Extract Data to Separate Sheets the Right Way!

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MyOnlineTrainingHub

MyOnlineTrainingHub

Күн бұрын

There’s a little known tool for PivotTables that will automatically extract the source data to separate sheets based on criteria.
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0:00 How to extract data to separate sheets in Excel
0:40 Using PivotTables to extract data
4:11 Using FILTER function to extract data
7:23 PivotTables vs Formulas for extracting data

Пікірлер: 210
@esltube
@esltube 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 Жыл бұрын
So pleased you liked my video 🙏
@therealjeffg
@therealjeffg Жыл бұрын
You are a wizard…..loving all these tips on functionality that most people just wouldn’t find…thank you!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks so much, Jeff!
@vijayarjunwadkar
@vijayarjunwadkar Жыл бұрын
Great tutorial as usual! Thank you Mynda once again for all the help you offer! Stay blessed!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks so much, Vijay!
@TheOscarProject1
@TheOscarProject1 Жыл бұрын
Exactly filled the need I had. Thank you for the great tutorial!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Great to hear!
@wayneedmondson1065
@wayneedmondson1065 Жыл бұрын
Hi Mynda. Another awesome lesson! Thanks for the tips and for always sharing the practice file.. very helpful! Thumbs Up!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it, Wayne!
@Fabi_terra
@Fabi_terra 4 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 4 ай бұрын
So great to hear! 🙏
@Akash-py3yi
@Akash-py3yi 9 ай бұрын
You are a miracle in the world of Magical Excel ❤This was exactly what I was looking for
@MyOnlineTrainingHub
@MyOnlineTrainingHub 9 ай бұрын
Awesome to hear!
@sacstatesfinest
@sacstatesfinest 4 ай бұрын
This was a game changer! Thank you for the tutorial! You gained a subscriber.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 4 ай бұрын
Awesome, thank you!
@amykoszalkahhroofingaccoun6454
@amykoszalkahhroofingaccoun6454 Жыл бұрын
Just the information I needed exactly when I needed it, thank you!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad it was helpful, Amy!
@tonyvanriessen
@tonyvanriessen Жыл бұрын
I have to say that you and excelisfun are the explainers. Thank you.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Wow, thanks so much 😊
@simonmassen
@simonmassen 7 ай бұрын
This is excellent, once again just what I was looking for! thank you
@MyOnlineTrainingHub
@MyOnlineTrainingHub 7 ай бұрын
Awesome to hear!
@Seftehandle
@Seftehandle Жыл бұрын
it started so simple with control+t and ended up with choosecols(cstack,filter) I loved it!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
😁 great to hear, Tina!
@darrylmorgan
@darrylmorgan Жыл бұрын
Hi Mynda!Great Tutorial,Loved Both Solutions...Thank You :)
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Great to hear, Darryl!
@sachin.tandon
@sachin.tandon 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 Жыл бұрын
All the best for your job search. Keep learning. It'll pay off.
@sachin.tandon
@sachin.tandon Жыл бұрын
@@MyOnlineTrainingHub Thanks Mynda!
@anyandeveryistaken
@anyandeveryistaken Жыл бұрын
Most favorite Excel Teacher
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Wow, thank you, Nahas!
@ddp2049
@ddp2049 9 ай бұрын
Thanks the combine method was great and clear to understanding.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 9 ай бұрын
Glad it was helpful!
@grahamparker7729
@grahamparker7729 Жыл бұрын
Another great video Mynda 👍🏻
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks so much, Graham!
@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! 😊
@KV21A
@KV21A Жыл бұрын
Thanks for the tutorial Mynda ✌.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
You’re welcome 😊
@HowToAnalyst
@HowToAnalyst Жыл бұрын
Helpful guidance for a problem I frequently face!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad I could help, Pete!
@jerrymiles7804
@jerrymiles7804 Жыл бұрын
Outstanding dear Mynda! Best regards from Limón, Costa Rica!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks so much, Jerry!
