Extracting Data From Pivot Table With Different Filters?
Oct 25, 2013
I have a pivot table whose 'output' (databodyrange?) is a nice, rectangular, 2D array. The table has many filters, each with many possible selections.
I'd like to write a function, whose parameters are the filter selections and the pivot table/data, that outputs the corresponding 2D array.
e.g. I'd call it with something like myFunction(args that determine the filter selections, myPivotTable)
Is this possible without calls to a macro? If so, how? If not, where should i look?
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Oct 20, 2012
PIVOT TABLES -- Old data remains in pivot table filters
One more Pivot Table Question:
I have workbooks i have built and re-use with fresh data after verifying that the previous data has been cleared. Unfortunately there are times in the drop down filter, old data will remain, but is not at all in the data set. How to clear this out? I have ensured that before pasting in new data the old data has been cleared below the headers. I keep my headers so I don't need to re-do the Pivot Tables or adjust the Name / SUM capabilities in the VALUE FIELD SETTINGS.
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Nov 29, 2007
I work in my Client's office and assist in settling construction disputes. Part of this work is to browse/search their server for documents that may assist in strengthening their case.
During this review I have found an excel document which is a text-only version of a pivot table, ie someone has done a copy, paste special, values into this sheet. I need to extract the original source data from this table back into the list format, as the original source of the data cannot be located
The row titles on the left are activity descriptions, the column headers are dates and the data in the body of the table is hours. As an idea of size the data is spread over 213 columns and 45 rows. Their are more blank cells in the table than entries.
What I would like to do is create the data in it's original form ie
Column A; Date
Column B; Activity Description
Column C; Hours
and have a separate row for each instance of an entry of hours from the pivot table.
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Nov 26, 2013
filter a pivot table that contains these 3 column fields: User 1, User 2, and User 3.
However, when I want to see the results for "John" in all those fields, I need to use one filter at a time. Is there any other way to see all results of the Pivot Table where "John" is a User, no matter if he is the 1, 2 or 3 user?
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Dec 2, 2013
I have A3 and A4 as report filters in the pivot table. Is there any way can combine A3 and A4 into one cell. The new cell is something like drop-down list contains contents from A3 and A4. When picking up the from this drop-down, the corresponding data list will be shown (like the data in B3 and B4).
PivotTable_Filter_01.jpg
PivotTable_Filter_02.jpg
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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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Nov 23, 2011
I can't know what fields will be filtered on so, so I need to extract all filters at run time.
I tried activeCell.PivotCell.PivotTable.ActiveFilters and this returns 0 although there are definitely filters available.
The workaround which I'm not is very good I'm considering is:
activecell.PivotTable.PageFields.Items collection which also behaves weird:
activecell.PivotTable.PageFields.Count returns 2 at the same time it has 3 elements:
activecell.PivotTable.Item(0);activecell.PivotTable.Item(1);activecell.PivotTable.Item(2)
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Mar 29, 2012
I have a pair of Pivot Tables with matching Pie Charts that look at Project Costs and Schedules. When I filter one, I'd like the other to filter automatically.
I found these links and used the code that Jerry supplied but I am running into trouble.
pivot table question
Pivot Table- "Master" Report Filter
My filters (PivotField names) include
Contractor
RCEs District
Year
Month
When I select a contractor from PivotTable1 it does not change PivotTable2.
There is additional code in this workbook that Jerry recently wrote concerning drilldown formatting. It was initially created for a different report but now I use it in many of my other reports. I don't think it's causing the problem, I placed the new code above it (including in the module) and there is a line breaking it up from the new code.
As a side note, I may or may not need to change every filter. In this case I only want to change the contractor, but other times I may want to change other items.
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Nov 18, 2013
Is there a way to loop through pivot table filters in VBA? In my case, I need to loop through the filter "Month" which contains January - December. For each of the month, I have to select and double click the total cases in each month.
So for every loop, for example,
Pivot 1
January
Count
Case 1
2
Case 2
1
Total
3
I need to open the drill down in B3 (this drill down will be opened in a new sheet, Sheet 1), copy the data and paste it in another sheet named "January Cases". Then the code will delete "Sheet 1" and proceed with the same with February till December. Is it possible to loop through pivot table filters?
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Aug 31, 2012
I'd like to check whether all the filters in a pivot table is selected or not.
I am currently using the following code:-
Code:
Count = 0
For i = 1 To Worksheets("WW").PivotTables("PivotTable6").PivotFields("Country").PivotItems.Count
[Code]....
where flag is to flag whether all fields are selected in the pivot field or not.
The problem is the above code is very time consuming.
