Anchoring Pivot Chart And Slicer Without Locking Entire Worksheet?
Jul 19, 2012
I am trying to create a "dashboard" style report using a pivot table and pivot chart with slicers. All of these objects (table, chart and slicers) are in the same worksheet. However, the users of the report (read executive management) are not very Excel savvy and I want to protect the format of the report. So, I want to protect the sheet and only allow access to the Pivot table options. However, in order to make the slicers usable, it appears that I have to allow them to edit objects. This unfortunately means that they can then move those objects (the Slicers and Chart).
I am looking for a way to lock the slicers and pivot chart in position. I have already accounted for column width changes created by modification of the pivot table parameters by selecting the "Don't move or size with cells" option under PivotChart Tools > Size > Format Chart Area > Properties > Object positioning. This is the default/locked-out setting for the slicers.
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Jul 17, 2014
I have this problem which I have simplified below:
Sheet 2 contains a Pivot table. One of the report filters is "Month-Year" (Eg, May-14 - in date format 'mmm-yy') which is selected by a Slicer on sheet 1.
Cell D1 on Sheet 2 contains a formula which calculated/displays the mmm-yy of the same period last year (eg May-13).
I want a code so that when I select the 'Month-Year' Slicer to filter the pivot table on Sheet 1 (eg to May-14), another Pivot on Sheet 3 is filtered with the previous year mmm-yy (May-13).
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Jan 31, 2014
I have a list box contains of customer name and I used that to set up formula based on your selection in the list box. However, I wonder if there is a way that can select multiple customers in the list box and it will add up all that customers from your multiple selection like in the pivot slicer. I don't know if we have any formula that can do that complicated thing.
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Dec 31, 2013
I am currently working with a pivot table someone else created. The data set has dates only, in the correct format. The slicer has the dates categorized by month and excludes the dates in which there was no data.
Here is my problem: I added a few new months of data. Everything is calculating just fine in the Pivot table. However, my slicer where I should be able to pick the month now has these months listed as all their individual dates. I want to put the December dates under "December" and so on. The data that was present before I loaded anything additional still has this feature.
How do I group these dates, to be able to them as months? By the way, the grouping function is grayed out.
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Feb 20, 2014
I created a macro to create the beginning of a pivot table- just the rows and slicers, because when I tried making a longer macro to create the entire pivot table (formatting, etc) I couldn't get the macro to work.
So I do get all the vertical rows I want, and I do get all the slicers I want. But I get blank space. I think this is because the pivot table is created from another tab, and the length of data in that tab will vary from file to file (I'm doing another 30 or so of these, all with varying amounts of data, but the same data categories).
Anyway, I get slicers, but in addition to getting the categories I want, I also get "(blank)" below the names in the slicers. Is there a way to add some code to the macro to remove the blanks so I don't get this field?
I have copied and pasted the macro below, with identifying data changed.
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May 2, 2013
I have multiple pivot tables with different data source. I wish to have one slicer which control all the pivot tables. I would have one common colum for all the pivot tables which is the one i wish to control for instance the person in charge. Note that all my pivot tables are from different data source. how to do it?
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Sep 26, 2013
I have two pivot tables, both of which source the same sheet of data. Each record in the data has two fields, Region ID of person and Region ID of facility, that reference the same list of Region IDs via vlookup (it's just numbers 1-12). Either one or both can be blank. One pivot outputs counts by person Region ID, and the other, by facility Region ID.
Using a combination of nested IF statements and vlookups, I tried making a third Region ID field that could be used as a slicer to control both tables, but what I end up with is an undercount in one of the tables. The only thing that works so far to output the correct counts is having two separate slicers, the facility Region ID being the slicer for one and the person Region ID being the slicer for the other. If the end user wants to see counts for one Region ID, they have to manually set one slicer equal to the other. But what we want is just for the end user to be able to control both tables just by pushing a single number, Region IDs 1-12.
I can make one of the slicers hidden but then how do I get the hidden slicer to automatically select Region ID values equal to the nonhidden slicer? Alternatively, I could somehow program a combo box or list to control the two different slicers, then the slicers would be hidden and the user would see only the combo box/list. (I guess in either of these alternatives, I could just use a report filter instead of a slicer; either way, I still have to get items in one to automatically select based on the user's selected items in another).
FYI, some of the options I looked up involved PowerPivot, which I do not have access to. VBAs/macros are ok.
