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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Mar 17, 2008
I can not get my Pivot Chart to count, sort and categorized my data. I have included a sample file for your viewing. I basically want the data in cells C2:E18 counted, sorted and totaled by categories and locale. I thought the pivot charting was simple, but I'm having quite a challenge with this one. The pivot chart data should reflect as my sample indicates in cells E24:K27
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Dec 6, 2013
I would like to only view (or otherwise mark) the highest value cells (in column g) for each category (column c),
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Jun 19, 2009
I am using a pivot table to summarise information with a list of tonnes and sources from civic amenity sites. All was fine until I got to this month to do monthly reports. The pivot table appears to be treating what appears to be exactly the same categories of "CIVIC" and "TRANSFER" differently. By this I mean that although the values in the column appears to be "CIVIC" or "TRANSFER", some get treated differently in the pivot table making it pretty useless. I have made sure that all spellings of the words are the same. there are no spaces before or after the word e.g " CIVIC" but to no avail!
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May 29, 2012
Is it possible to aggregate data in a pivot table from different categories?
I have excel 2003.
For PURE illustration, I have 6 columns, A-F, respectively:
"TV Show", 4 columns for names of people who watched the show (Persons 1, 2, 3, and/or 4), and finally, the duration / "Time" of the show.
I want to see in a final output:
Anytime a person has watched the show (whether i have penned him in columns 1, 2, 3 or 4), Excel to aggregate the total hours watched by that person.
When i try to do this with my pivot table i run into an error: if Person A watched "TV Show X" in row 1 and his name is in the Person 1 Column, Excel will not aggregate his TV time with "TV Show Y" in Row 2 when his name is in the Person 2 column.
It will sum up the categories separately even if the "Person" inputs in the separate "Person" columns are exact matches.
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Dec 19, 2008
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?
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Apr 29, 2014
I am trying to filter pivot chart by strategy and it does not update the combined Sum of Cumulative chart when I uncheck / filter strategy.
I have attached the example : Strategy_Combined_Analysis_Wkly_All_Example.xls
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Mar 11, 2014
I try filter a pivot table based a cell.
[Code] .....
Attached File : FilterPT.xlsx
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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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