I started a new consulting gig with NZ Ministry of Business (aside: when I told my daughter about this, she widened her eyes and said, “ministry of MAGIC!!!”). On my first day, while having lunch in breakout area, I chatted with the gentleman sitting opposite me. We got talking about this and that and eventually the topic turned to What I do at MB. So I told him that I am helping the HR with some data analysis and reporting using Excel & SQL Server. He asks me, “So you must be familiar with Excel object model”. I said, “oh, why yes”. He then asks me, “I have this problem that is bothering me for years. You see, I get a lot of data. And I use Find (Ctrl+F) to find all the cells that contain certain code. But the results are all over the place. I want to know how to extract all the finds to a target worksheet – value & address format.”
I explained him how to do this while chewing mouthfuls of rice & veggies.
But once I am home, I thought, “hey, maybe there are others out in the world who want to do this”.
So here we go.
How to find and extract all matching values
Let’s say you have some data in a range like this.
And you want to find all cells with comp in them. If the values are all in one column, you could use auto-filter to quickly filter cells with comp in them and copy paste them to a target range.You can even automate the steps a bit with advanced filter.
But what if the data can be in any column?
We can use Find (Ctrl+F) to find the values and click on “Find all” to see all results in the find box. But to extract them, we must take the red pill and escape the limitations of Excel to enter in to the exciting world of VBA.
Here is a quick demo of what our find and extract macro does.
Here is the code:
Sub findAll()
Dim findWhat As String, address As String
Dim fsr As Range, rs As Range, fCount As Long
findWhat = InputBox("Enter what you want to find?", "Find what...")
If Len(findWhat) > 0 Then
clearFinds
Set frs = Range("b4").CurrentRegion
Set rs = frs.Find(What:=findWhat)
If Not rs Is Nothing Then
address = rs.address
Do
Range("I5").Offset(fCount).Value = rs.Value
Range("J5").Offset(fCount).Value = rs.address
Set rs = frs.FindNext(rs)
fCount = fCount + 1
Loop While Not rs Is Nothing And rs.address <> address
End If
End If
End Sub
How does it work?
The code is inspired from Bill Jelen’s excellent example on Find method on MSDN.
The logic goes like this.
- We start by asking the user what they want to find and store this in findWhat string variable.
- If the string to find is not empty,
- We clear any previous find results
- We grab the current region for cell B4 (change this to the top-left of your find range)
- We look for findWhat in this range using range.Find method
- As long as Find result is not empty and not same as the first result
- We copy the value & address to I5 (change this to target range as per your workbook setup)
Download the Find and Extract workbook
Click here to download the example workbook. Play with the macro to learn its inner workings.
The rabbit hole is deep, don’t stop just here…
If you enjoyed this little macro, you are going to love VBA. Check out our free starter tutorial or extensive VBA section for more.
How would you find and extract results?
I thought the Find method approach would be slow, but I am surprised to see that on a medium sized dataset (12000 values), the macro produced results almost instantly. So I would be using it more often to iterate thru a range to find a value.
What about you? Do you have such problems at work? Do you use VBA to solve them or just ask colleagues during lunch break and hope for a miracle? Please share your approach in the comments.
23 Responses to “Displaying Text Values in Pivot Tables without VBA”
Its possible to display up to 4 text values.
Have a look at the screen shot of an example that I had posted way back at the EHA and figure out how its done !
http://tinypic.com/r/muzywk/6
With Excel 2010 you can use Conditional Formatting to apply custom number formats which can display text. (In older versions you can only modify text color and cell background color, but not number formats.) Using CF allows for an even larger number of different display values.
[...] Display text values in Pivot Tables without VBA [...]
Hey,
Thanks, this helps. But how do you do it for multiple values where there is a huge amount of non repeating text?
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn't a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn’t a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
[...] Pivot Tables take tables of data and allow the user to summarise and consolidate the data at the same time. This is a great and very fast method of analysis but is restricted to handling mathematical functions on the value field resulting in numerical summaries. – read more [...]
[…] Read more here: Displaying Text Values in Pivot Tables without VBA […]
There is a very good way actually for handling text inside values area.
First you create a special column on the very left side and call it ID, and put unique ID (numbers only), and then create a pivot table with:
Row Labels and Column labels as you like, and in the Values labels use the unique ID number.
Move the unique ID number (copy paste) somewhere to the right and use vlookup to load the data you need using the ID as reference.
It is a bit longer way but for me it works perfectly to combine values as you like in any moment.
hope helps.
Regards,
Jon
Thank you! I finally understand pivot tables thanks to your clear, concise explanations and examples.
Good Day. This is exactly what i have been looking for. However when i try it on my pivot table or even when i try to recreate this exercise using the sample worksheet, i get this error:
"Microsoft Excel cannot use the number format you typed. Try using one of the built-in number formats."
Same thing here, Excel quite did not like the format in my PowerPivot. Any clues as to what may be going on? Thanks.
I have the same thing happening on my end. I'm running a normal pivot table on a .xlsm file.
@Danzi
What format did you use?
can you post the file ?
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C
MR.A CFVDE2458T
MR.Z AAVCR12548C
MR.X AAAAC1254T
MR.Z AADCD245T
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C 1000
MR.A CFVDE2458T 2000
MR.Z AAVCR12548C 5451
MR.X AAAAC1254T 45564
MR.Z AADCD245T 4500
how to get pivot tabe so i get PAN no. against Name.
I found an easy way to get text values in pivot table.
I create an other worksheet in wich each cell has a formula that copy the pivot table. The trick is that the formula does a lookup for the numbers in the pivot table.
The formula looks like that:
=IF(ISNUMBER(table!A1);VLOOKUP(table!A1;Code!$A$1:$B$65;2);IF(ISBLANK(table!A1);" ";table!A1))
Code is a worksheet where there is a liste of text /numbers correspondance.
As a bonus The new sheet is easier to format
Additional trick:
In my case, i encoded differents codeid with a power(2, codeId-1) so that summing then is equivalent to concatenate them.
1-A
2-B
4-C
8-D
yields :
5 - AC
14 - BCD
Hi
I want to ask if pivot can display dates in pivot field. As in a column i have customers and in row different items i want to know there last purchase date. anyone help in this??
Hello Guys, Need your help
I am doing some analysis of the cycle time of the product i.e how much time a product takes from manufacturing to the central warehouse.
I have batch numbers for the product and against them i have to pull out the diff. dates
Like the base date is from where the manufacturing start. So i have the batch number,against it's manuf. date. Now i have to pull out the date when it was quality released.
I have the quality released data but the data have duplicates, like i will have two dates or may be three for the same batch. So my main objective is to pull out the date which is latest among them.
BATCH NO. DATE of Mfg. DATE of Quality release
A1 12/4/2014 (HERE I HAVE TO PULL value)
Next Sheet
BATCH NO. DATE of Quality Release
A1 14/5/2014
a2 23/5/2016
A1 12/5/2014
A1 13/6/2014
From this sheet i have to pull up the latest date format of date here is dd/mm/yyy
TIA
[…] needed to present text instead of counts in a pivot table value column. Here is an excellent resource for Excel manipulation, in addition to an overview of pivot […]
This is great thank you.
Wow!!! Excellent!! It helped me a lot.
I am developing training tracking sheet for 200 employees with training completed date. Each employee will be attending 25 courses. How to indicate actual dates in pivot table value field.