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Mar 28, 2014
I' have two slicers that each control two pivot tables. The slicers both are for the same field ("Department") but I guess the pivot table structure differences don't allow me to simply have one control all four tables.
Since both slicers contain the exact same options from the same field on the same origin table, I would like to problematically ensure that when department "A" is selected on slicer1, it is also selected on slicer2. When departments "A, B, & C" are selected on slicer1, the same are selected on slicer2. When filters are cleared... you get the picture.
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Mar 15, 2013
I have a Reporting workbook I designed. There is a "Parent" workbook with the following design.
It has 6 Pivot Tables on a Sheet called "Data"
It has 6 Pivot Charts that were created from these tables on a page called "Summary"
These 6 Pivot Charts are all linked through a pair of slicers.
There is a "control" page which has instructions and buttons that trigger "Refresh All" and "Create Child Workbok".
This design is so that someone unfamiliar with excel could conceivably create the final product.
Essentially I have written/put together VBA to Create a new workbook "child" which has should be a funcitoning copy of the "parent".
The problem is the copiedmoved (I have tried both) Pivot Charts no longer update/refresh when the pivot tables change. I have script that reconnects the Pivot Tables to the Slicers. Slicers are fully funcitonal. Links in cells are fully functional.
Some of this code might look familiar.
Code:
Sub createWB()
' Copies VBA modules, Calls
Dim wbNew As Workbook, wbT As Workbook
Set wbT = ActiveWorkbook
On Error Resume Next
Kill ("PATHmod1.bas")
Kill ("PATHmod2.bas")
[code].....
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Dec 19, 2008
My boss wants me to design a dynamic, updatable chart in Excel 2003. I initially made a Pivot Chart based on a Pivot Table which worked perfectly, but it doesn't look professional enough when printed (or viewed) and she wants me to approach it a different way.
So, I created a graph based on the data in a Pivot Table, and used dynamic ranges as the source for the graph series so that the chart updates when the criteria fields are changed for the Pivot Table. I then added two combo boxes (ie data validation lists) to the Chart sheet, and wrote VBA code so that whenever the combo box values are changed, the Criteria fields for the Pivot Table on the 2nd sheet are updated accordingly, and this in turn causes the graph to be updated as well.
This solution also worked perfectly, but now I've been told to create the graph without macros.
Does anyone have any suggestions? The requirements/details are as follows:
1. The Pivot Table is on sheet "PIVOT", and the graph is on sheet "GRAPH"
2. The Pivot Table has two criteria - School Name and Year Level
3. On sheet "GRAPH" there are two data-validated fields, School and Year, which only allow the selection of valid Schools and Year Levels
Is there any way to make the Pivot Table update when values are changed in the fields on the CHART sheet so that the chart also updates, but without using code nor a Pivot Chart?
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Mar 21, 2007
1) i have office 2003 on a laptop. within powerpoint, i can create a 'microsoft excel chart 11' object. to create a link to the excel data source, do i have to go through the odbc sql setup? it works, but i don't want my powerpoint to be dependent on some excel file somewhere. what are the other options to insert/make a functional pivot chart in powerpoint with the data also within powerpoint? the data as sheet option does not result in the chart being a pivot, it's just a plain chart. it has to be a proper object, not an image paste or a chart that updates links with the excel file open.
2) i have office 2007 on my other laptop. i can not find any suitable object to choose from to make a pivot chart in powerpoint. what's the best way to go about in 2007 version?
3) am i going about this the wrong way with the objects? should i be after vba code?
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Aug 29, 2013
So I was wondering if it were possible to completely lock a pivot table, almost like protecting the sheet, but to allow the report filter field at the top of the table to be used. So what I'm trying to show is our net rev accounts in the rows & quantity and amounts as the value all fixed and unable to move about or drill down; but then have our product titles at the top in the report filter which you can still use to be able to select specific products.
I understand that I could make a big old page of drop down lists and vlookups and sumifs etc etc, but surely the above would be way quicker, plus I wouldnt have to bother checking it all works regularly!
I'm currently running this macro, which nearly does the job, but the data and row labels are still able to be manipulated. So... changing the macro, or doing something completely different?
Sub KillPivot()
Dim pf As PivotField
With ActiveSheet.PivotTables(1)
[Code]....
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Mar 15, 2007
I have a problem where a client is asking to have an Excel Spreadsheet completely secured. In itself this is a relatively painless exercise, but the problem lies in the fact that the workbooks have a lot of cross-sheet navigation by way of internal Hyperlinks.
