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Filter pivot by last character in description

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    Filter pivot by last character in description

    I get a pivot from our Data team. The data source is remote, so unless I double click on the pivot I can't really massage the data that goes into the pivot, except through Calculated Fields, which are not my strong suite. The problem is, each entry in the "JRNL_LN_REF" ends in either a V or an F, indicating whether that string is Filled or Vacant.

    So the full pivot is huge. All I'm looking for is the sum of Filled and the sum of vacants.

    How can I get my pivot to ignore the full string in the "JRNL_LN_REF" and just summarize by V or F?

    I've included two pics in my attachment, "How it Is" and "How I'd Like It".

    Any help would be greatly appreciated.
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    I know I'm not stupid, but I suspect I'm a lot stupider than I think I am

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    Re: Filter pivot by last character in description

    You can use Power Query....
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    Bernie Deitrick
    Excel MVP 2000-2010

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    Re: Filter pivot by last character in description

    Forgive me, I'm a bit stupider than I think I am.
    I can see the result, and it's spot on, but the process...?
    I dont know how to see the PQ steps, so don't know how to set up that query in my real environment.

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    Re: Filter pivot by last character in description

    Move your data and pivot table into the workbook, then go to Data / Queries and Connections Hover over Table1 and then click on Edit in the pop-up that appears. Change Table1 in the first step to the name of your pivot table and the query should work if the header names match....

    Otherwise, the steps are there in the query and you can follow them with your source pivot table.
    Last edited by Bernie Deitrick; 03-01-2024 at 12:05 PM.

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    Re: Filter pivot by last character in description

    Sorry it took me so long to get back to you. The workbook the Pivot is in is locked, the workbook won't allow the pivot to be moved, nor copied, into another workbook. The data the pivot is based on is a remote data source, so the first part "Move your data and pivot table into the workbook" is a no go for me.

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    Re: Filter pivot by last character in description

    It appears that somebody doesn't want you to do anything with the workbook. Can you apply filters to the row data? If so, use multi-select and manually select the data you want summarized.

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    Re: Filter pivot by last character in description

    "Manually Select" is where I started. I can easily develop a macro to deal with the data after it's pivoted. I was hoping there was a way for the pivot itself to do that heavy lifting.

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    Re: Filter pivot by last character in description

    If you can't copy the pivot table, you can't edit it either... and calculated fields cannot be used as row or column data anyway. I think you're stuck until you can edit ether the source table (add a column of formulas...) or the pivot table.

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