Pivot Table - Grouping Items (Date) In Report Filter?
Nov 11, 2013
I have a pivot table with the following items;
Report Filter = Project Names & Dates (filtered on 2 fields)
then the pivot table of data shows
Dept, Sum of Hours, Sum of Total ($), Sum of Days
When you click on the drop down to adjust the filter for the Date it gives you the whole list of dates, day by day as it is in the source data.
Is there a way to make it in the filter by month and year, the way it would in an ordinary filter. So if I wanted to have the pivot table show only the values with an October date I can, rather than having to deselect all and then individually check the boxes for the 1st through to the 31st of October.?
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Jun 19, 2013
I'm trying to use a List Box to select multiple items on my Pivot Table but I can't seem to get it to work. Its the Report Filter part of the pivot table.
When the list Box is set to fmMultiSelectSingle it work and selects the indivdual items, but I need it set as fmMultiSelectMulti for if i'm also needed to select multiple items. (which doesn't seem to work!)
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May 24, 2012
I've created a pivot table that is not grouping "like" items. I have verified all fields are numbers using the =isnumber() formula. All items present with the "true" value. Just in case, I tried doing text to columns and refreshing the data but that did not work either. All items are formatted the same. All data fields have values.
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Aug 29, 2013
So I was wondering if it were possible to completely lock a pivot table, almost like protecting the sheet, but to allow the report filter field at the top of the table to be used. So what I'm trying to show is our net rev accounts in the rows & quantity and amounts as the value all fixed and unable to move about or drill down; but then have our product titles at the top in the report filter which you can still use to be able to select specific products.
I understand that I could make a big old page of drop down lists and vlookups and sumifs etc etc, but surely the above would be way quicker, plus I wouldnt have to bother checking it all works regularly!
I'm currently running this macro, which nearly does the job, but the data and row labels are still able to be manipulated. So... changing the macro, or doing something completely different?
Sub KillPivot()
Dim pf As PivotField
With ActiveSheet.PivotTables(1)
[Code]....
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May 28, 2009
I have a pivot table created from a data table with three columns: Date, Sales, and Customers. I have the Date column in the Report Filter and I want to change the date based upon a value in a cell range named Date, of all things. The pivot table is located in another worksheet and the range Date is changed by a spin button in the active worksheet.
My code is:
Sub ptDate()
Dim pt As PivotTable
Set pt = Worksheets("Pivot Tables").PivotTables("PivotTable1")
pt.PivotFields("Date").ClearAllFilters
pt.PivotFields("Date").CurrentPage = Range("Date")
End Sub
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Aug 8, 2012
I was wondering if it is possible to create a custom pivot table report filter? I would like to take an existing pivot table report filter and manually add values into it. I would like to do this because I have multiple pivot tables, some with the same values and some with different values and I have a VBA code from Contextures that applies a mass filter to all fields with the same name. So if i could manually add values into one report filter, I could filter from one location and have all my pivot tables update at the same time if they contain the value that i would like to filter by.
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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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Feb 20, 2012
Is it possible to set up the second level of a report filter based on the value of the first report filter. I have a pivot table that needs two report filters: first is the location and the second is the department. What I want to do is have the user be able to select the location and then only show valid departments for that location. I know that this is possible if I set up a form and have the second field be a query against the first. I can create a calculated field but I cannot put that in the report filter area.
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Aug 17, 2013
I've prepared an excel file with a pivot table. Now I would like to change the Pivot "Report filter" by using combobox on userform.
Sample Data
ID
NAME, INIT
GENDER
DEPT
SALARY
DOH
LOCATION
RAISE
1
Smith, J.
F
Sales
$41,250.00
2/2/1982
Boston
$45,375.00
[Code] .....
VB:
Sub CreatePivot()
Dim objTable As PivotTable, objField As PivotField
ActiveWorkbook.Sheets("Employees Data").Select
Range("A1").Select
[Code] .....
Error:
Private Sub ComboBox1_Change()
ComboBox1.Value = objTable.PivotFields("DOH")
End Sub
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Dec 30, 2009
I am looking for a way in VB to select and unselect items in the list for filters generated in a pivot table.item list. Ho do I do that?
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Aug 16, 2013
I've prepared an excel file with a pivot table. Now I would like to change the Pivot "Report filter" by using Textbox on Userform. I've attached an excel file as an example.
