Excel 2010 :: Pivot Table - Manual Edits Don't Revert On Refresh
Oct 22, 2012
If a user changes some data in a pivot table and then refreshes the table, the changed values are supposed to revert to the source data, right? This does not happen in my pivot table.
Any changes made in the underlying data get transferred to the pivot table refresh, as expected. But if I change some values in the pivot table, followed by a refresh, then the cells that I changed remain the same unless I happened to modify the corresponding values in the underlying source data too. In other words, the refresh operation does not touch the pivot table except specifically where an update is driven by a change in the underlying data.
This behavior is different from what i remember from, say, excel 97 / 2000.
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May 19, 2014
I have some code that runs and loops through each pivot table to refresh it; however, I remmed out the code so that it only loops once - telling it to refresh the first pivot; the thing I'm confused about is that after the code runs, it appears to have refreshed all my pivots. I think it's also important to note the each pivot table is linked to the same data source. (an external ds)
Maybe when this is the case, refresh will always refresh all?
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Aug 19, 2013
I am using Excel 2007 and my version of visual basic is 6.5.
I am baffled by the behavior of this code to manipulate one of my pivot tables. I am trying to set all but one of the pivot items in one of the pivot fields to not visible. Because there is a large number of items, I wish to suspend all automatic updates until all items are properly set to visible or non visible.
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Sub SwitchBoards()
Dim BoardNew As String
Sheets("Board Parameters").Select
' Make sure we get the right value.
[Code].....
The MsgBox returns with: "Manual update is set to False" right after the instruction to set it to True!!
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Mar 19, 2013
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.
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Feb 25, 2009
Is there a way to freeze your pivot table format after clicking for a ' Refresh'. I'm getting tired reformatting my column headers to wrap or in the middle etc. I'm working in Excel 2007.
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Nov 27, 2007
Will someone please tell me the difference (if there is a difference) between the following 2 lines of ....
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Mar 13, 2014
My macro is designed to look at a summary source tab and create a new tab for each unique project number. It then creates a pivot table from five different source detail tabs and filters on the project number. If a tab already exists it selects the tab and moves on to the next project number. There are six pivot tables created for every project.
New data is added each month to the source tabs and I have a macro to delete all pivot tables and the macro will recreate the pivot tables when ran again.
Issue: Running out of resources At work I'm limited to the use of Excel 2010 (32bit) so I'm restricted on 2GB of memory. At home I ran the file successfully (64bit) and it was around 3GB of memory.
My macro creates a new pivot cache for every pivot table where as I'm trying to only use 6 pivot caches in my coding. I kill it half way through and it's around 100+ caches causing unnecessary usage of memory.
Fix / Solution:
Correctly code the vba to only create six caches and code the rest the pivot tables to use that cache.The only difference in the Pivot Tables is that it’s sorted on the Project Number.
Code:
Dim VBAPPPC As PivotCache
Dim VBAAPPC As PivotCache
Dim VBAPRPC As PivotCache
Dim VBAEXPC As PivotCache
Dim VBAMJPC As PivotCache
Dim VBAIVPC As PivotCache
Dim VBAPT As PivotTable
[code]...
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Aug 16, 2009
I have a pivot table and if i select my headers i have the availability to sort a-z and z-a plus manual ...manual says to drag the item where i would like it... I have tried the excel database..they reference manual sort but really give no explanation.
Scenario.. I want to sort a-z.. then manual sort a few items to the top of the list..
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Apr 27, 2007
My pivot table is not auto summing each column properly, and I can't manually enter a formula to do so. I tried adjusting the settings of the rows and columns through the pivot table wizard, but no luck. Is there a way around this limitation?
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Apr 26, 2012
Recently, the boss showed me a Pivot table & chart, which consists of a list of about 30 user names in the first column. The row headings were the different items they purchased from a vending machine. & when he clicked on any name in the first column, this created a new sheet, renamed with users name, with a small table of results showing what that person purchased.
Problem is, none of us can figure out how to do this. I have created a new Pivot table & chart exactly like the original, but I cannot get the smaller sheet to generate. (Excel 2010)
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May 8, 2013
I have a problem as I need to present data with different data sources. I'd like the calculations to be as "automatic" as possible. The data consists of countries and regions and their sales pipe. The pivot table doesn't give me all the data that I need to present so I need to add extra columns with calculations and data from other data sources.
The problem I meet is that the 'total row' within each group needs to be reflected in my columns as well (F:G) It works as long as the data I've imported has the same amount of States within each group of Contry but if the number of states differs with the newly imported data - my "manual" columns are wrong.
