Pivot Table Recalculate Based On New Data
May 16, 2013
I have a data set that I constantly run a pivot table. I have the pivot table run on a separate sheet each time. Since I run it every time I was wondering if there is a way to set up a pivot table to run automatically and run it on a separate sheet.
Lastly, if that is possible, if the data set changes and the pivot table runs automatically will the pivot table recalculate based on the new data.
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Mar 4, 2014
I'm looking to update a pivot table based on some info in a cell but I keep getting an error message.
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Mar 19, 2013
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.
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Feb 14, 2013
I found this code and am trying to use it to update the filter in my pivot table (sheet 6), based on the data validation selection in sheet 1, but when I make my selection on sheet 1, nothing happens.
Private Sub Worksheet_Change(ByVal Target As Range)
Dim ws As Worksheet
Dim pt As PivotTable
Dim pi As PivotItem
Dim strField As String
strField = "Region"
[code]....
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Dec 12, 2007
I want to write a VBA code, so I can apply dates criterias to my pivot table. Say, I have 1-Dec-2007 in "C2" and 10-Dec-2007 in "C3". Now I want my pivot table to show me the dates between those two dates and the data that goes along with it. I have written this code, but it keep debugging:
Sub FilterDates()
Application. ScreenUpdating = False
Sheets("PnL").Select
Sheets("PnL").PivotTables("PivotTable3").PivotFields("Date") _
.PivotItems("01/01/1950").Visible = True 'to always have 1 populated
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Feb 22, 2008
I have looked at the below Hide/Show Pivot Table Field Items help web pages:
Hide/Show Pivot Table Field Items
Hide Pivot Table Fields Pivot Items by Criteria
I am trying to use the above, but with dates in the following format in each cell:
YYYYMM
200612
200701
200702
200703
200704
200705
200706
etc, etc
The below code is working for >200702 and removes all years/months prior to this entered value. Unfortunately the code does not work when a user enters <200706, instead the code goes through to the “NonValidCriteria” prompt.
Sub HideByCriteriaYYYYMM()
'Declare variables
'SEE: [url]
'SEE: [url]
Dim pt As PivotTable, pi As PivotItem
Dim lMonth As Long
Dim strCri As String, strCri1 As String, strCri2 As String
Dim bHide As Boolean
Dim xlCalc As XlCalculation
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Mar 5, 2013
I have the following code to update a pivot table:
Code:
Dim pt As PivotTable
Application.EnableCancelKey = xlDisabled
For Each pt In ActiveWorkbook.Worksheets("sheet1").PivotTables
pt.ChangePivotCache ActiveWorkbook.PivotCaches.Create _
(SourceType:=xlDatabase, SourceData:="source!R4C1:R33443C55" _
, Version:=xlPivotTableVersion10)
Next pt
the R33443 term is what will be changing, the columns and the starting row should stay the same. is there a way to instead of using R33443, to enable the range to be changed based on a cell value?
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Nov 28, 2006
The "Sum" sheet can change its number of rows. The pivot table is based on it. I'm having trouble with the SourceData portion of the code in my macro ....
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Jan 22, 2007
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.
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Aug 16, 2013
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.
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Sep 5, 2006
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
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Feb 1, 2010
I have enable Refresh on Open for my excel pivot table, but user need to click "Enable Automatic Refresh" , only solution i came across is to change the registry setting. Which i dont have access to edit registry(admin disable the access).
Alternate solution i try to use Access macro to automate the process and use Outputto save it as a excel file A. Then use excel file B to update pivot table from excel file A.(as excel A data is always latest)
The problem is i will get "....A file name already exist...do you want to overwrite.." prompt.
Which defeat the automate process.
Any other solution to enable the automatic refresh on open the excel workbook?
Or Access can overwrite the exist file or save it as another file name with timestamp ?
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Mar 18, 2013
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...
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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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Dec 14, 2006
i have a pivot table an extract of each data contained in this table.
[img]Count of NAMdate
SERVICENAM12-oct10-déc11-décGrand Total
Commercial-lauralaura11
Commercial-laura Totalgh11
custody-jonathanjonathan112
k11
custody-jonathan Totalgh1113
settlement-ludovicludovic11
settlement-ludovic Totalgh11
SPQC-elodieelodie112
SPQC-elodie Totalgh112
Grand Total1337
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Sep 5, 2013
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.
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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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Jan 27, 2014
filter my pivot table using a cell value, rather than manually selecting from the dropdown.
The report filter title is Rnd H, and values start from 0 through to 2, at .1 intervals (so 0.1, 0.2, 0.3, 0.4 etc).
Rather than select "0.3" manually from the dropdown, can the pivot table do this if "0.3" was written in cell A1 for instance?
