From this example, we are going to consider Function in our filter, and let’s check how it can be listed using slicers and varies as per our selection. 3. and i have all 12 months in my filter but i want it select only current three month. 5.Then in the PivotTable Connections dialog box, check the pivot tables which you want to filter at the same time, see screenshot:. The Spreadsheet Control provides numerous ways to filter items in a pivot table. This means that anytime the source data is updated with new data, the formulas will recalculate the new current week rows. Since that version, dates in Pivot tables have been automatically grouped too. The Refresh button will update your pivot table to reflect any changes in your existing data, such as any changes to our sales data due to customer returns. After logging in you can close it and return to this page. Hey Lund, ActiveSheet.PivotTables(“PivotTable1”).PivotFields(“Invoice Month”).AutoShow xlAutomatic, xlTop, 3, “Sum of Subtotal” Regarding “Of course, this could be changed to calculate the latest date in the macro code” . I have tried several different variations and have not gotten it to work. I have an article that explains For Next Loops in more detail. Click on the drop-down arrow or press the ALT + Down navigation key to go in the filter list. Proudct C 1478 25% The problem is that the dates aren't recognized as dates. But we can actually create it and which helps us in various decision-making purposes. In these cases, it can be helpful to set up filters within your pivot table. I’m not sure of a solution for a calculated field in the pivot. could you please pick me out from this problem ? You can also create a Filter for your Pivot Table using VBA. Thanks in advance. I want to clear the prevoius filter on pivotfield Invoicenr, update a pivot table, and not show certain items. Thanks! 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. Refresh the pivot table or change the data source to update the pivot table with the applied changes. All pivot tables have exactly the same filter, "Week", which then has a week number to select. The pivot table is going to view these dates as text, not dates, in the list of pivot items. From the below example, it is clear that we had selected the functions that are visible in the slicer and can find out the count of age category for different Industries (which are row labels that we had dragged into the row label field) which are associated with those function that is in a slicer. A Pivot Table called PivotTable1 has been created with Product in the Rows section, and Sales in the Values Section. Proudct A 1698 1246 1632 Q4 What I’m trying to ask is how do I apply the above filter to my pivot tables? CFA® And Chartered Financial Analyst® Are Registered Trademarks Owned By CFA Institute.Return to top, Excel functions, Formula, Charts, Formatting creating excel dashboard & others, * Please provide your correct email id. Please do as follows. In the Between dialog box, type a start and end date, or select them from the pop up calendars. Just select the cell and go up to the analyze options tab; click on field headers & that will hide the cell. Refresh. I had a slightly different problem. Most of the people love to use VBA codes. We can change the value of the sFilterCrit variable to the following. This can save us a lot of time, and prevent errors that usually occur with these boring repetitive tasks. The equal sign will evaluate the match and return a TRUE or FALSE. Filter Pivot Table based on a specific cell value with VBA code. I’m new to using Pivot Tables and your articles are a big help. Pivot Tables dates weren’t grouped in earlier versions of Excel, but that behaviour changed in Excel 2016. 2. What is one ahse to select last 2 dates or first 5 dates in filter. I only want the latest date with the client name. When you click on the pivot table, the “Create a Pivot Table” window pops out. 1. In other way, we can filter the data by clicking right on those fields. 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. Click the drop down arrow on the Row Labels heading. Filters can be set up once and then changed as needed to display different information for different users. “unable set visible property pivot item class”. It's nice to be able to see it on the sheet though. This means whenever one changed is made in 1st pivot, it would automatically get reflected in the other. 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. Thank you very much! We can change the function as per our requirement and can observe the results vary as per the items selected. 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. Thanks. But eventually, for comma-separated solution slicer & the list is required. Besides this I want to see everything else and the Invoicenr that starts with PO and contains OH.. See my attempt below: Pivot tables can provide a great deal of information and analysis about the data contained in a worksheet, but, sometimes, even the most well-designed pivot table can display more information than you need. More about me... © 2020 Excel Campus. 