Can we make a calendar using Pivot Tables?!?
Of course we can. Today let us learn a simple technique to create calendar style reports using Pivot tables.
Thanks to Rob for inspiration
Before making any progress, let me thank Rob from PowerPivotPro for the inspiration. Recently he wrote an article explaining how to use PowerPivot & DAX formulas to create calendar charts in Excel. I applied similar technique to Pivot tables.
Demo of Pivot Calendar
See a quick demo of pivot calendar chart before learning how to do this.
Creating a Pivot Table Calendar
Step 1: Set up an entire year of dates in a list
Lets assume, we want to make the calendar for year 2012. So write that in a cell (G3). Now, in a range of 366 cells, generate all the dates for the year (2012) using simple formulas.
- First date will be =DATE(G3,1,1)
- Next 365 dates will be previous date + 1
Step 2: Calculate Day, Month, Year and Weekday
Using DAY(), MONTH(), YEAR(), WEEKDAY() calculate the day, month, year and weekday for each of the 366 days.
Step 3: Determine the week number in a month
Now comes the tricky part. We need to find out which row each date should be displayed. First take a look at this illustration.
The logic for calculating row numbers is very simple:
- First day of a month is always in row number 1.
- If a day is not Sunday, we just use previous row number
- On Sundays, we just increment the previous row number and use it.
All of this can be expressed in a simple IF formula =IF(D7=D6,IF(F7=1,G6+1,G6),1)
- D7 contains this month, D6 is previous day’s month
- F7 contains weekday, will be 1 for Sunday and 7 for Saturday
- G6 contains previous row number (weeknum)
Step 4: Dealing with Leap years
So far we are good, except for a minor glitch. Certain years have 366 days (for example 2012) while others dont. That means, depending the year, we need to either use 365 rows or 366 rows of our data while generating the pivot report. To do this, we create a named range tblDates that refers to below formula:
=IF(Calcs!$D$3,Calcs!$B$5:$G$371,Calcs!$B$5:$G$370)
Note: D3 is TRUE when an year is leap year.
Step 5: Create pivot table that shows calendar
Now, we need to create a pivot table from the range tblDates.
Set up your pivot table like this:
Step 6: Add a slicer
To enable users to select a particular month interactively, just add a slicer on months. For this,
- Select any cell in the pivot table and go to Options Ribbon > Insert Slicer
- Select Month as field to insert a slicer.
- Adjust slicer properties to show items in 6 columns (Slicer Options Ribbon > Columns)
- Done!
At this point, you can interactively select a month & see the corresponding calendar.
Related: More examples on Slicers
Further Enhancements
Now that the basic Pivot Calendar is ready, try these ideas:
- Use a spin button / slider control to interactively adjust the year. Remember, when you do this, you need to refresh the pivot table in background using a simple macro.
- Adjust week start to Monday: Likewise, you can modify your formulas to adjust weekstart to Monday or any other day you fancy.
Using Pivot Calendar as a Chart
Of course, having a mere pivot calendar is not much fun. But you can apply this idea to create a calendar chart. See this:
Calendar Chart Demo:
How to create this Calendar chart?
To keep things simple, lets understand how to create this chart with just one metric – Employee productivity.
- Once the pivot calendar is ready, we add extra rows between each line in the calendar.
- Now, lets say, we have our employee productivity details listed by date in a table.
- Then, using lookup formulas, we fetch productivity for each day in the cell below.
- Once all the values are fetched, just select all these cells and add conditional formatting > color scale to them.
- Format the color scale settings so that you get desired colors.
- And you are done!
More on Conditional Formatting
Video Explaining Pivot Calendar & Chart
Like this concept? Watch below video to understand how the whole thing is made.
[watch this video on our youtube channel]
Download Pivot Calendar Template
Click here to download pivot calendar & calendar chart templates. Play with them. Plug your own values and see what happens.
PS: You need Excel 2010 to view this file. Please enable macros to get full effect.
Do you like Pivot Calendar Idea?