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Apr 5, 2013
Below is a simplified/truncated version of a data set that I am using in a pivot table:
Client Asset Return
1 Port1 10%
1 Port2 12%
1 Port3 11%
1 Port4 13%
1 Port5 10%
[Code] .....
I have created a pivot table and I'm using report filters for both Client and Asset (obviously there are a lot more data points). When I filter on Client 1 I would expect to only see Port 1 - Port 7 available in the Asset filter however, I see every asset in the data set. I need to pick and choose using the Select Multiple Items check box without having to scroll through every single asset. Is there a way to easily do this?
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Jun 2, 2014
I'm trying to apply two filters to a Pivot Table field via VBA, but the syntax is beating me.
If I want to add both a xlTopCount and a xlValueIsGreaterThan, how do I do it? I need this because I want my Top n values to not include 0 values.
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Jan 18, 2010
I had 2 pivot tables running on the same page (sheet 2). They both draw data from the same source (Sheet 1).
The only difference between the two is that pivottable1 has a filter for "home team", and pivottable2 has a filter for "awayteam".
I have managed to link the tables using VB so if i select "Man United" on pivottable1 - as the home team, pivottable2 also selects "Man United".
Now my problem is, that i don;t want to select the teams from the drop down check box list on the actual pivot table. I want to be able to do this by typing into a cell (say Cell A1 on sheet 3 for instance) and this controlling BOTH pivot tables.
I did have some lengthy code which worked for one pivot table, but it did not operate both and it over rode my code i had in place which works for manual filtering.
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Jul 3, 2012
I have 2 pivot tables in a worksheet.
The names are "PivotTable1" and "Pivot Table2"
Cell H2 is the worksheet has a currency type, ex) EUR, CAD, GBP
Column 1 in each pivot table is "Currency Pair Sell/Buy"
Based on Cell H2, I want the pivot table filters in column 1 to show 'USD.currency' and 'currency.USD'
For example, if H2 = EUR, the pivot tables filters in column 1 should only show USD.EUR and EUR.USD.
Any template for this type of code, I can fill in the blanks with the relevant sheet names and other information that might be needed.
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Aug 21, 2012
I'm trying to make a pivot table that can compare sales based on the whatever month/year/salesman combination I give.
Ideally, I'll be comparing the sales data for 3 seperate months. Can I make a pivot table where I can make different filters apply to specific columns?
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Nov 15, 2013
I'm trying to update a pivot table filter with a list on another worksheet. When I do a record and select two WBS for filter criteria I get the following:
Sub Macro5()
ActiveSheet.PivotTables("PivotTable1").PivotFields( _
"[Receiver WBS Reference].[Rec WBS Element].[LM Master]").VisibleItemsList = _
Array("")
[Code]...
If I entered values 700UY0S1MGL1 & 700UY0S1MGL2 in cells A1 and A2 of Sheet2 in the same workbook, how can I get this code to read that? If I extend the list to include additional items, how can I get the code to read it?
My next question is, in Excel I could enter a partial search (like 700UY0S1MG) in the filter drop down and I could filter on everything with this string. Using the macro it seems as though the full 12 char string needs to be qualified. How would I write a macro to handle this?
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Aug 22, 2008
I have a pivot table with over 4000 entries and about 12 columns which i filter to get the info i want.
Unfortunately with so many rows and columns in the table, if i do a macro that gets each filter back to 'show all' its really slow.
Doing this manually using the "Show all" option in the filter takes a fraction of a second, so surely there must be a way to do this more quickly in VBA?
i can't understand why manually it takes no time at all, but automating it through recording a macro takes forever.
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Jul 1, 2014
I have 3 pivot tables and with 3 filters each (they are all the same filters). I just want to change 1 of the filters for each of the pivot table (meaning the other 2 stay the same for all of the pivots). Is it possible to have a filter change automatically to match a filter in another pivot?
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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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Apr 4, 2014
I have a question, I have a pivottable with data (only numbers as values). In this pivot there is a report filter which filters current month and last month. Is it possible for the pivot to show the data as a difference between current month and this month and if so where to start with the vba code to let it substract from each other?
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Jan 14, 2014
I have some data that I have created a report from. However it doesn't show a "true" picture for the stat we want. I have a pivot table set up with data showing the hours worked for an individual. What I am wanting to do would be to cross reference the data but not sure how to compare data. I have provided some make shift data to see if it is even feasible. The end goal is to get a true picture of P.P.H The data we are able to get is in a horrible format. I would eventually like to automate this in VBA but will work on the later. I thought about doing a vlookup but the is no real matching data for all employees. Some of the names are wrong in one system and there is no matching emp ID.
