Change Pivot Table Report Filter From Userform Textbox / Combobox
Aug 17, 2013
I've prepared an excel file with a pivot table. Now I would like to change the Pivot "Report filter" by using combobox on userform.
Sample Data
ID
NAME, INIT
GENDER
DEPT
SALARY
DOH
LOCATION
RAISE
1
Smith, J.
F
Sales
$41,250.00
2/2/1982
Boston
$45,375.00
[Code] .....
VB:
Sub CreatePivot()
Dim objTable As PivotTable, objField As PivotField
ActiveWorkbook.Sheets("Employees Data").Select
Range("A1").Select
[Code] .....
Error:
Private Sub ComboBox1_Change()
ComboBox1.Value = objTable.PivotFields("DOH")
End Sub
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Aug 16, 2013
I've prepared an excel file with a pivot table. Now I would like to change the Pivot "Report filter" by using Textbox on Userform. I've attached an excel file as an example.
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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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May 28, 2009
I have a pivot table created from a data table with three columns: Date, Sales, and Customers. I have the Date column in the Report Filter and I want to change the date based upon a value in a cell range named Date, of all things. The pivot table is located in another worksheet and the range Date is changed by a spin button in the active worksheet.
My code is:
Sub ptDate()
Dim pt As PivotTable
Set pt = Worksheets("Pivot Tables").PivotTables("PivotTable1")
pt.PivotFields("Date").ClearAllFilters
pt.PivotFields("Date").CurrentPage = Range("Date")
End Sub
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Aug 8, 2012
I was wondering if it is possible to create a custom pivot table report filter? I would like to take an existing pivot table report filter and manually add values into it. I would like to do this because I have multiple pivot tables, some with the same values and some with different values and I have a VBA code from Contextures that applies a mass filter to all fields with the same name. So if i could manually add values into one report filter, I could filter from one location and have all my pivot tables update at the same time if they contain the value that i would like to filter by.
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Feb 20, 2012
Is it possible to set up the second level of a report filter based on the value of the first report filter. I have a pivot table that needs two report filters: first is the location and the second is the department. What I want to do is have the user be able to select the location and then only show valid departments for that location. I know that this is possible if I set up a form and have the second field be a query against the first. I can create a calculated field but I cannot put that in the report filter area.
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Nov 11, 2013
I have a pivot table with the following items;
Report Filter = Project Names & Dates (filtered on 2 fields)
then the pivot table of data shows
Dept, Sum of Hours, Sum of Total ($), Sum of Days
When you click on the drop down to adjust the filter for the Date it gives you the whole list of dates, day by day as it is in the source data.
Is there a way to make it in the filter by month and year, the way it would in an ordinary filter. So if I wanted to have the pivot table show only the values with an October date I can, rather than having to deselect all and then individually check the boxes for the 1st through to the 31st of October.?
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Jun 19, 2013
I'm trying to use a List Box to select multiple items on my Pivot Table but I can't seem to get it to work. Its the Report Filter part of the pivot table.
When the list Box is set to fmMultiSelectSingle it work and selects the indivdual items, but I need it set as fmMultiSelectMulti for if i'm also needed to select multiple items. (which doesn't seem to work!)
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Jan 10, 2014
I have a perfectly working pivot table and I would like to make some graphs based on the report filter. My report filter has 4 categories, with each more than 10 sublevels.
When I make one pivot graph/chart, this goes fine, the data is ok, and I am happy. But one I make a second, and thus adjust the report filter, the first graphs changes according to the filter. I dont want that to happen
Ultimately I would like a powerpoint presentation with multiple charts, based on one table, with different report filter filters. Updated ONLY on the values, not the filter.
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Mar 4, 2014
I have an issue with a Pivot table: I am using the 'show report filter pages' function and prior to this I have ensured my character length of that field is equal or less than 31 however when I hit the function the tab names are shortened to 26.
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May 29, 2014
Any way to create a calculated field in an Excel 2010 pivot table that will find all the Transaction Types (Report Filter) with "transportation" in them and make the field Quantity 0 and leave all other quantities the same? I do not want the quantity of transportation added in twice and may not have the flexibility of adding a column to the raw data.
I used the formula below in a calculated field and it does not match the values using the added column to the data file.
=IF(ISERROR(SEARCH("*transportation*",'Transaction Type')),Quantity, 0)
I am trying to get the sum of Quantity field to equal the AdjQuantity field using a calculated Pivot field and not add a new column to the data.
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Jul 21, 2011
I have a set of four pivot tables on a sheet that I need to programmatically change a Report Filter (Page Field) so I can create sets of reports in an automated fashion. This will be the first step in that process. The change will involve choosing > 1 Role each time the code loops through based on Named Ranges I've defined that are associated with that Role.
My code thus far:
Code:
Sub TestCode()
Dim pt As PivotTable
Dim pf As PivotField
Dim pi As PivotItem
[Code]....
emm_dc_gsr is one of many Named Ranges that will contain a variable number of elements. Just using the one right now to see if I can get the code to work, I'll eventually make another Named Range/Array of all them so I can loop through each Report ("ReportPick").
