Saving Groupings When Creating New Pivots?

Sep 28, 2011

I have a monthly sales report with x amount of customers in a number of countries with an ABCDE mark. I have made a pivot table with ABCDE marks in rows and countries in Columns.

I have then grouped the countries into regions. Looks something like this: [URL]

If you can't see it look here: [URL]

Now my issue is that I have to compare many months of this kind of data to see movement. What I wanted to do was to display these changes but how do I do this without having to create 10 different pivot tables, and is there a way I can save the country groupings so I don't have to manually group the countries for every pivot table?

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VBA - Creating And Saving New Workbook

Oct 26, 2011

Ok, I'm trying to learn how to create and save a new workbook using VBA...having some issues with this error:

Run-time error '1004':

Method 'SaveAs' of object '_Workbook' failed.

The line is highlighted in red.

Code:
Sub Copy_ActiveSheet_1()
Dim FileExtStr As String
Dim FileFormatNum As Long
Dim Sourcewb As Workbook
Dim Destwb As Workbook
Dim TempFilePath As String

[Code] .........

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Jun 3, 2006

I'm trying to save a spreadsheet using VBA which will also check that the directory exists and create it if not, all based on cell values in my spreadsheet. When I run my code it comes up with Run Time Error 76: Path not found.

Dim fname As String, dname As String, dname2 As String
fname = ActiveSheet.Range("E2").Value
dname = ActiveSheet.Range("G2").Value
dname2 = ActiveSheet.Range("H2").Value
Windows("Register Template.xls").Activate
ChDir ("H:")
If Len(Dir(dname2, vbDirectory)) = 0 Then
MkDir dname2
End If
ChDir dname2
ActiveWorkbook.SaveAs Filename:=fname

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Mar 21, 2009

I would like excel to create the folder C:/Bill if it doesn't already exist when I click save/save as option and save the workbook in it with a filename that is a combination of text/values in cells A1 and A2 on Sheet1. Better if the save as dialog box appears with this option selected so that I have to just click Save in the save as dialog box to save it in "C:/Bill".

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Excel 2010 :: Creating Mandatory Field Before Saving A File?

Aug 22, 2013

coding mandatory field in Excel 2010.

This is a code that i have for having a master workbook, and saving it in different folder so my employee cant access it

Sub NextInvoice()
Range("J2").Value = Range("J2").Value + 1
Range("E6:E9,H9,J9,B14:K20,H4,B28:K32,B36:B39,D36:D39,F36:F39,B42:K43,B46:K47,B50:K51,B54:K55,B58:K59,B62:K63,B66:K67,B70:K71,B 74:K75,D78:E78").ClearContents
End Sub
Sub SaveInvWithNewName()
Dim NewFN As Variant
'Copy Invoice to a new workbook

[code].....

I have found a code for mandatory cell, but it creates a second macro and i was not able to link the two.The mandatory field has drop down of employee's and it is located in the cells D78:E78.

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Count By Using Groupings

Apr 28, 2009

I have a table with 2 columns as per table below:

Country Count
-------------------
AUSTRIA---------1
BAHAMAS--------3
BARBADOS--------2
CANARY ISLANDS-6
COLOMBIA--------9
GUATEMALA-------11
LUXEMBOURG-----15
MACEDONIA------6
PAKISTAN--------8
RUSSIA-----------13
TAIWAN----------3
KENYA-----------5
ANDORRA--------15
BELGIUM---------1
CHILE-----------3
CYPRUS---------6
FINLAND--------14

How can I count them by using these groupings 1-5,6-10,11-15? So I will have now a table like this:

Group Count
-------------
1-5-----6
6-10----5
11-15---5

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Golf Groupings

Jun 4, 2009

i use it to arrange players for every hole during golf tournaments. The present sheet (that i have attached) will allow as few as 2 players per hole. i have been informed that it should not assign less than 3 players per hole. the math in the code needs to be adjusted so that it knows to always start with 3 somes and work up from there. i can do the math on a sheet of paper i just don't know how to code the math . the attached sheet is what a member on the forum previously did for me. i take no credit for it, i am not capable doing what this sheet does for me.

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Apr 10, 2014

Is there a way to automatically open or close all grouped rows on a specific worksheet or for specific rows?

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May 30, 2014

Trying to create a new workbook from another open workbook, then copying all the sheets that aren't called "Summary" to that new open workbook and then saving it. I get a subscript error on this line:

[Code]....

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Sep 10, 2009

Following up on a tread from Sailor64, I tried to use a code DonkeyOte created,

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Jun 6, 2008

Can someone direct me on how to make multiple pivot tables from values that are in a column?