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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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Nov 12, 2009
I wonder if someone can tell me if it is possible to sort rows in a pivot table based on a range in the same workbook.
I have the pivot table set up as I need it but the values in the row change each time the macro is run (it is run when new data is added)
As part of the macro a list of Grades is imported into the Workbook. These grades are always imported in the correct order. As such I would like the pivot table to follow the order of imported grade list. The grades in the list will always be the same as the list in the pivot table.
Is this something that would be possible to do?
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Jan 16, 2009
I do not know if this is possible, I have a pivot table, however I would like to be able to sum a particular range based on start and end date. then by make and model as the second set of criteria, The sum would be displayed into a form on a different worksheet. attached is a file so I would like to know the total
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Jan 4, 2010
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.
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Mar 14, 2013
I 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"
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Jun 9, 2014
I have a Table with 2 columns "Due Date" and "Completed Date". The pivot table from the table gives the count of each column. I want to have a calculated column giving the % complete, ie. "Count of Completed"/"Completed Date"*100. When I attempt to create this formula (using Pivot Table Options > Fields Items and Sets > Calculated field), I get a DivZero error, even though both columns are not zero. How do I create such a calculated column?
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Mar 16, 2009
I have an SQL Server that has a query (a view stored on the server) which takes roughly 10-20 seconds to execute. This execution time is the same in Excel 2007 if I import data to worksheet/pivottable. It is also the same in Excel 2003 while importing data into a worksheet. It returns about 350 rows.
However, if I try to make a pivot table in 2003 based on this query, it is much slower. I can set it up fine, but refreshing this pivot table takes at least 10-20x as long to complete, in the order of 5-20 minutes, to sometimes taking so long that I give up and kill it by hitting escape a bunch.
It's important to note that I am forced to used Microsoft Query to set up a pivot table in Excel 2003. There is no other way, I believe.
While it is running, Excel just sits there saying "Waiting for data to be returned from Microsoft Query".
Here is the weirdest part. Once the refresh starts, Microsoft Query loads in the background, you can see it on the taskbar. I believe that is expected behavior, but if I click on MS Query and view its datatable, I can see all the data is sitting there.
So what is the hold up? MS Query has the data. Excel is waiting for it to be returned. What is going on? And remember from above, if I do a simple import data to worksheet, MS Query is not used and everything is fast.
So my question is does anybody have any tips/advice on this issue? I need a way to not use MS Query for a pivottable's data source or I need a way to make MS Query not freeze up. I don't get why MS Query needs to be involved in the first place since I am not doing any parameters or so forth.
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Oct 6, 2008
I've got a group of data within a pivot table that I want to be sorted based on only part of the string. For example,
Standard Kitchen
Standard Master Bath
Standard Hall Bath
Optional Kitchen
Optional Basement Bath
First they would be sorted by whether they begin with Standard or Optional. Then within those groups, they would be sorted whether they contain Kitchen anywhere in the string. So that the order would be Standard Kitchens, Standard Anything Else, Optional Kitchens, Optional Anything Else.
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Jul 2, 2010
I created a union query in Access to join two tables (Projections and Actual Sales). The query produces the results I want. I need to create a pivot table in Excel using the union query as the source. When I pull up the data import function in Excel, the union query does not appear. Do I need to do something else? I have tried to create a select query where I select all from the union query and I can find that fine.
When I use this query to create the pivot table the results end up all zeros when I try to sum the values. It creates some crazy results when I show it as count of also.
I can provide the data in either the Access database or Excel spreadsheet.
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Aug 21, 2012
I'm trying to make a pivot table that can compare sales based on the whatever month/year/salesman combination I give.
Ideally, I'll be comparing the sales data for 3 seperate months. Can I make a pivot table where I can make different filters apply to specific columns?
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May 8, 2007
I have an Access application with a form containing an Excel chart based on a pivot table based on an Access query based on an Access table which is refreshed every 5 minutes using a Timer event. When the table is refreshed the Excel chart is refreshed. The chart monitors some processes and is active throughout the day. As the day progresses more and more data points are available for plotting on the x-axis. The x-axis labels get very crowded as the day progresses and I need to programmatically change the x-axis scale at various times of the day. To that end I am trying to find an event that is activated at some point during the automatic refresh of the chart/pivot table.
I have tried the Workbook_Change event, the Worksheet_Change event, and the Chart_SeriesChange event. None of these are executed during the refresh process or I have done something wrong in trying to use them. At the moment they only have a MSGBOX message in them so that I can determine if they are even being executed.
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Sep 26, 2007
I have a pivot table which draws data automatically from a database
What I would like it for the customer field of the pivot table to only equal the customers which are present in another worksheet (Column A:A)
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