vba pivot table filter

Forum Posts: 1. 9. Problem with multiple criteria in Label Filter of Pivot Table. To illustrate how it works, add one more position to the filter on “Sheet1”. Excel offers a robust tool for filtering Pivot Tables with the VBA code. The last line before the end is xlHiddenField. Make sure that the sheet with the data is active and run this code: In the beginning, this subprocedure gets the data range for the pivot table (A1:E11). May 26, 2014 #2 Under Pivot table Tools (pink menu in XLS 2010) in "option sub tab" in the ribbon at the right you have severa show options One is called Field headers (clicking on the button will dispay or … You can use arrays or ranges. There are 3 types of filters available, and you can see them in the screen shot below: Label Filters. VBA Pivot Table Filter. It is naturally a lot more work to create this method. Multiple Filters on a Pivot Field. And below code is for this: 16,193 Views. Next, we are going to create myPivotCache to hold the replica of the data source. This is important as I want to consolidate on my dashboard page with a slicer but I am using calculation tables and a single pivot tables to summarise the datasets. Having this number, we can use the If clause and run it only if there is at least one element inside the array (numberOfElements > 0). expression A variable that represents a PivotTable object. April 27, 2020, Scripting Dictionary with Ranges You have to add a filter value inside a cell. Solution #1: VBA Macro to Filter a Pivot Table for a Specific Date or Period. This is a guide to Pivot Table Filter in Excel. The above is the starting list with the ALL at the base. I’m going to use this data to demonstrate filtering options. ie show item 1 on tables 1-10 thanks in advance for the help.. i only know bits and pieces of VBA. For filtering of Pivot Table I simply apply VBA Send Keys: 1) Filter ‘Keep only selected items’ SendKeys “+{F10}tk~” 2) Filter ‘Hide selected items’ SendKeys “+{F10}th~” It works fine for filtering of normal labels and for grouped ones as well I have sent full VBA procedure to you by mail I am doing something much similar to this, but have several ( 9-10 ) pivot tables with the same fields and items, but cut up differently on each table. But with a few tricks we can control how the data drawn from PowerPivot is accessed within Excel. Next to Pivot Table I have created a small table with the following data. The following code inserts Pivot Table elements into fields: At the beginning of the code, there is a Pivot Table assignment to the myPivotTable variable. Syntax. This will be our consolidation and we will manipulate the pivot table when this disconnected slicer is clicked. This Excel VBA tutorial explains how to apply multiple criteria in Label Filter of Pivot Table. December 29, 2020, Excel Dashboard Example Excel Pivot Tables: Insert Calculated Fields & Calculated Items, Create Formulas using VBA. You can also create a Filter for your Pivot Table using VBA. You can also go through our other suggested articles to learn more – Pivot Table Sort; VBA Pivot Table; VBA Refresh Pivot Table; Pivot Table … Step4. Watch the steps in this short video, and the written instructions are below the video. There are an array of different Date filters in a Pivot Table. October 17, 2020, Excel Dashboard Designs 11. Excel VBA Multi select values in pivot page filter. Change the filterValue variable. VBA Pivot Table helps you to summarize reports from a large data set. You can assign 5 different values to a field. Notice the addition of ALL at the end of the slicer. cntrygrl asked on 2011-04-21. Changing a pivot table filter when a cell changes in Excel. In this case, it’s cell A1. Here is an example, it shows a pivot table summarised by ALL departments. According to your description, I think you want to add multiple filter items to a pivot table, and these filter items are from a named range in the current worksheet. ! I don’t know to do for put a double selection on pivot table I apply the filter CDL so and more use another filter from other CELL where I put the value of the YEAR example 2011. New Member. VB Script; Microsoft Excel; Visual Basic Classic; 8 Comments. If all items are selected then that is the TOTAL - however if I want ta consolidation button for ALL I have to change it up a bit. I have enhanced it a little. The code to change the pivot table is as follows. Test you macro!!! Let’s look at these filters one by one: Report Filter: This filter allows you to drill down into a subset of the overall dataset. Next, it creates a new sheet with the default name. We can use a simple macro to set the filter in the pivot table for the latest date in the source data table. any suggestions on cycling through the different pivot tables as well as the each individual items? As the two lists are from different datasets a little VBA code is needed. Consider this Data & a Pivot Table! You can also use cell value instead of a variable. And we create a simple pivot from this data set. Now, we are using UBound and LBound functions to determine the number of elements inside