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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Linking Pivot Table To Data Source Table?

Jul 14, 2014

I was wondering if there is any way possible to link your pivot table filters to filter the data the same way in the table that it comes from? So if i had date as one of my headers and i filtered the date to a specfifc date, is there a way to also filter the date in the data source sheet?

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Linking Pivot Table To Cell

Jun 18, 2014

I have a cell, C2, that will have a tab name pasted into it each time a new page is created. This name will be equivalent to a filter in PivotTable1 on that page.

Is there a way that I can have it that when the name is pasted, the filter "Time" can be linked to that cell and update in the pivot table?

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Linking Array Of Data To Pivot Table

Jul 11, 2013

This is my first time usng a pivot table. I need to link the pivot table containing three fields to the array of data containing five fields below. Here is a sample workbook. I would like to make it so that when you select a criteria in a field in the pivot table, it will filter the data in the array below. Attachment 249295 I haven't recieved a reply in the other forum probably cause very few people view that particular forum. Heres the link: [URL]...

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Linking Pivot Table Data To Excel Sheet

May 26, 2014

I am trying to link data from a pivot table we have in excel to a separate excel sheet.

The pivot table contains an up to date list of our inventory, however, we want to take that data and put it in a cleaner looking excel that we can e-mail to customers and publish on our website. Going individually, through every product takes too much time to have an up to date stock every day. Its even difficult to manage if we want to update just once a week.

When I link the cells of the pivot table to the new excel sheet they are constantly changing values as people are constantly editing the filters of the pivot table to look up various things.

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Linking But Not Counting Source Cells In Pivot Table

Apr 6, 2007

I'm finding my way in pivottables (which is a new function to me).

I can now create one to count the item I wish (see attached).

I'm trying to get the table to display, but not use for counting, the rest of the row calls associated with the counted data.

For example, looking at attached, the source data is so:
ComponentPart NumberValuePackageType
C1C0805COG1NFJ50V 1nF0805 COG 5% 50V
C2C0805COG1NFJ50V 1nF0805 COG 5% 50V

I'm counting how many instances there are of the part numbers and displaying in the pivottable as so: ...

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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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Adding Advanced Filter Criteria Without Altering Pivot

Feb 8, 2012

At work, I have a workbook with multiple tabs that contain lists. Each tab has a corresponding Pivot Table.

There is a business requirement that a user can specify a name, which filters the data. For the sake of simplicity use this for an example

Column Headers: First_Name ; Last_Name; Age
Row 1: Johnny; Bravo; 29
Row 2: Shane; Falco; 34
Row 3; Bobby; Shane; 15

The user specifies "Shane" as the filter in another pre-determined Cell (D1). Using advanced criteria, I need to find all rows that have Shane in either First_Name or Last_Name. The only way I know how to do that is inserting two rows and adding criteria:

First_Name ; Last_Name; Age
=D1; ;
;=D1;
Johnny; Bravo; 29
Shane; Falco; 34
Bobby; Shane; 15

With Criteria Range = "A1:B3"

This is problematic because my Pivot tables now include 5 rows of data.

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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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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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