Updating Pivot Filter With Another Pivot Updated By Slicer
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).
I have two pivot tables, both of which source the same sheet of data. Each record in the data has two fields, Region ID of person and Region ID of facility, that reference the same list of Region IDs via vlookup (it's just numbers 1-12). Either one or both can be blank. One pivot outputs counts by person Region ID, and the other, by facility Region ID.
Using a combination of nested IF statements and vlookups, I tried making a third Region ID field that could be used as a slicer to control both tables, but what I end up with is an undercount in one of the tables. The only thing that works so far to output the correct counts is having two separate slicers, the facility Region ID being the slicer for one and the person Region ID being the slicer for the other. If the end user wants to see counts for one Region ID, they have to manually set one slicer equal to the other. But what we want is just for the end user to be able to control both tables just by pushing a single number, Region IDs 1-12.
I can make one of the slicers hidden but then how do I get the hidden slicer to automatically select Region ID values equal to the nonhidden slicer? Alternatively, I could somehow program a combo box or list to control the two different slicers, then the slicers would be hidden and the user would see only the combo box/list. (I guess in either of these alternatives, I could just use a report filter instead of a slicer; either way, I still have to get items in one to automatically select based on the user's selected items in another).
FYI, some of the options I looked up involved PowerPivot, which I do not have access to. VBAs/macros are ok.
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)
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 box contains of customer name and I used that to set up formula based on your selection in the list box. However, I wonder if there is a way that can select multiple customers in the list box and it will add up all that customers from your multiple selection like in the pivot slicer. I don't know if we have any formula that can do that complicated thing.
I am currently working with a pivot table someone else created. The data set has dates only, in the correct format. The slicer has the dates categorized by month and excludes the dates in which there was no data.
Here is my problem: I added a few new months of data. Everything is calculating just fine in the Pivot table. However, my slicer where I should be able to pick the month now has these months listed as all their individual dates. I want to put the December dates under "December" and so on. The data that was present before I loaded anything additional still has this feature.
How do I group these dates, to be able to them as months? By the way, the grouping function is grayed out.
I created a macro to create the beginning of a pivot table- just the rows and slicers, because when I tried making a longer macro to create the entire pivot table (formatting, etc) I couldn't get the macro to work.
So I do get all the vertical rows I want, and I do get all the slicers I want. But I get blank space. I think this is because the pivot table is created from another tab, and the length of data in that tab will vary from file to file (I'm doing another 30 or so of these, all with varying amounts of data, but the same data categories).
Anyway, I get slicers, but in addition to getting the categories I want, I also get "(blank)" below the names in the slicers. Is there a way to add some code to the macro to remove the blanks so I don't get this field?
I have copied and pasted the macro below, with identifying data changed.
I have multiple pivot tables with different data source. I wish to have one slicer which control all the pivot tables. I would have one common colum for all the pivot tables which is the one i wish to control for instance the person in charge. Note that all my pivot tables are from different data source. how to do it?
I am trying to create a "dashboard" style report using a pivot table and pivot chart with slicers. All of these objects (table, chart and slicers) are in the same worksheet. However, the users of the report (read executive management) are not very Excel savvy and I want to protect the format of the report. So, I want to protect the sheet and only allow access to the Pivot table options. However, in order to make the slicers usable, it appears that I have to allow them to edit objects. This unfortunately means that they can then move those objects (the Slicers and Chart).
I am looking for a way to lock the slicers and pivot chart in position. I have already accounted for column width changes created by modification of the pivot table parameters by selecting the "Don't move or size with cells" option under PivotChart Tools > Size > Format Chart Area > Properties > Object positioning. This is the default/locked-out setting for the slicers.
I have a Reporting workbook I designed. There is a "Parent" workbook with the following design.
It has 6 Pivot Tables on a Sheet called "Data"
It has 6 Pivot Charts that were created from these tables on a page called "Summary"
These 6 Pivot Charts are all linked through a pair of slicers.
There is a "control" page which has instructions and buttons that trigger "Refresh All" and "Create Child Workbok".
This design is so that someone unfamiliar with excel could conceivably create the final product.
Essentially I have written/put together VBA to Create a new workbook "child" which has should be a funcitoning copy of the "parent".
The problem is the copiedmoved (I have tried both) Pivot Charts no longer update/refresh when the pivot tables change. I have script that reconnects the Pivot Tables to the Slicers. Slicers are fully funcitonal. Links in cells are fully functional.
Some of this code might look familiar.
Code:
Sub createWB() ' Copies VBA modules, Calls Dim wbNew As Workbook, wbT As Workbook Set wbT = ActiveWorkbook On Error Resume Next Kill ("PATHmod1.bas") Kill ("PATHmod2.bas")
This is a macro-enabled workbook for the Board of Education. The workbook is 31MB and located at [URL]. Click on View on the top and then look to the right on the ribbon. Click on the Parameter Selection icon.
Parameter Selection.jpg
This allows the user to select the entity to examine. If they do not select an ISD in combobox1, it should default to everything. If they select an ISD like Oakland Schools above, but nothing in Combobox2 than all School Districts will be included and so on. Once they have made their selection, they click OK. Now, what hopefully should happen is the data for their selection should be pulled from the “Combined” tab and put in the Pivot Tables on the Working Pivot Tables tab. Once that is done, another function should take the data from these Pivot tables and “refresh” the graphs and charts on the Summary tab at the front of the workbook.
One thing I’m still trying to correct is the data that populates this workbook comes from a web site that must be downloaded manually (don’t ask). It comes down as csv. You can see from the image above the “code” columns should be 5 characters with leading zeroes. Unfortunately, the source data is not that way. I have saved the source file as xlsm, formatted these code columns as custom since text won’t work and imported them into the workbook. The data moved over to the Pivot Tables (manually done to this point) does not maintain the leading zeroes.
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?
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:
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:
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?
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
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?
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
Any way to select the last option in a filter list for a pivot using VBA? I already have code to elminate certain critera that I don't want but there is a date column which will change and I will always want to select the last date in the list. Is there a way that I can get VBA to simply look in the filter options and select the last one?
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 have a pivot table report filter that i cannot sort a-z. i've tried sorting the source data and also right clicking on the first value then choosing display a-z - neither work.
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.
