how to update filter in pivot table

If we didn’t want to show these filter criteria in the formula, we could hide the cell. First, create a table using a Pivot Table, we can see the first field which is either a Row or Column will have one filter. Click on the Filter Button in the Header of the DateVal Field > Date Filters > Today Once set, you just need to Refresh the PivotTable to have it update the filter to … Apart from the mathematical operations, the Pivot table got one of the best features, i.e., filtering, which allows us to extract defined results from our data. You can download this Excel Pivot table filter template from here – Pivot Table Filter Excel Template. We can see it below. 3. Tables can be moved anywhere; it can be used in any financial models; row labels can also be changed. By this, we can easily filter out multiple items and can see the result varying in value areas. Could you please help with showing this as well. Thanks! In this window, we have got an option of selecting a table or a range to create a pivot table, or we also can use an external data source as well. Let’s have the data in one of the worksheets. Example of comparison report given as follows. Now, if we make changes in the pivot table filter, it reflects in all the methods. The Spreadsheet Control provides numerous ways to filter items in a pivot table. thanks for posting this its very helpful, quick question whats the best way to set the format of: sFilterCrit = ThisWorkbook.Worksheets(“Data”).Range(“G2”).Value. How to clear filter cache (old items) from Pivot Table in Excel? I only want the latest date with the client name. More about me... © 2020 Excel Campus. If cell G2 contains a date value then the comparison between pi.name and sFilterCrit should work, regardless of the format. Rather than have the user update the three pivot tables separately, I've got a small table where they enter the four parameters once. We got a special feature in the Pivot Table filter, i.e., “Search Box,” which allows us to deselect manually some of the results that we don’t want. I have big database in ms access,i have created pivot table in excel and connected with that database. See screenshot: 3. Select any cell in the pivot table. We can see items that are highlighted in the slicer are those which are highlighted in our Pivot Table filter criteria in the filter drop-down menu. The macro checks to see if the pivot item name is NOT equal to (<>) the criteria. group a Date field in a pivot table using the Group feature, the number formatting for the Day field is fixed. You can check the value that VBA interprets in the Immediate Window. A Pivot Table called PivotTable1 has been created with Product in the Rows section, and Sales in the Values Section. 1. Is there a way to filter the slicer to only show the most recent weeks as well? And i want it filter current three month Like: April, May & June “unable set visible property pivot item class”. In this case, the dates column G of the Data sheet in the example file are formatted with the “m/d/yyyy” format. and i have all 12 months in my filter but i want it select only current three month. Pivot Tables dates weren’t grouped in earlier versions of Excel, but that behaviour changed in Excel 2016. Sure thing. Proudct A 1525 26% Now we have a list of our pivot table filter criteria, and this works because both of these pivot tables are connected by the slicer. Then in the pop-up dialog, select the new data range you need to update. It might be possible, but I don’t think you would be able to filter or slice the pivot table. 2. Checkout my article on If Statements in Excel formulas for an explanation on this. What happens if the value I am looking for isn’t there in the filter? We can now add this new column to the Filters area of the pivot table, and filter it for TRUE. While there are plenty of ways to filter a pivot table, none solve the problem of filtering based on one column along the top of the pivot table. The “Date” function returns today’s date in VBA. So it’s basically a comma-separated list of values. The macro first clears all the filters for the Report Filter pivot field with the ClearAllFilters method. This can save us a lot of time, and prevent errors that usually occur with these boring repetitive tasks. Please leave a comment below with any questions or suggestions. We can add a column to the source data to check if the report date in each row is equal the most recent date. For Ex: If we have got a huge list and there are blanks too, then in order to select blank, we can easily get selected by searching for blank in the search box rather than scrolling down till the end. We can use a simple macro to set the filter in the pivot table for the latest date in the source data table. … Pivot table connections that will open up a menu that shows us that both of these pivot tables are connected as checkboxes are checked. Using the Refresh button won't automatically pick up any new data in your table (unless you're using Excel's Table feature as the source for your pivot table - we'll come to that shortly). Each unique item in the field is a pivot item. Bottom line: Learn how to filter a pivot table, pivot chart, or set a slicer for