I am very excited to try this out in a client project sometime soon. I think a set up like this can be used when analyzing monthly data like employee attendance, vacations, productivity, shipments, meeting schedules, project milestones etc. Since such data is represented in calendar format in real life, your audience would find calendar metaphor easy to understand. That said, any data like KPI trends, sales, visits, calls etc. should always be represented as a line /bar charts rather than calendar charts.This way, we can spot trends quickly and understand data better.
What about you? Do you like this idea? Are you planning to use a pivot calendar / calendar chart sometime in future? Please share your thoughts using comments.
Calendars & Similar ideas:
Please go thru below links to learn more about calendars & visualizing data:
64 Responses to “Understanding Variables, Conditions & Loops in VBA [Part 2 of 5]”
Nice 🙂 good explanation simple yet effective. The example was also not complicated..Looking forward for next part !
the download file is infected
virus
@Maria.. this file is perfectly alright. I think you have something else in your computer that is causing the trouble.
@Maria
Why do you say it is infected?
What message are you getting and where is the message from ?
The Input Box doesn't close maybe till all stores' values are entered (when "capture sales" button is pressed). Also, Alt+F11 doesn't work when Inputbox is open. Because of this, need to forcefully shut down excel. Is there any workaround for this problem?
Nice example Chandoo! I'm looking forward to joining VBA Class; these examples are such a great teaser! I have a big project at the office I'm looking to automate so I cant wait to save the time
Great....!!! I am a regular reader of your blog. I am new to VBA but you just made it as easy as eating a cake. Looking forward to your next awesome articles. You guys at Chandoo.org are wonderful.
Excellent tutorial with clear explanations of the variables etc.
I would only add some emphasis on the importance of using the
'comment lines to track what the code is doing.
This helps a lot if you need to modify it later, or if someone else needs to follow it up after you have lost the job!
I tend to be rather verbose myself due to short term memory problems 🙂
Chandoo, I know it's only a sample, but why didn't you indent your code? Makes it easier to read, especially when you're using conditionals and loops.
I use Smart Indenter (http://www.oaltd.co.uk/indenter/default.htm) to auto-format my code for me. So far no problems in Excel, and I also use it in MS Project modules and forms as well. Saves me the headache of trying to format everything by hand.
And ditto to Dave's comments: Early on in my career I didn't understand the importance of commenting, and after having to go back and revise and add new features to old code I'm kicking myself for not commenting as much as I should have.
Good post Chandoo. You are very best at teaching.
One small error to your notice - In the downloadable file "Store Number 5" is repeated 7 times. I hope you can change it an re-upload the file.
Regards,
Ravi.
Great work, omg ive always struggled to understand dim, loops and all but this is a wicked example! KEEP IT COMING 🙂
Excellent examples to illustrate what variables/conditions/loops are and what functions they serve. Good mental model.
[...] Understanding Variables, Conditions & Loops in VBA [...]
I'm a programmer by traiing, but Fortran and PL/1 were my languages in my day. Any recommednations on a good VBA reference book or manual.
If I wanted to write applications in VBA outside of Office 2007 or 2010, where do I buy a VBA compiler, linker or VBA interpretor for Windows 7?
[...] Understanding Variables, Conditions & Loops in VBA [...]
hi,
I have to create a Powerpoint whoes headline should be populated from the column of the XL sheet. Is this do able? if so could you please guide me. I actually do testing and take test evidence and store it in the PPT as slides,now i want to populate the step of test from the headline of every slide into the XL sheet which stores the Test script or from the test script to the PPT headline. which one is executable? i am totally new to macro and have faction of knowledge of it..
Hello,
I read your site daily. It is awesome. I need a VBA macro that will cycle through the options in a combo box (which you taught me to create), and print the dashboard for each sales manager in the combo box. Then stop looping. Any chance you can help? Thanks!
Best,
Amy
Good and thanks,
Great Tutorial its very useful.
