Updating Pivot Date Filter In VBA?
Jul 8, 2013
I now have code that automatically refreshes all pivots and send an email with a brief body and summary table. What I wanted was to have VBA update the pivot table to the latest date before sending out the summary.
The table below is the mentioned pivot above where normally, I would update the Date to the latest date where a value was updated. So where PivotTable11, take Max of Date (only one row)
Date Amount #Volume
04/07/2013 £5,500.001
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Jul 17, 2014
I have this problem which I have simplified below:
Sheet 2 contains a Pivot table. One of the report filters is "Month-Year" (Eg, May-14 - in date format 'mmm-yy') which is selected by a Slicer on sheet 1.
Cell D1 on Sheet 2 contains a formula which calculated/displays the mmm-yy of the same period last year (eg May-13).
I want a code so that when I select the 'Month-Year' Slicer to filter the pivot table on Sheet 1 (eg to May-14), another Pivot on Sheet 3 is filtered with the previous year mmm-yy (May-13).
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Apr 29, 2014
I am trying to filter pivot chart by strategy and it does not update the combined Sum of Cumulative chart when I uncheck / filter strategy.
I have attached the example : Strategy_Combined_Analysis_Wkly_All_Example.xls‎
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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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Oct 1, 2013
I have 9 pivot tables on different tabs that I would like to update based on a date I reference (date input in A1 ex. 9/1/2013). Is it possible to update the filter on all of the pivot tables by referencing a cell that would be the filter (date), so the pivot table will only return values for the date entered in A1?
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Sep 15, 2014
Once i identify the PivotField, how can i filter it to be > than Date?
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Jun 16, 2014
I have a question with regards to the display of the Date filter in a pivot table I am making.
As it stands, the filter function is displaying like this : date 1.JPG
I am looking for the filter to look more like this : date 2.JPG
I believe that I have all the dates in the source table formatted as "Date".
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Mar 15, 2013
I have a pivot table with a date variable in a row. I would like to filter these to only show dates equal to, or older than a date value in a cell, when opening the workbook. The max date value is based on the today() function minus 12 months.
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Feb 18, 2014
How to filter the pivot table in the attachment by the Posted date. I only want to look at the data for dates within 30 days of today, and can't figure out how to do that manually, much less programatically. The attachement is a small sample of a huge report I receive; all I get is the pivot, which contains tons of information. I filter it down by my various criteria, but that's still hundreds of thousands of lines. Limiting to the last 30 days can make a huge difference, but I can't find the trick to it.
Example.xlsx‎
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Apr 22, 2014
I have a table with business data such as units sold, revenue etc. entered by date (1/1/14, 1/2/14...) for 4 different business units. I have this data summarized in a pivot table. The pivot table is set up with the date filter as a row label. I would like to have a consolidated report on another worksheet with a drop down menu being used to control the date filter on my pivot table.
The following items would be on the drop down:
Yesterday, Month to Date, Quarter 1, Quarter 2, Quarter 3, Quarter 4 and Year to Date.
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Nov 11, 2013
I have a pivot table with the following items;
Report Filter = Project Names & Dates (filtered on 2 fields)
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.?
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Jun 25, 2008
When using a Pivot Table I regularly filter on known data specific to me i.e. WBS codes.
Column ‘A’ contains the WBS Codes which can be as many a 1000, however, I only need to filter out the 10 or so I require, and currently I uncheck all the records and manually scroll through the list to check the ones I require.
In order to speed things up I recorded a macro which works fine, however, If I need to check any new codes I would have to record the macro again, as I tried to edit the Macro and all it does is to un check all the other codes I don't need.
Is it possible to create a Macro that picks up a range of data that is then used to filter on. (i.e. only the records I require)
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Jul 16, 2014
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
[Code]...
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Mar 9, 2009
I have created a dashboard based on a number of pivot tables. (Using GETPIVOTDATA tags)
One of the fields in the Dash tab is Week which is a drop down menu of 1-13. (GLA Dash C3)
I have two pivot tables in seperate tabs. (BottomQuartile1 and BottomQuartile2) both have Week as Report Filter.
At the moment when I change the week in Dash from 4 to 5 i have to manually go into the two BottomQuartile tabs and alter the week to match.
Is there anyway I can automate this process so that when i update the week in Dash it will update the Week in the other two tabs?
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Oct 16, 2008
This line of code works fine on a standard pivot table running from an excel data source, it updates Product on the change of combobox1. Easy!
Sheet4.PivotTables("PivotTable4").PivotFields("Product").CurrentPage = _
ComboBox1.Text
However! I have a Pivot table running off an OLAP data cube and the same line doesn't work!
Its errors with 1004 unable to get the pivotfields property of the pivottable class?
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Oct 31, 2013
I've got a macro that adds new data to a sheet and updates an existing pivot table.
It's been working fine but ever since I've had to have two items in a field hidden it won't show any new data in the pivot table.
For example, the field firm name has two items hidden after the update any new firm names that weren't in the report before won't show up in the pivot table. The pivot table recognizes that it's part of the full data set but the checkboxes are all unchecked for the new firm names.
this is the code i"m using to update the pivot table:
'Update Pivottable
DSRWKB.Activate
DSRWKB.Sheets("Pivot").Activate
[Code].....
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Mar 26, 2014
I have a couple of columns, once edited need to update a table in SQL. This is my code
[Code] .....