the most recent date or period in the data set. This example is in the Download section below -- look for the sample named Pivot Spinner Table Filter. Similarly, we can do sorting from smallest to largest, sorting by color, and even we can perform number filters like <=,<,>=,>, and many more. Setting a format on my variable seems to work: Any help or insight would be greatly appreciated. When the status field is filtered for Active, it should only show the weeks that are included in the Active rows. After you change the data range, click the relative pivot table, and click Option (in Excel 2013, click ANALYZE) > Change Data Source. We can use a simple macro to set the filter in the pivot table for the latest date in the source data table. Proudct D 1594 1869 1153 Q4. could you please pick me out from this problem ? From the dropdown, choose Northeast, and watch the pivot table update accordingly. Click the Insert Slicer button. If you change any of the text or numbers in your data set, you need to refresh the pivot table. This is a very simple formula. Most of the people love to use VBA codes. Click the Show Report Filter Pages… button. In this animated screen shot, the Product field is filtered, when the Spin Button arrows are clicked. This is a new formula or new function that was introduced in Excel 2016 & it’s called TEXTJOIN(If there is no 2016, you can use concatenate function as well); text joining makes this process much easier. I am believe only you can crack this problem. Now, this is a pretty simple solution that does display the filter criteria. What is one ahse to select last 2 dates or first 5 dates in filter. However, if you have a lot of items in your list here and it’s really long, then those items might not be displayed properly, and you might have to do a lot of scrolling to see which items are selected, so that leads us to the nest solution of listing out the filter criteria in cells. Hi, I am not using any NL functions, just pure pivot table. It has the following format “Day-Month” or “d-mmm”.If we try to change the number format of the Day/Date field it does not work But eventually, for comma-separated solution slicer & the list is required. Here is another example with the variables setup as parameters of the macro. 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. I wanted to show the recent trend for some data by week, but after a time the chart started being crowded after 10 weeks of data. In Excel 2013 and later, there is a "Whole Days" option. How about range of date? So, “Create List of cells with Pivot Table Filter Criteria” comes to our rescue. Let’s drag the Flat no’s field into Filters, and we can see the filter for Flat no’s would have been created. 3 most important ways of displaying a list of multiple items in a pivot table filter are: –. But we can actually create it and which helps us in various decision-making purposes. We could use a macro to automate this, but then we are really back to solution #1. Proudct C 1533 1107 1794 Q4 The data set has a “Report Date” column that contains the date the report was run for each row. If we right-click anywhere on the slicer & to report connections. When new data is added to the data table, we want to automatically filter all the connected pivot tables, charts, and slicers for the latest report date. The login page will open in a new tab. Hi All, I have a requirement in which i want to read all pivot tables in my excel (like i have 20 pivot table sheets with each country name ) on the basis of a “main” sheet that contains country data . We can change the value of the sFilterCrit variable to the following. hello Jon, i have already try this script. It's nice to be able to see it on the sheet though. or a range of dates on one pivot table? Subscribe above to stay updated. The drawback here is that the user cannot really use a slicer to filter for other dates. 2. This means whenever one changed is made in 1st pivot, it would automatically get reflected in the other. Pivot table Field will be available on the right end of the sheet as below. Although it's not as dynamic as solution #1, the calculated column might be all you need to display the most recent period's data in a static report. If it is then the formula will return a TRUE, if not it will return a FALSE. Select the Options/Analyze contextual ribbon tab. Right click on any cell inside the Pivot Table, then click PivotTable Options from the context menu. as when it gets to the pi.Name sFilterCrit my formats are different eg 31/05/2016 vs 31May2016. Firstly, we have to select any cell next to the table and click on the filter in the data tab. The above data consists of 4 different columns with S.No, Flat no’s, Carpet Area & SBA. Dim enddate As Date, startdate = “4/1/2016” You may learn more about excel from the following articles –, Copyright © 2021. ” sFilterCritFor = Format(sFilterCrit, “ddMmmyyyy”)”. from the organized data that is stored in a database. Consider the pivot table shown here. Groups Dates in a Pivot Table by Month. I have a case where I need to filter A out of A,B,C,D and E. If my data doesn’t contain B, how can I write an “IF” condition then ? We can clearly observe that there is no filter option for value