Thanks,
siva
nice explanations
I need help developing a variable loop for the following code please. The two variables are the person's email (eMailID) in which to send the report and the place of service (POSc) to select in a pivot table of the report. Both variables are in an Excel table range as listed:
For Each POSc In Windows("Constants.xlsx").Sheets("ProvPOS").Range("AR3:AR74")
For Each eMailID In Windows("Constants.xlsx").Sheets("ProvPOS").Range("AU3:AU74")
Workbooks.Open Filename:="I:\Denials Monthly FYTD Resp.xlsx", _
UpdateLinks:=3
Windows("Denials Monthly FYTD Resp.xlsx").Activate
Sheets("DirMgr Resp").Select
ActiveSheet.PivotTables("PivotTable156").PivotFields("POS").ClearAllFilters
ActiveSheet.PivotTables("PivotTable156").PivotFields("POS").CurrentPage = _
(POSc.Value)
Sheets("Denials by Catg").Select
ActiveSheet.PivotTables("PivotTable1").PivotFields("POS").ClearAllFilters
ActiveSheet.PivotTables("PivotTable1").PivotFields("POS").CurrentPage = _
(POSc.Value)
Sheets("Top25 Reasons").Select
ActiveSheet.PivotTables("PivotTable2").PivotFields("POS").ClearAllFilters
ActiveSheet.PivotTables("PivotTable2").PivotFields("POS").CurrentPage = _
(POSc.Value)
ActiveWorkbook.SaveAs Filename:= _
"H:\Service Payor Mix\Denials FYTD " & (POSc.Value) & ".xlsx", FileFormat:= _
xlOpenXMLWorkbook, CreateBackup:=False, ConflictResolution:=True
Sheets("Top25 Reasons").Select
Cells.Select
Selection.Copy
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Range("A1").Select
Sheets("Denials by Catg").Select
Cells.Select
Selection.Copy
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Range("A1").Select
Sheets("DirMgr Resp").Select
Cells.Select
Selection.Copy
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Range("A1").Select
Sheets("data").Select
Cells.Select
Selection.ClearContents
Sheets("data").Select
ActiveWindow.SelectedSheets.Visible = False
Sheets("DirMgr Resp").Select
ActiveWorkbook.SaveAs Filename:= _
"I:\Denials\Denials FYTD " & (POSc.Value) & ".xls", FileFormat:= _
xlExcel8, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
ActiveWorkbook.SendForReview _
Recipients:=(eMailID.Value), _
Subject:="Please review your report: Denials FYTD.", _
ShowMessage:=False, _
IncludeAttachment:=True
ActiveWindow.Close
' Application.DisplayAlerts = True
Next
Next
End Sub
The above code runs, but does not do what I want it to do, i.e., use each variable in the range, "POSc", as the pivot table field selection "POS" to create a unique report for each person's "eMailID".
Thank you,
Mark
Hi,
Thanks for such a great website. It has been very useful to me. I have done an IF formula to calculate Tax in excel but would like to write it as a UDF in VBA, can anyone help pls? Please see the formula below. Pls note that if taxable income is 5,751,882 then tax = 1,605,565.
IF(TAXABLE INCOME<=150000,0,IF(TAXABLE INCOME<=450000,0.15*(450000-150000),45000))+IF((TAXABLE INCOME-450000)<300000, (TAXABLE INCOME-450000)*0.2,60000)+IF((TAXABLE INCOME-750000)>0,(TAXABLE INCOME-750000)*0.3,0)
Abdul
Try the following:
Function Tax(TI As Double) As DoubleIf TI <= 150000 Then
Tax = 0
ElseIf TI <= 450000 Then
Tax = 0.15 * (TI - 150000)
Else
Tax = 45000
End If
If TI > 450000 And TI <= 750000 Then
Tax = Tax + (TI - 450000) * 0.2
ElseIf TI > 750000 Then
Tax = Tax + 60000
End If
If TI > 750000 Then
Tax = Tax + (TI - 750000) * 0.3
End If
End Function
To use it copy the code and paste it in a Code Module in VBA
In excel simply use:
=Tax(Value)
or
=Tax(A1)
I hope the logic is correct but you can adjust to suit
@Chandoo, I was trying to join VBA Classes but getting a response that my card cannot be used to pay. I am using a Visa Debit Card from Sierra Leone. Will appreciate your help. In the meantime, Hui, can you pls help me with a udf to calculate taxable income?
The logic is: taxable income = Gross Salary - (Social Security Deduction + 220,000))
Looking forward to your response.
