Split Pivot Table Field Into Seperate Sheets & Not Allow Drilldown
May 24, 2008
My goal is to macro the creation of pivot tables into seperate worksheets based on each particular record in the "Office" (location). Ultimately, I will apply an email macro to send out each pivot table (and source data if necessary) to various recipients. I need to make sure that each recipient of a pivot table is limited to only drill into the detail for their particular "Office" and not able to view other location's information in the Source Data worksheet--is this possible, or do I need to create separate source data worksheets for each Office's pivot table in order to limit the viewing?
Items I need guidance on:
Creating a macro to breakout pivot tables into seperate worksheets based on "Office" locationPlease advise on how I can secure Pivot Tables so that the user can only drill into the information originally presented in the pivot table they receive and will not be allowed to view all of the source data.
Please find attached a file with my source data and an example of a pivot table for one of the Office locations (Chicago).
Is there a way to drill down the data of 100 values in a pivot table into one worksheet without resorting to drilling down each value, having 100 worksheets for each value, to paste into one worksheet? I got my company to give me an experimental computer to test for this in 2007, though if there is a way to do this in 2003,
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?
1. I am trying to record a macro where I select a Pivot Table. But in the recorded macro "Pivot Table name" is not recorded neither the Pivot Field Property only the Range name is recorded. But on other systems (workstations) these details get recorded. Does this have something to do with excel settings?
2. I uploaded a macro enabled excel file on my company's "sharepoint" the drop down boxes present in the file get populated via a macro in "ThisWorkbook" page but sometimes these drop down boxes don't show any values. What can be the reason for this? Can't share the file because of data security policy of my organization.
I need to send out mailings to a group of attorneys, and each attorney should get a separate mailing. I take the main pivot tab, which reads the information for all the attorneys from the detail tab, and then do "show pages" by attorney name.
I then use VBA to kick each tab into a new workbook, so each attorney has a separate workbook, but the pivot still reads from the detail from the main workbook's detail tab.
I need to prevent the attorneys from viewing eachother's information, but if I password the sheet, they can't drilldown to detail.
how to enable drilldown for each attorney but prevent them from viewing other attorneys' mailings?
The only way I can think of is to move the detail tab to each individual attorney's workbook and delete all of the other entries, and this is too much work.
I need to copy all the work sheets into one single work sheet (mastersheet). The source work sheets are having same column structure. The condition which i need to take care of is that after column 3 if at all there is any data till column 10 then in the destination mastersheet these should be copied in different rows with first two columns repeated. I need to do this using VBA macro.
why the Group Field option is not available in my Pivot Table. Other Pivot Tables in the same document, using data formatted the same way will let me format the data (the original data is in MM/DD/YY [h]:mm format). I have floored my data so that I can group by hour of the day, but it's not letting me do that.
I have two fields in pivot table, "HATA TOPLAMI" and "SIRA NO". "Hata toplamı" is sum of items, and "Sıra no" is count of items. İ want to divide these two fields and add it to the pivot table, like "HATA TOPLAMI" / "SIRA NO". I have tried calculated field function from pivot table. İ wrote "="HATA TOPLAMI" / "SIRA NO"". But the summary is false. I want to divide Sum of "Hata toplamı" and count of "Sıra no" but instead it divides with sum of "sıra no". Is there a way to do this?
I have a problem in expanding/collapsing fields in pivot table.
I have source table with GROUP, SUBGROUP, ACCOUNT and AMOUNT. In pivot table I've put GROUP, SUBGROUP and ACCOUNT in Row labels respectivly, and AMOUNT in values. There are same names in SUBGROUP for different names in GROUP. (for example: groups are Production costs and Distribution costs and in each of them there are subgroups Personnel costs and Other costs).
The question is: Is it possible to expand only field Other costs in group Distribution costs while field Other costs in group Production costs stays collapsed?
Ihave a pivot table that takes data from a table, groups the duplicate items and adds their values up - so it shows just one entry for each item. I now want to add a calculated field in there so that I can divide one of the fields into another.
I have attached a simple test file. The data tab has two columns in the pivot range. The third column is _not_ in the pivot range, but is there to show the result I'm trying to get with the pivot.
The idea is to count the number of people whose entry dates are greater than 2/1/2009. My third data column gives a correct result, but a similar formula in the calculated field of the pivot table gives a completely wrong result (a date), where my goal is to generate a zero, a one, or a sum of zeros and ones.
It could be a formatting issue, but that would not explain why all the pivot results have the _same_ wrong answer.
I'm new to PTs and calculated fields, and expect I've made a naive mistake that an expert could easily spot.
I have a pivot table with 2 row filters (dept and name) and then three columns - Year 1, Year 2. I need to add a calculated field inbetween Year 1 and 2 to show the variance in dollars from ( Year1-Year2) as well as an additonal a column that shows the percentage change between the tw o years . I know I can copy this over and add formuals in Excel but I need to retain the features of the pivot tables due to the 2 row filters?
I've created a Pivot Table with 30+ fields. I've recorded the following macro to add the first field. I need modifying the code so that it looks for and adds every field automatically. It'd save a lot of time.
Code: Sub PTAdd() ' ' PTAdd Macro ' ' With ActiveSheet.PivotTables("PivotTable3").PivotFields("Assigned To") .Orientation = xlRowField .Position = 1 End With End Sub
I have a pivot table Field, with 3 listed items, referencing data from 3 separate worksheets - named 2004, 2005, 2006. ( i renamed them from the original item1, item2 and item3, to 2004, 2005 and 2006. I have now redefined the range in worksheet 2006 by using the Pivot table wizard and going one step back. I have now got 4 listed items in my Field - 2004, 2005, 2006 and item4. I cannot rename item4 to 2006 unless I delete 2006. But do you think it's letting me do that???? So how do I remove unwanted items in a Pivot table field list?
I have a pivot table that picks up the month an invoice was generated. Since I have several invoices for a few months in 2005, I would like to sum all the 2005 invoices into one column. I have the impression that I can insert a field within a Pivot table to sum all the amounts related to 2005.
I know in Pivot tbale we could add calculated field into the data ,but I fail to put the added in the "Page","Row" or the "Column". Eg. in the sheet of data,I have a column " DATE",but no column for year.Is it possible to add year in the "page" without adding anything into the "data" sheet?
I want to build a pivot table on database that is not centralize in one place.
every month the new data is insert in a new sheet (of course with the same fields names) But the wizard, refuse to build a pivot table from data that is not concentrated in one place. (My intention is not the option: "Multiple Consolidation Ranges".)
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 am trying to display text in the value field within a pivot table. I do not want a count or any number to display. What I am basically trying to create is a weekly schedule for nurses, with the dates on the top and times along the side, with "call type" and client as the text data to display with the value field.
I have attached an excel file with all the data on Sheet 1 and my attempt at a pivot table on Sheet 2. Perhaps there is some way to write a macro to display the data in a similar fashion, without using a pivot table?
VBA code to remove "sum of" from a pivot table. It works on a regular pivot table. However, when applying this code to a pivot table created utilizing PowerPivot, the code does not work. Here is the code:
Sub ChangePTName() Dim pt As PivotTable, pf As PivotField, ws As Worksheet, i As Long Application.ScreenUpdating = False Set ws = ActiveSheet For i = 1 To ws.PivotTables.Count Set pt = ws.PivotTables(i) pt.ManualUpdate = True For Each pf In pt.DataFields