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Report Filter Conditional

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    Report Filter Conditional

    Hello!

    I have a pivot table for which I currently have two report filters.
    For ReportFilter1, I have football teams.
    For ReportFilter2, I have the players that are in the league.

    The thought process behind the pivot table, was that if I filter to a football team then the next filter should be conditional and only show me the players that are on the team selected. However, my ReportFilter2 is showing me ALL players that are in the league and not just the players that are associated with the team that is selected in ReportFilter1.

    My question, is there a way to make ReportFilter2 ONLY show the values that are associated with ReportFilter1? Any ideas?

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    Re: Report Filter Conditional

    Review this site. It may help in your project.
    http://blogs.msdn.com/b/gabhan_berry...vottables.aspx

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    Re: Report Filter Conditional

    So I have added the code from the article mentioned above. However, it isn't working. I edited the code and the only things I changed in the first code was:
    - RegionRangeName -----> "PortfolioFilterRange"
    - PivotFieldName ------> "Portfolio"
    - PivotTableName ------> "PivotTable2"

    In the next code I changed:
    - RangeName -------> "PortfolioFilterRange"
    - PivotTableName --> "PivotTable2"
    - FieldName -------> "Portfolio"

    In the next code I didn't change anything.

    Have I changed the object names properly? What is wrong with the code? Please I need to get this ASAP!

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    Last edited by bcn1988; 02-04-2013 at 11:36 AM.

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    Re: Report Filter Conditional

    I have uploaded an example workbook.

    About this workbook and what I need it to do:
    Don't get caught up about the data. This workbook was made ONLY for the purpose of trying to get the Pivot Table filters to work properly by typing in the value to be filtered by the first filter and then typing in the value to be filtered by the second filter. Code is provided in the workbook in the VBE window in its own module. I got the code from the above forum link (I just don't know what text to change in the code to match up to my workbook). I have named the two cell ranges that you type in as:

    1st Filter: LeagueFilterRange
    2nd Filter: TeamFilterRange

    Please let me know if you need any additional information for what I am looking for. Need ASAP! Thank you
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    Re: Report Filter Conditional

    Brian,

    There were a number of problems:

    1. You had copied the Workbook_SheetChange routine into a general module as opposed to the Workbook module itself;
    2. The routine contained one test for a named range where you need to have two because you are applying two filters
    3. You did not replace the example names for range, field and pivot table with the values (between quotes as they should be text) specific to your solution

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    and

    4. The example code did contain a small oversight that if the filter value from the range was cleared, it would not reset the capability of the filter so I have made the following highlighted change

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    The revised workbook is attached

    In the end, I believe this still does not meet your original requirement, i.e. to only see those teams that are part of the league you selected
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    If you like my contribution click the star icon!

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    Re: Report Filter Conditional

    Hi Brian,

    Report Filters are in Excel 2010 (and maybe 2007) replaced by Slicers. Must nicer looking and doing exactly (I think) what you want!

    Slicer.jpg

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    Re: Report Filter Conditional

    Hey Ollie,

    So I did find a forum about Slicers, however they aren't compatable with 2007 or 2003. I have users who will be utilizing this report who will have 2003.

    I opened your workbook you posted and I changed the example names to their respective names, however I was getting a run-time error '1004': Method 'PivotTables' ob object '_Worksheet' failed at line 10 on UpdatePivotFieldFromRange procedure:

    Set pt = Sheets.PivotTables("PivotTable1") --> So I changed this to Sheets("Pivot Table").PivotTables("PivotTable1")

    I stepped through and the code failed at line 26:

    pt.RefreshTable

    However, now the code isn't even running when I try to change the filter for the pivot table. I have re-submitted the example workbook that i am referencing. Any thoughts?
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    Re: Report Filter Conditional

    Brian, I thought I had already made all updates to the workbook I posted. There was no need to make any further changes.

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    Re: Report Filter Conditional

    Brian, I check the workbook I posted in #5 and all necessary changes are in there. It works without the need to make further changes.

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    Re: Report Filter Conditional

    Brian, I checked the workbook I posted in #5 and all necessary changes are in there. It works without the need to make further changes.

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    Re: Report Filter Conditional

    Ollie,

    I opened your workbook that you provided and still get a run-time error at line 10 on UpdatePivotFieldFromRange:
    Set pt = Sheet.PivotTables(PivotTableName)

    Could it be a reference issue that I maybe don't have checked?

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    Re: Report Filter Conditional

    References I have checked are:
    * Visual Basic For Applications
    * Microsoft Excel 12.0 Object Library
    * OLE Automation
    * Microsoft Office 12.0 Object Library

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    Re: Report Filter Conditional

    Brian, weird. The workbook works at the office and at home. No problem. This has nothing to do with references. Try the attached version
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    Re: Report Filter Conditional

    Ollie,

    No luck...

    Steps I took:
    1) Opened your workbook provided
    2) Activated the LeagueRangeFilter cell and typed in "NFL" -- Enter

    Received Run-time Error '1004': Cannot open PivotTable source file 'C:\Documents and Settings\user\Local Settings\Temorary Internet Files\Content.IE5\TSAMCDWR\[Football_pivot_Example%20OllieB%20'

    This errors out at line 23: pt.RefreshTable

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    Re: Report Filter Conditional

    Also...