(A;B;C;D;E;F;G;H)
Country;State; Red; Amber; Green; Quota; Total PV; Coverage;
I've created a Pivot table on the first 5 columns [Country; ...; Risk] (A:E)
The following columns are manually entered based on the pivot (F:H)
Quota (data source from another sheet)
Total PV (a sum of Red; Amber; Green in the Pivot)
Coverage (returns % of TotalPV/Quota)
For each group Quota and Total PV needs to summarize the above data within the group. I've 'hard coded it' today (SUM(F3:F5)) - F3:F5 can as well be F3:F8 or F3:F4 depending on the imported data. I have 8 different Countries (groups) with different amounts of States and 3 different sheets for each Region of countries so I need this summary to be automatic based on what group (Country) it belongs to. How can I make the calculation different so that it's dynamic as well as the Pivot table? Today it's not dynamic and it needs my 'hands on'.
Quota =IF(ISNUMBER(SEARCH("total";A6)); SUM(F3:F5); IF(ISNA(VLOOKUP(B6;Quota!B:F;3; FALSE));" ";
IF(VLOOKUP(B6;Quota!B:F;3; FALSE)=0; " ";(VLOOKUP(B6;Quota!B:F;3; FALSE))))).
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Jun 18, 2014
vba in excel 2013 pivot table that updates from an online CRM rows are a to h and it can be any number of rows. What I am trying to do is track progress. In column f values indicate probability for success 10 25 45 90, which can go up or down. The pivot table is refreshed to get the latest values from CRM. the update is handled by a connection to the crm not in the vba.
So far I been researching methods to conditionally format values that went up, down or remained the same since the last refresh with up down and across arrows. I have managed to piece together what I think should work but alas it is not. So I have come to you internet.
My code first clears any formatting and goes down the column avoiding null or empty cells, comparing the values in column f to values in column j.
I have 3 conditions greater than, less than or equal to, and would like add an icon for each based on the result of the comparison.
Finally when it finishes the column the code copies the current values in the pivot table column f to column j outside the pivot table which i hope to be able to hide once the cf works. The code is below
[Code] .....
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Apr 28, 2014
I had a workbook in Excel 2003 that i just moved to 2010. In the 2003 file I had 2 pivot tables, one each on a worksheet, looking at the same data, just grouped differently. One yearly, one quarterly.
Now in the 2010 workbook whenever I change the grouping on pivot table, the other one changes also. It's like they are linked together or something.
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Sep 13, 2012
I have a pivot table in 2010- is there a way to filter the data using an external reference from the pivot table? I'd like to put the value in another cell and have the pivot update automatically when I type a new value in that cell.
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Apr 10, 2013
Using Excel 2010
I have a workbook with multiple sheets.Sheet1 is named "UPC" and is a giant database for my workbook containing 80,000+ rows and 12 columns.
Sheet2 is named "Scan" and uses a bunch of index-match formulas. Basically, you scan a barcode and it auto-populates across the row all the information it pulls with that particular UPC from the "UPC" sheet. One of my columns, "QTY Scanned", in the "UPC" sheet has a countif formula to keep track of how many times that item was scanned on the "Scan" sheet.
Sheet3 is named "PSlip" and has a big button on it that you press and multiple macros go into overdrive. First macro takes all the rows from "UPC" with a quantity greater than 0 in the "QTY Scanned" column and copies it to the "PSlip" sheet.
Second macro takes that data and makes a pivot table.This is all clothing, pants, shirts, jackets, etc...When my pivot table is created, my Column Label is Size. When the pivot table is created, it automatically sorts it in ascending order, so it goes from numbers to letters.
This is great for pants because the size is in reference to a waist size; 24,25,26,27, etc...
HOWEVER, shirts, jackets, and other tops are not in a numeric size: they are in a Text format. XS, S, M, L, etc...
Sometimes we only scan pants for an order, sometimes only tops, sometimes both.
Is there a way for the pivot table to recognize when tops are in included and automatically sort the sizes?
I still want the numeric values at the beginning, but once the text starts it automatically sorts in this order:
XXS, XS, S, M, L, XL, XXL, MT, LT, XLT, XXLT, 1X, 2X, 3X, 4X, 5X
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Nov 26, 2013
I'm trying to create a pivot in vba. I can record what I have done but if I run that recorded code, it returns an error "Invalid call procedure or argument".
Code:
ActiveSheet.PivotTableWizard SourceType:=xlDatabase, _
SourceData:=Sheets("Raw Data").Range("A1:AG" & Z), _
TableDestination:=Range("A3"), _
[Code].....