Thanks.
Thanks a ton, Hui.
It works perfectly.
Thanks once again. I was wondering, is it possible to do this in Access?
how is the dollar symbol automatically coming up ???
For doing this you need to select you all sheet by pressing ctrl+a.
After that you need to press ctrl+1 at your left side and in the last whenever you will put numberic figure in that sheet $ symbol autometically shown at the end of figure.
SORRY BEFORE YOUR LAST STEP I WAS FORGOTTEN TO TELL YOU THAT WHEN YOU PRESSED CTRL+1 YOU NEED TO SELECT CURRENCY AND AFTER THAT OK
NOW TRY AGAIN
It would have been much more benefitical to have a step by step tutorial to have us create this actual example from start to finish.
Perfect, your site is just about perfect......
i have a huge data and wish to sort out some desired data out of it......
what do you suggest me to use as sorting tool?
i know how to use pivot table but it is not resolving my problem as i have many fields
Please Check this, my condition value becoming zero when I run this macros..................
Dim Revision As Integer
Dim Purpose As String
Application.ScreenUpdating = False
' ---------------------- Removing Border ------------------
Selection.Borders(xlDiagonalDown).LineStyle = xlNone
Selection.Borders(xlDiagonalUp).LineStyle = xlNone
Selection.Borders(xlEdgeLeft).LineStyle = xlNone
Selection.Borders(xlEdgeTop).LineStyle = xlNone
Selection.Borders(xlEdgeBottom).LineStyle = xlNone
Selection.Borders(xlEdgeRight).LineStyle = xlNone
Selection.Borders(xlInsideVertical).LineStyle = xlNone
Selection.Borders(xlInsideHorizontal).LineStyle = xlNone
Range("A2").Select
' ----------------------- Looping -------------------------
Do Until IsEmpty(ActiveCell)
If Revision = 0 Then
Purpose = "C"
Else: Purpose = "R"
End If
ActiveCell.Offset(0, 1).Range("A1").Value = Revision
ActiveCell.Offset(0, 3).Range("A1").Value = Purpose
ActiveCell.Offset(0, 5).Range("A1").Select
Selection.Cut
ActiveCell.Offset(0, -1).Range("A1").Select
ActiveSheet.Paste
ActiveCell.Offset(0, -4).Range("A1").Select
Selection.Copy
ActiveCell.Offset(0, 5).Range("A1").Select
ActiveSheet.Paste
ActiveCell.Offset(1, -5).Range("A1").Select
Loop
Application.CutCopyMode = False
Range("A2").Select
ActiveWorkbook.Save
End Sub
Hi Chandoo,
I'm new to VBA and this example was marvelous. Very simple and made lot of sense in ur explaination. Would surely go through all the other examples. It was excellent.
Thanks a ton.
How can I loop this little code in A1 I a number to add to A2 answer in Sub learnloop()
Dim aone As Integer
Dim atwo As Integer
Dim athe As Integer
aone = Range("a1").Value
atwo = Range("a2").Value
athe = aone + atwo
Range("A3").Value = athe
If athe < 100 Then
MsgBox ("learn about looping")
End If
End SubA3 in A4 and 5 other two number answer in a6 how loop apply here.
Good Day,
I need your help/assistance, because I need to do this report filtering only the Start Time and End Time of each Practitioner.
Report Date Practitioner ID Practitioner Name Start Time End Time
Hi Chandoo,
I use Excel spreadsheet a lot and find writing some basic logic statements that will generate a result for me. For example, in the above example of yours (i.e. 25 stores reporting revenues) I can do that in Excel spreadsheet using " =IF(....)".
My question is, how do I convert my knowledge of " =IF(...)" into VBA? Where do I start when I have a different scenario and thus a different " =IF(...) " logic?
I am not technical, and am only learning VBA from your tutorials (just finished lesson 1 🙂 ; and btw, your site is very helpful. Great Job!