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. So it’s basically a comma-separated list of values. Let me know if you have any questions. and then changes the filter in every pivot table … But to be safe you might want to change the formatting to match. Click the drop-down arrow to the right of the Options button on the left side. In that drop-down list we have traditional filter options. 3 most important ways of displaying a list of multiple items in a pivot table filter are: –. 1. Please enter a value you will filter Pivot Table based on into a cell in advance (here I select cell H6). You can hide the items with no data. Plus weekly updates to help you learn Excel. This plays a major role in decision-making in any organization. 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. I did try changing the cell format that but it still read the cell as a date like 31/05/2016 regardless of the format applied to the cell. The Show Report Filter Pages window will appear with a list of all the fields in the Filter Area of the pivot table. 3. Consider the pivot table shown here. Hello and welcome! Right click and click on Refresh. 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 Excel Pro Tips Newsletter is packed with tips & techniques to help you master Excel. Sure thing. Solution #1: VBA Macro to Filter a Pivot Table for a Specific Date or Period. Hi, I am not using any NL functions, just pure pivot table. 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 . It then uses a For Next loop to loop through all the pivot items in the pivot field to apply the filter. It is simple as we just select any cell inside the pivot table, and we’ll go to the analyze tab on the ribbon and choose the insert slicer. Please leave a comment below with any questions or suggestions. Proudct A 1525 26% or a range of dates on one pivot table? Select any cell in the pivot table. See screenshot: 3. I have big database in ms access,i have created pivot table in excel and connected with that database. Of course, this could be changed to calculate the latest date in the macro code. Pivot table Field will be available on the right end of the sheet as below. Pivot table connections that will open up a menu that shows us that both of these pivot tables are connected as checkboxes are checked. I try to macro filter pivot based on range of dates by referencing to 2 cells. We could use an If function, but it is not necessary here. And i want it filter current three month Like: April, May & June The data set has a “Report Date” column that contains the date the report was run for each row. 4. Hello. This allows us to call the macro from another macro. Dim enddate As Date, startdate = “4/1/2016” Setting a format on my variable seems to work: How about range of date? Select the Options/Analyze contextual ribbon tab. as when it gets to the pi.Name sFilterCrit my formats are different eg 31/05/2016 vs 31May2016. These variables will represent the names of the objects in your own workbook. 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). Refresh data automatically when opening the workbook Click anywhere in the PivotTable to show the PivotTable Tools on the ribbon. I then created a calculated column called “Status” to filter out past the most recent 8 weeks: =IF([@[Start Date]]<(TODAY()-63),"INACTIVE","Active"). Creating a list of cells with filter criteria. ” sFilterCritFor = Format(sFilterCrit, “ddMmmyyyy”)”. I have an in and out column of the bottle numbers on my data with client names and date of transaction. Select the Analyze/Options tab in the ribbon. To update the data we export a pipeline report every week, and paste the data to the bottom of the existing table. That leaves us with only the filter criteria being visible. Please click the arrow beside (All), check Select Multiple Items option in the drop-down list, next check dates you will filter out, and finally click the OK button. Proudct D 1538 26%. Could you please explain how will be the solution (if any) using a calculated field in the pivot table? . I've got three pivot tables attached to a data table on a worksheet. So now we have the list of values in their Pivot Table filter criteria. 2. 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. However, it also filters a column in the Excel table on which the pivot table is based. My name is Jon Acampora and I'm here to help you learn Excel. The data table contains weekly snapshots or exports of the data from the CRM system (Salesforces.com, Dynamics CRM, HubSpot, etc.). Right click on any cell inside the Pivot Table, then click PivotTable Options from the context menu. It might be possible, but I don’t think you would be able to filter or slice the pivot table. Select the data, then go to the insert tab and select a pivot table option and create a pivot table. 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 … If you change any of the text or numbers in your data set, you need to refresh the pivot table. '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. Different types of filters are available: you show or hide specific items, construct the filter expression to display item labels that meet the given criteria (Label Filters and Date Filters), or filter a field based on summary values in the data area (Value Filters). Here’s a pivot table in which I added … If so, you will probably want to change the format of cell G2 to match the format of the cells in the data table. If your dates are formatted differently, then you can change this format to match your dates. 