Report Filter In Pivot Table Based On Another Field From The List?
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.
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.
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!)
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.
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)
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")
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.
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.
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.
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.?
I have a worksheet ("VillageReport") that contains several pivot tables. All tables are from the same data source and all pivot tables have "Location" as the first column field. I would like for the tables on this sheet to automatically be filtered when I select a village name from a drop down menu in a cell on this worksheet (C1). So, for example, when I select "Tarzana" in C1, the location field of all pivot tables on this sheet will show only Tarzana (all others are deselected).
a Macro for this? (I have already set up the drop down menu in C1). I have found some examples online but can't seem to adjust the code to fit my workbook. I am not very familiar with VBA.
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.
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.
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.
The field list does not appear when I create a pivot table in Excel 2007. It works properly if I start Excel in safe mode. I have toggled the field list button in the PivotTable Tools show/hide ribbon and I tried repairing Office 2007 from the control panel.
I want to print one sheet for each of the values in a page field drop-down. I can do this by supplying the values individually (code below) but would rather determine the list of values dynamically. Can this be done?
Private Sub pbPrintAll_Click() Dim cix As Integer Dim Ctrct As String cix = 3 While (Sheets("Database"). Range("B" + Trim(Str(cix))).Value <> "") ' Get value from database sheet Ctrct = Sheets("Database").Range("B" + Trim(Str(cix))).Value ' Set CurrentPage value Sheets("Customer P&L Pivot1"). PivotTables(1).PivotFields("Cust 1A_Name").CurrentPage = Ctrct ' Print formatted sheet Sheets("Customer P&L").PrintOut cix = cix + 1 Wend ' Reset Current Page value Sheets("Customer P&L Pivot1").PivotTables(1).PivotFields("Cust 1A_Name").CurrentPage = "(All)" MsgBox "Prints sent to printer." End Sub
I've created a pivot table and I'd like to index through each "value" in the page field and then copy the results to another sheet, one sheet per field returned.
I can't figure out if it's possible to index through the list though. Is it possible?
In the "Pivot Table Field List" I have the option to "Choose fields to add to report". I have a large number of fields that I want to choose and "Add to Values" - so it is tedious to select each item individually.My question: Is there any possible way select multiple fields at the same time? e.g.
a "select all" option, orhighlighting a range of the available fields (either by dragging or holding the shift key)I've looked / tried above with no luck.
Any Excel Add-Ins out there that might address this? I'm fearing not since my searches have come up empty.
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?
I have a Pivot table that pulls the Avg of two fields for two months, see example below.
Avg Gross $ Avg Net $ Jan 2014 20 10 Feb 2014 30 20
sample 1.png See sample attached.
The Avg Gross and Net is shown by going into the values and selecting "Summarized value by -> Average".
On the right side of this Pivot, what I wanted to do is to show a Avg Gross to Net $ in this pivot. So the formula should take "Avg Gross $" - "Avg Net $" = Avg Gross to Net $.
I am having trouble calculting this new field in the pivot table using a calculated field because the Calculated field pulls the variables from the existing field list and there isn't a field called "Avg Gross/Net"....I need to find a way to calculate the Avg Gross to Net into the Pivot table so I can pull a pivot graph out of it.
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.
In building my pivot table my data that I want to show in the column area is showing up as rows stacked on top of each other. In the column section I'm trying to show Total Budgeted Amount next to Total Actual Amount but on the layout it's showing the two stacked on top of each other is there some kind of hidden key that I'm missing?
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"
