Pivot Table Filtering According To Current Year?
Jan 18, 2012
I'm working on pivot tables using excel macro. Basically , I need to filter out the year submitted according to the current year . I did this to filter out my pivot :
For Each PivItem In _
PT.PivotFields("Year Submitted").PivotItems
PivItem.Visible = True
Next PivItem
For Each PivItem In _
PT.PivotFields("Year Submitted").PivotItems
Select Case PivItem.Name
Case "2012"
[code]....
But this can only filter out year 2012 . I need to use this workbook for the next couple of years and I dont want to keep modifying the codes .
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Jun 2, 2014
I have a Pivot Table (pivottable1) starting from cell A1 (lets asume that this cell is "Pick up date"). What I want to do is to filter by each "Pick up date" one by one - for example by first date 2014-05-30 than do some stuff (I have this part of code so no worries) and after that pass to next Pick up date do the same stuff pass to the third pick up date and etc. The problem is that the number of Pick up dates can be different - sometimes it could be 10 pick up dates and another time it could be 150 of pick up dates. I suppose it should be some kind of loop but I have no idea how to start this.
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May 12, 2014
how can i sum pivot table filtering some values in other table. if i change filter, sum is changed
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Nov 27, 2011
I have a pivot table with a group # on the left, and team members on the right. There are multiple team members in each group, and each are on a separate line in the pivot table, like this:
Group #Team1chrisdawnsally2cassiechrisdawnkathysally3jimjoejohntomGrand Total
I need to find where "sally" is on the team (easy to do"), BUT I need to display the rest of the team members in the group with her, like this:
Group #Team1Sally, Chris, Dawn2Cassie, Kathy, Sally, Dawn, ChrisGrand Total
Using the concatanate function to put them all into one cell and then filtering for "contains" was all I could come up with, but there are 14,000 groups
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Oct 2, 2012
I am currently using the following code below in the macros for filtering out a certain set of activities in fields LVL to be "0"
VB:
Dim PI As PivotItem
With ActiveSheet.PivotTables("PivotTable1").PivotFields("Lvl")
.PivotItems("0").Visible = True
[Code]....
I now wish to filter lvl activities with pivot items " 0" and "1" as well.
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Jun 20, 2012
I am trying to create a Pivot Table that filters on a range of data.
I have a sheet with lots of data on it, and separate sheet where I have created my Pivot Table and my list I wish to use as the filter values.
I need to extract 630 specific Departments out of thousands and report the movements against those depts. The 630 will change as time goes on and I want to just have a range where I can update the values as and when changes occur. I initially tried using Filter on Department but realized this was going to be a very long winded process.
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Sep 13, 2012
I have a pivot table in 2010- is there a way to filter the data using an external reference from the pivot table? I'd like to put the value in another cell and have the pivot update automatically when I type a new value in that cell.
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Sep 12, 2013
right now, formula is simple as follows
Code:
Sheets("Shift Premium").Select
ActiveSheet.PivotTables("PivotTable3").PivotFields("DT_REPORT_DATE"). _
ClearAllFilters
ActiveSheet.PivotTables("PivotTable3").PivotFields("DT_REPORT_DATE"). _
CurrentPage = myDate
The idea is that the pivot table always displays yesterdays data.
However, there may not be any data for that day, so when i tell the macro to filter for it, I get an error.
My question is, how could I formulate some sort of iferror statement so that if yesterdays date isnt in the filter list, then it does nothing (by default leaving the filter on last populated date)?
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Sep 10, 2013
Using Excel 2007 I have a pivot table that counts that number of incidents based on month and year. To get the month and year I group the date field as months and years.
My problem is if I want to filter specfic months in say year 2012 it also takes out the month in 2013. I though it used to give you the option of year and date in the filter but mines are 2 seperate filters.
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Aug 18, 2014
I have a column called Received Date (cell/column is format in dd-mm-yyyy that's found under 'Custom') which I make it into a pivot table, and GROUP it based on Year and Months.
Below is a look of it
-2012
Sep
Nov
-2013
Aug
Nov
-2014
Jan
Feb
Mar
Where the - sign is actually the expand of the year to see all the months in that particular year.
My question now is, how do I get the year from each of the month?
how do I get the "year" for the month of Nov in 2012 and 2013?
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May 14, 2013
I am working on a pivot table just like the one on the picture here [URL] .......
Ideally I wanted the sums by date to be displayed horizontally and not vertically as shown in the picture, but was unable to do so. Anyways, I want to be able to filter those dates, so I can display data just from an specific date, and then change this date whenever I want and the new data will show up.
I tried doing by the checkbox that appears under the "data" dropdown on top of the column; However, when I uncheck a specific date, it dissapears and I have to add it again if I want to see it. Is there a way to keep the values on the dropdown even after I uncheck them? Or even another way to filter the information? Below is the pic of the dropdown I get when trying to sort the data, But as I said If I uncheck one of the values, it dissapears from the list.
[URL] ........
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Jul 19, 2013
Is there is some way to filter based on the value in a specific subcolumn.
