Pivot Tables / Report Filter
Nov 10, 2008i 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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Pivot Tables - Show Report Filter Pages
Mar 3, 2014By using this function I have managed to do a 1000 sheet report, 1 for every customer.
However, my problem is that I don't know a way of globally setting the print area for every single sheet.
Also, the reports are not exactly the same size, they will vary from 5 to 12 columns.
Combine Multiple Pivot Tables On One Report?
Apr 21, 2014I have to track how well location managers are keeping track of skill competencies.
We rate skills as...
0 – know nothing ,
1 – read training manual,
2 – check off by manager.
I need the managers to provide these ratings then I have to report what locations need more training. When an new employee is entered into the system, the manager should give them a target of 2 for each skill the employee needs to gain. If the target skill is 2 rating higher than the current skill level, I have a column named Delta that records a 2.
I have learned how to use the pivot table feature. I can make separate pivot tables using filters that show…
a) how many 2s each employee has for a target,
b) how many 2s each employee has for deltas,
a) how many 2s each employee has for a current level and I can show the date the 2s where achieved
What I need is to learn how to combine all of this information on one pivot table (or report), but the filters really seem to make a mess of it all when it is all together. adding multiple sheets to one Pivot table.
Screenshots...
Count of Targets
Count of Deltas=2
Count of Current Skills
!What I need to produce!
[Code].....
Locking Pivot Table But Not Report Filter?
Aug 29, 2013So 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]....
VBA To Manipulate Pivot Table Report Filter
May 28, 2009I 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
Creating Custom Pivot Table Report Filter
Aug 8, 2012I 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.
View 1 Replies View RelatedExcel 2010 :: Report Filter For Pivot Not Working With VBA?
Apr 5, 2013I have a pivot table that I want to update via VBA based on dates user inputs on an input tab. (Want to use the Between function)
The Date field is in the Report Filter section (as I don't want it in the row or column area), but when I click on the dropdown arrow, I don't get any option to filter the date at all. I've double checked that the dates in my datasource are formatted for a pivot table, but that doesn't seem to be the issue.
When I use code I've found on this and other sites, it also doesn't work. When I run it, I get the following error at the "If Date DateValue(PI.Name) < StartDate Or DateValue(PI.Name) > EndDate Then..." line
Error Message: Unable to set the Visable Property of the Pivot Item Class
Code:
Sub Test()
Const StartDate As Date = #1/15/2013#
Const EndDate As Date = #2/13/2013#
[Code]....
Copy Filter Selection To All Pivot Tables
Jul 31, 2006I want to create multiple pivot tables each performing its own tasks. When i want to filter a particular category in all first pivot tables i have to do this one by one.
This is time consuming and i think it can be done faster. Is it possible when i filter a category in pivot table 1 that this filter is automatically filtered in the other pivot tables?
Pivot Report Filter Doesn't Hide Non-Relevant Rows
Feb 3, 2014So I have a pivot table of about 2000 rows with data on employees.
In the table, there is a field associating each employee with a location (midwest, southeast,where ever) and I have a report filter on it that lets me view only people from a given region.
It was working fine, but I'm doing a lot of VBA macro related to the pivot, and I think I somehow changed a setting somewhere in the process and don't know how to reverse it.
When I apply the filter now, it only shows data for people in the region i choose, except it still shows all the other lines that should be hidden, just with no values. Here is a crude visual
Name region sales
Jim_____MW__10
Henry___MW__34
Jerry____SW__20
Aaron___SW__44
Scot____MW__22
AFTER FILTER for "MW"
Jim_____MW__10
Henry___MW__34
Jerry________0
Aaron_______0
Scot____MW__22
(jerry and aaron should not be visible at all)
Report Filter In Pivot Table Based On Another Field From The List?
Feb 20, 2012Is 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.
View 2 Replies View RelatedPivot Table - Grouping Items (Date) In Report Filter?
Nov 11, 2013I 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.?
Filter Multiple Pivot Tables Based On Same Cell Value
Jun 15, 2012I am trying to update multiple pivot tables from different OLAP cubes based on the same cell value that an user defines,
namely one country for which he/she wants the create the report for. The code I recorded goes like this:
VB:
Sub TUR()
Sheets("Pivot").Select
ActiveSheet.PivotTables("PivotTable1").PivotFields("[Geography].[Geography]"). _
ClearAllFilters
ActiveSheet.PivotTables("PivotTable1").PivotFields("[Geography].[Geography]"). _
CurrentPageName = "[Geography].&[TUR]"
End Sub
In this example, TUR stands for Turkey.
Basically, I have over 20 countries and at least 3 different OLAP cube-based pivot tables in my report, I can do it with 3 x 20 different macros but that seems like taking the long way.
List Box To Select Multiple Items In Report Filter Of Pivot Table?
Jun 19, 2013I'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!)
Change Pivot Table Report Filter From Userform Textbox / Combobox
Aug 17, 2013I'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
Pivot Tables - Finding Number Of Individuals With Particular Filter Combination?
Jan 30, 2013I am using a pivot table to explore the relationship between the two variables in a survey. Question 1 is a "choose all that apply" question, while Question 2 is more "if you said yes to any in question 1, choose all that apply".
So, I have about 10 filters for question 1, where each combination will give me a different number for the responses for question 2. My question is this: How do I get excel to automatically find the # of individuals with the particular combination of filters in question 1?
