Filter Pivot Table In Attachment By Posted Date?

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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Date Filter Display In Pivot Table

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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Controlling Date Filter On Pivot Table With Dropdown

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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Pivot Table - Grouping Items (Date) In Report Filter?

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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Macro To Pick Up A Range Of Date To Filter On In A Pivot Table

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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Filter Pivot Table Date Column By Labels Using Data In Other Cells

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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Apply A Filter In A Pivot Table And Extract Results In A Table

Jul 24, 2008

I have made a pivot table and I dlike to identify with a macro the documents with net value over 1000. Then extract these values next to the respective sales documents in an are near the pivot table somewhere. The fields are called Document and Sum of Net value. Of course the pivot is very variable one time it has 3000 records and another 5000.

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SumIF With Dates: SUM All Expenses After The Posted Date Including That Date

Feb 13, 2009

In the expense log, Column C is a list of Dates and Column I is a list of expenses. I want to Sum the expenses in the 'Expense Log 09' to a new sheet based on a Date entered in H24 on the new sheet. I have tried the formula as shown below and Get the result #NAME?

=SUM(IF(Expense Log 'Expenses Log 09'!C8:C100,H24,'Expenses Log 09'!I8:I100)). I would Like to SUM all expenses After the posted date including that date.

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Change The Date On One Of The Pivot Table And Pivot Table Match

Apr 29, 2006

I have data that develops 3 to 4 pivot table each day. I would like to know if there is a way to change the date on one of the pivot table and have the other pivot tables date change to match with the first pivot table. At this time I am going to all 3 or 4 pivot table to select the correct date. The date is in the page position of the pivot table. I have attached a small sample of the data and the pivot tables.

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VBA Pivot Table Filter

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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VBA - Pivot Table Filter Set?

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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Pivot Table Filter

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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Using Multiple Filter For Pivot Table

Aug 2, 2012

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

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Filter First X Items Of Pivot Table?

Oct 26, 2013

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:

VB:
ActiveSheet.PivotTables("PivotTable4").PivotFields("UWI").PivotItems("Item1").Visible = False
ActiveSheet.PivotTables("PivotTable4").PivotFields("UWI").PivotItems("Item2").Visible = False

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VBA To Capture Filter Value From Pivot Table

Jun 23, 2014

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.

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Looping Through Pivot Table Filter?

Aug 19, 2014

I am trying to loop through each pivot item in the pivot table filter called 'COMPANY_NAME'

This is the code I have so far but get an error on line 'PvItemL.Visible = False'

[Code]......

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VBA Pivot Table Filter Using EOMONTH

Oct 12, 2011

I have this code for setting a filter on my pivot table to show all data occuring after a certain date. Is there a way to add code so that instead of it saying "Value1:="31/10/2011"" that it would work out the last day of the current month and use that.

Something like:

Code:
=EOMONTH(TODAY(),0)

Code:
ActiveSheet.PivotTables("PivotTable1").PivotFields("Date_CDD").PivotFilters. _
Add Type:=xlAfter, Value1:="31/10/2011"
Sheets("SRS Pivot").Select

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Filter Pivot Table On Property Via VBA?

Oct 20, 2011

I need to filter a pivot table based on a field property. Sort of strange, but the database I get the PivotTable data from returns the Week in the accounting month. as the field name. It has several properties which I have figured out how to expose including the period end date. Now I need to figure out how to filter the PT based on that.

The following shows the property:

Code:
ActiveSheet.PivotTables("PivotTable4").CubeFields("[Time]").AddMemberPropertyField Property:="[Time].[Week in Month].[End Date]

Now if I just knew how to filter with that value I could move on the the next issue ....

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Auto Filter Pivot Table?

Mar 8, 2012

I have a summary worksheet, which has a drop down cell. on another tab I have a few pivot tables, is there a way I could get one of the pivot tables to auto filter based on the selection in the summary worksheet?

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Pivot Table Filter On Both Label And Value?

Apr 24, 2012

I have a pivot table, where the rows are product names, and there are two column fields: quantity and money.

I want to filter the pivot table to only show data where the amount of money equals zero. This is easily done with a Value Filter.

I also want to filter the pivot table to only show data as applicable to certain product names. This is easily done with Label Filter.

However, I cannot get both of these filters to stick at the same time. When I add one, the other is removed.

