Suppress Pivot Table Refresh When Changing Custom Name In Field Value Settings?
Apr 30, 2014
I often use the same file/pivot table for both month and weekly reporting. In my source data my field headers show 1,2,3,4..etc. This way I can use for month or weekly. But I often change the "Custom" name on the Field Value Settings to something more descriptive like "Jan" or "Week1"
The problem is that each time I update the the "Custom" name the Pivot Table auto refreshes and it takes forever to re-label all the columns.
Is there a way to suppress this refresh when updating the Custom Field Name?
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Sep 18, 2009
I create a Pivot Table in Excel 2003, excel by default puts the field settings for each of the columns to Automatic, creating a Total for each aggreate column, which is very annoying.
I have to manually go in in each field and change field settings > None. for each column, since no copy and paste special function to make all the columns have same subtotal >none.
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Jun 23, 2014
Using Pivot Table, I added a field to the "Values" field in order to give me a sum of the numbers. The title automatically changes to "Total", I am needing it to show "Total Invoice to OOM Delta". Is there a way to do this? I tried the Active Field option, but that's not working for some reason.
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Jan 18, 2007
When I have two or more fields on the left of the pivot layout, sometimes I only want the line item data and the grand totals, but not the various subtotals.
Is there a way to suppress the various subtotals created by a pivot table?
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Nov 27, 2007
Will someone please tell me the difference (if there is a difference) between the following 2 lines of ....
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Apr 23, 2008
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?
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Jul 25, 2006
I 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
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Feb 1, 2010
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 ?
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Jan 7, 2007
1. I have 4 pivot tables on one sheet, all with the same page field (store name) and all relating to same data table.
If I change the store from the page field on one table, I want it to simultaneously change the other 3 tables to the same store.
2. I have a similar sheet which has charts instead of tables for which I wish to achieve the same thing.
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Apr 20, 2014
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.
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Mar 18, 2014
For refreshing the Pivot table , we have to right click the mouse in pivot table and then click Refresh button.
Any short key for refreshing the pivot table after modifying the data?
like f2,f4, ctrl+s.
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Dec 1, 2009
I've used this code prior and it worked fine in Excel 2007, now I'm having issues with it. Originally every Pivottable & Query pointed to a different CSV file. Now I have two pivottables built off a Excel worksheet that is built from a Query. This allows me to do some complex lookups that I couldn't do with just the Pivottable and MS Query alone.
Here's the code that's failing out: Any problems with it in Excel 2007?
Private Sub Update_All_Data_Click()
Dim pvt As PivotTable
Dim ws As Worksheet
Dim qt As QueryTable
mytitle = "This will refresh all data for validation, are you sure?"
Msg = "The Refresh process takes about 5 minutes, are you sure you want to continue?"
Response = MsgBox(Msg, vbExclamation + vbYesNo, mytitle)
Select Case Response
Case Is = vbYes
' Do Nothing, continue with program
Case Is = vbNo
Worksheets("instructions").Range("a1").Select
End
End Select
For Each ws In ThisWorkbook.Worksheets
For Each qt In ws.QueryTables
qt.BackgroundQuery = True
qt.Refresh
Next qt
Next ws
For Each ws In ActiveWorkbook.Worksheets
For Each pvt In ws.PivotTables
pvt.RefreshTable
Next pvt
Next ws
mytitle = "Confirmation of data refresh"
Msg = "The data has been refreshed"
Response = MsgBox(Msg, vbExclamation, mytitle)
End Sub
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Jan 17, 2010
I am running XL 2008 on a Mac and have created a pivot table that works well. However, without VBA (and I don't know how to write in Applescript), is there a way to put a REFRESH button on my spreadsheet?
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Dec 12, 2007
I am having trouble getting visual basic to update a pivot table.
(using manual refresh on the same pivot works just fine).