@jerrymiles7804
@jerrymiles7804 Жыл бұрын
😘
@mattschoular8844
@mattschoular8844 Жыл бұрын
Fantastic... Thanks Mynda
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Cheers, Matt!
@SGSubra
@SGSubra Жыл бұрын
Wow, This is an absolute God send. Thank you
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad it was helpful!
@gregbernard7861
@gregbernard7861 Жыл бұрын
This is my go to Excel channel.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Wow, that's awesome to hear, Greg 🙏
@chrism9037
@chrism9037 Жыл бұрын
Awesome Mynda!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks, Chris!
@mehdihdr1
@mehdihdr1 Жыл бұрын
Hi Mynda, very informative video related to pivot table
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you think so, Mehdi!
@ADfamily81
@ADfamily81 Жыл бұрын
Your videos are great, thank you!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you like them!
@rezaamini9830
@rezaamini9830 6 ай бұрын
Thanks for you useful effort and made these videos😀
@MyOnlineTrainingHub
@MyOnlineTrainingHub 6 ай бұрын
You're most welcome 😊
@sheryoncarter133
@sheryoncarter133 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 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
@VincentSlootmans
@VincentSlootmans 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 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 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.
@alvarorodriguezlasso
@alvarorodriguezlasso Жыл бұрын
Like, regards from Cali-Colombia
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks, Alvaro!
@ioanniskokorotsikos5816
@ioanniskokorotsikos5816 Жыл бұрын
Great video. Thanks!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it!
@evolutionclouds
@evolutionclouds 6 ай бұрын
This is really good!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 6 ай бұрын
Awesome to hear 🙏
@ajaysharmaDistrictShamli.
@ajaysharmaDistrictShamli. Жыл бұрын
always good knowledge received.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad to hear that!
@stephencooper3583
@stephencooper3583 Жыл бұрын
Nice! I had no idea PivotTables could do that.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it, Stephen!
@stopthink9000
@stopthink9000 Жыл бұрын
Super useful! Thanks!!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad to hear that!
@kimbui1
@kimbui1 10 ай 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 10 ай 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.
@roweboy1974
@roweboy1974 2 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 2 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.
@SD-ko4jd
@SD-ko4jd Жыл бұрын
Thank you, you have explained in one old video as well. But thanks again :)
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
I have? I don't recall. Which one?
@SD-ko4jd
@SD-ko4jd 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 Жыл бұрын
@@SD-ko4jd I wrote about this back in 2013, but I don't recall doing a video on it.
@balajisimeon4019
@balajisimeon4019 4 ай бұрын
Very useful information.... thank you... Can you also upload video doing the same task using some macro please
@MyOnlineTrainingHub
@MyOnlineTrainingHub 4 ай бұрын
Glad you liked it! I'll think about the Macro version, but no promises.
@peterbartholomew7409
@peterbartholomew7409 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 Жыл бұрын
😁 thanks for sharing, Peter! I love to see advanced techniques like this.
@ntorrente
@ntorrente 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 Жыл бұрын
Using Power Query would result in less data in your file overall, so probably a better approach in that case.
@guitarclasses-
@guitarclasses- Жыл бұрын
huglo jaker
@guitarclasses-
@guitarclasses- Жыл бұрын
sorry
@BABYDOVIO
@BABYDOVIO 5 ай 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 5 ай бұрын
No, unfortunately it's not possible.
@GiuseppeDucaDiParma
@GiuseppeDucaDiParma 2 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 2 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.
@emmanuelle8032
@emmanuelle8032 2 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 2 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 күн 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 6 күн бұрын
Hmm, that's odd. I haven't seen this problem. It should return the filtered sheets based on the filter irrespective of sorting.
@hieunguyen-dd1nm
@hieunguyen-dd1nm 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 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.
@kikin62
@kikin62 Жыл бұрын
Thanks ¡¡ very useful tutorial ¡¡
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Great to hear!
@darrenvanslyke7759
@darrenvanslyke7759 7 ай 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 7 ай 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)
@klinsmannlanghanz6507
@klinsmannlanghanz6507 Жыл бұрын
Wow! I never used CHOOSECOLS, great input! Thanks, Mynda!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it!