My first thought was to unlock the cells that contain the the Hyperlinks and then allow selecting unlocked cells in the sheet protection properties, but this has an adverse affect in that it means clicking anywhere on the page will execute the hyperlink as if you had clicked on it directly. This isn't going to be sufficient in this case.
The Hyperlinks are simply added to the cell itself, but there are a lot of them and this template may be processed and updated up to 1000 times a month, so I need something that can handle being automated. My only other thought is to hand the document over to Acrobat and PDF it to allow security, but automating PDF creation is testy at the best of times.
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Apr 18, 2013
How can I add missing values to the axis in a pivot chart line chart? I have a numerical X-axis with values such as 0,1,5,8,14, etc. I have another set of Y values that correspond to the X values. If this was an XY-scatter plot I'd be able to plot X vs. Y and connect the dots for "gaps" in the X values. Since it's a pivot chart I cannot use an XY-scatter plot, I can only use a line chart. The line chart doesn't give me the ability to add the "missing" values, so it gives the impression that my data is more closely packed than it is. The data source is external to my spreadsheet, so I cannot add the values before creating the pivot table/chart.
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Jan 4, 2010
I have been assigned the task of creating our new integrated time and leave sheet in Excel 2007, previously we had 2 sheets, one for times and one for leave.
The problem I have is that I need to protect the authorisaton columns therre are 2 one for AM and one for PM, so that only Managers can authorise leave by inputting a password and then initialing the leave.
What I then need to do a the end of each month is for the manager to be able to click a Button with a Macro which will then lock the whole worksheet so that employees cannot change their times after the manager has checked the sheet.
I can lock the authorisation columns and password protect but I have to enable protection on the sheet, when I do this I cannot then figure out a way of running a macro which will then protect the whole sheet and assign a password to it so it cannot be changed after being checked and signed off.
I have tried to create a macro (button) to remove the protection on the 2 columns and then reapply protection to the whole sheet with another button but to no avail.....
If anyone has any suggestions I would be eternaly greatful.
Passwords on the sheet for the different buttons are abc or cobra.
You can download my Spreadsheet here.
[url]
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Aug 15, 2006
I have created quite a nice little macro that;
drills through a lot of key figures, updates a pivot chart and copies the chart to powerpoint.
However it crashes on one particular data set every time with this error:
Run-time error '1004':
Unable to set the _Default property of the pivot item class
The code where the debugger stops is the last line below here.
lngKpi = Sheets("Helpfile"). Cells(lngRow, 2)
Sheets("Charts").Select
ActiveSheet.ChartObjects("DK").Activate
ActiveChart.PivotLayout.PivotTable.PivotFields("KPI # (overall").CurrentPage = lngKpi
I can manually change the pivot chart to the keyfigure it crashes on and thereby workaround the problem in the macro. Also it works for more than 50 other keyfigures without problems.
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Feb 26, 2010
I have an Excel WorkBook with 100 WorkSheets.
Each Worksheet has a unique identifying label - "Requirement Number"
Within each worksheet is free form text data of the following categories:
Requirement: 10358
Title: Customer requirement 1
Text: This describes the requirements for a product for the customer[code].....
The text of the categories may begin in column A or B
What I need is a macro that will search each worksheet for a category, e.g., "Configuration:", copy the row where the keyword "Configuration" is found, and then have that row transposed and pasted to another WorkSheet (e.g., "Extracted Data") cell.
Data extracted from the next Worksheet would begin a new row in "Extracted Data"
Example:
Requirement1 Title Text Verification Method-Level ...
Requirement2 Title Text Verification Method-Level ...
Requirement3 Title Text Verification Method-Level ...
The Requirement# is best extracted from the WorkSheet tab since some of the worksheets are missing this information.
I can provide an example spreadsheet, however, I was not able to figure out how do that in this post.
I found a thread similar to this problem:
find and copy row
However, it only finds, copies and pastes for one keyword.
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Feb 26, 2010
I am looking for a solution to an otherwise very tedious problem.
I have an Excel WorkBook with 100 WorkSheets.
Each Worksheet has a unique identifying label - "Requirement Number"
Within each worksheet is free form text data of the following categories: ...
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Oct 10, 2008
I recently posted a thread on locking one cell if another had a value in it, and vice versa for the other cell. I got this great response (thanks se1429!) and it works GREAT, but I failed to mention that the worksheet is password protected. It asks for a password when I enter a value in one of the cells. I just need help adjusting this code so I can put my password in the code and allow the worksheet to unlock and lock at will by using this password.