I have recorded a macro of the manual procedure, but it fails to work when used in a visual basic program:
ActiveSheet.PivotTables("PivotTable2").PivotCache.Refresh
I have tried using code presented elsewhere in these forums
eg http://www.ozgrid.com/VBA/pivot-table-refresh.htm
but the table stubbornly refuses to update.
The pivot's source data range is dynamic and works fine.
I think I'm missing something obvious or I have have a bug.
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Jan 20, 2008
I now have a Pivot table on my worksheet that works great, the only problem I have is I would like it to refresh my data at the push of a button. I now have to click on a cell where the pivot table data is>right click the mouse>select refresh data and then I get the updated info. I know you can install a button to to this exact same thing but I don't quite know how to. I need step by step instructions. I tried OzGrid search, but did not find exactly my need.
This is what I did thus far I opened my work book>click on data>then macros> record new macro>I got a pop screen>I named the macro Refresh_Pivot_Table>store to this workbook>click OK> I see at the bottom left of my screen that the macro is still recording> I then highlighted the Column of cells where the pivot table data is and then clicked>tools>macro>stop recording.
This is the point where I'm lost. What is the next step to do? When I go back to the cell where I began to start the macro and right click I don't get the option to create a text box so that I can make a button and assign the macro I just recorded. Is this the correct method or did I miss something?
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Oct 12, 2009
with the data in the attached sheet, I create several different pivot tables that need show the count of the information in the columns M:DU. My issue is that the data is sent to me from a third party and the columns contain zeros that cause the counts to inflate.
What I would like to be able to do is run a macro that will search out any zeros in M:DU and replace them with a blank cell.
Unfortunately the number of rows increases with every monthly reporting cycle so the macro would need to be able to accommodate for that.
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Apr 23, 2014
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
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Nov 13, 2012
I have two pivot tables on the same worksheet, tied to different tables, but both have a "date" column. When I change the date in either tables Report Filter this code does change the page field in the other one, but the data does not refresh. My primary table is PivotTable2, once I can get this working I would hide that report filter in PivotTable1.
Code:
Private Sub Worksheet_Activate()
Application.ScreenUpdating = False
PivotMacro
PivotMacro1
Application.ScreenUpdating = True
End Sub
[code].....
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Nov 19, 2008
I have written some simple VBA code so that on Sheet 4 I have a drop down list box to choose the month.
When the month is chosen by the user it moves to the active cell and changes the dates, as well as dates in some other columns (I used activecell.offset ....).
This code runs perfectly fine when I haven't refreshed the pivot tables in the workbook. But straight after a refresh, if I try and change the month it gives a run time error and gets stuck at the first instruction:
Sub cboMonth_Change()
Sheet4.Range("C2").Activate
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Dec 1, 2008
Basically my search value is in B4 however to refresh pivot table
this is fine when I enter plain text within B4
I have trouble with an vba code using pivot tables
Private Sub Worksheet_Change(ByVal Target As Range)
'set handler for unexpected issues
On Error GoTo Fatality
'exit unless cell altered is that pertaining to the PT Page Field
If Target.Address(0, 0) "B4" Then Exit Sub
'validate selection
Select Case IsError(Application.Match(Target.Value, Sheets("DATA").Columns(2), 0))
Case True
'invalid selection
MsgBox Target.Value & " Invalid Store Number - PT Not Refreshed & Selection Reset", vbCritical, "Error"
Application.EnableEvents = False
Application.Undo...................................
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Feb 25, 2009
I have a workbook that reports data on a daily basis within a month. I receive data daily from a different workbook and import the data for the day in its correct worksheet which has functions that automatically calculate everything I need, which then gets collected from a central worksheet which accumulates the "Total".
However, I have recently added 2 new pivot tables to my analysis, and apparently when i copy/paste the pivot tables to each new sheet, the data source is references the original sheet where the pivot tables come from.
I tried doing a dynamic name range, and that states the worksheet name in its reference as well.
How can I make a Pivot Table, gather the information from the same range $A$1:$J$5000, but only for the sheet in which the Pivot Table lies.
