I am looking at a way to create a dsitributable excel spreadsheet (.xlsx), which contains non-sensitive, yet restrictied organisational information segmented by regional department for NCSA, EMEA for APAC respectively.
By design, all data has been collected in a datatable on a password protected "data" sheet - and - presented on an "executive summary" sheet. T
The "executive summary" sheet contains a privottable with select "multiple options" to allow for aggregated dataviews on executive level. However, on a regional department level, the users must only see their own regions, hence the filtering mechanims on the pivottable should be restricted.
Currently, the restrictions on the pivot tables are made in VBA, using the following script. However, it still allows people to change the "multiple options" filter in the pivot. How can I restrcit this option
Dim pf As PivotField
.EnableWizard = False
.EnableDrilldown = True
.EnableFieldList = True
.EnableFieldDialog = False
.PivotCache.EnableRefresh = False
For Each pf In .PageFields
As a sidenote; the above design requires that a spreadsheet is compiled for each region each month. Ideally, the ability of filtering, could be password restricted - or - filteren. So only one selection would be presented for the NCSA, EMEA and APAC respectively, while Executives could view across one-or-many regions? However, as Pivot tables are used by design, I cannot see how this could efficiently be achieved?
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 ?
I want to get the FAIL count of SN in which PASS > 0 (First two rows)
BUT I can not figure out how I can filter based on the values of the pivot table itself (rather than the values of the original list). When I try to use 'Result' field as report filter, I can not get it as a Column label (and vice-versa). In this case I get:
I get: ****|PASS ------------ 111 | ...1 222 | ...1
Instead of Excel creating a new sheet when I double click on the results of a pivot table, is it possible to just filter the results of the original source data's sheet?
Here is my situation, I have source data that needs to be updated after someone double clicks on the pivot table data. They won't be able to update the source data if it just creates a new sheet (since it's a copy).
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
I have an excel spreadsheet in which I must sort the data by program and then activity code. From that I need to know the number of consumers by activity code and their total units. I must then graph this by program. I have been debating on whether to use an excel pivot table, break the data in to multiple spreasheets to then graph it or shoud I upload the file into access.
i have a excel file which has a formatted pivot table which displays customers by country in row A 2 down to 36 with approx 36 customers in the values field i have volumes by alarms and tickets along the column labels it shows the previous 7 days with date and then the alarms and tickets in each row. My problem is i am trying to find the code or location where i can change the only bring back 7 days data to another value. i have searched all connection properties and definitions. I know there is a value somewhere that allows you to change this number to say from 7 days to 30 days. If you click on the column labels for date it shows the dates back 3+ years but it still if i tick more than 7 days only show 7 in the table.I have image if needed
I have made a pivot table and I dlike to identify with a macro the documents with net value over 1000. Then extract these values next to the respective sales documents in an are near the pivot table somewhere. The fields are called Document and Sum of Net value. Of course the pivot is very variable one time it has 3000 records and another 5000.
I wish to send a workbook but need to ensure that this workbook stays on the computer it is destined for. I understand that for ultimate security excel may not be the best option, however im using excel and with that need to look at the best options available to me.
My thoughts were along the lines of sending a simple application for better words in excel, and having the user fill in a few details, this would trigger a events macro recording A the machine id ( which i have forgotten how to do any any help would be great with that ) or B the user ID to a hidden cell, then on receiving this back be able to use that as a key in the application before sending it out.
Then if the user was to pass this to another person it would not work as the code would not match. Does this seem like a best approach or is there a better way that a similar effect could be had?
I'm trying to have a command button clear all filters on a pivot table (PivotTable1) and apply a new filter equal to a cell value (C4). If the cell value can't be found I want the filter to equal "No Meeting". I'm trying to recycle the code from another workbook I built a long time ago, I just can't get it to convert to this application.
Code: Dim County As IntegerDim pvtTable As PivotTable Dim pvtField As PivotField Dim pvtItem As PivotItem
- 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.
I have a workbook with 6 tabs. The workbook is designed to be shared but I want to password protect the last 4 sheets so that they can only be accessed by certain people. The people who have access need to be able to edit the sheet.
I have a huge excel file. This file contains Projects, Project Manager, departments and sales for different quarters. Each department has sales and the quarter the sale was done. Now I want to create a pivot table where I can see the sales for each quarter for each project or each project manager. Attached file may elaborate the problem. ShaA1.xlsx
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:
I want my report title is more dynamic which is based on the pivot table's <Status Date> filter. It mean if I select the <Status Date> filter option as 6-23-2014. Then the report title will automatic update as "Statistic Report 6-23-2014" instead of I have to change the date each time I run the report.
I have this code for setting a filter on my pivot table to show all data occuring after a certain date. Is there a way to add code so that instead of it saying "Value1:="31/10/2011"" that it would work out the last day of the current month and use that.
I need to filter a pivot table based on a field property. Sort of strange, but the database I get the PivotTable data from returns the Week in the accounting month. as the field name. It has several properties which I have figured out how to expose including the period end date. Now I need to figure out how to filter the PT based on that.
The following shows the property:
Code: ActiveSheet.PivotTables("PivotTable4").CubeFields("[Time]").AddMemberPropertyField Property:="[Time].[Week in Month].[End Date]
Now if I just knew how to filter with that value I could move on the the next issue ....
I have a summary worksheet, which has a drop down cell. on another tab I have a few pivot tables, is there a way I could get one of the pivot tables to auto filter based on the selection in the summary worksheet?
How to use an array of multiple values in code I want to use the array of values "jan" "feb" "mar" in the code instead of "jan"
Code: Private Sub Worksheet_Activate() ActiveSheet.PivotTables("Pivottable1").PivotCache.Refresh ActiveSheet.PivotTables("Pivottable1").PivotFields("cat").ClearAllFilters ActiveSheet.PivotTables("Pivottable1").PivotFields("cat").PivotFilters.Add _ Type:=xlCaptionDoesNotEqual, Value1:="jan" End Sub
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 macro to refresh all pivottables in my workbook. Each pivottable source from the same data pool - in addition I have a filter on each pivottable. Is there a way to fix this filter, such that once the source data is updated, the filter doesn't change? Or to only refresh the "data" in the pivottable?
My code for refreshing all pivottables is given below.
Dim pvt As PivotTable Dim sh As Worksheet Application.Calculation = xlManual For Each sh In Worksheets For Each pvt In sh.PivotTables pvt.RefreshTable Next pvt Next sh Calculate Application.Calculation = xlAutomatic
I have a list of customer satisfaction scores that are pulled in from a sharepoint list. The list is then used to create a pivot chart that is used in a web part on a dashboard in sharepoint. The chart is supposed to show average customer satisfaction scores per category per month.
The problem I have is that I can't filter the categories using a slicer, I can only filter the categories' values (i.e. the scores). I can filter by date though.
When I try to filter the various score categories/series (Support, Change Management etc) I only get the option to filter their values i.e. 1,2,3,4,5.
I want to be able to use a slicer or similar to be able to display either all of the series or just selected ones.pivottable.JPGpivotchart.JPG