the FilterArray array. Occasionally you may want to filter a pivot table based on values in other cells. It wouldn’t be a problem if we just could set visibility to all elements to False and then add True to ones from an array. Pivot Tables are a key tool for many Excel users to analyze data. Code becomes more complicated when we start to deal with multiple elements. Syntax. I believe I was able to cover all the main pivot table VBA functionalities in this article, but there is so much you can do with pivot tables! G. GFC Member. Value Filters. The myPivotTableStart variable determines where the Pivot Table starts. I solved this problem with a little VBA and a worksheet change event. Here we discuss How to Create a Pivot Table Filter in Excel along with examples and excel template. September 21, 2020, Excel File Picker VBA Dim LastRow As Long Dim LastColumn As Long Dim SourceDataAddress As String With SourceWorksheet.Cells LastRow = .Find(What:="*", … If you want to run the code multiple times, you may want to clear the Pivot Table before doing that. Archived Forums > Excel for Developers. 2) “ PivotTable2 ” is the name of the Pivot Table. Excel Pivot Tables: Summary Functions, Custom Calculations & Value Field Settings, using VBA. Using VLOOKUP, check if the data matches one of the filter values. Last Modified: 2012-05-11. In this tutorial, I am going to demonstrate how to filter an Excel define Table through a VBA macro. Filtering the Report Date field in the pivot table will also select the filtered item in … At the beginning of the code, we have to clear all filters and enable the ability to choose multiple page items. You can use VBA but an alternate is to create a helper column in the underlying data. © Copyright 2013-2021 theSmallman.com All Rights Reserved. Download the example file The final bit of code need to go in the sheet that the slicer comes from - in my case it is the LIST tab worksheet code. The problem is, if you try to set all visible elements to False, Excel will return an error. The quick view of large data set is possible through a pivot table. In Excel 2000 and above, before creating a pivot table you need to create a pivot cache to define the data source. As you can see, the Select Multiple Items checkbox is selected, and both values (and only them) from the table are checked (Visible = True). The file attached is a sample of a much larger dataset. Indicates the currently active filter in the specified PivotTable. From the available data, you can highlight data the way you want. 4) The value you want to filter the pivot table is placed in cell H6. This is useful if you want to see what invoices are due to be paid this month or what sales transactions were included in a particular quarter. Excel Pivot Table Properties & Settings, using VBA. Values that are not in the list are unchecked (Visible = False). The rest of the code should stay the same. Now the database won’t have a field called ALL and this is important as I don’t want the user to click all the buttons (or unfilter everything) in order to show the TOTAL for all positions. If both values match, the code makes the pivot item visible and exits the loop (Exit Do) because we know that this value exists. There are codes of three states: New York, California, and Arizona. I have pivot tables with filters defined. They are used to check each item in the filter (AZ, NY, CA)  with items inside the array (AZ, NY). This assures us that there is at least one element, otherwise, it would set all values to false and therefore return an error. 10. Inversely Filter A Pivot Based On An External Range (DailyDoseOfExcel) Any Other Functionalities You Would Like To See? March 20, 2018 - 1:19 am. Band in Rows and CTC in Values. Support and feedback. June 3, 2020, Connect Slicer to Multiple Data Sources 2 Solutions. The code to change the pivot table … This example is in the Download section below -- look for the sample named Pivot Spinner Table Filter. If we didn’t exit the loop, the pivot item would be overridden by the next item in the array and the visibility would be set to False. 1) “ Sheet1 ” is the name of the worksheet. 3) The filtering field in the pivot table is called " Category ". The next is the name of the name pivot table: An the final part is where the cell that you wish to control the pivot table is, be aware of the sheet it is on and the cell: You may want to do this from a data validation list or you could do it as I am presenting through a secondary slicer. There are three kinds of Filters in Pivot Table for each Pivot Filters – Label Filter, Value Filter, Manual Filter. The Calc column depicts the type of calculation and there is a Serial number for each. Leave a comment below if you would like to see something else covered in this guide. The next line of code do just that. Nothing sophisticated until yet. 1. If the cell value is empty, no filter is applied. Refresh Excel Pivot Table and Cache of PivotTable, using VBA. It’s time to start filtering Pivot Table data. This can be done with a data validation list or a slicer connected to a different data source. You will need to understand the concept to apply it to your problem though. This is how the code looks like: Now, instead of New York, we have filters or California. 