    After I received the run-time error, I figured I would just re-save the workbook as "Football" and change
    Set pt = ThisWorkbook.Worksheets("Pivot Table").PivotTables(PivotTableName) --> to -->
    Set pt = Workbooks("Football").Worksheets("Pivot Table").PivotTables(PivotTableName)

    However, the code won't allow me to run or even step into the code directly after the run-time error of the pathway.

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    Re: Report Filter Conditional

    Brian, there must be something wrong on your side. I have opened and tested the workbook again without problems.

    From the message it looks like it has trouble finding the underlying data (weird because it is on the data worksheet in the workbook itself - but perhaps the reference gets messed up because you are opening the Excel from within IE).

    I would try:
    - downloading the workbook from IE to a directory on the C:\ (so do not open it from within Internet Explorer, but save into a directory first);
    - start Excel and open the workbook that you saved in step 1

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    Re: Report Filter Conditional

    Your -re-save would work as well, but because of the change event happening the code is probably in break mode, so it will not allow you to make changes until you click the stop button in the VBA editor window

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    Re: Report Filter Conditional

    Hey Ollie,

    You were right, your solution in post #16 was correct. I saved to a directory first, then opened Excel then opened the file and I had no run-time errors. It works well when i do this. Is there a workaround for this? The reason I ask is this report will be posted to a location on the internet that users can go to and download the file. I can't have the users follow these steps everytime b/c they would think it was ridiculous...to me it's not a big deal, but the report is meaningless if I can't get that to work..ideas?

    Initially I thought if I could have the users type something into a cell and the pivot table would update automatically, then I would just add some data validation boxes and apply them to the named cell, then I could have dependent data validation boxes. See where I am going with this? Any ideas for the workaround mentioned above?

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    Re: Report Filter Conditional

    Hi Brian,

    I find this one difficult, as I am not able to simulate the problem.

    I have added a start-up routine that re-establishes the data source as the internal data worksheet.

    No idea if this works, but you can try.
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    Re: Report Filter Conditional

    Hey Ollie,

    When I open the workbook, the file name gets changed. Where ever there is a space in the file name, gets replaced with a "%20". Also, at the end of the file name is [1]. So when I open the file, it reads: "Football_pivot_Example%20OllieB%20v3[1].xls"

    When I opened v3, right away your Workbook_Open procedure failed at line 24:
    pvt_obj_PivotTable.SourceData = "Data!R1C1:" & .Cells(.Rows.Count, "A").End(xlUp).Row & "C" & .Cells(1, .Columns.Count).End(xlToLeft).Column

    and I received the following: Run-Time error '1004': Reference is not valid.

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    Re: Report Filter Conditional

    Typo. Please try version 3.1 attached
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    Re: Report Filter Conditional

    PS. The '%20' are very common in a http: type of path. The [1] at the end is appended because you already have a copy of the workbook with the original name in the IE temp directory. Neither should be a problem for the code in the workbook_open routine.

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    Re: Report Filter Conditional

    It is still erroring out at the same line in your v3.1

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    Re: Report Filter Conditional

    Brian,

    I am really sorry, but there is no problem with the code itself. I have checked over and over again but cannot replicate your problem. There seems to be a reference problem with the data source of the pivot table when the workbook is opened from within Internet Explorer without saving it first. I hoped forcing the data source back to the DATA worksheet would solve this but apparently not. I am afraid I cannot help you further. Perhaps other forum experts can help you.

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    Re: Report Filter Conditional

    No worries Ollie!

    You helped out a ton! I am extremely thankful for your help! If/when I find out a solution, you'll be the first to get a PM! haha

    Again, you have been awesome!

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    Re: Report Filter Conditional

    PS. It is apparently a know IE problem (not for other browsers - I use Chrome and do not have the problem) and it should be solved in IE9.

    Google on IE and Excel Pivot Tables and you will get lots of hits.

    There are workarounds using a rename of the [] characters in the workbook name, refreshing Pivot Cache etc, but you will need different workarounds for 2003 and for 2007 as the methods to update the Pivot Table data source are different between the two versions.

    So, it can be done, but is a pain in the butt.

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    Re: Report Filter Conditional

    Just tested IE9: no problem!

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    Re: Report Filter Conditional

    Wow, well I have to say that is dissapointing to hear that it is working on IE9! haha. I think it will be okay...I will have to instruct the users to download and save the workbook to a directory first, then to open excel by itself, then open the file from the directory. As long as they do that, I am hoping it will work in 2003and 2007 versions (those are the only versions we use at my company). I am in the process of transferring your code to my workbook and adding data validation boxes. I've already added the first data validation box and it does work. I am sure I will run into some issues along the way with the transfer as well as I will probably need some enhancements to the code for error checking.

    I am going to be working on this diligently, and will need something concrete by Friday. Are you okay with keeping this open over the next few days?

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    Re: Report Filter Conditional

    Brian, no problem keeping the thread open for a couple of days.