@chriswall4795
@chriswall4795 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 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.
@Cat24714
@Cat24714 8 ай 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 8 ай бұрын
You can update the data on the separate tabs by clicking the Refresh All button on the Data tab of the ribbon.
@davidhampson2463
@davidhampson2463 Ай бұрын
Hi this is great...But if I create more than one pivot table on the first sheet can I get them all to transfer on to the separate sheets made...Thank you
@MyOnlineTrainingHub
@MyOnlineTrainingHub Ай бұрын
No, each PivotTable will create its own set of sheets.
@database_tips_tricks
@database_tips_tricks Жыл бұрын
Exactly what I need
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Great to hear, Nigel!
@reg_inforeg_info3691
@reg_inforeg_info3691 21 күн 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 21 күн бұрын
I'd use Power Query to rearrange the data into a subset of the two tables. Introduction to Power Query here: kzfaq.info/get/bejne/gppyqLiryMmwoKM.html
@InsightfulJourney123
@InsightfulJourney123 Жыл бұрын
Thank you so much!🙏
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Any time!
@christina1796
@christina1796 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 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 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 Жыл бұрын
Please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum
@prosserlm
@prosserlm 11 ай 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 11 ай бұрын
Hmm, not sure why that would be. Might be an Excel version difference. I'm using 365.
@vladx3539
@vladx3539 Жыл бұрын
brilliant again
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thank you 😊
@AshwaniSharma-fc2nz
@AshwaniSharma-fc2nz Жыл бұрын
Very much helpful Maam
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Great to see you enjoying my videos, Ashwani!
@jisoospurple2627
@jisoospurple2627 11 ай бұрын
Very Nice, how to get total of values at the end using filter formula.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 11 ай 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
@sk8erdex
@sk8erdex Жыл бұрын
You are the Best
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks so much!
@user-gu2cu2pm4z
@user-gu2cu2pm4z 11 ай 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 11 ай 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
@user-gu2cu2pm4z
@user-gu2cu2pm4z 11 ай 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?
@rezaamini9830
@rezaamini9830 6 ай 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 6 ай 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 6 ай 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
@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.
@bobf1267
@bobf1267 11 ай 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 11 ай 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
@tobiewaldeck7105
@tobiewaldeck7105 3 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 3 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 3 ай бұрын
@@MyOnlineTrainingHub Thank you.
@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: kzfaq.info/get/bejne/gppyqLiryMmwoKM.html
@Atabei
@Atabei Жыл бұрын
@@MyOnlineTrainingHub Thank you! 😁
@amitlibby
@amitlibby 3 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 3 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
@didotbasmayor
@didotbasmayor 8 ай бұрын
how about using filter formula and the source data is in another workbook? will that work?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 8 ай 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: kzfaq.info/get/bejne/gppyqLiryMmwoKM.html
@didotbasmayor
@didotbasmayor 8 ай бұрын
@@MyOnlineTrainingHub thank you so much for your quick reply
@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.
@ronaldoliver1700
@ronaldoliver1700 Жыл бұрын
Thank you
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
You're welcome, Ronald!
@anuragbaldawa7242
@anuragbaldawa7242 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 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.
@alializadeh8195
@alializadeh8195 Жыл бұрын
Thanks
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Welcome 😊
@amoebotspaceship5476
@amoebotspaceship5476 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 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
@marysoto4815
@marysoto4815 6 ай бұрын
Is there a way to bring over the formatting?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 6 ай бұрын
No. You'd have to write some VBA to apply the formatting after extracting the sheets.
@felipesignorellireis7839
@felipesignorellireis7839 Жыл бұрын
very very good
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks so much!
@besslau3570
@besslau3570 9 ай бұрын
Hi the show report filter pages in my option is greyed out,would you please tell me why? 🙇‍♀️
@MyOnlineTrainingHub
@MyOnlineTrainingHub 9 ай 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.
@saumyasurendran6928
@saumyasurendran6928 7 ай 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 6 ай 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.