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Mar 8, 2014
My problem is this: I use Excel 2010 and have Pivot Tables that are using a Data Connection which is being built (and rebuilt) with VBA. The Pivot Table field is calculating a field that contains an integer value. The Pivot Table field filter properly displays this value.
However, the Pivot Table itself calculated Sum field only displays 0 (aka zero). Other fields that are exactly the same as this one are displaying properly.
My data connection is built as follows:
Code:
ThisWorkbook.Connections.Add "ChartQuery", "", "OLEDB;Persist Security Info=0;DSN=Excel Files;
DBQ=" & wbFullName & _ ";DefaultDir=" & wbPath & ";DriverId=1046;MaxBufferSize=1024;PageTimeout=5;
BackgroundQuery:=False", sSQL, 2
(And yes, my sSQL is sound, there are no typos, no special character issues)
The filter in the Pivot Table shows my value (for example, 14) however it always only displays a zero
My Pivot Table is formatting the field (like the others just like it) as a Number, two decimals
My Pivot Table data source is ChartQuery
The worksheet this is pulling from is also set to use Number format for the entire column, but changing that doesn't make any difference even on the other fields that are working.
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Jul 25, 2006
I currently have several pivot table that's linked to a single pivot table(let's call it X) in the same workbook. I'm doing this to limit the file size because the data in X comes from a text file that has millions of lines. However, it's such a pain every time I need to update the tables because simply clicking "refresh" does not update those tables that are linked to X with new data. I would have to instruct the wizard in every linked table to point to X every time. I'm trying to write a small program to re-point to X for each of those other pivot tables whenever i refresh data. However, after trying to record the steps to do this I'm still unable to run these
Sub Macro1()
ActiveSheet.PivotTableWizard SourceType:=xlPivotTable, SourceData:= _
"PivotTable1"
End Sub
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Apr 25, 2014
I have a Pivot table showing costs of several types of items.
The issue is, the cost of an item is not in U$, it is in amounts of the unit value (example: Unit value of an item (cell A1) = U$500, and Item Cost (cell B1) = 2, the total cost is U$1000).
So instead of showing just the Item Cost (U$500) in the pivot table, I need to show 500*2 (A1*B1) which would be U$1000.
Can this be done in Excel 2010?
I don't want to create a new column with that multiplication, because I'm doing a monthly cost for the items.
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Jan 27, 2014
Why do blank columns with no information sometimes appear when I prepare pivot tables? Excel Version 2010. I hide the columns, but many times they re-appear on screen or print-outs.
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Dec 1, 2011
I tried multiple variations of searches for this, but can't seem to get this to work. I've been asked to perform some analysis on the number of direct reports for each manager in our company as well as the number of total reports. I have been able to calculate this with no problem. My difficulty comes with the request to be able to display this information in a particular way with Excel. (this is using Excel 2010)
What the VP would like to be able to do is to drill down on each manager to see all of their direct reports, and then, for any of those direct reports that are managers, be able to further drill down into those people's direct reports. The difficulty I am coming to is that, depending on the employee, there can be as many as 9 layers of management when I work this all the way up to the Executive Vice President Level.
My data is currently laid out such that my first 5 columns are identifiers such as employee id, employee name, job title and organization information. After that I have columns for the managerial hierarchy. For example first column of this (let's call it column H) is the EVP, the 2nd column (column I) is the Senior VP, 3rd column (column J) has the various reports to the senior VP, 4th column (column K) is the managers that report to those in column J, and so on, up to 9 layers.
For example, one of the employees in my finance area would have name of the EVP in column H, the SVP in column I, the director in column J, and their manager in column L. The remaining columns that could house hierarchy data are blank for them because of where they are in the hierarchy.
When I set up the pivot table, I placed each field of the managerial hierarchy in the row area and then the employee field at the end. The problem I encounter is that with all of the blank cells in the data due to the varying levels of the hierarchy, I get a lot of (blank) fields in the pivot table for any layer below where the person fits in (ie, for the example above, the EVP, SVP, and manager name come in find, but then it is (blank) on down to the employee name.) If I deselect (blank) in the field settings, it eliminates all of the rows that don;t go as far down in the hierarchy, i.e. I deselect (blank) at level 5, any employee that is 4 or less levels from the EVP does not appear.
I also tried doing the same as above but including the employee name in my hierarchy (so for the example above, the employee name would be placed in column M). This worked a bit, but then after every employee was the series of (blank) drill down options.
The ideal solution that I've been asked to come up with would be to have the data display as it does when I've set the pivot table up with the employee name in the appropriate hierarchy level, but not have the drill down (blank) show for those that don't have layers below them.