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Jan 10, 2014
I have a perfectly working pivot table and I would like to make some graphs based on the report filter. My report filter has 4 categories, with each more than 10 sublevels.
When I make one pivot graph/chart, this goes fine, the data is ok, and I am happy. But one I make a second, and thus adjust the report filter, the first graphs changes according to the filter. I dont want that to happen
Ultimately I would like a powerpoint presentation with multiple charts, based on one table, with different report filter filters. Updated ONLY on the values, not the filter.
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Mar 4, 2014
I have an issue with a Pivot table: I am using the 'show report filter pages' function and prior to this I have ensured my character length of that field is equal or less than 31 however when I hit the function the tab names are shortened to 26.
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Apr 18, 2014
It's a given that formatting doesn't alter underlying values in all areas of Excel, merely changing the way cells look. But in the attached I show two pivot tables using exactly the same data with the sole exception that the first one has the date numbers formatted as numbers whereas the 2nd PT has the date numbers formatted as dates.
With the 2nd PT it will accept the Group by month functionality whereas the 1st PT won't.
On the face of it PTs seem to take more notice of the way a number is formatted when it comes to grouping rather than treating the number as a date which it can group.
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Oct 23, 2013
Have a simple Pivot table that i have grouped in 14 day buckets.
Currently, the date range looks like this:
1/21/2013 - 2/3/2013
However, I want the range to show the 'last' date only.
Is there a simple way to do this? I just can not see it in the format cells menu...
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May 29, 2014
Any way to create a calculated field in an Excel 2010 pivot table that will find all the Transaction Types (Report Filter) with "transportation" in them and make the field Quantity 0 and leave all other quantities the same? I do not want the quantity of transportation added in twice and may not have the flexibility of adding a column to the raw data.
I used the formula below in a calculated field and it does not match the values using the added column to the data file.
=IF(ISERROR(SEARCH("*transportation*",'Transaction Type')),Quantity, 0)
I am trying to get the sum of Quantity field to equal the AdjQuantity field using a calculated Pivot field and not add a new column to the data.
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Jul 21, 2011
I have a set of four pivot tables on a sheet that I need to programmatically change a Report Filter (Page Field) so I can create sets of reports in an automated fashion. This will be the first step in that process. The change will involve choosing > 1 Role each time the code loops through based on Named Ranges I've defined that are associated with that Role.
My code thus far:
Code:
Sub TestCode()
Dim pt As PivotTable
Dim pf As PivotField
Dim pi As PivotItem
[Code]....
emm_dc_gsr is one of many Named Ranges that will contain a variable number of elements. Just using the one right now to see if I can get the code to work, I'll eventually make another Named Range/Array of all them so I can loop through each Report ("ReportPick").
I want the Report Filter to consult that Named Range for its values and apply those values to PivotField "Role" that is used as a Report Filter.
When running this code above, I get a "Role" Field that says "All" but no values (the table is completely blank), with no evidence as to why it'd be blank (all filters in every Report, Column and Row are working normally and are filled in). When I choose a value manually after the code is run, the pivot table values populate. Do I need to somehow index the Named Range in that loop? I'm just confused about this step right here:
For Each pi In pf.PivotItems
If pi.Value = RolePick Then
pi.Visible = True
Else: pi.Value = False
When I've run other versions of the code, I've gotten an array version of it to "work" using LBound and UBound, but it never chooses the right two values even though those are verified as stored in the array via a pass-through. It chooses the first few values in the Report Filter.
Here's the corresponding code for that:
For i = LBound(myArray) To UBound(myArray)
pf.PivotItems(i).Name = myArray(i, 1).Value
pf.PivotItems(i).Visible = True
Next
I do not care if I use an array or a Named Range. I just want something that is simple and works. Passing the values directly from the named range seems easiest to my brain, but I'm open to anything and I'm clearly missing something (probably silly).
I also have no idea why " .AutoSort xlManual, .SourceName, .EnableMultiplePageItems" is necessary though every piece of sample code I've seen seems to have some variation of it.
(Using Excel 2010, Windows 7.)
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Apr 1, 2014
Using Excel 2013,
I clicked on a field in my RowLabels
I then clicked on the Filter Arrow for the RowField
The SelectedField prompted with the correct field of 4 possible fields
However the item I am looking for is not in the list but I can plainly see it on the screen.