I want the Report Filter to consult that Named Range for its values and apply those values to PivotField "Role" that is used as a Report Filter.
When running this code above, I get a "Role" Field that says "All" but no values (the table is completely blank), with no evidence as to why it'd be blank (all filters in every Report, Column and Row are working normally and are filled in). When I choose a value manually after the code is run, the pivot table values populate. Do I need to somehow index the Named Range in that loop? I'm just confused about this step right here:
For Each pi In pf.PivotItems
If pi.Value = RolePick Then
pi.Visible = True
Else: pi.Value = False
When I've run other versions of the code, I've gotten an array version of it to "work" using LBound and UBound, but it never chooses the right two values even though those are verified as stored in the array via a pass-through. It chooses the first few values in the Report Filter.
Here's the corresponding code for that:
For i = LBound(myArray) To UBound(myArray)
pf.PivotItems(i).Name = myArray(i, 1).Value
pf.PivotItems(i).Visible = True
Next
I do not care if I use an array or a Named Range. I just want something that is simple and works. Passing the values directly from the named range seems easiest to my brain, but I'm open to anything and I'm clearly missing something (probably silly).
I also have no idea why " .AutoSort xlManual, .SourceName, .EnableMultiplePageItems" is necessary though every piece of sample code I've seen seems to have some variation of it.
(Using Excel 2010, Windows 7.)
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Jun 4, 2013
How can I filter a Pivot Table from a cell.
Ex : I have a pivot table with regions (MW ,SE,SW,NE) .How can I enter the region in a cell and change the pivot table based on my input
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Jun 26, 2013
I'm Using Excel 2007 and would like to have some VBA to work with the following!
I have a simple pivot table (PivotTable1) in Sheet1 with three items in the Report Filter which has been named "ROUTE"
I have created a ComboBox in Sheet2 and have added the identical three items in via format control, cell link A1.
I would like to be able to use the combobox in sheet2 to operate the PivotTable Report Filter in Sheet1 as I would like to build a report whereas a user. Can only select the comboBox and does not see the pivotTable
Sounds simple but cannot get this to work no matter what I try.
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Nov 10, 2008
i have a pivot table report filter that i cannot sort a-z. i've tried sorting the source data and also right clicking on the first value then choosing display a-z - neither work.
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Apr 5, 2013
I have a pivot table that I want to update via VBA based on dates user inputs on an input tab. (Want to use the Between function)
The Date field is in the Report Filter section (as I don't want it in the row or column area), but when I click on the dropdown arrow, I don't get any option to filter the date at all. I've double checked that the dates in my datasource are formatted for a pivot table, but that doesn't seem to be the issue.
When I use code I've found on this and other sites, it also doesn't work. When I run it, I get the following error at the "If Date DateValue(PI.Name) < StartDate Or DateValue(PI.Name) > EndDate Then..." line
Error Message: Unable to set the Visable Property of the Pivot Item Class
Code:
Sub Test()
Const StartDate As Date = #1/15/2013#
Const EndDate As Date = #2/13/2013#
[Code]....
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Mar 3, 2014
By using this function I have managed to do a 1000 sheet report, 1 for every customer.
However, my problem is that I don't know a way of globally setting the print area for every single sheet.
Also, the reports are not exactly the same size, they will vary from 5 to 12 columns.
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Feb 3, 2014
So I have a pivot table of about 2000 rows with data on employees.
In the table, there is a field associating each employee with a location (midwest, southeast,where ever) and I have a report filter on it that lets me view only people from a given region.
It was working fine, but I'm doing a lot of VBA macro related to the pivot, and I think I somehow changed a setting somewhere in the process and don't know how to reverse it.
When I apply the filter now, it only shows data for people in the region i choose, except it still shows all the other lines that should be hidden, just with no values. Here is a crude visual
Name region sales
Jim_____MW__10
Henry___MW__34
Jerry____SW__20
Aaron___SW__44
Scot____MW__22
AFTER FILTER for "MW"
Jim_____MW__10
Henry___MW__34
Jerry________0
Aaron_______0
Scot____MW__22
(jerry and aaron should not be visible at all)
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Jul 23, 2013
I'm attempting to add the values for a combobox and (2) text boxes to a list box on a form. The list has 3 columns. When I run code to add to the list box the values are added on separate rows instead of the same row. See code below and attached screen shot.
VB:
Private Sub cmdAddToList_Click()
Dim i As Integer
Dim iRow As Integer
If Me.cboParts.ListIndex = -1 Then Exit Sub
For i = 0 To Me.lstParts.ListCount - 1
[Code] ....
UserForm3.jpg
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Apr 22, 2014
I am trying to populate (via VBA) a textbox/combo box from one user form to another user form.
The first user form has a room number in a text box1. If certain conditions exists, a button is selected to bring up another user form (both forms are modeless).
I want to pass/populate some of the 1st user Form info into the other user form.
