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AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

  1. #1
    Forum Contributor spiwere's Avatar
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    AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    I’m back again! After Grand success of my first post. All thanks to OllieB. I’m pretty excited to be a part of this Forum…

    From my Research, I was able to find the attached Macro that Auto Refreshes Data. I have a request to be able to customize this or have an alternative solution and was hoping to get some expert help….

    Here’s my scenario:

    I have to create 25 reports daily with 5-7 separate Pivot tabs. The entire data per report for each of the Pivots is pulled in from dedicated tab within each report.

    Have also attached a dummy data. Would really appreciate if anyone can help me with a direction on how this can be done and if it is possible? I need to draw Pivots using several columns and combinations.

    I understand that the pivots can be refreshed but my problem is that the percentages (example in Column D of the Pivot 1 tab) of the attached gets affected each time I refresh the pivots after changing data. The main thing that I need in those pivots is the flexibility to use the sub-totals to calculate percentage by pivots.

    Hopefully, someone can help me out solve this challenge!

    Thank you!
    Attached Files Attached Files
    Last edited by spiwere; 01-20-2013 at 11:22 AM.

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    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Looking for some expertise please...

  3. #3
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Request for some assistance....Please advise...

    Deeply appreciate all your expertise and time to help!!!

    Best regards,
    Spi

  4. #4
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Still no luck....:-(

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    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Hi All,

    Could you please assist me with this request.

    Appreciate your help!

    Best regards,
    Spi

  6. #6
    Forum Expert OllieB's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    I have no experience with pivot tables but managed to add a percentage column to the pivot table itself so any refresh will update this column properly. Does this help in any way?
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    If you like my contribution click the star icon!

  7. #7
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Hi Sir,

    Just saw it. Let me do a quick review of it. I will get back shortly.

    Thanks again

  8. #8
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Hi Sir,

    Just saw it. Let me do a quick review of it. I will get back shortly.

    Thanks again

  9. #9
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Sir,

    I did check this out. My outcome on refreshing is not coming exactly the way it should…

    For example: In case of Corporation Name - D Row 6. I delete the Row and Refresh the Pivots. The percentages are changing incorrectly i.e.

    • Acquired is changing from 66.67% to 100%
    • Sold is Changing from 33% to 100%

    It should be changing from:

    • Acquired is changing from 66.67% to 50%
    • Sold is Changing from 33% to 50%

    I would like the percentages to be refreshed based on the changes in the Sub Total.

    Happy to post an Excel example, if you suggest.

    Thx
    Last edited by spiwere; 01-22-2013 at 07:10 AM.

  10. #10
    Forum Expert OllieB's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    spiwere,

    I did the same in the version I posted to you and when I click refresh the pivot table gets refreshed properly, i.e. both percentages are shown at 50. I am sure you deleted the row from the Data Base worksheet, right?

    I have attached my version so you can compare where it (possibly) went wrong.
    Attached Files Attached Files

  11. #11
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Yes, that's correct. I did delete the rows while checking how it works. I need to add / remove data daily. Does this mean that if I delete the % won't work correctly?

    Thx
    Spi

  12. #12
    Forum Expert OllieB's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    I am not sure what you are trying to say. I tested what you claim that did not work in post # 9 and reverted in post #10 that I had no problems. The percentage values were updated correctly as shown in the workbook I provided. As far as I am concerned the pivot table shows correct percentages also when you add or delete rows. In conclusion I do not understand your problem

  13. #13
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Ooops Sorry! Looks like it just not my day. Let me look at the attachment again.

    Thx,
    Spi

  14. #14
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Ooops Sorry! Looks like it just not my day. Let me look at the attachment again.

    Thx,
    Spi

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    Forum Guru MarvinP's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Hi Spi and Ollie

    The last attachment from Ollie needs a Dynamic Named Range spanning all the data. Then this Name is used in the Pivot Table's data source. That will make the Pivot Table reflect the span of the data dynamically. BUT - you also need some VBA Event code to refresh the Pivot Table whenever any of the data changes. That is done with VBA code.

    I don't see any Named Ranges or VBA in Ollie's last attached example.

    Perhaps that is what is missing??
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    Forum Expert OllieB's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Hi Marvin,

    I have only looked at adding a percentage column and have advised spiwere to break down his requests in separate and explicit steps, i.e. only look at the VBA refresh once the pivot tables are fine and post the VBA question in the VBA section of the forum. As mentioned before I have very little knowledge about using pivot tables.

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    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    No problems OllieB.

    Marvin has been kind in sharing some links. I'm studying them currently. Don't know, where I'll be able to get being a fresher, but giving it a try. I'll surely comeback for assistance!

    Cheers!!! You guys make this place staying forever

  18. #18
    Forum Guru MarvinP's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Automatically updating a pivot table (or lots of them) takes some tricks.

    The pivot table needs to be based on a Dynamic Named Range of data so when the data changes the Pivot can reflect the growing dataset.
    It also needs to be triggered by some VBA Event code to Refresh the Pivot Table.

    I show how to do this is the first attachment Spi gives in this thread.

    I guess the answer to your question lies in learning Dynamic Named Ranges and Events in VBA. Then use the example to see how they fit together.

  19. #19
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Guess, I'll need some more assistance on this, as I'm currently running out of time.

    Request any of the experts around to kindly assist while I continue my study on the links shared by MarvniP.

    Hoping to hear from any of the experts around!

    Best regards,
    Spi

  20. #20
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    I'm completely stumped on this one. Need of some serious help.

    Please come to rescue!

  21. #21
    Forum Guru MarvinP's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Post your phone number and we might call...

    I should have said to Private Message me with your Phone number and we can go over what I've done in the example.
    Last edited by MarvinP; 01-24-2013 at 05:42 PM.

  22. #22
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    WOW! That will be superb!

    Why don't you PM me your number? I'll call you my self you guys have been immennsely helpful and I don't think I should be giving you the trouble of calling:-)


    Just Private message me your number with a time I may call. I'll be more than happy to do that...

    You guys are the best!

    Thx,
    Spi

  23. #23
    Forum Guru MarvinP's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Hey spiwere,

    The idea here is that I've answered about 6000 questions and don't give out my email or phone so I can answer questions when I feel like it. This is a non-paid labor or love. If you really want help then you will need to PM ME YOUR phone. I would be able to figure out if you know about Dynamic Named Ranges and how to use a Named Range for a Pivot Table data and if you can do an Event Macro. These three topics are important to do the problem you want to solve. I haven't seen a PM from you yet, which makes me wonder if you really do want an answer. My assumption is you are in Indiana USA. Right?

  24. #24
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    I'm extremely inclined to do this. Just sent you a PM$

  25. #25
    Forum Contributor spiwere's Avatar
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    Re: AutoRefresh 5-7 Pivots within a Workbook. Is it possible?

    Just wanted to thank Marvin and OllieB for their assistance and support to get this going. I'm certainly better placed than before

    A big thank you to Marvin. Its been a great learnin for me, which I promise to pass on to the other folks...

    This by far is the best place to be in...So much so that I've quit Facebook, But I'm always on line on this Forum...Cheers:!!!

    Best regards,
    Spi

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