I have a question of the best method to add STATUS comment column to the right of a pivot table say during a status meeting and when the pivot table is refreshed that the STATUS comment is locked with a specific row of data in the pivot table...
View 2 RepliesScenario: I have a worksheet full of ~360 tasks. Tasks are broken down into phases, have owners, and have status'. I leverage a pivot table to easily sort my data by owner, or by status. When reviewing the pivot table with others we want to update the raw data. This entails changing worksheets and scrolling to the task in question.
I'm looking for an easier way to update the raw / original data.
Options I've tried to pursue but have come up empty:
Option 1: Excel modification? Is there a setting in Excel 2007 that would allow me to change a value in my pivot table and have it propagate to the original data set (another Excel worksheet)? So far the answer seems to be "no". Is this possible?
Option 2: Hyperlink from Pivot Table to Raw data field.
- I cannot create hyperlinks within PivotTable data cells.
- I have used the "hyperlink()" function OUTSIDE of my pivot table, along w/ a "match()" on a key field in my pivot table to create hyperlinks back to my raw data... But this is prone to breaking.
- Is there a way to enable hyperlinks from within a Pivot Table? I have seen other requests from individuals that had a pivot table with actual hyperlinks (e.g. [URL]...) and they could not 'activate' them.
Option 3: Tool Tip VBA Form w/ Link?
- If I can't create hyperlinks directly in the table, then how about a function so then when i click (mouse over?) a pivot table cell a form appears with a hyperlink back to the source data?
Option 2 and 3 Assume that there's an way to get at the underlying location of the raw data (e.g. "Pivot Table Worksheet!E10" comes from "RawData!C4". I've dug through some VBA documentation at Microsoft.com but came up empty. I know this link must exist behind the scenes - In Excel 2007 when you mouse-over a pivot table cell Excel displays: "Row - Phase - Owner - Status", which is directly out of the raw data table/worksheet. [[This was an incorrect assumption... When i looked at the pivot table tool-tip closer I realize it was just walking through my data :'( row.
What is the VBA Code to revel the source cell? If i can get at that data, (and hyperlinking can be turned on w/in the pivot table...) then I can easily write a script to walk through the pivot table and create links back to the raw data... Not a perfect solution - but it takes away the need to search through the source data for the row I want.
I have a single workbook with multiple worksheets. Each worksheet has a different pivot table displaying a different view of the data. Each pivot table uses the same source data at worksheet1.
Each week i add new data to the end of the source data, which means that I need change the source data reference separately in each pivot table to update each pivot table view to include the new data. This is laborious as there are quite a few pivot tables.
Was wondering if there is some way of changing the pivot table source data reference on all pivot tables at the same time.
I've attached some dummy data. Basically, everyday I'm going to dump a report containing data into a 'Data Dump' tab. 'Pivot 1 - Filtered' I have set up so that it will show specific product IDs only (In this example I only want to see 1X, 2X and 9D).
However, I now have a need to see the total value of that order number in 'Pivot 2 - Autofilter'. (For Example, order number 1111 has both 1X and 8D contained within it). Now obviously the simple thing to do would be to filter every order number shown in pivot 1, and filter pivot 2 with them. However when I'm doing this for real, this can be tens/hundreds of order numbers.
The only workaround I have found is to put a column at the side using VLOOKUP and if ISERROR is false then include in pivot, then used an autofilter on that, but I'd like to keep the normal pivot if possible.
I manage a team that quote for business. They are targetted on number of quotes per month but then also wins per month, however a win may come a number of months after the original quote was generated.
They work off a spreadsheet where they log:
Quote date (And month)
Quote Value
... customer info etc
Win month (against orginal quote information)
Win value (against orginal quote information)
I started writing my pivot using the Quote month as the main reference point, IE Quote Month in the Row, and then put all the data in the central drop data section... However, there are two immediate problems with this:
They are targetted on quotes generated per month, some business won has come from last year, which they are lifting from the old spreadsheet and puttin in my new one... meaning that quotes they generated in Oct 2012 are now showing up as quotes for October this year.
If the wins span a number of months they are showing in January (if quoted in January) and not in March (when actually won)
Is there a better way of writing my pivot table??? There must be... ideally what I would like is half the table referencing the Quote date and half referencing the order date... but I don't know how to do this? I could probably do this with pages but I would like to show all on one sheet...
I have problems in linking my date picker to the pivot tables
For example: I have 6 pivot tables, all of it has date fields, and then I have a button that will show date picker to select start and end date. After I selected dates, I want to auto-filter the pivot tables using that selected dates.
how to change this code to select the choice "NACID" from cell "D1" instead of being hardcoded?
Sub Pivot1()
ActiveSheet.PivotTables("PivotTable4").PivotFields("Group").CurrentPage = _
"NACID"
End Sub
I have a vba script that makes a pivot table, works well, but I need to link the pivot table filter to a 'namedrange' cell on a spreadsheet. I have found the code below on google but can't seem to get it to work, when the cell is updated the pivot does not refresh.