Using the example of a list of salespeople and their transactions over the year, who sell multiple products, the PT is Sales Person name for the Row Labels, and Type of Product for the columns. The resulting PT has 3 columns, for each of the products - e.g. table, chair couch, and the Values are the total number of that item sold. Is there any way I can filter, so that I will see only those sales people who have sold 3 tables or more lets say. (Thus enabling me to quickly see what other products those sales people have sold.)
(The actual situation is a lot more data heavy than that - it is actually a list of donations for a non-profit, coming in from hundreds of people, across a dozen different categories; I am trying to analyse the extent to which people who gave for a particular category (Direct Mail solicitation) also gave across other categories.
So far I've manipulated things by inserting a '% of row total' value into the PT and then using countif/sumif functions outside of the PT to figure out how many people donated solely to this category (= 100% of row total), and how many donated to other categories too (= more than 0% of row total, less than 100%), which gives me a decent summary of sole donations to this cause vs other categories too, but doesn't visualise what the actual other categories donated to were. I've also investigated making a PT of the existing PT, but I'm not sure if that's even possible...)
(I'm using Excel 2011 for Mac, but if there's some other version that would make this possible, I may be able to use another computer.)
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Nov 8, 2002
When I group information in a pivot table by date, and select quarters or years, it is of course based on a calendar year. Can this be done by fiscal years?? using an addin or something, where I set the start month of the custom fiscal year.
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Nov 23, 2006
I have a sheet with following columns
Zones Month Revenue
Zone1 Apr-05 1111
Zone2 Apr-05 2222
Zone3 Apr-05 1222
Zone1 May-05 1451
Zone2 May-05 452
Zone3 May-05 4622
Zone1 Jun-05 891
Zone2 Jun-05 255
Zone3 Jun-05 1555
and so on all zones revenue each month.
I am learning Pivot table and struck at a point.
I am able to do simple pivot table but now want the following result
1. All the three zones in row fields.
2. Months in column field.
3. Revenue and running total of revenue (progressive sum) for all the months of desired financial years. ( I can get revenue and running total separately but I want these in alternate columns ie Revenue Apr-05, Revenue upto Apr-05, Revenue May-05, Revenue upto May-05 and so on)
Also how to get data for desired financial year only as 2005-06 (Apr-05 to March 06) or 06-07 (Apr-06 to Oct-06)?
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Sep 25, 2006
I have two combo boxes: One for entering the Year, and one for the month. I can produce a message if the user leaves either box blank but I want a message to apear it the user selects a year AND month less than the current year (iYear) and current month (iMonth). I therefore need an AND statement between the two criteria but i dont know how to do it.
'....First Checks the Comboboxes arent blank then below Checks a future month/year secection is chosen
ElseIf YearBox.Value = iYear & iMonthbox < iMonth Then
MsgBox ("You may not enter Data before the current Month")
Else '...... Run main code here
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May 16, 2011
I have to excel files, both have the same data. I created a pivot table macro on the first file. I want to be able to open the second file and use the shortcut to create the pivot table. the problem is that it refers back to the original workbook I created the macro on. How do I change the code to make it refer to the current workbook?
Code:
Sub Pivot()
'
' Pivot Macro
[Code]....
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Dec 8, 2013
Looking for a formula to compare current year values to previous year values. For example, if the current year has values for the month of January through March (100, 100 and 150), current year value will be 350 and the previous year value will be 975 (i.e. 300+275+400). The aim here is to make the previous year months summation equal to the present (or current) values. As new values are entered for the current year, the previous year's values will have to change to reflect the new month's value entered for the current year.
Month 2012 2013
Jan 300 100
Feb 275 100
Mar 400 150
April 650
May 454
June 800
July 500
Aug 375
Sep 525
Oct. 300
Nov 410
Dec 510
Sample file is attached : Comparison_Years.2011.xls‎
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Mar 8, 2014
I am working on a budget for myself and want it to have running dates so the first data column will have the current month. I was able to succeed with this using the EOMONTH function followed by EDATE functions in the following cells, I then have these columns filled using a nested VLOOKUP MATCH function pair.
The problem I run into is with the months that extend into the next year, in my data table I have month by month listed started on 01/01/2014 ending 12/01/2014 but as soon as the month is no longer January the last column in my budget cannot find the information needed due to it looking for 2015. so what I would like to know is if there is a way to make the data table change the year to the following year after today is beyond that month, so for example on March 1 2014 both January and February would be changed to 2015.
Attached is an example : Budget Example.xlsx‎
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May 14, 2009
I have dates in my column “A”, for example (A1 cell =22-Mar-1971), (A2 cell=30-Dec-1965). Now my requirement is in B column date and month from A column and year should take current year. Output in B column (B1 cell =22-Mar-2009), (B2 cell=30-Dec-2009)
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Feb 23, 2008
Last week I posted a question related to formatting a cell to return a Day of the Week versus a numerical representation IE "Wed" instead of 02/20/2008 12:00AM. The solution provided worked for me:
1) Format cell to DDD MM/DD/YYYY HR:MN. Cell range (A1:A500)
2) Format destination cell with DDD. Cell range (B1:B500)
3) Destination cell (B1) = to original cell A1
4) B1 displayed data as "Wed"
However, the issue I still have is; I wanted to create a pivot table summarizing a year activity by Day of Week (in other words 7 entries for the year) and the pivot table still recognized all the MM/DD/YYYY. I ended up with a table displaying every day of the year instead of a yearly summary by Day of Week. Is there some way to strip out all the other numerical data from the new column I created to run a pivot table by Day of the Week for a whole years activity?
