help on creating dynamic pivot table and chart.

priscillakim

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Nov 22, 2009
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1
how do you create pivot table for each of the company's share and another pivot table that combines all the companies' share? the data should be converted to percentage in the tables.

how to make the pivot table update whenever there is new data? and the chart should update too, be it auto or manual.

how to make the pivot table check for null first, before showing the percentages? cause the new data might have 'NaN', which means there is no closing price for that particular day. how to make the pivot table so that it will ignore the 'NaN', but not delete it?

some sample data (they are stored in different worksheets):
these are the closing prices of company 1(Asia, sector 1)'s share.
<table style="border-collapse: collapse; width: 330px; height: 440px;" border="0" cellpadding="0" cellspacing="0"><col style="width: 160pt;" width="213"> <col style="width: 48pt;" width="64"> <tbody><tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt; width: 160pt;" width="213" height="20">Date</td> <td style="width: 48pt;" width="64">Close</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Wednesday, January 02, 2008</td> <td align="right">56.32</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Thursday, January 03, 2008</td> <td align="right">57.65</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Friday, January 04, 2008</td> <td align="right">57.2</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Monday, January 07, 2008</td> <td align="right">58.4</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Tuesday, January 08, 2008</td> <td align="right">58.9</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Wednesday, January 09, 2008</td> <td align="right">58.74</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Thursday, January 10, 2008</td> <td align="right">57.75</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Friday, January 11, 2008</td> <td align="right">57.03</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Monday, January 14, 2008</td> <td align="right">57.33</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Tuesday, January 15, 2008</td> <td align="right">55.74</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Wednesday, January 16, 2008</td> <td align="right">54.49</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Thursday, January 17, 2008</td> <td align="right">53.46</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl63" style="height: 15pt;" align="right" height="20">Friday, January 18, 2008</td> <td align="right">53.25</td> </tr> </tbody></table>these are sample data for company 2(Asia, sector 2)'s closing share prices.
<table style="border-collapse: collapse;" border="0" cellpadding="0" cellspacing="0" width="338" height="418"><col style="width: 160pt;" width="213"> <col style="width: 48pt;" width="64"> <tbody><tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt; width: 160pt;" align="right" width="213" height="20">Wednesday, January 02, 2008</td> <td style="width: 48pt;" align="right" width="64">14.24</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Thursday, January 03, 2008</td> <td align="right">14.36</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Friday, January 04, 2008</td> <td align="right">14.06</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Monday, January 07, 2008</td> <td align="right">13.92</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Tuesday, January 08, 2008</td> <td align="right">13.94</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Wednesday, January 09, 2008</td> <td align="right">13.79</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Thursday, January 10, 2008</td> <td align="right">13.39</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Friday, January 11, 2008</td> <td align="right">13.43</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Monday, January 14, 2008</td> <td align="right">13.43</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Tuesday, January 15, 2008</td> <td align="right">13.01</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Wednesday, January 16, 2008</td> <td align="right">12.71</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Thursday, January 17, 2008</td> <td align="right">12.55</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Friday, January 18, 2008</td> <td align="right">12.3</td> </tr> </tbody></table>these are sample data for company 3(Non-Asia, sector 1)'s closing share prices.
<table style="border-collapse: collapse;" border="0" cellpadding="0" cellspacing="0" width="343" height="455"><col style="width: 160pt;" width="213"> <col style="width: 48pt;" width="64"> <tbody><tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt; width: 160pt;" align="right" width="213" height="20">Tuesday, January 01, 2008</td> <td style="width: 48pt;" align="right" width="64">247.9</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Wednesday, January 02, 2008</td> <td align="right">243.3</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Thursday, January 03, 2008</td> <td align="right">254.85</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Friday, January 04, 2008</td> <td align="right">261.25</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Monday, January 07, 2008</td> <td align="right">260.85</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Tuesday, January 08, 2008</td> <td align="right">251.45</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Wednesday, January 09, 2008</td> <td align="right">252.8</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Thursday, January 10, 2008</td> <td align="right">241.8</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Friday, January 11, 2008</td> <td align="right">239.2</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Monday, January 14, 2008</td> <td align="right">241.05</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Tuesday, January 15, 2008</td> <td align="right">240.2</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Wednesday, January 16, 2008</td> <td align="right">231.65</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Thursday, January 17, 2008</td> <td align="right">234.7</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Friday, January 18, 2008</td> <td align="right">222.8</td> </tr> </tbody></table>these are sample data for company 4(Non-Asia, sector 2)'s closing share prices. <table style="border-collapse: collapse;" border="0" cellpadding="0" cellspacing="0" width="361" height="452"><col style="width: 160pt;" width="213"> <col style="width: 48pt;" width="64"> <tbody><tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt; width: 160pt;" align="right" width="213" height="20">Tuesday, January 01, 2008</td> <td style="width: 48pt;" align="right" width="64">4950.5</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Wednesday, January 02, 2008</td> <td align="right">5073.8</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Thursday, January 03, 2008</td> <td align="right">5093.75</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Friday, January 04, 2008</td> <td align="right">5379.4</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Monday, January 07, 2008</td> <td align="right">5295.95</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Tuesday, January 08, 2008</td> <td align="right">5151.45</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Wednesday, January 09, 2008</td> <td align="right">5058.5</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Thursday, January 10, 2008</td> <td align="right">4927.35</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Friday, January 11, 2008</td> <td align="right">5055.7</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Monday, January 14, 2008</td> <td align="right">5017.65</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Tuesday, January 15, 2008</td> <td align="right">4902.65</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Wednesday, January 16, 2008</td> <td align="right">4792.95</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Thursday, January 17, 2008</td> <td align="right">4656.45</td> </tr> <tr style="height: 15pt;" height="20"> <td class="xl65" style="height: 15pt;" align="right" height="20">Friday, January 18, 2008</td> <td align="right">4382.3</td> </tr> </tbody></table>end-result of the pivot table (all 4 companies combined):
this pivot table should allow data analysis/filter based on
i. by year: All, 2009, 2008,....
ii. by market sector: All, Asia, Non-Asia,....
iii. by industry sector: All, sector 1, sector 2, ...
iv. by month: All, Jan,...., Dec
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samplepivottable-1.jpg


then from this pivot table, how to create pivot chart?
end-result of the pivot chart:
samplepivotchart-1.jpg



please help!
thank you very very much! :)
 

Excel Facts

Waterfall charts in Excel?
Office 365 customers have access to Waterfall charts since late 2016. They were added to Excel 2019.

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