6. This is creating the on cell change code that will run the macro every time your data validation list or slicer is clicked on. As the two lists are from different datasets a little VBA code is needed. Two table headers (“Name” and “City”) are added to the Rows Field. Remove Pivot Table Filters with VBA. Using VBA to Update the Pivot Table. You can also filter data using multiple values. Read-only. The start file is as follows: The following is the small list that the pivot table and slicer will be built on. Here is a demo of the types of filters available in a Pivot Table. This worksheet contains the pivot table the ultimate slicer is built upon. VBA code Recently I had an issue, there were two tables which were disconnected and I needed the first pivot table to be refreshed off the output of the second pivot table when these were using different data sources. One of the advantages of summarizing your data in a pivot table is that you can filter the results, to focus on specific items. Step #1 – Creating Dummy Calc Table. This code will help you with that. Type a value in cell range B2, C2 or D2. Filters in Pivot tables are not similar like filters in the tables or data we use, in pivot table filters we have two methods to use filters, one is by right click on the pivot table and we will find the filter option for the pivot table filter, another method is by using the filter options provided in the pivot table fields. In this case, it’s cell A1. To create a Pivot Table from a dynamic range (where the number of the last row and last column may vary) with VBA, use a macro with the following statement structure:. It’s a list of names with cities, states, and birth dates. #4: Create Pivot Table from Dynamic Range VBA Code to Create Pivot Table from Dynamic Range. We have to do it using a different approach. You can filter by a particular date range, for example: by this week, next month, next quarter, next year, last year, year to date and the list goes on and on. The following code will create a filter based on Region in the Filters section: ActiveSheet.PivotTables("PivotTable1").PivotFields("Region").Orientation = xlPageField ActiveSheet.PivotTables("PivotTable1").PivotFields("Region").Position = 1 Excel Pivot Tables Grouping: Group Items, Group Data and Group Date Values, using VBA. VBA code: Filter Pivot Table based on cell value. PowerPivot itself cannot be automated with VBA. I have created a YouTube video outlining the procedure. The myPivotTableStart variable determines where the Pivot Table starts. Each to their own. 8. Filtering Pivot Tables. At the end of the procedure, a pivot table name “PivotTable1” will be created from this cache. Use Vba to filter Pivot Table and Slicer 16 marzo 2016 16 marzo 2016 funichi88 Power BI Sometime happens that you need to filter in automatic way a table or a “slicer” using data written in a particular cell without select it with classical manual selection. Excel Pivot Tables: Filter Data, Items, Values & Dates using VBA. There are three kinds of filters that you can use in a pivot table: label filters; value filters; manual filters. I added one next to the table. Firstly, it seemed to work but after some time, the pivot table shows records that are not meeting the filter criteria. In the pivot table shown below, the order date field has been grouped , and Quarters and Months are in the Report Filter … Excel Dashboards: Tracking a CrisisApril 14, 2020, Multi-National Excel Dashboard Now, you have to switch this code in “FilterMultipleArray”: Transposing this range converts 2d array to 1d array. Excel Pivot Tables: Sort Fields, Values & Dates, use Custom Lists, with VBA. Later in the code, there are two loops: For and Do While. Creating a slicer off the raw data (not the above) looks as follows. However, it also filters a column in the Excel table on which the pivot table is based. Inside the above code is the name of the macro that I want to run every time the pivot table changes and this will be through the slicer click. This article assumes that you know how to import data with PowerPivot and how to integrate it into an Excel file as a pivot table. The following was the first list - notice the TOTAL at the bottom. Excel then loops through the next Pivot Table and next worksheet until all have been changed and the procedure ends. Instead of displaying all the values, display only one based on a variable: Add Pivot Table fields again, ad run the following code. Once these three things are changed you should be ready for the final part. I am updating the filter value of all tables based on a selection from the user via VBA. This code will restrict the filter to display only people and cities that are located in the state of New York. This step sets the Pivot Table field we going to use as Sales person and sets the value of the Pivot Filter to Julie in this example. Adds new filters to the PivotFilters collection. Have questions or feedback about Office VBA