areas, i.e., Sum of SBA & Sum of Carpet Area. The pivot table shows a summary of revenue by pipeline stage, and there the Report Date field is in the Filters area. The problem is that the dates aren't recognized as dates. In these cases, it can be helpful to set up filters within your pivot table. Now we see getting a list of all of our pivot table filter criteria joined by a string. I want the vba code for selecting multiple dates in pivot table to enable me to create comparison report on daily basis. Go to the pivot table, you will see the Date field is added as report filter above the pivot table. The Excel Pro Tips Newsletter is packed with tips & techniques to help you master Excel. You can hide the items with no data. We still need the tables that we used earlier and just used a formula to create this string of values and separate them with commas. First, create a pivot table using the above-given data. 3. Please log in again. We can use a macro, or add a calculated column to the data set…, Filter For Recent Date Or Period In Pivot Table - VBA Macro.xlsm (50.4 KB), Filter For Recent Date Or Period In Pivot Table - Calculated Column.xlsx (41.7 KB). All pivot tables have exactly the same filter, "Week", which then has a week number to select. To do this, we have to select any cell inside of our pivot table here and go over to the pivot table field list and going to remove Industry from the rows, removing Count of Age Category from the values area, and we are going to take the Function that is in our filters area to rows area, and so now we can see that we have a list of our filter criteria if we look over here in our filter drop-down menu we have the list of … You can see in the image that there are 4 sets of data appended (stacked) together to make one large table. We could use an If function, but it is not necessary here. Figure F Use a search filter to find records when you need even more flexibility. 4.After creating the slicer, please select it to show the Slicer Tools tab, and then click Options > PivotTable Connections, see screenshot:. Click the drop down arrow on the Row Labels heading. We’re going to use a connected pivot table, and we’re basically going to use the above slicer here to connect two pivot tables together. I am getting error in following code, Dim startdate As Date Now let us create a duplicate copy of the existing pivot table and paste it into a blank cell. If i will try to select Top three current month in pivot filter then why it taking random selection data. In other way, we can filter the data by clicking right on those fields. Refresh data automatically when opening the workbook Click anywhere in the PivotTable to show the PivotTable Tools on the ribbon. From this, we can filter the Flat no’s as per our requirement, and this is the normal way of creating the filter in the Pivot table. Filtering the Report Date field in the pivot table will also select the filtered item in the slicer, and filter any connected pivot charts. Here is a demo of the types of filters available in a Pivot Table. I had a slightly different problem. So now we have a duplicate copy of our pivot table, and we are going to modify a little bit to show that Functions field in the rows area. 2. To use it, you will just need to specify all the variables for the worksheet name, pivot table name, pivot field name (Report Date), and filter criteria (latest date). Checkout my free video series on getting started with Macros & VBA to learn more about writing macros. This filter will select an item in the slicer to filter the pivot tables and charts. I’m not sure of a solution for a calculated field in the pivot. For example, if you have retail sales data, you can analyze data for each region by selecting one or more than regions (yes, it allows multiple selections as well). Hi John Proudct D 1538 26%. We also have the option of placing the Pivot table report, whether in the same worksheet or new worksheet, and we can see this in the above picture. There are other ways to automate this process, but we won't go into that here. The pivot table is a user-friendly spreadsheet tool in excel which allows us to summarize, grouping, perform mathematical operations like SUM, AVERAGE, COUNT, etc. Creating a Filter. When you click on the pivot table, the “Create a Pivot Table” window pops out. 1. This means that anytime the source data is updated with new data, the formulas will recalculate the new current week rows. Creating a list of cells with filter criteria. Right click and click on Refresh. As we got the filters, we can now perform different types of operations from value areas as well, like sorting them from largest to smallest in order to know top sales/area/anything. When we change any text or number in existing source data range, then this change is not automatically captured in the Pivot Table, so we need to refresh the Pivot table manually.In Excel, while inserting a Pivot table, we need to select the source data range, like Sheet1!