Ie. if said yes to 3/10 options in question 1, how do I get excel to find out how many actually said yes to the 3/10 questions.
The purpose of this data is for reference to question #2, so that i can utilize some percentages.
VBA Code To Change Pivot Table (Report Filter) From Userform Textbox / Combobox
Aug 16, 2013I'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.
View 2 Replies View RelatedExcel 2007 :: One Pivot Table - Multiple Graphs Based On Report Filter?
Jan 10, 2014I 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.
Pivot Table - Show Report Filter Pages Shortening Tab Names Even When Character Is 31
Mar 4, 2014I 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.
View 1 Replies View RelatedExcel 2010 :: Pivot Table Add Calculated Field Based On Certain Text In Report Filter
May 29, 2014Any 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.
Excel 2010 :: Changing Pivot Table Report Filter Via VBA With Named Range Or Array
Jul 21, 2011I 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.)
Filter Data Into Groups That Contain A Common Data Point Using Pivot Tables?
Apr 30, 2013I want to use a Pivot table to filter data to show just the studies that contain patients from the 'South' area?
As per example below I want to be able to see all the patients in all areas but only for studies that have patients from the south. I put together an array formula that works well for small tables but is too much with one one my sheets that contains 200,000 rows.
Before filtering:
Study ID
Study Short Title
Study Patient ID
Area
1346
LLP
90126
Northwest
[code]....
Adjust Column Label Selection Multiple Pivot Tables Based On One Pivot Table
Aug 16, 2013I 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.
Change Pivot Source Data In Multiple Pivot Tables?
Jan 21, 2013I have a single workbook with multiple worksheets. Each worksheet has a different pivot table displaying a different view of the data. Each pivot table uses the same source data at worksheet1.
Each week i add new data to the end of the source data, which means that I need change the source data reference separately in each pivot table to update each pivot table view to include the new data. This is laborious as there are quite a few pivot tables.
Was wondering if there is some way of changing the pivot table source data reference on all pivot tables at the same time.
Refresh Pivot Tables Linked To Pivot Table
Jul 25, 2006I currently have several pivot table that's linked to a single pivot table(let's call it X) in the same workbook. I'm doing this to limit the file size because the data in X comes from a text file that has millions of lines. However, it's such a pain every time I need to update the tables because simply clicking "refresh" does not update those tables that are linked to X with new data. I would have to instruct the wizard in every linked table to point to X every time. I'm trying to write a small program to re-point to X for each of those other pivot tables whenever i refresh data. However, after trying to record the steps to do this I'm still unable to run these
Sub Macro1()
ActiveSheet.PivotTableWizard SourceType:=xlPivotTable, SourceData:= _
"PivotTable1"
End Sub
Pivot Table Based Off Multiple Pivot Tables
Sep 5, 2006Is 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
Create Report Table From Two Original Tables (source And Select Criteria)
Mar 31, 2014I have two tables (Table 1 and Table 2). Table 1 has names of all employees in my organization ('Name' column) and corresponding information in the second column ('Textinfo'). I need to create Table 3 from table 1, but only select those employees who are in my team, ie matching names in the Table 2. I also need to extract corresponding 'Textingo' column information. I tried vlookup but it did not work because if there more that one name in the table 1, vlookup confuses it (i think). Would you know what function or code to use?
Sample file is attached : excel question 1.xlsx
Can Pivot Table Be Created From Several Other Pivot Tables
Mar 5, 2014I have 12 months worth of data in twelve separate workbooks each with a pivot table, I have copy/moved the pivot table tab from each into one workbook so now I have a workbook that consists of 12 tabs each with a pivot table. What I would like to be able to do is create a summary table with the full years data; where I am running into problems is that each months table has slightly different row and column counts and labels making any formula like =sum([sheet 1 cell a1]+[sheet 2 cell a1]) problematic.
View 3 Replies View RelatedPivot Tables: Pivot Table Layout
Oct 14, 2003if there is a way to display a table as column percentages but have the totals as raw numbers.
View 9 Replies View RelatedShow All Pivot Items In Pivot Tables
Jun 19, 2008I've got 4 pivot tables (all derived from the same base data) on 4 separate worksheets. I've been able to (with this help of this site) to use VBA to hide pivot items on all of these sheets using a list on a user form. Hide/Show Pivot Table Field Items. Hide Pivot Table Fields Pivot Items by Criteria
I now need to be able to show all the pivot items on only 3 of the 4 pivot tables, with the 4th pivot table being left untouched. For ease assume that my sheets are sheet1, sheet2, sheet3, and sheet4. The tables I wish to update are on sheet2, sheet3 and sheet4. The pivot table on each sheet is called "PivotTable4" and the pivot item is called "Business". The pivot item contains 12 business names (Business1, Business2 etc etc)
Is there an easy way of doing this? I've spent the day looking through the internet and various "Dummies" books but with little success, I fear that I'm obviously below even Dummy level
Filter Two Tables On Single Worksheet
Mar 31, 2008I have a worksheet with two distinctly different tables of data. Is it possible to apply autofiltering to a column in both tables? Applying to one is fine but when I try to apply a filter to the second table the filter on the first one is canceled.
Aligning the tables so that the same column in both tables is the filtered column is not possible with the worksheet setup.