adding column to preexisting pivot table

B

btcdeb

I've tried to add a column to a pivot table by first
adding the column to the datasheet, but the column does
not appear when I try to add to pivot table, and I need to
figure out an average on the column, can you tell me where
a good reference would be on how to add to and understand
pivot tables.
 
K

Ken Wright

Does the column have a header - It needs one. Did you use the wizard and run
back to include that column in the source range - You need to.

A better way of dealing with ranges that could expand would be to use a dynamic
range, and for that our own Pivot table guru Debra Dalgliesh has some step by
step intructions for you:-

http://www.contextures.com/xlPivot01.html

You'll also find some great links to better understanding Pivot tables on
Debra's site.

You will also find contributions from Debra on Jon Peltiers site at the
following link:-

http://peltiertech.com/Excel/Pivots/pivotstart.htm

Introduction to Pivot Tables in Excel
A brief look at Pivot Tables -- what they are and how they work.
Working with Pivot Charts in Excel
Tips and techniques for working effectively with Pivot Charts.
Pivot Table Programming
Links to information on Programming Pivot Tables with VBA
Pivot Table and Pivot Chart Links
Links to sites with Pivot Table and Pivot Chart information
 
D

Debra Dalgleish

Make sure the column is included in the source range for the pivot table:

Select a cell in the pivot table
From the pivot toolbar, choose PivotTable>Wizard
Click the Back button
Select the range for the pivot table, including the new column
Click Finish
Click the Refresh button on the pivot toolbar

There are instructions and links for pivot tables on Jon Peltier's site:

http://peltiertech.com/Excel/Pivots/pivotstart.htm
 
B

btcdeb

Thank, this information looks very helpful, would you also
have a reference for learning conditional formatting where
I need to reference loss in revenues by highlighting
quarters
Thanks again,
 
B

btcdeb

Thank you, this is extremely helpful, much easier than
reading the Excel manual, now if you also have a reference
site on Conditional formatting that I can review, I also
need to highlight revenues when they drop by color coding
and need some very detailed information since there is no
beginning $ amount I can specifiy just need to highlight
months when $'s drop, and then highlight a different color
when they begin to climb again. There are three of us in
the office trying to get these reports together for the
executives for a meeting on Tuesday.
Much Thanks
 
D

Debra Dalgleish

With conditional formatting, you can compare a cell's value to the cell
above it.

For example, with amounts in column H, select cells H2:H500
Choose Format>Conditional Formatting
Leave the first dropdown as Cell Value Is
From the next dropdown, choose -- Greater Than
In the text box, type: =H1
Click the Format button
On the Patterns tab, select a colour to highlight the amounts
where there has been an increase
Click OK
Click the Add button
Leave the first dropdown as Cell Value Is
From the next dropdown, choose -- Less Than
In the text box, type: =H1
Click the Format button
On the Patterns tab, select a colour to highlight the amounts
where there has been a decrease
Click OK, click OK
 
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