Chandoo,
Your example spreadsheet does not work in Win.8.
message when I try to save the spreadsheet: Compatability Check; loss of functionality
how to learn easily coding/programming in VBA in excel which sources is useful
Also logic use in VBA and how are we better in vba
@Saad
Programming or making a Model in Excel is effectively the same thing
It is purely the format of the environment and the syntax of the language that you are working in that is different
You break a problem down into logical steps
where each step or group of steps represents generally a physical or data flow component from real life
Variables are simply cells (in the Excel Model) or Variables (in VBA) that can hold a value or string
eg:
In Excel
A1= 10 Sales of Apples
A2= 20 sales of Bananas
A3= A1+A2
=30 Total sales
In VBA
Dim Sales_of_Apples as Double
Dim Sales_of_Bananas as Double
Dim Total_Sales as Double
Sales_of_Apples = 10
Sales_of_Bananas = 20
Total_Sales = Sales_of_Apples + Sales_of_Bananas
=30 Total sales
VBA has a number of tools that allow more effective decision making and repetitive functions or loops to be performed a lot simpler than can be done using Excel
To learn,
1. Start with small problems and slowly get bigger by introducing new functionality and steps to your VBA
2. Look at other peoples solutions to problems and ask how/why they did what they did
3. Read a book on VBA, They typically walk you through from the basic steps to advanced steps in a logical sequence
Hi Chandoo,
Very good basic understing of VBA and Macro. However I am not clear how this programe will simulate the Macro.. I am not clear, whether program will run the excel or excel data will create the programme..? please clarify.
Hi,
I was able to go run the macro on my own and it worked. I notice the macro does not store the values to excel, is this expected? Is there a way I can do this?
Thanks,
Eric
Excellent tutorials Chandoo. I am new to VBA. I was wondering if you want to add another question, like "What is the store number?" before putting in the associated sales value, how do you do it?
Noob Alert!
Am I the only one who is having an issue with this example.
When i copy this code into VBA for a blank sheet and ensure that the range C7:C30 is as shown in the Gif
Store Number--Sales for the day--Reason for Deviation
1
2
3
4
5
6
7
8
......
when I enter a value for store 1 in the input box, excel overwrites the store number with the value i've just entered, rather than writing it in the "Sales for the Day" column and if there is a reason for deviation it gets written to the "Sales for the Day" column?
I thought I could fix this by editing the line of code
store.Value = InputBox("Sales for Store" & storenum)
to
store.Offset(, 1).Value = InputBox("Sales for Store" & storenum)
and editing line
store.Offset(, 1).Value = reason
to
store.Offset(, 2).Value = reason
Which sort of worked, but now asks every time "Reason for Deviation", regardless of Value?
#stumped
#helpaNoobweek
When I say it sort of worked. I mean that it does now correctly write the value to the ""Sales for the Day" column, but now asks for reason for each store?
Thanks
Hi Guys
My name is Elvis I would like to join the group as I do believe that this forum do have some to lean from, I'm using excel vs macros on a daily basis and the best part is that I never attend a formal course for both of them.
I hope and trust that there is a lot that I still need to learn more with your assistant through this forum.
Great work dude!
VBA simplified!!!
Look forward to get more free stuff here 😀
What change would I need to make in the code if I want the popup box to abort itself if I press the cancel button.
Dear chandoo team the article is awesome but I need more clarification how I delete blank row within data & special character.
Hi any body can tell me how to generate a mentor report of many students one by one with the help of vba code.pls give me the code.
Respected Sir,
Its really Helpful but as i coming from Telugu Medium Back Ground i am unable to understand completely so if possible if you provide it Telugu Language also it is very help full to the persons like me..
Thanks& Regards
Vivaan Kumar
Very Useful..Thank You..
Chandoo you are the man
Love this, can you just explain to me how the End If works
End If
storeNum = storeNum + 1
What is VBA doing during this process ? Why would the Integer StoreNum being itself + 1 end the program ?
Here is what I need to do. If I have a very long file with pairs of data in 2 columns for example:
A 1
B 2
C 3
D 4
and so on
I would like to arrange this data in 4 columns, so it looks like this:
A 1 B 2
C 3 D 4
How can I do that? I created a macro that will do it for the first 2 rows, but how do I repeat that (range) until the spreadsheet reaches a blank cell?