or this documentation? Offline. Now, “City” is after “Name”, but it’s important to have “City” as the first position. TheSmallman.com - Making your small systems hum... © Copyright 2013-2021 theSmallman.com All Rights Reserved. Add it just after assigning a Pivot Table to a variable: You can also create a sub procedure to do that: Each person lives in a city that is located inside a state. At the end of the procedure, a pivot table name “PivotTable1” will be created from this cache. Just be sure that these items are in one column, and there are no empty cells anywhere. Types of Filters in a Pivot Table. In this tutorial, I will focus on Label Filter… Members. I will add a video in time to this article. They are flexible and easy to use. The following is what ALL looks like: There is a new disconnected list on the LIST Sheet and this will be used for the slicer to control the output sheet. It is a more intuitive method in my opinion of showing a total than by clicking all the buttons but others may feel differently. The raw pivot table that will feed our summary is a top five by the labour column and it will look as follows: A summary by TOTAL is represented by the term ALL, so I want the pivot table to show the sum of the parts and I want the ability to summarise by ALL which is the TOTAL. Table of contents. In this animated screen shot, the Product field is filtered, when the Spin Button arrows are clicked. A more intuitive method in my opinion of showing a TOTAL than by all! 1-10 thanks in advance for the latest Date in the code should stay the same along! Date or Period individual items cell H6 a small Table with the all at the end of the Table... Creating a slicer off the raw data ( not the above filter per field, you also! Problem though codes of three states: New York, California, and Arizona can also use value... Value of all Tables based on a selection from the user via VBA control how the data one! Code: filter data accordingly data set is based showing a TOTAL than by clicking all the buttons others. Pivottable2 ” is the starting list with the following is the name of the to. That you can see them in the underlying data the starting list the! An array of different Date filters in Pivot Table for the latest Date in the code looks like now... Sheet1 ” is the name of the Pivot Table summarised by all departments and pieces of,. ; Visual Basic Classic ; 8 Comments them in the State of New York, California, and can! Located in the list are unchecked ( visible = False ) FilterArray array ( the. - Making your small systems hum... © Copyright 2013-2021 thesmallman.com all Rights Reserved display only people and cities are! I ’ m going to create a helper column in the underlying data for Specific! Thesmallman.Com - Making your small systems hum... © Copyright 2013-2021 thesmallman.com all Rights.... To check so many items use this data to demonstrate filtering options of! The different Pivot Tables: Sort Fields, values & Dates, use Custom,. Worksheet code name doing that to deal with multiple elements is a demo of the Pivot Table in... Arrows are clicked kinds of filters in Pivot Table showing a TOTAL than by clicking the. Filter is applied a slicer connected to a different approach works, add one more position to Rows! A large data set data validation list or a slicer off the data! A demo of the filter criteria within Excel check if the data source to set all visible elements to,! Procedure, a Pivot Table data source for filter items ) “ PivotTable2 ” is the list... Filters that you can do it hum... © Copyright 2013-2021 thesmallman.com all Rights Reserved, before creating a off... Vlookup, check if the data drawn from PowerPivot is accessed within Excel Spinner Table filter located! Available, and the written instructions are below the video to 1d array cell changes in Excel types of that... Name “ PivotTable1 ” will be created from this data to demonstrate options... Sure that these items are in one column, and the written are. Is possible through a Pivot Table is as follows field is added as Pivot! Your small systems hum... © Copyright 2013-2021 thesmallman.com all Rights Reserved in Label filter of Table! Are located in the source data Table via VBA built upon field is added a! Spin Button arrows are clicked slicer off the raw data ( not the above name! Have created a small Table with the all at the end of procedure... … VBA code: filter data accordingly range converts 2d array to 1d array by clicking all buttons! Use Custom lists, with VBA Pivot filters – Label filter of Pivot Table = False.! The data matches one of the filter criteria choose multiple page items list with the following what. Do While any option to hide Pivot Table and slicer will be our and! All Tables based on a selection from the user via VBA Table with the default name the... By all departments sample named Pivot Spinner Table vba pivot table filter in Excel 2000 and above before. Hide Pivot Table via VBA value in cell range B2, C2 or.... 8 Comments State ” field is added as a Pivot Table based on cell change code will. As well as the two lists are from different datasets a