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Array For Filter In Pivot Table?

Dec 11, 2012

How to use an array of multiple values ​​in code I want to use the array of values "jan" "feb" "mar" in the code instead of "jan"

Code:
Private Sub Worksheet_Activate()
ActiveSheet.PivotTables("Pivottable1").PivotCache.Refresh
ActiveSheet.PivotTables("Pivottable1").PivotFields("cat").ClearAllFilters
ActiveSheet.PivotTables("Pivottable1").PivotFields("cat").PivotFilters.Add _
Type:=xlCaptionDoesNotEqual, Value1:="jan"
End Sub

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Julian Date (Posted In Miscellaneous)

Mar 10, 2007

I'm a Marine Officer in Iraq and one of my reports requires me to determine how many days have elapsed since the last time one of my helicopters has flown. We utilize Julian Dates to refer to aircraft fly dates and one of my reporting requirements is to note any aircraft that haven't flown in 30 or more days. Essentially, I want to count how many aircraft haven't flown within the last 30 days. Cell D4 has my current Julian Date (let's say 07070). I have a cell range of D7 through D22 that lists all of the last days that my aircraft have flown. I would like to have a formula that counts the long term down aircraft. I tried something similar to this:

=countif(sum(d4-(d7:d22))>29)

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Reference A Field In A Pivot Table Filter

Dec 13, 2012

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.

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Apply Filter To Each Value Field In Pivot Table?

Mar 27, 2013

I have a problem that I'm sure requires the most elementary fix. I have exhausted google on this. All I need is a drop down list for each value field. See picture attached.

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Refresh Pivot Table Without Updating Filter?

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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Apr 28, 2014

I have a list of customer satisfaction scores that are pulled in from a sharepoint list. The list is then used to create a pivot chart that is used in a web part on a dashboard in sharepoint. The chart is supposed to show average customer satisfaction scores per category per month.

The problem I have is that I can't filter the categories using a slicer, I can only filter the categories' values (i.e. the scores). I can filter by date though.

When I try to filter the various score categories/series (Support, Change Management etc) I only get the option to filter their values i.e. 1,2,3,4,5.

I want to be able to use a slicer or similar to be able to display either all of the series or just selected ones.pivottable.JPGpivotchart.JPG

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Pivot Table Filter - Combine Months

Jul 14, 2014

I use a spreadsheet to extract data from an access database. When the data is extracted it has about 10k line items and one of the columns displays the date. I formatted the cell to simply display the month (Jan, Feb, Mar, etc). When I create a PivotTable with the 10K line items each line displays the month. When I use the date as a filter it displays every single lines month in the filter box. Is there any way I can combine the months in the filter box so that each month would only display once collectively instead of for each line item?

PT.jpg

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Automatically Filter Pivot Table Using Variable?

Dec 3, 2013

I have a workbook with several worksheets and several pivot tables. Based on the selection from a drop down box on the first tab, I want to automatically filter pivot tables on subsequent tabs. Is that possible?

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Filter Pivot Table Based On Cell Value

Jan 9, 2014

From what I understand there's no way to do this without using macros. I would perfer not to use macros, but I need my PivotTables to auto-refresh anyways and apparently that will require a macro, so oh well. I'm very new to macro coding so I can't seem to successful apply any of the previous threads about this to my sheet.

I just need my pivot table on sheet "Customer" to filter the customer field based on the value in cell C1. Also I need to make sure the sheet doesn't "freak out" if the value in C1 is either blank, or is a customer value which doesn't exist in the table. Preferably in this scenario it would display nothing on the pivot table, but I don't know if that's possible. I want the sheet/macro to allow an invalid filter value in C1 just so the sheet doesn't lock up until it is corrected.

I also need my workbook to auto-refresh all the pivot tables is that's easy to code in as well.

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Linking Pivot Table Filter Criteria

Jan 15, 2010

Hi All, I have 2 pivot tables (PivotTable1 and PivotTable2) which both source from the same pool of date.

The difference between the two are that I have a different report filter criteria.

For one the heading is "day", for the other it is "night". Each colum of data has the same entry range (names of staff) and I want to be able to link the two tables so for instance -

If i select "Paul" from the (day) report filter on PivotTable1, I want the (night) report filter on PivotTable2 to also change to "Paul".

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