank for the quick feedback. I did try that, but what I get is empty table. On the header I get Month. The first column I get all objects and associate status. But the table itself is empty.
– Alexandre Alves
Nov 21 at 9:53
add a comment |
put whatever you had in the `values' section of the pivot table into the 'rows' section, and display everything in tabular form with no sub totals, this way you can show the exact values as opposed to a count of values
– PeterH
Nov 21 at 9:47
Thank for the quick feedback. I did try that, but what I get is empty table. On the header I get Month. The first column I get all objects and associate status. But the table itself is empty.
– Alexandre Alves
Nov 21 at 9:53
put whatever you had in the `values' section of the pivot table into the 'rows' section, and display everything in tabular form with no sub totals, this way you can show the exact values as opposed to a count of values
– PeterH
Nov 21 at 9:47
put whatever you had in the `values' section of the pivot table into the 'rows' section, and display everything in tabular form with no sub totals, this way you can show the exact values as opposed to a count of values
– PeterH
Nov 21 at 9:47
Thank for the quick feedback. I did try that, but what I get is empty table. On the header I get Month. The first column I get all objects and associate status. But the table itself is empty.
– Alexandre Alves
Nov 21 at 9:53
Thank for the quick feedback. I did try that, but what I get is empty table. On the header I get Month. The first column I get all objects and associate status. But the table itself is empty.
– Alexandre Alves
Nov 21 at 9:53
add a comment |
1 Answer
1
active
oldest
votes
up vote
0
down vote
accepted
I was going at this in the wrong direction in the end. I do not need to have a Pivot table but while importing the data, I can actually treat it in a way that will create the table as I want.
As a final set of setting up my data source, I select the column that has the files names (Month.xlsx), Select Transform (tab), Pivot Column.
Then I just need to select that I want the values for Status and to not Aggregate the values.
The resulting table has exactly what I was looking for.
add a comment |
1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
up vote
0
down vote
accepted
I was going at this in the wrong direction in the end. I do not need to have a Pivot table but while importing the data, I can actually treat it in a way that will create the table as I want.
As a final set of setting up my data source, I select the column that has the files names (Month.xlsx), Select Transform (tab), Pivot Column.
Then I just need to select that I want the values for Status and to not Aggregate the values.
The resulting table has exactly what I was looking for.
add a comment |
up vote
0
down vote
accepted
I was going at this in the wrong direction in the end. I do not need to have a Pivot table but while importing the data, I can actually treat it in a way that will create the table as I want.
As a final set of setting up my data source, I select the column that has the files names (Month.xlsx), Select Transform (tab), Pivot Column.
Then I just need to select that I want the values for Status and to not Aggregate the values.
The resulting table has exactly what I was looking for.
add a comment |
up vote
0
down vote
accepted
up vote
0
down vote
accepted
I was going at this in the wrong direction in the end. I do not need to have a Pivot table but while importing the data, I can actually treat it in a way that will create the table as I want.
As a final set of setting up my data source, I select the column that has the files names (Month.xlsx), Select Transform (tab), Pivot Column.
Then I just need to select that I want the values for Status and to not Aggregate the values.
The resulting table has exactly what I was looking for.
I was going at this in the wrong direction in the end. I do not need to have a Pivot table but while importing the data, I can actually treat it in a way that will create the table as I want.
As a final set of setting up my data source, I select the column that has the files names (Month.xlsx), Select Transform (tab), Pivot Column.
Then I just need to select that I want the values for Status and to not Aggregate the values.
The resulting table has exactly what I was looking for.
answered Nov 21 at 21:36
Alexandre Alves
1012
1012
add a comment |
add a comment |
Thanks for contributing an answer to Super User!
- Please be sure to answer the question. Provide details and share your research!
But avoid …
- Asking for help, clarification, or responding to other answers.
- Making statements based on opinion; back them up with references or personal experience.
To learn more, see our tips on writing great answers.
Some of your past answers have not been well-received, and you're in danger of being blocked from answering.
Please pay close attention to the following guidance:
- Please be sure to answer the question. Provide details and share your research!
But avoid …
- Asking for help, clarification, or responding to other answers.
- Making statements based on opinion; back them up with references or personal experience.
To learn more, see our tips on writing great answers.
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
StackExchange.ready(
function () {
StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fsuperuser.com%2fquestions%2f1377224%2fexcel-2016-create-a-tracking-file%23new-answer', 'question_page');
}
);
Post as a guest
Required, but never shown
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
Sign up or log in
StackExchange.ready(function () {
StackExchange.helpers.onClickDraftSave('#login-link');
});
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Sign up using Google
Sign up using Facebook
Sign up using Email and Password
Post as a guest
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
Required, but never shown
put whatever you had in the `values' section of the pivot table into the 'rows' section, and display everything in tabular form with no sub totals, this way you can show the exact values as opposed to a count of values
– PeterH
Nov 21 at 9:47
Thank for the quick feedback. I did try that, but what I get is empty table. On the header I get Month. The first column I get all objects and associate status. But the table itself is empty.
– Alexandre Alves
Nov 21 at 9:53