Copy Pivot Table Per Filter Choice

Mar 14, 2008

I have a pivot table that I need to copy only certain regions from the Report Filter on a frequent basis. For example, in the Report Filter, I have 18 total regions, but I only need to submit a pivot table for only 6 regions on a weekly basis. Currently, I'm filtering the 6 regions individually from the "data dump" and making 6 pivot tables as separate workbooks...and then emailing them out. I need to make the underlying detail available for each location that is getting their "report". I have the code for emailing a single worksheet from a workbook so, at least, I have that little tidbit taken care of.

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Filter Table Based On Choice In Another

Jun 22, 2008

1. I am starting with two independent tables, one with ‘ItemA’ and the other with ‘ItemB’

2. The user must be able to select an itemA which will point to itemB list, showing only a specific pre-defined group or combination of the itemBs.

3. This pre-defining of the itemB combination will be done uniquely for each itemA selection

Example: Selection of an itemA, row 2 will show, say, an itemB rows 2, 4, & 7 only. Selection of itemA, row 3 will show an itemB rows 4, 5, & 9 only. Selection of an itemA, row 4will show an itemB rows 2, 7, 11 & 13 only, etc.

4. In reverse, the user also needs to be able to select an itemB and display all itemA’s common to that itemB. Using the example above, the entry or selection of an itemB, row 2 will show rows 2 & 4, itemA.

This is represented visually in the attached GIF.

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Filter & Copy Based On ComboBox Choice

Nov 14, 2006

I have 2 work sheet

First sheet is "Department "
11 Departments

Second sheet is "Designation "
20 Designation

i have generated VBA form
but..now in this form i want to create 2 input options..

1)select department (capture all depts. from Department sheet. if i select HR Department then in 2nd option all HR Designation should be copied

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Pivot Table: Muscle Memory With The Drop Down Choice Boxes

Jul 23, 2009

I am somewhat of a novice with Pivot Tables. One problem I am having that no one seems able to help me out with is that when I update and refresh my pivot table, it seems like it has a muscle memory with the drop down choice boxes.

For example:
Lets say I have three customers that I have labeled 01 Target, 02 Walmart and 03 Bed Bath and Beyond. If I want to change 01 Target to 02 Target and 02 Walmart to 01 Walmart, it works in the pivot table and shows the proper data but if I try to choose the customer from a drop down box, it remembers the customers as labeled as they were before I made the changes AND the current look.

I will see: 01 Target, 02 Target, 01 Walmart and 02 Walmart in the drop down box but the data will only show up in the pivot table associated with the proper customers as they are labeled in the data source.

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Distribute Names To Lesson Choice Table By Choice Priority

Dec 7, 2013

I want to make a lesson table which distribute the names to lesson choice priority.

You can see detail and explanation at attached file. LessonChoice.xlsx‎

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Apply A Filter In A Pivot Table And Extract Results In A Table

Jul 24, 2008

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.

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VBA Pivot Table Filter

Apr 6, 2013

I 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] .....

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VBA - Pivot Table Filter Set?

Oct 23, 2012

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]....

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Pivot Table Filter

Nov 6, 2008

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.

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Using Multiple Filter For Pivot Table

Aug 2, 2012

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

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Filter First X Items Of Pivot Table?

Oct 26, 2013

I'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

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VBA To Capture Filter Value From Pivot Table

Jun 23, 2014

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.

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Looping Through Pivot Table Filter?

Aug 19, 2014

I 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]......

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VBA Pivot Table Filter Using EOMONTH

Oct 12, 2011

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

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Filter Pivot Table On Property Via VBA?

Oct 20, 2011

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 ....

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Auto Filter Pivot Table?

Mar 8, 2012

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?

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Pivot Table Filter On Both Label And Value?

Apr 24, 2012

I 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.

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Array For Filter In Pivot Table?

Dec 11, 2012

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

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Reference A Field In A Pivot Table Filter

Dec 13, 2012

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.

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Apply Filter To Each Value Field In Pivot Table?

Mar 27, 2013

I 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.

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Refresh Pivot Table Without Updating Filter?

Apr 23, 2014

I 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

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Pivot Table / Chart To Filter Categories

Apr 28, 2014

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

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Pivot Table Filter - Combine Months

Jul 14, 2014

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

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Automatically Filter Pivot Table Using Variable?

Dec 3, 2013

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?

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Filter Pivot Table Based On Cell Value

Jan 9, 2014

From 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.

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Date Filter Display In Pivot Table

Jun 16, 2014

I have a question with regards to the display of the Date filter in a pivot table I am making.

As it stands, the filter function is displaying like this : date 1.JPG

I am looking for the filter to look more like this : date 2.JPG

I believe that I have all the dates in the source table formatted as "Date".

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Linking Pivot Table Filter Criteria

Jan 15, 2010

Hi All, I have 2 pivot tables (PivotTable1 and PivotTable2) which both source from the same pool of date.

The difference between the two are that I have a different report filter criteria.

For one the heading is "day", for the other it is "night". Each colum of data has the same entry range (names of staff) and I want to be able to link the two tables so for instance -

If i select "Paul" from the (day) report filter on PivotTable1, I want the (night) report filter on PivotTable2 to also change to "Paul".

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Filter Pivot Table Based On Cell?

Mar 11, 2014

I try filter a pivot table based a cell.

[Code] .....

Attached File : FilterPT.xlsx

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Excel 2007 :: Value Filter In Pivot Table

Oct 9, 2008

I have a pivot table in Office 2007. I want to filter the last column such that the values in the data area are greater than a certain number. But all those filter options are grayed out. The only option available (and working) is to select the top n entries. So clearly a reference into the data field to filter a column works, but why not by value?

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Filter Pivot Table And Move To New Workbook

Mar 14, 2012

I have the following Pivot Table:

Business DeveloperDonna HoffmanCount of Activity CountDate Client NameContact NameActivity Name3/5/20123/6/20123/7/2012Grand TotalxxxxxxxxxxxxxD'Agostino, Esq., Michael C.Email Sent (CLIENT)11xxxxxxxxxxxxxxxx11xxxxxxxxxxxxxxMartin, DavidEmail Sent (CLIENT)11xxxxxxxxxxxxxxxxxx11xxxxxxxxxxxxxxxxxxYoder, MichaelEmail Sent

[Code] .......

I would like to filter by Business Developer and copy and paste all text to a new workbook. I would need to repeat the same code for all Business Developers and the number of columns will vary.

This is the code I have so far. I get an error msg when it tries to paste the data to the new workbook.

Code:
Macro5 Macro
' Macro recorded 3/14/2012 by MPS Group
'
'
ActiveSheet.PivotTables("PivotTable2").PivotFields("Business Developer"). _
CurrentPage = "Donna Hoffman"
Columns("A:L").Select

[Code] .........

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