Option Explicit
Private Sub Worksheet_Change(ByVal Target As Range)
Dim ws As Worksheet
Dim pt As PivotTable
Dim pi As PivotItem
Dim strField As String
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.
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.
View 6 Replies View RelatedI have created quite a nice little macro that;
drills through a lot of key figures, updates a pivot chart and copies the chart to powerpoint.
However it crashes on one particular data set every time with this error:
Run-time error '1004':
Unable to set the _Default property of the pivot item class
The code where the debugger stops is the last line below here.
lngKpi = Sheets("Helpfile"). Cells(lngRow, 2)
Sheets("Charts").Select
ActiveSheet.ChartObjects("DK").Activate
ActiveChart.PivotLayout.PivotTable.PivotFields("KPI # (overall").CurrentPage = lngKpi
I can manually change the pivot chart to the keyfigure it crashes on and thereby workaround the problem in the macro. Also it works for more than 50 other keyfigures without problems.
I was wondering why a pivot table will allow you to tick and untick pivot items that are not visible?
My pivot tables have a lot of data and someone may wish to only see the pivot items that are shown in the pivot table in its currrent view. Is there a way in VB to achieve this?
In my attached example when you suntick the Media 'TV' then look in the 'Channels' drop down you can still see the tick boxes for TV channels 'ITV' and 'TV_BBC1' (I know why they are still ticked, I'd just like them not to be visible).
I have a pivot table in the first sheet which includes the field "Date" as a column label.
In the remaining sheets, except for one, there are pivot tables based on the same underlying dataset which also include the field "Date" as a column label.
I would like to adjust the selection (i.e., exclude some dates) from the column label in the first sheet and see if it is possible to make the same adjustments automatically to the pivot tables in the remaining sheets as well.
note that the field "Date" is used as a Column label, i.e., it is not a Report filter.
My input data for Pivot table has a column named "Month". The month values are like April 07, April 08, Nov07 in random order for period between Jan 07 to Aug 08.
When I create a pivot Table, this column is sorted alphabetically (April 07 is followed by April 08) but I need it to be sorted in the ascending order with respect to month (April 07 is followed by May 07).
I further use this data to plot a Pivot Chart. There is another issue here. I want to use separate colors for each series. I do not know how to achieve above 2 things.
I have a pivot table that I created and now I want to use the same pivot cache to create another pivot table instance on a different worksheet. how can I do that? My first worksheet gets saved as "OO By buyer" and now I want to create a new worksheet and drop the next pivot there.
View 1 Replies View RelatedI have this problem which I have simplified below:
Sheet 2 contains a Pivot table. One of the report filters is "Month-Year" (Eg, May-14 - in date format 'mmm-yy') which is selected by a Slicer on sheet 1.
Cell D1 on Sheet 2 contains a formula which calculated/displays the mmm-yy of the same period last year (eg May-13).
I want a code so that when I select the 'Month-Year' Slicer to filter the pivot table on Sheet 1 (eg to May-14), another Pivot on Sheet 3 is filtered with the previous year mmm-yy (May-13).
I'm not grasping the Pivot Table correctly. I've written code to create a sum of values based on a worksheet. Specifically:LocationIDDeptSum of Hours Worked. Location, ID and Dept are rows. This effectively provides the aggregate values that I need based on the row groupings.Here's where this is falling apart. I need to create a new worksheet based on these values. I assumed the three row values - Location, ID and dept - would be in a hierarchy. It's possible they are, I just can't figure out the object model.
When I loop through the PivotItems collection of the PivotFields("Location"), I get what I need. However, I'm unable to determine how to loop through the child values (just for that location). PivotFields("ID") returns all IDs. I can't figure out how to return only the child entries for each pivot item. GetPivotData hasn't been very useful for this. As far as I can tell, GetPivotData, while its return type is listed as Range, throws an error when more than one cell is returned. Worst case, I suppose I can just parse the data in the DataBodyRange of the pivot table - maybe not, I haven't tried that. I'm hoping there's a way to iterate through these collections, but based on what I've seen from Google searches, there may not be. Does my pivot table need to be rearranged? I suppose I could also just dump this data into a data table
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]...
1. I am trying to record a macro where I select a Pivot Table. But in the recorded macro "Pivot Table name" is not recorded neither the Pivot Field Property only the Range name is recorded. But on other systems (workstations) these details get recorded. Does this have something to do with excel settings?
2. I uploaded a macro enabled excel file on my company's "sharepoint" the drop down boxes present in the file get populated via a macro in "ThisWorkbook" page but sometimes these drop down boxes don't show any values. What can be the reason for this? Can't share the file because of data security policy of my organization.
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
Is it possible to create pivot table from another multiple pivot table.