The sheets are labeled by the day of the month.
So, data for February 1, 2009 is worksheet "1"
February 14, 2009 is "14"
without the ""
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Sep 29, 2007
I have a Pivot Table feeding a chart that needs specific formatting
However, after a Pivot Table refresh, the chart loses any custom formatting and returns to the default formatting.
(I know I can create custom user-defined charts but I don't want to do that here)
What I would like to happen is for a (chart formatting) macro to automatically run after a pivot table refesh occurs. It should only occur on the one worksheet that contains the Pivot Table and associated chart and should run the macro after a refresh REGARDLESS of whether the data within the table was updated or not.
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Feb 6, 2008
I have an existing pivot table that is feeding from data in another sheet.
The data gets updated every month and sometimes their are more columns of data than the previous month. Everytime there are more columns they are not added into the pivot table when i refresh the table even though they are included in the range.
Is there are way the pivot table will add these new columns when i refresh the table without me having to manually drag them in?
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Apr 30, 2014
I am using an Excel file (Raw.xlsx) to store my raw data, and take another Excel file (Pivot.xlsx) to make PivotTable from Raw.xlsx
When generating the PivotTable, every works fine. When click [Refresh] in the Raw.xlsx, whatever changes been made in the Raw.xlsx can "sync" to the Pivot.xlsx
However, once I save and reopen the Pivot.xlsx, I can't refresh the PivotTable anymore. I've tried changing Data Source, but it doesn't work.
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Jul 8, 2006
A simple example of the problem: Imagine a pivot table has two pagefields at the top. The first list the gender ("boy" or "girl"). The second one below it lists people's names. How can it be programmed so that when the first (gender) filter is selected to "boy", pagefield 2 (the names) will only display the names of boys. So I would like the pagefield to work like regular multiple filters would. (And not list every possible item for all)
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Mar 13, 2008
I have a pivot table in spreadsheet A. I have some formulas in another spreadsheet B. The formulas look up data in the pivot table in A and use that data in B to return and answer. Is there a way to refresh the pivot table in A from B without having to open A and refresh the table?
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Apr 30, 2008
I have a very strange problem with a pivot table in Excel 2007. The source data is in a table in another workbook, stored on a shared network drive. We have 7 PCs in our office, and on 6 of them the pivot table refreshes fine. On the other, it always comes up with an error message that the reference is not valid, even if the source workbook is open. This particular PC is connected by a cable, so it can't be a wireless network problem.
All the PCs have got all updates installed, and as far as I can see the Trust Centre settings are the same (the problem PC can run macros from the same folder without problems). The really annoying thing is that the user of the problem PC is the only person who actually needs to refresh the data as part of her job.
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Aug 12, 2008
In sheet1 (SA Awards) I have the source table for my pivot table in Range ("A1:G50"). In sheet2 (Team Listing) my pivot table is located in Range("K2:S13")
When I make changes in sheet1 I need my pivot table to update, I recorded a macro to refresh, however have only got it to work via a button & only if Sheet2 is unlocked
Sub PivotTableUpdate()
Sheets("Team Listing").Select
ActiveSheet.PivotTables("PivotTable8").PivotCache.Refresh
Sheets("SA Awards").Select
Range("B2").Select
End Sub
1. How can I get this to work in the Worksheet_Change Event?
2. How can I password protect Sheet2 & still have it work?
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May 13, 2013
why is pivot table changing numbers to dates. It was fine all along, numbers retained the fromat of source data and now, all numbers in field columns are turning into dates. is there a setting I can change to prevent excel from reformatting numbers to dates?
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May 19, 2014
I have some code that runs and loops through each pivot table to refresh it; however, I remmed out the code so that it only loops once - telling it to refresh the first pivot; the thing I'm confused about is that after the code runs, it appears to have refreshed all my pivots. I think it's also important to note the each pivot table is linked to the same data source. (an external ds)
Maybe when this is the case, refresh will always refresh all?
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