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Dec 22, 2011
In the coming months the company i work for will be transferring from Excel 2003 to Excel 2010 (i know, a little late......) and now i am testing some things at home.
We deliver lots of Excel reports to our clients where we are using Pivot tables. In excel 2003 we where able to hide items from the dropdowns using properties - hide items but when i now open an excel 2003 file in excel 2010 and want to filter the pivot table to (let's say) another month i see all my hidden items.
Is there an option in excel 2010 to hide items like i could do in 2003? (either regular option or VBA)
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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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Feb 18, 2014
How to filter the pivot table in the attachment by the Posted date. I only want to look at the data for dates within 30 days of today, and can't figure out how to do that manually, much less programatically. The attachement is a small sample of a huge report I receive; all I get is the pivot, which contains tons of information. I filter it down by my various criteria, but that's still hundreds of thousands of lines. Limiting to the last 30 days can make a huge difference, but I can't find the trick to it.
Example.xlsx‎
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Apr 22, 2014
I have a table with business data such as units sold, revenue etc. entered by date (1/1/14, 1/2/14...) for 4 different business units. I have this data summarized in a pivot table. The pivot table is set up with the date filter as a row label. I would like to have a consolidated report on another worksheet with a drop down menu being used to control the date filter on my pivot table.
The following items would be on the drop down:
Yesterday, Month to Date, Quarter 1, Quarter 2, Quarter 3, Quarter 4 and Year to Date.
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Jun 25, 2008
When using a Pivot Table I regularly filter on known data specific to me i.e. WBS codes.
Column ‘A’ contains the WBS Codes which can be as many a 1000, however, I only need to filter out the 10 or so I require, and currently I uncheck all the records and manually scroll through the list to check the ones I require.
In order to speed things up I recorded a macro which works fine, however, If I need to check any new codes I would have to record the macro again, as I tried to edit the Macro and all it does is to un check all the other codes I don't need.
Is it possible to create a Macro that picks up a range of data that is then used to filter on. (i.e. only the records I require)
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Jul 16, 2014
On a sheet called, "Details", I have a pivot table that has three fields in the column area, Calendar type, Description, and Dates. I want to filter the pivot table based on a label filter in the Dates column. The filter should be between two dates (in D4 and D5) that are entered on another sheet and passed to the Details sheet through formulas in cells D4 and D5.
I have attached the following code to a button on a different sheet.
The code successfully filters for the employee name (which is a report filter in the pivot table) which is in a named cell.
I am having trouble with passing the start and end dates to my pivot table filter. I do not get any errors, the filter is simply blank.
Private Sub CommandButton3_Click()
Sheets("Details").Select
Dim pt As PivotTable
Dim Employee As String
Dim SDate As String
Dim EDate As String
[Code]...
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Nov 10, 2008
i have a pivot table report filter that i cannot sort a-z. i've tried sorting the source data and also right clicking on the first value then choosing display a-z - neither work.
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Aug 7, 2006
i have try to find the VBA source to group a range of value (not manual group it)
say example
1-10, 11-20, 21-30 and etc..
i have try to using macro to record my grouping step to a pivot table as below
Selection.Group Start:=0, End:=30, By:=10
but anyway, i think this is not a good idea.
any other suitable VBA code rather than the above code for the pivot table grouping?
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Feb 8, 2007
I have a large spreadsheet, which has a pivot table, this is grouped by Date (Months & Years). However whenever I refresh the table the grouping is removed. I try to re group the date, but I get a message saying "Cannot Group that selection"
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Sep 15, 2007
The attached is the format of a pivot table i have made from a data. MY primary group is the REGION inside the region i want to group as per the LOCATION HEAD.
This report automatically sorts as per the location id.
How is it possible under region i want to group according to the location head and total. i DONT WANT TO CHANGE THE SEQUENCE OF THE COLUMS AND THE FORMATTING
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Sep 15, 2014
I have a table with outstanding days for Funds owed by multiple accounts which dynamically changes everyday I am looking to group this table by >5days, 6 to 14 days , 16 to 40 days ,>40 to 90days and >90days consistently even though the table will change dynamically every day..
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Oct 31, 2008
from the Forum on building a macro and was kindly told that a Pivot Table would do the job better, which it does. However, my table has a column of several dates, I was wondering the best way to group the dates into months rather than showing the full date, eg, September instead of 16/09/08 or August instead of 01/08/08.
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