Question description:
This user has given permission to use the problem statement for this
blog.
I have a list of projects where each row is for a unique project tracking progress and eventual order. I want to summarize it by division (ex. total reports by division) and then show a "view" of completed reports vs in progress reports. for the completed I want to show the if it's still in review or if there is a final order. Stakeholders want to see both the summary and the view. Is there an easy way to do this?
Solved by G. B. in 35 mins
This is the chat thread from the real Excelchat help session. It contains no private user
information.
Excelchat Expert
31/05/2018 - 05:38
Hi there
Excelchat Expert
31/05/2018 - 05:38
How are you and how may i assist you with today?
User
31/05/2018 - 05:39
HI - can you see the sheet I am populating
User
31/05/2018 - 05:39
have you read my question?
Excelchat Expert
31/05/2018 - 05:39
Yep, please go ahead
User
31/05/2018 - 05:39
so I'm trying to find a way to create that report
Excelchat Expert
31/05/2018 - 05:41
Can you be more specific as how we need to create this?
Excelchat Expert
31/05/2018 - 05:41
Like is there any raw data available for this or any calculations to be performed?
User
31/05/2018 - 05:42
that's the thing, it's not a calculation, it's a ...list
Excelchat Expert
31/05/2018 - 05:43
okay, so is it something like a data entry thing?
User
31/05/2018 - 05:43
one sec
User
31/05/2018 - 05:43
sorry
Excelchat Expert
31/05/2018 - 05:44
Thats alright
User
31/05/2018 - 05:47
ok there is a sample
Excelchat Expert
31/05/2018 - 05:47
Okay i can see that
User
31/05/2018 - 05:47
so what I want is to show, how many ACT and DMV projects we have done to date
User
31/05/2018 - 05:47
when I use a pivot table, I feel I'm missing the formula or whatever to make the values
User
31/05/2018 - 05:48
reference # is unique
User
31/05/2018 - 05:49
I also what to show, say in status, there were some that are pending, a list where the pending ones are listed by division, but not with all the info like open and date and date entered
Excelchat Expert
31/05/2018 - 05:49
Okay, can just try to show me how you want to see this ?
Excelchat Expert
31/05/2018 - 05:49
Like on another sheet
User
31/05/2018 - 05:51
the format I have is not what I want .... imagine it was 2 separate piviot tables, like that. one with totals it 7 ACT and 10 DMV then another with Pending, or completed and details on the list
Excelchat Expert
31/05/2018 - 05:52
From which column we can get the
Excelchat Expert
31/05/2018 - 05:53
'' Pending, or complete"
User
31/05/2018 - 05:53
b
Excelchat Expert
31/05/2018 - 05:54
Okay, let me try that in pivot
Excelchat Expert
31/05/2018 - 05:57
can you see Sheet2 ?
User
31/05/2018 - 05:58
yes ok got that - can you show how many ACT are pending, completed, etc from column b
User
31/05/2018 - 05:58
I want to say 2 pending, or 5 completed, is there a way to do that
User
31/05/2018 - 05:58
by division
Excelchat Expert
31/05/2018 - 05:59
Yep, i think we can do that
Excelchat Expert
31/05/2018 - 05:59
Just give me a while
User
31/05/2018 - 05:59
ok thank you
Excelchat Expert
31/05/2018 - 05:59
Have a look now
Excelchat Expert
31/05/2018 - 06:00
Is it good?
User
31/05/2018 - 06:00
yes!
User
31/05/2018 - 06:00
how???
Excelchat Expert
31/05/2018 - 06:01
Nice then i will share you the excel sheet, from where you can get to know how it has been placed :)
Excelchat Expert
31/05/2018 - 06:01
Please do a valuable rating for me
Excelchat Expert
31/05/2018 - 06:01
that will help me a lot
User
31/05/2018 - 06:02
so, is there a way to ... condense the original list without simply deleting columns?
Excelchat Expert
31/05/2018 - 06:02
Please have a look
[Uploaded an Excel file]
User
31/05/2018 - 06:03
I would love to have it so that users can choose say ACT then all projects show in order of project status
User
31/05/2018 - 06:04
instead of looking at the whole file
User
31/05/2018 - 06:04
how did you get it to show "count status of project?"
User
31/05/2018 - 06:04
and how do I submit the rating
Excelchat Expert
31/05/2018 - 06:06
You can have that changed in clicking on the ''values field''
Excelchat Expert
31/05/2018 - 06:07
And the rating thing you will get the options after you click on End Session button
User
31/05/2018 - 06:07
ok
Excelchat Expert
31/05/2018 - 06:07
If you really like it then please put up some good words, in "Others" for me :)
Excelchat Expert
31/05/2018 - 06:08
Is there anything else you want to know regarding this issue?
User
31/05/2018 - 06:08
we still need to cover the second part of the report
User
31/05/2018 - 06:08
from the original list, can I create a table with just the values that I want?
Excelchat Expert
31/05/2018 - 06:09
Yes we can do that but I really apologize that we are not authorised to solve more than one problem per session
User
31/05/2018 - 06:09
ah
User
31/05/2018 - 06:09
I understand,
User
31/05/2018 - 06:09
so this is a paid service?
User
31/05/2018 - 06:09
are you under any privacy obligations?
User
31/05/2018 - 06:10
changing my source data was the longest part for privacy
Excelchat Expert
31/05/2018 - 06:10
So if you have any further questions, we will be happy to assist you in the other session
Excelchat Expert
31/05/2018 - 06:10
Yes we have a strict privacy policy:(
Excelchat Expert
31/05/2018 - 06:11
You should try our paid service and get all your questions answered right away
Excelchat Expert
31/05/2018 - 06:11
As 1st 2 sessions are on us :)
User
31/05/2018 - 06:12
ok well you were most helpful
User
31/05/2018 - 06:12
what country are you in
Excelchat Expert
31/05/2018 - 06:12
I'm from India
User
31/05/2018 - 06:12
nice - all the good ones are :)
Excelchat Expert
31/05/2018 - 06:13
:)
User
31/05/2018 - 06:13
thank you
User
31/05/2018 - 06:13
gotta run
This is the output file from the real Excelchat help session:
This is an example of the expert help you can get. It contains no private user
information.