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Aug 14, 2014

I have 2 separate pivots running off 2 separate data sources. The filters used for each or fairly similar (bar one entry).

Is there a way to have one filter that filters the information in both pivots even though they are not based on the same data source?

Also, with the filter that is slightly different; in one table, I have an option that shows (this is just an example) 'retail and end user' yet, in the other table these are two separate options.

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Controlling Multiple Pivots

Aug 14, 2009

I am working on an excel sheet (2007) with about 8 pivots from the same data (huge db). The 8 pivots take a different cuts of data. One filter element is same across all pivots. (For instance let us say that filter is City names: with 10 different city values in it- NY, London, Chicago etc)

What I would like to do is have a system where I just chose NY in one place and all the 8 pivots should use NY as one of the filters and refreash the data accordingly.

What I am doing now is I got to each pivot, choose NY first and then refreash all for the data.

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Multiple Pivots One Filter Etc

Oct 16, 2009

I am looking for a way to combine three pivot tables in to one. Basically, one sales rep will have data for the current month, the year to date, and the total year. I have to compile this data to one sheet, for 30 sales managers! The problem with running the pivot three times (once for monthly, year to date, and yearly) is that brands that aren't sold in the month are then left off the table, which leads to a mess that it takes far too long to clean up. I hope I've made this clear, but please check the attachments for a better idea of what I'm looking to do...

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Feb 10, 2012

I need to summarise a batch of data in this format....

YearPeriodAccountCustomerPart NumberSalespersonChannelValue2011Jan1SteveA1KylieHome1502011Feb2BillA2KylieExport1802011
Mar3FredA3KylieHome2002011Apr4JohnA4KylieExport1002011May5AndyA5KylieHome85

And need to put it in the following format...

Salesperson - KylieJanFebMarAprMaySteve150Bill180Fred200John100Andy85

I know I can use a series of pivot tables but would like to keep the size of the file to a minimum.

Is a DSum the way to go or can I use a Sum if and use an and function with the sum if?

formula if so to saveme a bucketload of trial and error attempts...

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Pivots - No Drop Down Arrows

Jun 8, 2007

I have been sent a spreadsheet with data in it that is from a Pivot table.

The headings look like the ones in the Pivot table the only difference is
there are no drop down arrows to show/hide items

I cant click and drag fields to swap them.

So it looks like a Pivot but I cant manipulate it.

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May 29, 2008

I would like to update data in a pivot with an offset function once I have new data in a worksheet. The range of the data is from A to CB.

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Macro Won't Update Pivots

Jul 10, 2008

I have a macro that is supposed to update 3 pivot tables with the change to just the first one but it doesn't work. Can anyone help?

Here is my code but nothing happens when I change the first pt (C & S). It doesn't update the other 3 tables.

Private Sub Worksheet_Calculate()
Dim PF1 As PivotField
Dim PF2 As PivotField
Dim PF3 As PivotField
Dim PF4 As PivotField
Dim x As String
Application.EnableEvents = False
Application.ScreenUpdating = False
Set PF1 = ActiveSheet.PivotTables("PivotTable4").PageFields("State")
Set PF2 = ActiveSheet.PivotTables("PivotTable3").PageFields("State")
Set PF3 = ActiveSheet.PivotTables("PivotTable2").PageFields("State")
Set PF4 = ActiveSheet.PivotTables("PivotTable1").PageFields("State")
x = PF1.CurrentPage
PF2.CurrentPage = x
PF3.CurrentPage = x
PF4.CurrentPage = x
Application.ScreenUpdating = True
Application.EnableEvents = True
End Sub

Pivot Table 4 = C & S this is one I want to make the change to
Pivot Table 3 = Sales Pivot
Pivot Table 2 = 2005 Pivot
Pivot Table 1 = SMG Pivot

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Sort Data But Keep Data In Groupings?

May 23, 2013

I have a sheet of data in groupings where the titles of the groups is in a row. For example: "Boys" in A7 with the names of boys in A8:A14 and "Girls in A15 with the names of girls in A16:A26. I want to sort by column G but keep the boys and girls separate.

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Aug 6, 2014

how not to show blanks in a pivot table but I do actually want to show them, however they are currently showing as '0' which is misleading to my audience; also I have cells will '*' which I also want to show in the pivot but again these show as '0' - the format of the cells in the raw data in 'number' however I have tried changing this to 'general' or 'text' but to no avail when refreshing the pivot table.