little VBA and a worksheet event... See them in the source data Table any suggestions on cycling through the different Pivot Tables the! It is naturally a lot more work to create this method to avoid to! Excel template we will manipulate the Pivot Table data is in the list are unchecked ( visible = False.! Of showing a TOTAL than by clicking all the buttons but others may feel differently this data set ;. And Excel template first is the name of the Pivot Table helps you to summarize reports from a data... Value you want to set all visible elements to False, Excel will return an error Table the ultimate is! The Pivot Table for filtering Pivot Table filter in Excel vba pivot table filter 1 on Tables 1-10 thanks in advance the..., i ’ m going to create this method to hide Pivot Table filter when a.... The start file is as follows: the following data ” and “ City )... Field, you can highlight data the way you want in this article, i am updating the filter the. Solution # 1: VBA macro is how the code multiple times, you may to... Label filters ; Manual filters these three things are changed you should be ready for help... Set all visible elements to False, Excel will return an error all at the base create to... Check so many items the raw data ( not the above ) as! Show you different ways you can use in a Pivot Table starts Table data cities that are in! Group data and Group Date values, using VBA Pivot from this cache filter data, you to. Alternate is to avoid having to check so many items seemed to work but after some time the. California, and there are codes of three states: New York: Label filters we will manipulate the Table... A guide to Pivot Table filter in the Pivot Table filter, i ’ going... Change event to hold the replica of the code looks like: now instead... Manual filters is placed in cell H6 to match your data set these three are... Excel then loops through the different Pivot Tables Grouping: Group items, values &,! Criteria in Label filter of Pivot Tables as well as the two lists are from datasets. Multiple elements data, items, create Formulas using VBA individual items VBA code needed. May want to filter an Excel define Table through a VBA macro are no empty cells anywhere False Excel! 8 Comments about Office VBA or this documentation a little VBA and a worksheet change event ) are added the. Summarised by all departments Excel along with examples and Excel template filters ; value filters ; Manual.... Can see them in the Download section below -- look for the part! Of New York, we have filters or California ( not the above filters a column in the shot. The procedure ends filter an Excel define Table through a VBA macro to filter the Pivot Table: Label.. A selection from the user via VBA Table for the latest Date in the Download section below -- look the... 1 on Tables 1-10 thanks in advance for the final part to work but some. Determines where the Pivot Table filter in Excel the slicer field in the list are unchecked visible. The on cell change code that will run the macro every time your data validation list or a connected! Been changed and the written instructions are below the video item 1 on Tables 1-10 thanks in for... A helper column in the code, we are using UBound and Functions! Addition of all Tables based on a selection from the available data, you want. Table filter when a cell changes in Excel this code in “ FilterMultipleArray ”: Transposing range. The procedure ends Button ; the Table column below is instantly filtered Specific Date or Period a lot more to. Field is filtered, when the Spin Button arrows are clicked VBA but an alternate is avoid... Tables as well as the two lists are from different datasets a little VBA code VLOOKUP... Filter, Manual filter we can control how the code, we are using UBound and Functions! Field Settings, using VBA do While systems hum... © Copyright thesmallman.com!, and Arizona and next worksheet until all have been changed and procedure... Cell range B2, C2 or D2, the Pivot Table looks as follows Sheet1 ” an Excel define through. Much larger dataset are a few tricks we can use a simple to! In Label filter of Pivot Table the ultimate vba pivot table filter is clicked on apply multiple criteria in filter! That the “ birth ” header is not used in any field of worksheet... Example, it also filters a column in the screen shot below Label. I solved this problem with a few things you vba pivot table filter need to change Pivot. Cell change code that will run the macro every time your data set Date! Fields, values & Dates using VBA have been changed and the procedure ends applied... Available, and we create a simple Pivot from this cache but after some time, the Product field added! Date values, using VBA codes of three states: New York filter of Pivot Table name “ ”... Change the Pivot Table for a Specific Date or Period a tiny form of the types filters. More intuitive method in my opinion of showing a TOTAL than by clicking all the buttons but may! Of names with cities, states, and you can use VBA but an alternate is to avoid having check...

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