@jasonroy4131
@jasonroy4131 7 ай бұрын
Definitely good for someone with more in depth knowledge. Personally I found the flow hard to follow.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 7 ай бұрын
You might find the step by step written instructions easier to follow: www.myonlinetraininghub.com/excel-pivot-tables-to-extract-data
@ctgoedyXD
@ctgoedyXD 11 ай бұрын
It says I have too many unique items for a pivot table. What should I do?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 11 ай 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.
@alexnjsc
@alexnjsc 22 күн бұрын
this is perfect. what if there is a new salesperson. how can a new tab automatically be created?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 22 күн 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 21 күн бұрын
@@MyOnlineTrainingHub I SEE! THANK YOU!!!
@TheMostObliviousGirl
@TheMostObliviousGirl 8 ай 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 8 ай 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
@meditationrelaxation4786
@meditationrelaxation4786 8 ай 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 8 ай бұрын
You'd have to use VBA for this.
@meditationrelaxation4786
@meditationrelaxation4786 8 ай бұрын
@@MyOnlineTrainingHub any suggestions where to find that Vba code ? thanks :)
@winxclub8045
@winxclub8045 14 күн бұрын
I want to the name the tables automatically from the table order no automatically...how to do this
@MyOnlineTrainingHub
@MyOnlineTrainingHub 14 күн бұрын
You'd have to write some VBA to do that. There's nothing built into the PivotTable creation process to allow for that.
@cat91264
@cat91264 3 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 3 ай бұрын
You'll have to create the new sheet manually, or recreate all the sheets again.
@cat91264
@cat91264 3 ай бұрын
Thank you!
@akancal6596
@akancal6596 Жыл бұрын
My Xcel doesn't show that option. It's blanked out. Kindly help. it's Excel 365. Thank you
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
It's only available if you put a field in the Filters area of the PivotTable.
@stuontwo677
@stuontwo677 Жыл бұрын
why would you not use an importrange query here ?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Because this is Excel, not Google Sheets.
@drsteele4749
@drsteele4749 Жыл бұрын
Very useful. I tinkered around and came up with this monstrosity so we can sum the extracted data. =VSTACK(CHOOSECOLS(VSTACK(Table1[#Headers],FILTER(Table1,Table1[Salesperson]='FILTER Formula'!C4,"")),1,3,4,5),HSTACK("Total","","",SUM(FILTER(Table1[Order Amount],Table1[Salesperson]='FILTER Formula'!C4,""))))
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Nice! I haven't played around with adding totals much. Thanks for sharing.
@yousrymaarouf2931
@yousrymaarouf2931 Жыл бұрын
I like formulas because it is Dynamic
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Me too, but for lots of data PivotTables might be more efficient.
@aleksandrssetela5950
@aleksandrssetela5950 6 ай бұрын
Is anyone else struggles with the formulas, because mine just never work... i follow everything step by step and always have the same issue #value error ... literally spend a whole day trying to do this simple filter function but excel aint taking it!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 6 ай бұрын
This video is teaching how to use PivotTables to extract videos, so I'm not sure what formula you're referring to, but I'm happy to help. Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@saifrashid6713
@saifrashid6713 10 ай бұрын
Ctrl Z to ungrouping is not working for me.
@MyOnlineTrainingHub
@MyOnlineTrainingHub 10 ай бұрын
It only works if you press it immediately after adding the date field to the PivotTable and it being grouped. If you do anything after that, the option is gone and you have to go to the Group menu and remove them.
@vladx3539
@vladx3539 Жыл бұрын
btw we can only watch it in the future 😊
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
😁
@JJ_TheGreat
@JJ_TheGreat Жыл бұрын
You do know that in your header, you misspelled "Extract" as "Exctract", right!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Doh, typos!
@iankr
@iankr Жыл бұрын
Hi Mynda Many thanks for this. You've just shown me a great tip with CHOOSECOLS(). I've been using INDEX() for this, which is more fiddly! CHOOSECOLS() also enables you to change the order of the output columns, which is very useful.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it, Ian!
@ankitkarwa3548
@ankitkarwa3548 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 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 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.
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