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Oct 27, 2011
I am trying to automate the creation of 3 pivot tables. At first I was having a problem with deselecting all items in the drop-down except one, then I found the code to fix it.
I replaced this code:
ActiveSheet.PivotTables("PivotTable15").PivotFields( _
"Beta")
.PivotItems("Escalated").Visible = False
.PivotItems("Hang Up").Visible = False
.PivotItems("New Hire Requests").Visible = False
.PivotItems("No Trouble Found").Visible = False
.PivotItems("Priority Exchange").Visible = False
[code].....
This fixed the problem, but there are still two other pivot tables that need to be created after this first one. I scrolled down through the code and deleted the other code blocks for the selection of the PivotItems and replaced it with the code above, but then when I ran it I got the "Compile Error: Duplicate Declaration in current scope".
I read more through the forum and realize that it's because VBA is dimensioning it twice, and I read that you're supposed to Dimension at the beginning of your program, but how do I implement this into my coding?
I can't dimension literally at the start of the code, there is some formatting that needs to take place first. (Basically I paste in a bunch of data into Sheet1 of my workbook, center it, space it out, then insert a pivot table into the pre-existing Sheet2 based on that data, filtered on the blank entries in Column N. Then I need to create ANOTHER pivot table based on that same data in Sheet1, but filtered on the blank entries in Column O. Then I center the words in the Pivot tables' headers in Sheet2, and finally I need to create one last pivot table on pre-existing Sheet3 based on the data on Sheet1, filtered for 2 specific entry types in Column N.)
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Oct 26, 2006
Is it possible to get the current Page Item Selected for a pivot table
I've tried the following functions in VBA, but have had no success
CurrentPageName
CurrentPage
CurrentPageItem
ParentItems
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Dec 13, 2011
I am trying to do an IF statement, if the activecell's value is equal to this current year, do nothing and if its not the current year, to offset one column to the right and insert a blank column, then copy the whole column to the left and replace it with the new blank column.
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Feb 27, 2009
DATE function won't return TODAY()'s year in the "year" slot.
Is there a way convert, for example, 2/8/1963 to 2/8/2009 without using Concatenate?
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Aug 19, 2012
is there any way to NOT Displaying Items with No Data when filtering data in my pivot table?
For instance, I have 2 report filters: Category and Subcategory, when I select a category in the first filter I want to see only the options of subcategories with data in the second filter, I mean display only the subcategories of the Category previously filter.
Same scenario I have with a report with Directors and Organizations, when I filter one Director it would be nice to see only the organizations of this director and not all options on the data.
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Jun 18, 2014
vba in excel 2013 pivot table that updates from an online CRM rows are a to h and it can be any number of rows. What I am trying to do is track progress. In column f values indicate probability for success 10 25 45 90, which can go up or down. The pivot table is refreshed to get the latest values from CRM. the update is handled by a connection to the crm not in the vba.
So far I been researching methods to conditionally format values that went up, down or remained the same since the last refresh with up down and across arrows. I have managed to piece together what I think should work but alas it is not. So I have come to you internet.
My code first clears any formatting and goes down the column avoiding null or empty cells, comparing the values in column f to values in column j.
I have 3 conditions greater than, less than or equal to, and would like add an icon for each based on the result of the comparison.
Finally when it finishes the column the code copies the current values in the pivot table column f to column j outside the pivot table which i hope to be able to hide once the cf works. The code is below
[Code] .....
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Jun 20, 2014
I am trying to figure how to show in one pivot table a current column and a proposed column. I have 15k rows of data. My data columns are employee, month, task, hours, proposed month. I can get a table that has months as columns and tasks as rows with sum of hours. What I would like to do is incorporate the proposed month, so that it shows hours in the months by current and proposed. That way my result would be January current, January proposed columns etc. I can change the propsed months by formulae so I want to play with the proposed task month the refresh the pivot table to see the results.
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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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Jul 22, 2008
I was wondering how you get the current year (yy)?
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Feb 21, 2014
I have a file which I use for planning purposes, sometimes two or three years ahead of time. I have a "Reference_Year" cell, B1, which controls most of the dates in the spreadsheet.
I have a code which is intended to change the current year of Excel so if I have 2016 as the "Reference_Year" and I enter "05/05" somewhere in the range D5:D50, the date will appear as 05/05/2016. I feel like I am not too far but at the moment the date I get is 05/05/2000. Ideally I would like it to work with a Reference_Year entered in the format 01/01/2016 (which is used for the rest of the spreadsheet).
[Code] .....
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