However it is not taking UK date formats, it is assuming it is an american format, I get conversion of varchar data type to datetime results in an out-of-range value. What should I add to change the format? The format is in UK on the spreadsheet seemingly....
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Dec 23, 2013
I just got into the world of PowerPivot, Excel 2013 and Pivot Tables and am in the process of creating a Dashboard which I will then be uploading to SharePoint 2013.
On top of page I added the new timeline filter which I've linked to my pivot charts. Now what I would like to do, is create an additional pivot chart which looks at whatever date range has been used in the timeline filter and subtract 5 years from that. So, when I select a date range of November 2013 - December 2013 in timeline filter, the additional pivot chart will show the details for November 2008 - December 2013. This is where I get stuck.
I'm using two SSAS cubes which I'm combining together in PowerPivot and then display in Pivot Tables and Pivot Charts.
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Jul 11, 2008
I am struggeling to adapt this code to what I need. As is, it simply puts a date stamp into cell AJ2 when anything is changed in A2-AJ2. While this code works great I have been attempting to apply it to the rest of the columns in the work book with out having to list each of the rows and cells in the code.
Private Sub Worksheet_Change(ByVal Target As Range)
If Not Application.Intersect(Target, [A2:AI2]) Is Nothing Then
[AJ2] = Date
End If
End Sub
(this is obviously the code that runs correctly)
Private Sub Worksheet_Change(ByVal Target As Range)
If Not Application.Intersect(Target, [A2:AI2-A10000:AI10000]) Is Nothing Then
[AJ2-AJ10000] = Date
End If
End Sub
(this is one of many unsuccesfull attempts to alter it)
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Sep 1, 2006
I have to maintain changing data in a date of the month format. However, a portion of the data is on an A/B week basis. The data I am maintaining is static data (MAWB in the example below) that is hand-entered each Friday for the following week.
Detail: ....
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Dec 1, 2011
I want to filter a pivot using VBA by 'Contains' like it is possible to filter data in a spreadaheet. Is it possible?
Im currently using the coding :
ActiveSheet.PivotTables("PivotTable2").PivotFields("Producing Office"). _
CurrentPage = "Choice"
I want to replace my choice with a contains "choices".
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Jul 18, 2012
I have a "File 1" that contains a macro that opens another file (call it "File 2") and performs various steps. One of these steps requires it to run a macro that exists in File 2. To do this, in File 1, I have the following line in my code which executes a macro called Refresh_PivotReport:
Application.Run "'File 2.xlsm'!Refresh_PivotReport"
Unfortunately, when I get to that point in my code & the macro in File 2 is attempting to execute, I get a Run-Time 1004 error. Here is the code for "Refresh_PivotReport" in File 2:
Sheets("Report").Select
ActiveSheet.PivotTables("PivotTable2").PivotFields("FilterA").ClearAllFilters
ActiveSheet.PivotTables("PivotTable2").PivotFields("FilterA").CurrentPage= "N"
ActiveSheet.PivotTables("PivotTable2").PivotCache.Refresh
If I run this code directly within File 2, it works fine. I only get the error when the macro is called from within the File 1 macro. Can you tell me what I've done wrong?
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Feb 14, 2014
I have some simple code that filters my source data, what i would like is a way that the user could confirm that the data is correct by clicking a button for each line of data based on the ref number which would then input todays date in coloumn N.... is this possible?
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Jul 30, 2013
I am trying to create an IF formula to check a cell (A2) and if that cell is populated to return a non updating date in a different cell (K2).
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Apr 6, 2013
I am trying to filter onto Date field in my pivot table with a start date and an end date with VBA (please find code below).
However, my code single makes all pivot items invisible.
Bascially, in cell B1, I have my start date i.e. 05/04/2013 and end date in cell C1. I would like to filter out only items within these dates.
VB:
Sub PTFilterTest()
Dim ptPvt As PivotTable
Dim ptFld As PivotField
Dim i As Long
Dim dtBegin As Date
Dim dtEnd As Date
[Code] .....
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Oct 23, 2012
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
[Code]....
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Oct 10, 2008
I have a pivot table in Office 2007. I want to filter the last column such that the values in the data area are greater than a certain number. But all those filter options are grayed out. The only option available (and working) is to select the top n entries. So clearly a reference into the data field to filter a column works, but why not by value?
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Nov 6, 2008
I have a list of names and a count column, So it counts how many times the names have appeared from my raw data. Simple.
Using excel 2003 what i would like to do is filter the pivot table so it only shows people with a >1 count.
Now in excel 2007 this is really easy and i can just apply a >1 filter. I can't work out what to do in excel 2003.
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Feb 11, 2006
What I am wanting to do is have excel insert a static date automatically. I know ctrl + : inserts date and ctrl shft + ; inserts time. I want excel to do this automatically. The now() and today() functions auto update the date. I dont want the date auto updated when the file is reopened after it is saved. The file is a template so I guess what I am really wanting is a automatic date/time stamp when the user saves the file so when it is emailed and reopened the date does not auto update.
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Jun 9, 2014
I have a number of tables which I update on a weekly basis and I've created a number of graphs based on these values, but I only want the graphs to show the previous full months complete data rather than the most recent update. Also, I'd like the graphs to automatically update from the table at the start of each month for the preceding months complete data without me having to re-select the data range each month.
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