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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Sep 18, 2008
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.
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Jan 5, 2012
I'm trying to create a pivot table to figure out categories of expenses over the last year. The problem is when i create this pivot table on the horizontal i see all the days of the year, as opposed to categorized by month. I've tried to 'group' the months together but not very successfully. HOW to do this grouping elegantly?
I've attached 2 screenshots.
Pic 1 - Original State of the table with all the days on the horizontal
Pic 2 - an attempt to group by month, gone wrong
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Oct 1, 2008
I need to build a macro that creates a pivot table that displays data for the last 13 months, by month (e.g. Sep 07 - Sep 08). My table has a column for months and another one for years. My question is: to run the macro succesfully, how should I build my table, or make the pivot table, in order to get the months displayed in proper order (Aug 07, Sep 07, Oct 07, Nov 07, Dec 07, Jan 08, Feb 08,.......Jul 08, Aug 08)
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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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Jun 4, 2013
I have a table that looks like this:
Code:
TechNum | FirstName | LastName | System | WorkDate | Values
I need the pivot table to look like this:
Code:
-->System
--> TechNum - FirstName LastName
--> WorkDate
I need the sorting to look like this:
Code:
-->System
--> TechNum
--> WorkDate
How do I show the first three fields in the same level of the pivot table and still maintain the sort cascade?
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Jul 4, 2012
Excel 2010. I set up a trial balance as following:
1/31/2000 2/28/2000 3/31/2000 ------- 12/31/2012
Acct # 1
Acct # 2
Acct # 3
Acct # 4
I was able to use pivot table to set up the balance sheet and income statement.
1. now each month is a field which I can choose to add to the report, but the field list is getting too long (and growing). Is there a way I can insert 1 field (for the user to input the exact date) or 2 fields (to input year and month) and the pivot table can pick up the input and refresh either automatically or manually.
2. I looked into the "group" function in pivot table, but how do I group the above data in quarterly and yearly fashion so the user can get those information quickly?
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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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Aug 22, 2014
I have to check if two items are in column A, and if yes, there values from column B shoulded be summed. I tried different combinations with IF, LOOKUP but didn't go far.
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May 4, 2014
I have 16 different workbooks for different regions of my company. Each workbook has one worksheet (sheet named each region name), and all workbooks are formatted same regarding column names. Ultimately, I would like to combine all workbooks into one summary workbook where I can build a pivot table and pull out various data. Do you think this method is the best way to do what I am trying to do? I am very novice when it comes to VBA. I have written the code below, however, it is not working.
Code:
Sub GetSheets()
Path = "C:UsersDanielleDesktopWorksheets"
Filename = Dir(Path & "*.xls")
Do While Filename ""
Workbooks.Open Filename:=Path & Filename, ReadOnly:=True
For Each Sheet In ActiveWorkbook.Sheets
Sheet.Copy After:=ThisWorkbook.Sheets(1)
Next Sheet
Workbooks(Filename).Close
Filename = Dir()
Loop
End Sub
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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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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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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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