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Mar 19, 2007
I have a master list that is updated in real time by linked worksheets from several people. While my actual report covers 7 managers and 7 different products (“contract types” in this example), I have summarized and simplified the input in the attached file. There are three pertinent dates – the date assigned to the manager (col A), the date completed by the manager (col F), and the date approved by the executive (Col G).
These dates will span month ends and I need to be able to provide monthly reports that provide details on the number of contracts and the dollar value all contracts assigned and completed by the manager during the month (say, February) as well as any contracts assigned in any month which remain uncompleted at the current month-end (e.g. the $7,500 Smith contract assigned on Feb 21st that remains uncompleted and the Feb 26th $200 Jones contract which was uncompleted at Feb 28th, but completed in early March, in this example). Can this be done directly in a Pivot table from the full master list, or will I need to have separate sheets in my workbook where I extract the pertinent records for that month?
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Feb 20, 2012
I am looking for a way to extract all of the unique items in a Pivot Table. For example, I have a Pivot Table that has category A items and category B items. There may be several B items to one A. For example:
A0
B1
B2
B3A1
B3
B4
B5
Now, what I need is a list that looks like this:
A0 - B1
A0 - B2
A0 - B3
A1 - B3
A1 - B4
A1 - B5
Formatted so that those are two columns. However, in Excel 2007, I cannot set the option to have it repeat the A series items in the Pivot table. Is there some easier way to do this?
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Dec 21, 2011
Is there a way to have separate Report Filters for each column in a pivot table?
I am trying to create a pivot table with 3 columns - 1: account code 2.current year (2011) 3. prior year (2010)
My Row Label is an account code field - each row is a different account code that sums up dollar amounts for the two financial years. The problem is that I need Columns 2 and 3 to have separate Report Filter criteria. So in Column 2 - I need the filter to weed out anything that is not 'Financial Year 2011'. In Column 3, I need the filter to weed out anything that is not 'Financial Year 2010'. Setting up a filter for one screws up the second, and vice versa.
Alternatively, how can I make two side-side-pivot tables that each have their own Report Filters?
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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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Jan 22, 2007
attached is a spreadsheet 6 people in my area use daily(ive copied and pasted the sheet in question to a new worksheet, as the file was too big). Ive been trying for about 3 days now to make a pivot table to summarise this data.
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Jun 18, 2009
I have table that has a list of agents (Colum B) and then corresponding appraisal dates; 3 Month (Colum C), 6 month (Colum D) and annual (Colum e).
What I would like to be able to do it to have something that looks at the table and tells me all the 'appraisals' that are due the same month we are in, and the date that it is due, as well as the 'agent' that is due the apprisal.
I have played with the INDEX MATCH formulas and also pivot tables but have not found a solution, is it something that is going to require VBA or is there a simpler solution?
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Oct 9, 2008
As per the example, I have a spread sheet comprising 4 pairs of columns headed Option and Grade (numbered 1 to 4). Col A is the Name of a person, cols B to I contain option (subject name) and grade data. Not every option and grade pair is used and the distribution is random.
In each used pair the grade is always one cell to the right of the subject. For each person name, I want to extract all of the grade data and place it into a separate table having separate columns for each subject i.e. who got which grade for the range of subjects.
By using the lookup function, I am able to identify where the subject and grade pairs are for each row. I have been unable then to move one cell to the right to extract the grade letter. I have thought of combining OFFSET with LOOKUP but can’t make it work.
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Feb 10, 2014
I have some data, in a xlVeryHidden sheet, with multiple headers. An example is given below.
I would like to auto-generate a table on a different sheet with only revelent headers and filter by source and month/year. Basically, I want to write a macro that would make this table for, say, January and source1 only, without headers 1, 2 or 3.
(Very similar to the Pivot table, only without combining the data)
--------------------------------------------------------------------------------------------------------
Source
Type
Ref
[Code]....
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Oct 24, 2009
I'm using Excel 2007 and I'm looking for a way to extract certain records/rows from a table and to have that data copied to another area of the spreadsheet. I actually want to extract Invoice amounts according to a specific account number so that I eventually end up with all the invoices for a particular client on another tab so that they can be printed out as a kind of client statement.
I know there are ways to filter and then copy the records/rows to another tab but I want it to be automated as far as possible. What I really want to do is to "pull" the records into a new tab by using some kind of formula in the cells where I want the data rather than having to copy it there. I know how to sum data for this kind of thing but what I'm really struggling on here is being able to "Display all the records in a seperate area" first before I eventually add formulas to sum.
I don't mind the records being coppied if the process is automated but don't really want to get into macros as writing macros isn't my strong point.
I've tried using "VLOOKUP" but it will only return values for the first data item it finds (Account number in my case), whereas I really need it to continue to return values for the data item it finds if there are multiple instances of it!
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