$A$1:$E$46 to include this dataset as source data for Pivot table. Each pivot table has five filters, with four of them being the same. It then uses a For Next loop to loop through all the pivot items in the pivot field to apply the filter. The macro is currently setup to use a value from cell G2 on the Data sheet for the filter criteria (latest date). Currently what you show for specific date. So the third way to display our pivot table filter criteria is in a single cell with a list of comma-separated values, and we can do that with the TEXTJOIN function. These two controls work interchangeably, and we can use both the sli… . I want to clear the prevoius filter on pivotfield Invoicenr, update a pivot table, and not show certain items. Let’s have a simple pivot table with different columns like Region, Month, Unit no, Function, Industry, Age Category. My problem is when I put the bottle number and client name on the row label and then on the value, I use the Max setting on the order date, there are several client names with order date that comes out on the pivot table. Refreshing the pivot table will automatically apply the filter for the current week rows, and display those in the pivot table. But to be safe you might want to change the formatting to match. TEXTJOIN basically gives us three different arguments, Let’s type TEXTJOIN – (delimiter- which would be “,” in this case, TRUE (as we should ignore empty cells), K: K(like the list of selected items from the filter will be available in this column)to join any value & also ignore any empty value). ActiveSheet.PivotTables(“PivotTable1”).PivotFields(“Invoice Month”).AutoShow xlAutomatic, xlTop, 3, “Sum of Subtotal” Hi Pip, Select cell G2, then type the following in the Immediate Window and hit Enter. Technically they can, but we will have to reapply the Current Wk filter next time the data is updated. Please enter a value you will filter Pivot Table based on into a cell in advance (here I select cell H6). Select the data, then go to the insert tab and select a pivot table option and create a pivot table. Refresh the pivot table or change the data source to update the pivot table with the applied changes. After logging in you can close it and return to this page. To do this, we have to select any cell inside of our pivot table here and go over to the pivot table field list and going to remove Industry from the rows, removing Count of Age Category from the values area, and we are going to take the Function that is in our filters area to rows area, and so now we can see that we have a list of our filter criteria if we look over here in our filter drop-down menu we have the list of item that is there in slicers and function filter as well. 1. 'Description: Filter a pivot table or slicer for a specific date or period, 'Source: excelcampus.com/vba/filter-pivot-table-slicer-recent-date-period, 'Loop through pivot items of the pivot field, 'Hide or filter out items that do not match the criteria, 'Filter a pivot table or slicer for a specific date or period, 'Call the Filter Pivot macro on multiple pivots, 'Call the filter pivot macro to filter both pivots, Difference Between Equal ‘=’ and ‘:=’ Colon Equal in VBA, Grouping Dates in a Pivot Table VERSUS Grouping Dates in the Source Data, Filter For Recent Date Or Period In Pivot Table - VBA Macro.xlsm, Filter For Recent Date Or Period In Pivot Table - Calculated Column.xlsx, free video series on getting started with Macros & VBA, 2 Ways to Calculate Distinct Count with Pivot Tables, Pivot Table Average of Averages in Grand Total Row, VBA Macro to Create Power Query Connections for All Excel Tables. All Rights Reserved. I want to show Everything but the items that have a Invoicenr that begins with PO* (seems that * can't be used in VBA?). Cell G2 contains a formula that returns the latest date from the column using the MAX function. You will want to use the date format that matches the date format used in the source data. I try to macro filter pivot based on range of dates by referencing to 2 cells. We are not supposed to exclude certain results with a condition in the Pivot Table filter, but we can do it by using the “label filter.” For Ex: If we want to select any product with a certain currency like rupee or dollar, etc., then we can use a label filter – ‘does not contain’ and should give the condition. Login details for this Free course will be emailed to you, This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the cookie policy. enddate2 = “4/15/2017”, ActiveSheet.PivotTables(“PivotTable1”).PivotFields(“Date”).PivotFilters.Add2 Type:=xlDateBetween, Value1:=startdate, Value2:=enddate, Value1:=startdate2, Value2:=enddate2. Click the drop-down arrow to the right of the Options button on the left side. So we need to filter one pivot table for the most current date, and one for the prior week's date. I am writing you just to say thanks for your great and useful web-site and Youtube channel. Filter Pivot Table based on a specific cell value with VBA code. Filtering the Report Date field in the pivot table will also select the filtered item in … What I’m trying to ask is how do I apply the above filter to my pivot tables? the result was work correctly but there is pop up notification as follows. So now we have the list of values in their Pivot Table filter criteria. , Need urgent help. This solution is NOT as flexible as the macro. How would i do this but with multiple selections on one pivot table?