I have tried the on initialize textbox1.value = textbox other.value but no dice. I can populate a user form text box from a spreadsheet but from box to box in separate user forms has me a little stumped.
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Apr 25, 2008
I need to populate the textBoxes from the selection from ComboBox I've created in a UserForm. I have attached the file that I was working on. I want to be able to keep selecting then populate the text box until I have finsihed.
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Jun 5, 2008
If this control is a TextBox, I would like to read the Text property,
and if it's a ComboBox, I would like to read the Value property.
Public Function readValue(c As Control) As String
If (TypeName(c) = "TextBox") Then
' convert the Control to TextBox then put readValue = c.Text
Else
If (TypeName(c) = "ComboBox") Then
'convert the Control to ComboBox then put readValue = c.Value
End If
End If
End Function
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Oct 27, 2012
I have linked Combo Box to Pivot Reporting Filter through VBA. When I Select Combo Box Value, same will be filtered in Pivot table. Combo Box values are constant where as Pivot report filter may not contain all the values which are in Combo Box. If Combo Box value is not available in Reporting filter of Pivot it should throw up msgbox and should select first value of Combo box.
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Mar 22, 2014
I have a Userform where I use a ComboBox to populate raw A from a worksheet.
I use this form to update new data that relates to the selected item in the ComboBox.
In that user form, when I select an item from the ComboBox, I idetifay it's raw and display the data from columns B,C...to I in text boxes on the Userform.
I then set the "Enable" property of the text boxes that has data to "False" so that field cannot be updated again.
What I do today is if all the fields where updated, a message box will say "All fields are full" and I clear the form.
Now I want to improve my selection by removing items from the ComboBox if all the "needing update" columns are field.
By this I want to filter out the items that where already updated before and only show the ones needing update.
Here is what I have, I need to change the UserForm_Initialize section so it will only show the rows needing update.
Code:
Private Sub UserForm_Initialize()
'Populate "Cards" Combobox.
Dim rngCards As Range
Dim ws As Worksheet
Set ws = Worksheets("Rejects")
[Code]..
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Jun 13, 2008
I have found codes to do this however not one to show if I have varied selections. I have 3 combobox's and 2 textbox's to autofilter data on the same page. can someone tell me where I am going wrong in my code.
Private Sub CommandButton1_Click()
With ActiveSheet
.AutoFilterMode = False
If Me.ComboBox1.Value = True Then
With . Range("B2:S2")
.AutoFilter
.AutoFilter Field:=2, Criteria1:=Me.ComboBox1.Value
End With
End If
If Me.ComboBox2.Value = True Then
With .Range("B2:S2")
.AutoFilter
.AutoFilter Field:=4, Criteria1:=Me.ComboBox2.Value
End With
End If........................
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Apr 16, 2013
I am trying to arrange data (pay by week) for regions and sites within a region. In the first Report filter, I select the site, and the second report filter gives me all of the sites - not just those in that region.... How I can either arrange my data or change my pivot, so only the appropriate sites show under the region?
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Jun 16, 2014
I have a pivot table based on sales data and I need to know the 3 salespeople that had the highest sales during the current fiscal year versus the last fiscal year.
I have tried manipulating the pivot table but I keep getting the error message: "the following system error occurred: the requested name is valid but no data of the requested type is found".
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Sep 28, 2007
I have a simple table Attached. (A simplified version of a much larger table) The data continues on for thousands of entries and there are quite a few more columns. Names are dynamic in that names will be added and deleted over time. (There is a list of names on a different worksheet that updates as users are added.)
I wish to Consolidate the Data Under Different Titles. The data in the NAME column will Consolidate to list each name in Alphabetical order. The data under the RAP COUNTER column should count the number of YES entries per NAME under the new title ATTEMPTS. The data under the RESULT column should Count the number of KILL entries under the new title KILLS. And the Data in the TG SCORE column should average all entries per NAME under the new title TOTAL SCORE. I tried to do this with a pivot table to no avail. I could write some programming to accomplish this, but I am am amateur, and I also worry about time required to run a macro for thousands of lines.
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Apr 9, 2014
I have a userform which inputs data based upon a chosen item from a combobox. Combobox3 pulls numerical items from Rows17 and below in columnA of active worksheet. The first problem I am having is that the combobox itself is cutting numerical numbers short. Items go out to the thousandths (ex. 1.001) but in cases where there is a "0" at the end of the decimal it abbreviates it (ex.1.01) is there anyway to fix this? The second issue is I would like to populate "Textbox4" with the columnC content of the item chosen. (Ex. User choses Item 1.001 (found in row118) then Textbox4 would = the value of C18) Below is the current code utilized for this userform.
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Jun 1, 2007
I am trying to create a userform to allow user to register their new team member. In the userform, I have textbox1 (new team member) & textbox2 ( name of their leader). Once both the textbox has been filled, the user need to click on the commandbutton, which will then add the newly registered team member to the combobox1 in the Sheet1 and then create a spreadsheet(tab with the Team member name) in a separate workbook, which corresponde with the name of their leader (as filled in textbox2 in the userform.
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