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Recommendation on best way to analyze data in a table

  1. #1
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    Recommendation on best way to analyze data in a table

    Probably a very beginner question for this group, but I am looking for recommendations for the best approach to analyzing data in a table. I see pivot tables, sumifs, vloookup and index match and not sure which one is best or if it matters? I am using Excel 2016.

    My table (sample attached) has different project names and dates. I want to be able to sum up the corrected volumes (column K) by project (column B) for my selected date range (column D) - thats the most important thing I need to do and the actual table is much longer (maybe 1000 rows)

    I would also like to be able to sumup quantities by cell (column Q) by selected date as well

    Is there one approach over another that is best and any examples or templates would be much appreciated. Roger

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    Re: Recommendation on best way to analyze data in a table

    No file uploaded. See Yellow Banner on instructions for uploading.
    Alan עַם יִשְׂרָאֵל חַי


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    Re: Recommendation on best way to analyze data in a table

    Thnanks, I thought it uploaded. Please let me know if this works.
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    Re: Recommendation on best way to analyze data in a table

    Using Power Query which is standard on 2016 and later. If you are running 2010 or 2013 then you will need to download.

    Two queries.
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    and

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    Results respectively

    Excel 2016 (Windows) 32 bit
    A
    B
    C
    1
    Contract
    Abbr
    Month Sum Volumes
    2
    Project1 August
    41400
    3
    Proejct2 August
    7756
    4
    Project3 August
    27600
    5
    Project4 August
    4500
    Sheet: Sheet1

    and

    Excel 2016 (Windows) 32 bit
    A
    B
    1
    Cell Load # Sum Qty
    2
    1/1/2020
    10939
    3
    2/1/2020
    6739
    4
    3/1/2020
    10939
    5
    4/1/2020
    6739
    6
    5/1/2020
    13500
    7
    6/1/2020
    4800
    8
    7/1/2020
    9000
    9
    8/1/2020
    4800
    10
    9/1/2020
    4500
    11
    10/1/2020
    2400
    12
    11/1/2020
    4500
    13
    12/1/2020
    2400
    Sheet: Sheet2
    Attached Files Attached Files

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    Re: Recommendation on best way to analyze data in a table

    Hi Rogerl,
    Actually depending on what you will be using for your final results (Table), I use Power Query for transformation of unstructured fields (strings) which I require the sub-strings phrases for analysis, and also PQ integrate well with PBI for creation of visualisation, of course PQ is also good for merging (vlookup equivalent), appending if there are repetitive steps for updating reports or multiple worksheets from various source (other share drive, SharePoint folder etc), then PQ is really very useful

    looking at your sample, if it is just one off reporting and I will use Pivot table for different grouping (by project, by date etc), of course you can use Alansidman PQ example to duplicate queries in Power Query Editor.

    As for Vlookup, Index/Match, Sumifs, sumproduct are other alternative depending on the requirement and the usage of your final output.
    Christopher Yap

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    Re: Recommendation on best way to analyze data in a table

    Thanks for responding. I think a pivot table can do what I need but I am having one issue that I culd use some help with.

    I need to be able to sum the corrected capacity (column K) by project (column B) for any date range I select (column D - [not by month column E but by specific dates (month/day/year) in column D)

    I did the pivot table putting dates as rows but when I right click to do the filters to the row labels, I think it seeing the dates not as dates but as labels as thats the filter that I get (not a date filter but a "label" filter). I need to be able to get toal coreected yards between any two dates (i.e. 8/3/20 to 8/9/20)

    I cant tell - but is Excel seeing the dates in Column D as labels or as dates? I tried to check those cells (far to the right outwide of the table) using some functions like datevalue but I cant tell if Excel is seeing them as dates or not, and if as dates, why cant I get a date filter. Label filter sort of works but some of the dates outside of the labels are coming in. I use Excel 2016 - is date filter an option? If I can get this to work, thats mainly what I need to do. SHould be simple but not sure what is wrong. I have attached my pivot table spreadsheet

    thank you for your assistance,
    Attached Files Attached Files

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    Re: Recommendation on best way to analyze data in a table

    Hi Rogert,

    I think you date field in 2018 2019 2020 Loads need to use custom format d/m/yy, then you refresh your pivot table and it will be date format ( able to select filter between etc)
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    Re: Recommendation on best way to analyze data in a table

    That worked, thanks!

    I guess I dont understand Excel well enough, I thought formatting was just how the cell looks but doesnt change the underlying data. So if the data in the cell was a date, then changing formatting doesnt change the data, just how you see it. So why wouldnt Excel see it as a date with any formatting?

    But thanks again, that did the trick

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    Re: Recommendation on best way to analyze data in a table

    Ok, I tied to implement this solution to my project table and I am still have problems to get Excel to recognize column D as a full date. It brings it in as a Month but not a d/m/yr even though I did the suggested formatting. I need to query between dates not just month. Excel is also creatign new fields for quarter and year even though I didn't ask it to but not doing full dates.

    is there any way to get Excel to recognize the date column D as a full date (m/d/yr or d/m/yr) so I can use the date filter to query the Pivot Table between specific dates? I tried all different formatting types and nothing helped. Finding Excel dates to be very frustrating

    thanks, R
    Attached Files Attached Files

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    Re: Recommendation on best way to analyze data in a table

    Hi,

    You original source was without grouping and it works well by applying Text to Column to force it to Date format (see #7 my attachment)

    however after you had applied grouping seems like there are still some non-date fields (filter pivot dates and you will se < 5/4/2018 and > 12/20/2019 ), that is the reason why as a whole in pivot table still recognise as Text


    I read from internet from some expert/guru
    "unwritten rules of grouping by date is that ALL the data must conform to dates - no blanks, strings, or other stuff. Remove the blanks and your grouping will work fine."

    please try it


    Other forum guru / experts may have other resolution
    Last edited by bluesky63; 09-26-2020 at 09:15 PM.

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    Re: Recommendation on best way to analyze data in a table

    ok, thanks, I removed any refrences to non-speific dates i.e. "<5/2018" or ">10/2019" (all non specific date references). I did what was suggested, using the "convert to columns" data option to make it m/d/yy and changed the formatting to custom per another reponse.

    The Pivot Table is now recognizing all dates as m/d/yy and still I cant get it to give me a date filter. This is frustrating as to why Excel isnt recognizing the date column (Column D) as a date and giving me a date filter.

    I would greatly appreciate any other thought on how to fix or perhaps I should dump the Pivot Table and try someting different. This should be easty, search by project with a date range.

    Thanks, R
    Attached Files Attached Files

  12. #12
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    Re: Recommendation on best way to analyze data in a table

    The file attached to post #11 is in .xls format used by Excel prior to and through the 2003 release. When I attempted to use the sort/filter button in cell B4 (Sheet1) the Date Filter option was greyed out.
    I saved the file as an .xlsx which would be the normal format for the 2016 version of Excel and then again utilized the sort/filter button in cell B4. Date Filter was available along with all options including Between.
    Let us know if you have any questions.
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