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Old 10-11-2024, 12:54 AM
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Not sure what happened, but I refreshed my grocery report and it's not populating with all my data.
On your "Grocery Report", click on the small filter icon next to "Row Labels" and uncheck "Date filters"
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Old 10-11-2024, 03:34 AM
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Originally Posted by Karen615 View Post
In both report tabs, is it possible to format the 3-character state to automatically spelling it out?
3-character state?
I don't see a 3-character anything in your data; I see 2-character locations, but I don't don't know what they're short for. you would need a separate table of 3-character states and their full spelling.

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Also, is it possible to format each total row to automatically fill with a light gray color?
See attached where there's a new table style that I've used for both your pivots.
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Old 10-12-2024, 04:40 AM
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So the 3-character 'state' is in fact the 3-letter abbreviation for a month?

I haven't found anywhere how to change that to a full month spelling, so a work-around is needed. There are two ways I can suggest:
1. In the report select the cell with the 3-letter abbreviation for the month and overtype/edit it to read the full month name, so you see Jan, edit it to read January. You will need to do it for the 12 months but that's all. All other instances of Jan in the pivot will also change to January, regardless of which year, and it will stay that way for that pivot table. I have done this for Jan/Feb/Mar in your Supplies report.
(You can do this for all row and column headers in a pivot, so, for example, you could change Sum of Total Price to something else, say Price.)
If you only have a small number of pivot tables you need to do this with it's probably the way to go, but if you have loads of pivot tables that you'll want to create from that same source data, it would then be worth doing it the second way:

2. Add a column to your source data which shows the month in full. Then refresh the pivot to make the new month field visible in the pivot table's field list on the right, then substitute the current Months (Date) with the new Month field.
I have done this on a copy of your pivot at cell E2 of the Supplies Report sheet.
When adding to the source data, the new Month column there will automatically be calculated for the new data.
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File Type: xlsx MSOfficeForums52860_2024.10.10 Groceries-Supplies.xlsx (65.6 KB, 3 views)
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Old 10-13-2024, 06:49 AM
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Thank you AGAIN for your help.

I'm sooooo sorry. Not sure what I was thinking when I said "state" and meant "month."

Thank you for the tip about the months. I will save that for future reference. I think that I'll just use the 3-letter abbreviation for the month moving forward.

I'm trying to clean up the named ranges. I changed the named ranges a few times and now I cannot delete them. I want to delete CafeSupplies3 & GrocerySupplies since they no longer exist.

In regard to hiding row 3 in the Grocery Report, I don't want to confuse the users. Will the work-around for fixing this be deleting the current report and re-creating a new Grocery Report?

What is your suggestion for renaming "Row Labels"?

Thank you sooooooooooooooooooooo much!
Karen
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File Type: xlsx 2024.10.13 Groceries-Supplies.xlsx (59.8 KB, 4 views)
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Old 10-15-2024, 12:50 PM
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I want to delete CafeSupplies3 & GrocerySupplies since they no longer exist.
They do exist and are needed.They are the tables.

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Originally Posted by Karen615 View Post
In regard to hiding row 3 in the Grocery Report, I don't want to confuse the users. Will the work-around for fixing this be deleting the current report and re-creating a new Grocery Report?
No. Hide the row.

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What is your suggestion for renaming "Row Labels"?
Groceries Report and ditch your heading?
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Old 10-15-2024, 01:10 PM
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Quote: They do exist and are needed. They are the tables.

This should be the last question.
I should have mentioned that they are duplicates. CafeSupplies3 is also SupplyLog and GrocerySupplies is GroceryLog.
I just want to clean up the named ranges and would like to delete CafeSupplies3 & GrocerySupplies. Is it possibel?

Thank you AGAIN.

Best,
Karen
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Old 10-15-2024, 01:14 PM
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Delete the tables themselves, their entries in Name Manager will disappear too. Make doubly sure they're not 'in-use' first.
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Old 10-15-2024, 01:28 PM
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Originally Posted by p45cal View Post
Delete the tables themselves, their entries in Name Manager will disappear too. Make doubly sure they're not 'in-use' first.
But when I choose (for example) CafeSupplies3 & SupplyLog from the name box, they point to the same table.
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Old 10-15-2024, 02:52 PM
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Delete the defined names:
In Name Manager, filter for Table Names, then you can see clearly which are tables.


2024-10-15_224601.jpg


Then filter instead for Defined Names:


2024-10-15_224811.jpg


Then you can delete superfluous defined names GroceryLog and SupplyLog.
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