Instead of Excel creating a new sheet when I double click on the results of a pivot table, is it possible to just filter the results of the original source data's sheet?
Here is my situation, I have source data that needs to be updated after someone double clicks on the pivot table data. They won't be able to update the source data if it just creates a new sheet (since it's a copy).
I'm running Excel 2003.
I'm using Excel 2010 and I applied a Data Filter to a simple table. I then messed around with the drop downs in each column, sorting the data by different criteria. After doing this, is there a simple way to get the table to revert back to its original order/form?
View 3 Replies View RelatedI have a range of data that is added to constently. I named the range "Download" and defined it as =Indirect(Sheet1!B3) where Sheet1!B3 has another formula which produces the range of the data. I want to apply the named range to a pivot table so that when it updates, the range is updated as well but i'm not sure on how to do this. I put the word "download" in the range input of the pivot table wizard but it results in an error and doesn't complete. how can i set the pivot table's range to the named range that I defined?
View 5 Replies View RelatedOur Finance office created a spreadsheet with pivot tables. Attached is the file. In the Presentation tab, using the filters, values will be changed. Once changed, they want a way to reset the filters to their original settings. They, and I, are having no luck with this.
View 5 Replies View RelatedI have a list of S/N with Pass/Fail result next to it. A specific S/N can appear several times in the list:
SN...Result
-------------
111...FAIL
111...FAIL
111...FAIL
111...PASS
222...PASS
333...FAIL
333...FAIL
When creating a pivot table of SN vs. Result (count) I get:
****|FAIL...PASS
-------------------
111..|...3.....1
222..|..........1
333..|...2
I want to get the FAIL count of SN in which PASS > 0 (First two rows)
BUT I can not figure out how I can filter based on the values of the pivot table itself (rather than the values of the original list). When I try to use 'Result' field as report filter, I can not get it as a Column label (and vice-versa). In this case I get:
I get:
****|PASS
------------
111 | ...1
222 | ...1
Desired:
.......|..FAIL..PASS
-------------------
111 |...3...1
222 |........1
Desired (alternative):
......|..FAIL
-------------
111 |...3
222 |...0
I am looking at a way to create a dsitributable excel spreadsheet (.xlsx), which contains non-sensitive, yet restrictied organisational information segmented by regional department for NCSA, EMEA for APAC respectively.
By design, all data has been collected in a datatable on a password protected "data" sheet - and - presented on an "executive summary" sheet. T
The "executive summary" sheet contains a privottable with select "multiple options" to allow for aggregated dataviews on executive level. However, on a regional department level, the users must only see their own regions, hence the filtering mechanims on the pivottable should be restricted.
Currently, the restrictions on the pivot tables are made in VBA, using the following script. However, it still allows people to change the "multiple options" filter in the pivot. How can I restrcit this option
Sub RestrictPivotTable()
Dim pf As PivotField
With ActiveSheet.PivotTables(1)
.EnableWizard = False
.EnableDrilldown = True
.EnableFieldList = True
.EnableFieldDialog = False
.PivotCache.EnableRefresh = False
For Each pf In .PageFields
[code].....
As a sidenote; the above design requires that a spreadsheet is compiled for each region each month. Ideally, the ability of filtering, could be password restricted - or - filteren. So only one selection would be presented for the NCSA, EMEA and APAC respectively, while Executives could view across one-or-many regions? However, as Pivot tables are used by design, I cannot see how this could efficiently be achieved?
I found this code and am trying to use it to update the filter in my pivot table (sheet 6), based on the data validation selection in sheet 1, but when I make my selection on sheet 1, nothing happens.
Private Sub Worksheet_Change(ByVal Target As Range)
Dim ws As Worksheet
Dim pt As PivotTable
Dim pi As PivotItem
Dim strField As String
strField = "Region"
[code]....
On a sheet called, "Details", I have a pivot table that has three fields in the column area, Calendar type, Description, and Dates. I want to filter the pivot table based on a label filter in the Dates column. The filter should be between two dates (in D4 and D5) that are entered on another sheet and passed to the Details sheet through formulas in cells D4 and D5.
I have attached the following code to a button on a different sheet.
The code successfully filters for the employee name (which is a report filter in the pivot table) which is in a named cell.
I am having trouble with passing the start and end dates to my pivot table filter. I do not get any errors, the filter is simply blank.