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Jan 21, 2012
I get a "Object variable not set" error when creating a Pivot Table from a cache. I want the destination to be in a different sheet in the workbook. I set the new worksheet as: Set WSD = Worksheets.Add and I reference WSD.Cells(2,FinalCol +2) in the destination field of the CreatePivotTable method. I use the code from the Excel 2010 VBA book I got last week.
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Feb 21, 2012
I have created a pivot table in Excel 2010 that lists amounts used of particular items each month. Inside the pivot table value field settings i have changed the show values as field so that it displays the difference in usage from this month to last.
However if i now select a top 10 filter it only filters by the total number used as opposed to the difference in usage from one month to the next (which is the values displayed).
Is there a way that i can filter by top 10 by the actual values displayed in the pivot chart and not just the underlying data that creates it?
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Mar 22, 2012
I have three worksheets Sheet 1, Sheet 2 and Sheet 3 with three Pivot Tables
Sheet1 - Sheet1Pvt1
Sheet2 - Sheet2Pvt2
Sheet3 - Sheet3Pvt3
When I use In Sheet 2 the following lines of code
Private Sub Worksheet_PivotTableChangeSync(ByVal Target As PivotTable)
Application.EnableEvents = False
Application.ScreenUpdating = False
MsgBox "The pvt table refreshed " & Target.Name
Application.EnableEvents = True
Application.ScreenUpdating = True
End Sub
and even If I Refresh Sheet 3 pivot table, Sheet 2 Event is triggered and it prints "The pvt table refreshed Sheet2Pvt2";
How to restrict the event code only to Sheet 2 and pvttbl Sheet2Pvt2.
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May 23, 2012
I have a simple pivot table that is types by state. I want to know how many types are in each state. In the attached image the answer for Alaska is 5, for Arizona 5, for Arkansas 1, etc. How do I get Excel to tell me that for each state?
I'm using Excel 2010. I have PowerPivot installed but really don't know how to use it yet.
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Jul 30, 2012
Can Pivot Table chart add another data from another sheet? I attached the link for this file (Add data1), it is because the file consists of several sheets and I do not know how to show here.
I would like to add the data from the "Rate" sheet into the Pivot Table chart (Chart.PT). I made an example by using normal way (Chart.Case (9)), the column series in the chart is the one I added from the "Rate" sheet. I wonder if I could do the same in pivot table chart.
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Oct 29, 2012
I have two pivot tables where if one expands a subtotal (in this case 'manufacturer') to give the lines below (products made by the manufacturer), is it possible for this to be mirrored in the second pivot? I noted a previous comment on using slicers across two pivots but I cannot do this in this instance, although I am using Excel 2010.
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Jun 7, 2013
I have a pivot table, organized by industry (with a number of companies under each industry code. I am attempting to calculate the Herfindahl index for every industry, which is the sum of squared market shares of all companies in an industry.
Current situation: I have a column sales and a column market share (which uses the information of sales and shows all items as a % of parent total, which is the specific industry; hence the market share of industry 2821 is 1).
Problem: I am trying to get the market share (so the squared value of the current market share column) of all companies in a particular industry, as I want the sum of these values for every industry.
I am aware that by using Insert -> Calculated field, you can make a formula (market share*market share), but market share is not one of the variables I can select.
Industries
Sales
Market share
2821
2,7586E+11
1,000000
[Code] ......
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Nov 25, 2013
I am using Excel 2010 and have a workbook with two sheets - "Risks & Issues" which contains the source data and "Risks - Summary" which contains a Pivot Table called "Dashboard"
I would like to create a command button called 'Refresh Data' which will be on the "Risks - Summary" sheet. When I add a new line to the "Risks & Issues" sheet, I would click the button in "Risks - Summary" and it will update the Pivot Table range.
So far I've tried using some examples found on this site, although with no experience in VBA macros, I'm not really sure what they do; all I know is that they cause an error.
Code:
Sub Refresh_Click()
Sheets("Risks - Summary").PivotTables("Dashboard").SourceData = Sheets("Risks & Issues").Range("A2").CurrentRegion.Address(True, True, xlR1C1, True)
End Sub
[Code].....
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Feb 1, 2010
I have enable Refresh on Open for my excel pivot table, but user need to click "Enable Automatic Refresh" , only solution i came across is to change the registry setting. Which i dont have access to edit registry(admin disable the access).
Alternate solution i try to use Access macro to automate the process and use Outputto save it as a excel file A. Then use excel file B to update pivot table from excel file A.(as excel A data is always latest)
The problem is i will get "....A file name already exist...do you want to overwrite.." prompt.
Which defeat the automate process.
Any other solution to enable the automatic refresh on open the excel workbook?
Or Access can overwrite the exist file or save it as another file name with timestamp ?
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