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May 16, 2006
Please look at the sample workbook below. The chart you see below is fine BUT I would like in a pivot table chart, so I could select any days on the pivot chart. I have tried it to do it myself but for some reason the time is not displaying on the pivot chart correctly. Any help please ?
P.S. If not possible then can we add a scroll bar or something?
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Aug 12, 2006
I have created a pivot table and chart. The pivot chart consists of three sets of data from the pivot table. Two of the data sets are lines and the third data set is displayed as columns. I made the third data set into columns by right clicking on the data series line and selecting chart type. I change the chart type for that data set to a column and it worked great. The only problem is that when data is refreshed in the associated pivot table, the entire chart turns into columns with completely different formatting. Does anyone know how I can maintain the graph with the two lines and one column data set when I refresh the data?
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Aug 16, 2013
I am using Excel 2010. I have a pivot table where I want to highlight the ENTIRE row where a certain cell value equals something.
In essence I want all the Material Subtotal Rows highlighted "Orange" But as you can tell from the picture below I am having issues with the Body of the Pivot table. I have the formula checking to find whenever it finds the word total to highlight it.
The example below is showing how I need the row to be formatted. I can get the Data (Units) section formatted no problem. It is just the other part of the pivot table that I cannot format.
For the columns from Material to SAP # I have been trying to use Dynamic Name ranges using the Offset function. However, excel turns that Name range to a range and if I filter the pivot table, it adds extra ranges to the Applies to box and starts to really mess it up.
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Jul 7, 2014
I have a pivot table that I created and now I want to use the same pivot cache to create another pivot table instance on a different worksheet. how can I do that? My first worksheet gets saved as "OO By buyer" and now I want to create a new worksheet and drop the next pivot there.
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Feb 23, 2014
Basically every month I keep a track of my sales in a spreadsheet.
I've attached a sample file : Discrepancy Form.xlsx
Sometimes I don't get paid correctly. So rather then filling everything in manually, I want to simply put a "Y" (for yes, there's a discrepancy) or "N" (for no, there's no discrepancy" next to worksheet "Sales" but then have it display the values in worksheet "Discrepancy."
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Feb 13, 2008
I have a worksheet (will be the last worksheet) that I want to use as a template for further worksheets.
I want the user to be able to run a macro (?) and copy the entire worksheet and then insert it to the right of all the worksheets as many times as needed.
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Mar 31, 2009
I've a worksheet where I maintain the IT tickets that I handle. Whenever, the I column is updated with Implemented/Closed, the entire row should be copied to a new worksheet.
I've tried with other VBA scripts provided, but was not success with the same.
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Mar 31, 2014
So I have an option on my userform that the user input selected.
I need the data once written to the worksheet [Master] to move based on cell AD [Customer Divert / TBP Divert / Failed Delivery]
Example: Row 12 has Customer Divert in cell AD I need to keep a copy on the master sheet but also copy the entire row to the customer divert sheet.
Need code and here to input in the Code sheet?
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Jun 29, 2006
I want to run a macro that looks thru column F of all my worksheets (in my entire workbook).
If it finds an x then I want it to copy that entire row and paste it into a worksheet called "old" or a new worksheet or a new document in word (it doesn't matter - just whatever is easiest for my little brain to understand).
I should end up with about 40 rows of data in the new sheet.
(I have some code that looks thru it all and colors the cell blue but I just don't know how to get it to copy and paste the entire row into a new worksheet.)
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Dec 27, 2006
I have a worksheet thats makes things easier by sorting to users needs. heproblem I have is I have totals in columns p:AJ rows 1:3. How can I prevent the user of sorting the whole worksheet. Most of my users have basic Excell understanding so sorting is usually the whole page. I've tried hiding and protecting the columns but must be doing some thing wrong. I just need them to only be able to sort column A:N. I'm already working on moving totals to a separate sheet to I know this will work but curious for future worksheets.
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Dec 3, 2013
Im using slicers of a pivot table which has been generated from a sheet containing around 50 rows of data - not a lot of information. I deleted the information, then started re added information. I then refreshed the pivot table which worked but the slicer still contains information that I input a week ago. I deleted the slicer an cretaed a new one but again, it still contains data from a week ago even thought the pivot doesn't. How to make the slicer refresh to show contains of the pivot?
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