Example: I have two diff pivot table "Income" and "Expense" as well
and I need to preapare new pivot table using with those two pivot table
I have a pivot that shows Location, Dept and Total Sales by month. So Location and Dept are in the row area, Period is in the column area and Total Sales are summed in the page area.
Well, they decide they do not want to see Dept: 999 on the pivot. Thats easy, just click the dropdown and uncheck it....they are amazed at my ingenuity!
Well, they then notice Dept: 999 is no longer included in the Location total or grand total....makes sesne to me I say!
Well, they then specify that Dept: 999 should NOT appear on the pivot but SHOULD be included in subtotals / totals.
I have 12 months worth of data in twelve separate workbooks each with a pivot table, I have copy/moved the pivot table tab from each into one workbook so now I have a workbook that consists of 12 tabs each with a pivot table. What I would like to be able to do is create a summary table with the full years data; where I am running into problems is that each months table has slightly different row and column counts and labels making any formula like =sum([sheet 1 cell a1]+[sheet 2 cell a1]) problematic.
View 3 Replies View Relatedif there is a way to display a table as column percentages but have the totals as raw numbers.
View 9 Replies View RelatedI am trying to find a way to count the total number of pivot fields in a pivot table so I can remove ghost pivot items that are no longer in the pivot table data. My code for this subroutine is as follows;
Sub RemoveGhostPivotItems()
Dim ghost As PivotItem
Dim pt As PivotTable
Set pt = ActiveSheet.PivotTables(1)
pt.ManualUpdate = True
For Count = 1 To 10
On Error Resume Next
For Each ghost In pt.PivotFields(Count).PivotItems
ghost.Delete
Next ghost
Next Count
pt.ManualUpdate = False
End Sub
My code makes an assumption that I have 10 Pivot Fields or less. It would be nice to actually know the number of Pivot Fields so my "For Count" Loop would be more efficient. In otherwords;..............
I've got 4 pivot tables (all derived from the same base data) on 4 separate worksheets. I've been able to (with this help of this site) to use VBA to hide pivot items on all of these sheets using a list on a user form. Hide/Show Pivot Table Field Items. Hide Pivot Table Fields Pivot Items by Criteria
I now need to be able to show all the pivot items on only 3 of the 4 pivot tables, with the 4th pivot table being left untouched. For ease assume that my sheets are sheet1, sheet2, sheet3, and sheet4. The tables I wish to update are on sheet2, sheet3 and sheet4. The pivot table on each sheet is called "PivotTable4" and the pivot item is called "Business". The pivot item contains 12 business names (Business1, Business2 etc etc)
Is there an easy way of doing this? I've spent the day looking through the internet and various "Dummies" books but with little success, I fear that I'm obviously below even Dummy level
I'm trying to write a macro that will create a pivot table, and am getting an Error code 1004: Cannot Open Pivot Table Source File "Sheetname". My code is below. I've tried to note what each section does, and it all seems to work well except for the Pivot Table creation.
View 14 Replies View RelatedI have a worksheet with two pivot tables, one of which is visible to the user. Ideally, the user should be able to change the "Row Label" field settings of the visible pivot table and then press an "update button" that then adds the same field to the second pivot table.
Ideally, the ordering of the fields should also be made similar between the two tables, though this is of less priority.
I imagine it would be something in the style of:
"If number of Pivot1 active row label fields = X then
Pivot 2.AddRowLabelField = Pivot1.RowLabelField(X)
end if"
My boss wants me to design a dynamic, updatable chart in Excel 2003. I initially made a Pivot Chart based on a Pivot Table which worked perfectly, but it doesn't look professional enough when printed (or viewed) and she wants me to approach it a different way.
So, I created a graph based on the data in a Pivot Table, and used dynamic ranges as the source for the graph series so that the chart updates when the criteria fields are changed for the Pivot Table. I then added two combo boxes (ie data validation lists) to the Chart sheet, and wrote VBA code so that whenever the combo box values are changed, the Criteria fields for the Pivot Table on the 2nd sheet are updated accordingly, and this in turn causes the graph to be updated as well.
This solution also worked perfectly, but now I've been told to create the graph without macros.
Does anyone have any suggestions? The requirements/details are as follows:
1. The Pivot Table is on sheet "PIVOT", and the graph is on sheet "GRAPH"
2. The Pivot Table has two criteria - School Name and Year Level
3. On sheet "GRAPH" there are two data-validated fields, School and Year, which only allow the selection of valid Schools and Year Levels
Is there any way to make the Pivot Table update when values are changed in the fields on the CHART sheet so that the chart also updates, but without using code nor a Pivot Chart?
I have data that develops 3 to 4 pivot table each day. I would like to know if there is a way to change the date on one of the pivot table and have the other pivot tables date change to match with the first pivot table. At this time I am going to all 3 or 4 pivot table to select the correct date. The date is in the page position of the pivot table. I have attached a small sample of the data and the pivot tables.
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