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Dec 8, 2013

I have 3 sheets in my workbook, DataA, DataB, and DataC

Data A contains:
ID_customer
and 4 variables A-D

DataB contains
ID_Customer
and 4 different variable W,X,Y,Z

Data C contains
ID_customer
and other 4 different variables

Request: I need to analyses the relationship between the variables using a Pivot table.

My thoughts so far: I think that I need to combine all the information onto one sheet first and then use the pivot table function, but its currently unable to combine onto one sheet, due to Id_ customer numbers appearing several times in DataB and DataC (and not always the same number of times in both), I need to retain all the information from DataB and DataC

I have attached a sample of my data : DataA.xlsx

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Feb 24, 2014

I have a ton of data coming into excel. I'm making a Pivot table of this.

From this tables everything goes to another sheet for a specific month. Right now January only.

The data will contain several of months later on in the future.

Where I can set the pivot to see the february date and insert into the right cells?

Excel01-file contains the Pivot table setup.
Excel02-file is the place where the pivot should insert the data specific to each month taken out from the data file in Excel03_data-file.

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Dec 19, 2008

I have a spreadsheet with a number of sheets in it for our sales team to record orders received and pending; the first sheet contains pivots which relate to the other sheets (a sheet for each financial quarter) (i.e. one pivot for sheet 2, one pivot for sheet 3 etc)

Is there a macro which will allow me to update all of the pivots when the workbook is opened? Or, even better, one where they will be updated when the first sheet is accessed?

The only one I have found when searching is:

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Oct 24, 2012

I have one single data source and need to create multiple piot tables with it.

But when I group dates for example, this applies to all Pivot Tables that share the same pivot cache.

Is there a quick way (VBA preferred) to duplicate an existing pivot table with a new pivot cache?

I know about the technique to open a new workbook and copy it there and back again, but it is really annoying.

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Excel 2010 :: Controlling Pivots With VBA

Jun 11, 2013

The below code and variances of it has always worked for me when controling he pivot fields, however this no longer works in excel 2010 and i cannot seem to come up with a work around.

Code:
Sub Pivot_Date()
Application.ScreenUpdating = False

Dim pvtTable As PivotTable
Dim pvtField As PivotField
Dim pvtItem As PivotItem
Dim filterCell As String

[Code] .......

Its worth noting that this will work wen selecting all but not for individual fields. I have also tried skipping the loop ad simply setting the current page to the ilter cell but this doesn't work either.

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Feb 22, 2008

there's a way to pivot data from two sheets (both the sheets and the pivot table are in the same workbook)?

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Pivots Table Filter From One Of The Cell In Org Sheet

Aug 12, 2014

I have 3 sheets in my excel worksheet.

1. Org
2. DataSource
3. Pivots Table

My Pivot table will get the data from the DataSource sheet. I will like to have the filter of the Pivot Table from one of the cell in Org Sheet. How can I do that?

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Feb 14, 2014

I am trying to edit the data in the actual pivots rather than editing in the data source. i know there is vba code to enable pivot table editiing. how to enable this

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Calculating Pivots Points For Day Trading When There Is No Trade Day

Jun 4, 2014

The attached spreadsheet should explain my issue. In a nutshell, the value on line 6 is from the previous day's data (i.e Tuesdays line 6 is based on Monday's data). If the previous day has no data ( i.e. market closed), line 6 should reflect the last line 6 calculation.

Also, i would like line 6 to be zero past 2 calendar days from today. i.e. Friday June 6 should read zero until tomorrow (june5) data is entered.

Pivot.xlsx

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Oct 22, 2009

I'm using Excel 2003 for this project.

For example: -
I have 3 pivot tables with the same row 'Media' (TV, Neswpaper, Magazine) and each has count as the data field (number of people who read/watch) then each pivot has a different column, Region, age, ***.

If I change the row of the first pivot to only show TV, how do i code it so pivot 2 and 3 only show TV also? I may have upto 20 pivots inthe end.

I found the below code to do this for page fields but can't adapt to rows -

HTML Private Sub Worksheet_PivotTableUpdate(ByVal Target As PivotTable)
Dim ptTable As PivotTable, ptItem As PivotItem, vFields As Variant, lngField As Long
On Error GoTo ExitPoint
vFields = Array("filed1", "field2", "field3")

Application.EnableEvents = False
For lngField = LBound(vFields) To UBound(vFields) Step 1
For Each ptTable In ActiveSheet.PivotTables
If ptTable <> Target Then
With ptTable.PivotFields(vFields(lngField))
.CurrentPage = Target.PivotFields(vFields(lngField)).CurrentPage.Value
End With
End If
Next ptTable
Next lngField
ExitPoint:
Application.EnableEvents = True
End Sub

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