Private Sub CommandButton3_Click()
Sheets("Details").Select
Dim pt As PivotTable
Dim Employee As String
Dim SDate As String
Dim EDate As String
[Code]...
How to use COUNTIFS Function only for the visible Data after applying filter.
Ex:=COUNTIFS(A:A,"Ret",P:P,"M")-COUNTIFS(A:A,"Ret",P:P,"M",B:B,"") it gives d result including hidden data, but i want it only for visible data after applying filter.
I have made a pivot table and I dlike to identify with a macro the documents with net value over 1000. Then extract these values next to the respective sales documents in an are near the pivot table somewhere. The fields are called Document and Sum of Net value. Of course the pivot is very variable one time it has 3000 records and another 5000.
View 9 Replies View RelatedI am trying to filter onto Date field in my pivot table with a start date and an end date with VBA (please find code below).
However, my code single makes all pivot items invisible.
Bascially, in cell B1, I have my start date i.e. 05/04/2013 and end date in cell C1. I would like to filter out only items within these dates.
VB:
Sub PTFilterTest()
Dim ptPvt As PivotTable
Dim ptFld As PivotField
Dim i As Long
Dim dtBegin As Date
Dim dtEnd As Date
[Code] .....
I'm trying to have a command button clear all filters on a pivot table (PivotTable1) and apply a new filter equal to a cell value (C4). If the cell value can't be found I want the filter to equal "No Meeting". I'm trying to recycle the code from another workbook I built a long time ago, I just can't get it to convert to this application.
Code:
Dim County As IntegerDim pvtTable As PivotTable
Dim pvtField As PivotField
Dim pvtItem As PivotItem
[Code]....
I have a list of names and a count column, So it counts how many times the names have appeared from my raw data. Simple.
Using excel 2003 what i would like to do is filter the pivot table so it only shows people with a >1 count.
Now in excel 2007 this is really easy and i can just apply a >1 filter. I can't work out what to do in excel 2003.
On a worksheet, I created:
- a list of data
- a pivottable based on these data
When moving this worksheet this worksheet to another workbook, the pivot table can't refresh anymore. This throws an error message "Reference is not valid". To work around this problem I need to adapt the datasource. The same occurs if the list and the pivot table are on separate sheet, with the added strange behaviour that, when data an PT are split, it is not possible to move both sheet together.
This would not be a big issue if my problem had to be solved manually. The real problem is that I need to move the sheets from a C# program.
I have a huge excel file. This file contains Projects, Project Manager, departments and sales for different quarters. Each department has sales and the quarter the sale was done. Now I want to create a pivot table where I can see the sales for each quarter for each project or each project manager. Attached file may elaborate the problem. ShaA1.xlsx
View 9 Replies View RelatedI've created a PivotTable using VBA that contains hundreds of PivotItems, which would look bad when a PivotChart is made.
I'd like to set the PivotTable to make visible only the first X items (let's say 10). How would I do this in VBA?The macro recorder gives me the name of the PivotItem, but this varies so I'd like to use an index:
VB:
ActiveSheet.PivotTables("PivotTable4").PivotFields("UWI").PivotItems("Item1").Visible = False
ActiveSheet.PivotTables("PivotTable4").PivotFields("UWI").PivotItems("Item2").Visible = False
I want my report title is more dynamic which is based on the pivot table's <Status Date> filter. It mean if I select the <Status Date> filter option as 6-23-2014. Then the report title will automatic update as "Statistic Report 6-23-2014" instead of I have to change the date each time I run the report.
View 1 Replies View RelatedI am trying to loop through each pivot item in the pivot table filter called 'COMPANY_NAME'
This is the code I have so far but get an error on line 'PvItemL.Visible = False'
[Code]......
I have this code for setting a filter on my pivot table to show all data occuring after a certain date. Is there a way to add code so that instead of it saying "Value1:="31/10/2011"" that it would work out the last day of the current month and use that.
Something like:
Code:
=EOMONTH(TODAY(),0)
Code:
ActiveSheet.PivotTables("PivotTable1").PivotFields("Date_CDD").PivotFilters. _
Add Type:=xlAfter, Value1:="31/10/2011"
Sheets("SRS Pivot").Select
I need to filter a pivot table based on a field property. Sort of strange, but the database I get the PivotTable data from returns the Week in the accounting month. as the field name. It has several properties which I have figured out how to expose including the period end date. Now I need to figure out how to filter the PT based on that.