@Ratan
D1: =OFFSET($A$1,2*(ROW()-1),0)
E1: =OFFSET($A$1,2*(ROW()-1),1)
F1: =OFFSET($A$1,2*(ROW())-1,0)
G1: =OFFSET($A$1,2*(ROW())-1,1)
Copy D1:G1 down
Thank you for your suggestion. But I was looking to do this without having to copy the formula to the entire spreadsheet. Also, the number of rows from one spreadsheet to another may be different. So, is there a way to write the program for the first two rows and make the program repeat it (via range or some other function) until it reaches a blank cell when it will quit.
I am new to VB so, your suggestion of Copy D1:G1 down, is that a part of the macro, or you're saying copy it manually?
I had written a similar Macro in Lotus many years ago, and the statement in Lotus was \branch which took the operation to the top and repeated the function until it reached a blank cell when it quit. Unfortunately, there's no more Lotus.
Thanks.
hey can u explain me this code
"TRANSFORM Count(MyTMP_MRAntrag.MeldungsNr) " & _
"SELECT TMP_Zustandsklassifizierung.Zustand AS [Metric_MR_State] FROM TMP_Zustandsklassifizierung " & _
"INNER JOIN MyTMP_MRAntrag ON TMP_Zustandsklassifizierung.MR_State = MyTMP_MRAntrag.Zustand " & _
"WHERE ((MyTMP_MRAntrag.Produkt In " & Product & ") " & _
"AND ((MyTMP_MRAntrag.Priorität)>=0) " & _
"AND (MyTMP_MRAntrag.Datum <= #" & EndCycleText & "#) " & _
"AND (MyTMP_MRAntrag.ConfField1_Key in " & AffectedArea & ") " & _
") " & _
"GROUP BY TMP_Zustandsklassifizierung.Zustand " & _
"ORDER BY TMP_Zustandsklassifizierung.Zustand DESC , MyTMP_MRAntrag.Art " & _
"PIVOT MyTMP_MRAntrag.Art In ('Err','Imp','CR','NCI');"
iRow = 14
Hi Chandoo,
I tried to re-write the code by myself but got stuck here :
Sub ATTEMPT()
Dim start As Integer
Dim sales As Range
Dim reason As String
start = 1
For Each sales In Range("D1:D10")
sales.Value = InputBox("Sales for Store" & start)
If sales.Value 5000 Then
reason = InputBox("Why", "Reason", "Deviation")
sales.Offset(, 1).Value = reason
End If
start = start + 1
Next sales
End Sub
but the line with the condition has stuck without any reason and it shows debug error and does not go further beyond that?
I am new to this.
Thanks
Vidushi
@Vidushi
Can you ask the question in the Chandoo.org Forums
http://forum.chandoo.org/
Please attach a sample file
put comparison sign between "sales.Value > 5000" (you need to put the condition correctly)
and then try...
Hi Guys,
I am New in VBA
I need your help to create VBA code for below case/example
I have created userform for Raw material entries with below details
For Example -
SR.No - 1
Date Of entry - 29-Mar-2020
Supplier Name - ABC India Ltd
Material Name - Deisel Engine
Material Number - ............
Now Condition is I want to create Material Code automatically in userform for each material on the basis of material receipt as below
Material Code For below Case should be - A100120B
Material name - Deisel Engine - A
Supplier Name - ABC india ltd - 1
Batch Code - for first batch - 001 (so on for remaining batches)
Year - 2020 - 20
Material Type -
please guide me
Regards,
Sachin Bhor
Mail - sachin22588@rediffmail.com , sachinb22588@gmail.com
Also i want create batch code for material automatically
Like - Batch Code - for first batch - 001, 002, 003, 004, 005,006
(so on for remaining batches)
Hi,
I need urgent help to get specific data from description field .
Like i want from excel Short description field search "Bandwidth" and if found then copy to the next blank row (exact to that row where it found).
I tried to record the macro but for any kind of changes it wont work perfectly.
If anyone can help me to solve this problem and make my report perfect.
@Rekh
Can you ask the question at the Chandoo.org Forums
https://chandoo.org/forum/
and attach a small sample file