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 hello Jon, i have already try this script. Pivot Table Filtering is not an additive because when we select one criterion and if we want to filter again with other criteria, then the first one will get discarded. HI, 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. Desired format with the help of pivot table: Brand Avg.Q4 AVg.Q4 in % This is a very simple formula. We can use a simple macro to set the filter in the pivot table for the latest date in the source data table. This has been a guide to the Pivot table filter in  Excel. Go to the insert tab and select a Pivot table, as shown below. Filtering the Report Date field in the pivot table will also select the filtered item in … 3. Click any cell inside the pivot table. If not, then it hides the item, or filters it out. I am getting error in following code, Dim startdate As Date The “Date” function returns today’s date in VBA. 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. Go to the pivot table, you will see the Date field is added as report filter above the pivot table. Hi Pip, Proudct B 1387 23% Thanks! 4.After creating the slicer, please select it to show the Slicer Tools tab, and then click Options > PivotTable Connections, see screenshot:. Now we see getting a list of all of our pivot table filter criteria joined by a string. 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. You can see in the image that there are 4 sets of data appended (stacked) together to make one large table. All Rights Reserved. Update Pivot Table using a VBA Code. If you don’t want to display the tables, they can be hidden. Press OK. A slicer will be added to the worksheet. We can use a simple macro to set the filter in the pivot table for the latest date in the source data table. Please follow the below steps to update pivot table range. Like everything with Excel, there are a few ways to solve this problem. CFA Institute Does Not Endorse, Promote, Or Warrant The Accuracy Or Quality Of WallStreetMojo. After you change the data range, click the relative pivot table, and click Option (in Excel 2013, click ANALYZE) > Change Data Source. If the macros look like a jumbled mess in you email client, click here to view in your browser. Let’s say you wanted to only show rows where the total Sales for the South is greater than $5,000. I am writing you just to say thanks for your great and useful web-site and Youtube channel. The macro checks to see if the pivot item name is NOT equal to (<>) the criteria. 1. Check the box that says: Hide items with no data We will call this column “Current Wk”. please do need full, This is code Any help or insight would be greatly appreciated. This blog is updated frequently with Excel and VBA tutorials & tools to help improve your Excel skills and save time with your everyday tasks. In this example we are going to use sales pipeline data. Let’s have a simple pivot table with different columns like Region, Month, Unit no, Function, Industry, Age Category. Let’s have the data in one of the worksheets. 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. Figure F Use a search filter to find records when you need even more flexibility. Each unique item in the field is a pivot item. The only problem is that the slicer still shows all of the weeks, not just the most recent, so when someone selects 9 weeks ago or earlier the charts show no data. Checkout my free video series on getting started with Macros & VBA to learn more about writing macros. 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. Hello, Jon! Therefore when I try to filter on dates as rows, instead of having the options from "Date Filter", I have "Label Filter" instead. So it’s important that the formats match. Could you please explain me how can I convert following raw data into desired format with the help of pivot table, Brand JAN Sale FEB Sale MAR sales Quarter So here is the … 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. The pivot table shows a summary of revenue by pipeline stage, and there the Report Date field is in the Filters area. We can observe the filter field, where we can drag the fields into filters to create a Pivot table filter. 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. Is it possible? Groups Dates in a Pivot Table by Month. First, create a pivot table using the above-given data. See screenshot: 2. What happens if the value I am looking for isn’t there in the filter? Now, this is a pretty simple solution that does display the filter criteria. In this animated screen shot, the Product field is filtered, when the Spin Button arrows are clicked. What I'd like to do is create a VBA macro that throws up an input box (something along the lines of "What week would you like to display?") How would i do this but with multiple selections on one pivot table? Below are the steps you need to follow to group dates in a … Date Grouping in Pivot Tables. I’m not sure how to tie it in. I have a pivot table where I am trying to update the Date filter based upon a date range input by the user. So, “Create List of cells with Pivot Table Filter Criteria” comes to our rescue. 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.