The following shows the property:
Code:
ActiveSheet.PivotTables("PivotTable4").CubeFields("[Time]").AddMemberPropertyField Property:="[Time].[Week in Month].[End Date]
Now if I just knew how to filter with that value I could move on the the next issue ....
I have a summary worksheet, which has a drop down cell. on another tab I have a few pivot tables, is there a way I could get one of the pivot tables to auto filter based on the selection in the summary worksheet?
View 1 Replies View RelatedI have a pivot table, where the rows are product names, and there are two column fields: quantity and money.
I want to filter the pivot table to only show data where the amount of money equals zero. This is easily done with a Value Filter.
I also want to filter the pivot table to only show data as applicable to certain product names. This is easily done with Label Filter.
However, I cannot get both of these filters to stick at the same time. When I add one, the other is removed.
How to use an array of multiple values in code I want to use the array of values "jan" "feb" "mar" in the code instead of "jan"
Code:
Private Sub Worksheet_Activate()
ActiveSheet.PivotTables("Pivottable1").PivotCache.Refresh
ActiveSheet.PivotTables("Pivottable1").PivotFields("cat").ClearAllFilters
ActiveSheet.PivotTables("Pivottable1").PivotFields("cat").PivotFilters.Add _
Type:=xlCaptionDoesNotEqual, Value1:="jan"
End Sub
I have two fields where users enter a security identifier (cell P1) and the declaration date (cell P2) and i'd like to be able to pull all the records from the master table (A1:K10) where the security id matches (column H) and the request date (column C) is <= the declaration date (i've attached a sample file for your reference). I tried using a pivot table but it doesn't let me filter for "less than or equal to" values for the request date.
View 2 Replies View RelatedI have a problem that I'm sure requires the most elementary fix. I have exhausted google on this. All I need is a drop down list for each value field. See picture attached.
View 1 Replies View RelatedI have a macro to refresh all pivottables in my workbook. Each pivottable source from the same data pool - in addition I have a filter on each pivottable. Is there a way to fix this filter, such that once the source data is updated, the filter doesn't change? Or to only refresh the "data" in the pivottable?
My code for refreshing all pivottables is given below.
Dim pvt As PivotTable
Dim sh As Worksheet
Application.Calculation = xlManual
For Each sh In Worksheets
For Each pvt In sh.PivotTables
pvt.RefreshTable
Next pvt
Next sh
Calculate
Application.Calculation = xlAutomatic
I have a list of customer satisfaction scores that are pulled in from a sharepoint list. The list is then used to create a pivot chart that is used in a web part on a dashboard in sharepoint. The chart is supposed to show average customer satisfaction scores per category per month.
The problem I have is that I can't filter the categories using a slicer, I can only filter the categories' values (i.e. the scores). I can filter by date though.
When I try to filter the various score categories/series (Support, Change Management etc) I only get the option to filter their values i.e. 1,2,3,4,5.
I want to be able to use a slicer or similar to be able to display either all of the series or just selected ones.pivottable.JPGpivotchart.JPG
I use a spreadsheet to extract data from an access database. When the data is extracted it has about 10k line items and one of the columns displays the date. I formatted the cell to simply display the month (Jan, Feb, Mar, etc). When I create a PivotTable with the 10K line items each line displays the month. When I use the date as a filter it displays every single lines month in the filter box. Is there any way I can combine the months in the filter box so that each month would only display once collectively instead of for each line item?
PT.jpg
I have a workbook with several worksheets and several pivot tables. Based on the selection from a drop down box on the first tab, I want to automatically filter pivot tables on subsequent tabs. Is that possible?
View 2 Replies View RelatedFrom what I understand there's no way to do this without using macros. I would perfer not to use macros, but I need my PivotTables to auto-refresh anyways and apparently that will require a macro, so oh well. I'm very new to macro coding so I can't seem to successful apply any of the previous threads about this to my sheet.
I just need my pivot table on sheet "Customer" to filter the customer field based on the value in cell C1. Also I need to make sure the sheet doesn't "freak out" if the value in C1 is either blank, or is a customer value which doesn't exist in the table. Preferably in this scenario it would display nothing on the pivot table, but I don't know if that's possible. I want the sheet/macro to allow an invalid filter value in C1 just so the sheet doesn't lock up until it is corrected.
I also need my workbook to auto-refresh all the pivot tables is that's easy to code in as well.