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    Re: Report Filter Conditional

    Hey Ollie,

    Everything is working beautifully as of right now! The second filter is now dependent on the first with data validation boxes. I have 2 more enhancement requests . First, a little background into what data I have in my target pivot table. Within the pivot table, there is only ONE calculation (how nice right?) and it is a percentile ranging obviously from 0%-100%.

    Two enhancement requests:

    1) For every 100% within the pivot table, I would like to have a GOLD Star show up just to the right of the 100%. So maybe every time the pivot table is refreshed, it would be awesome to be able to have a gold star popup right next to the 100%. Please keep in mind however, I have added a macro button for the user to be able to expand and collapse the pivot fields. So the Gold Star functionality would have to know whenever the pivot table has changed visually, that the Gold Star slotting has to be refreshed as well.

    2) I would also like to have some code that will automatically generate a pivot chart bar graph. I would like to have on the Y-axis (0%-100%) which would be in the sum of values pivot field. I would like to have on the X-axis the field within the row labels pivot field. Last and but not least, I would like there to be a "Target Line" that is at 80% so that it is an easy visual for the user to see which bars have met the target percentage.

    ***Note*** If you have never played around with adding a line to a bar graph, it can be tricky..so just to save you some excruciating time...let's say we have one column that we are measuring and it ranges from 0%-100%. In order to have the target line to work, one needs to add an additional column with ONLY the value of 80%. So you could have 200 records in one column it only says 80% but in the original column it is still ranging from 0%-100%. When you make the chart, the 80% would be included in the bar chart. Once the chart is made, then the user has to go into the graph, right click on the 80% bars and change chart type to a line chart. The original percent bars will still be a bar chart, but now there is a "Target Line".

    If need be, I can add a sample workbook to give you a visual of how the chart should look. I need to present this report tomorrow...If you have any questions, please let me know.
    Last edited by bcn1988; 02-07-2013 at 08:58 AM.

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    Re: Report Filter Conditional

    Hi Brian,
    I am afraid that I will not be able to help you further with this. Pivot tables are really not my field of expertise. Hope some other forum member can help you with this.

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    Re: Report Filter Conditional

    Hey Ollie,

    I have been trying to log-in the entire day...ExcelForum has been done or something wrong. Anyhow, I finally finished the product and it's working lovely. However...I tested it with Excel 2003 and it failed miserably. It wasn't even recognizing the PivotTable name. Do you know of a workaround for so the code would be compatible with both versions 2007 & 2003?

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    Re: Report Filter Conditional

    Hi Brian,

    Sorry to hear it is not working in 2003. I do not have access to a 2003 version and have not done anything with pivot tables so I would not know what the differences are. Would really need to debug the code on a 2003 instance to figure out what would be needed

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    Re: Report Filter Conditional

    Hey Ollie,

    I have to create another pivot table that has the exact same functionality as the one currently built, just a different view of data.
    I have tried doing on my own, but no luck. Did I follow the right steps?

    In my "ThisWorkbook", I have added some more code to be the following since I now have two pivots on two seperate sheets:


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    As you can see, I have just simply added "2" to the end of each name and have added these name references to the workbook.
    You probably noticed the PivotTable# names and indeed they are correct and do reference the proper PivotTables.


    In the module "Workbook_SheetChange", I haven't changed anything.

    The code is erroring out at the first line: If Not Intersect(Target, Application.Range("PortfolioFilterRange")) Is Nothing Then
    and I receive a Run-Time error '1004': Method 'Intersect' of object '_Global' failed

    Since there are two sheets, how can we get the code to recognize which sheet is activated so it knows which code to call when there is a change event on that specific sheet?


    PivotTable2 located on Sheets("Analysis")
    PivotTable1 located on Sheets("PM")

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    Re: Report Filter Conditional

    Hey Ollie,

    Never mind I got it to work

    I ended up putting this in the code:

    If ActiveSheet.Name = "Analysis" Then

    and it works well now. So never mind However, I might post something again soon haha

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    Re: Report Filter Conditional

    Brian, good you got it to work. The parameter sh represents the sheet object on which the change occurred.

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    Re: Report Filter Conditional

    Hey Ollie,

    I need to change the workbook change event to only be a worksheet change event. So only when there is a change on worksheet "Analysis" should the pivot table be refreshed. Where do I put this code and what do I need to change the following code to for it to only recognize when there is a change event on worksheet "Analysis". The following code is in the ThisWorkbook module.


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    Re: Report Filter Conditional

    Brian,

    You can either move the code to the worksheet_change event or add an IF...THEN construct to check the name of the worksheet where the change occurs.

    The latter option would look like

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    Re: Report Filter Conditional

    Hey Ollie,

    Thanks for the response! I would rather move the code to the worksheet_change event. When I take the same code that was in my "ThisWorkbook" module, and move to Sheet4(Analysis) module, I get the following error:

    "Compile Error: Procedure declaration does not match description of even or procedure having the same name"

    Steps taken:
    1) Copied code from "ThisWorkbook", transfered to Sheet4(Analysis).
    2) Removed existing code from "ThisWorkbook" (since code has been transfered to Sheet4)
    3) Changed procedure name from Workbook_SheetChange to Worksheet_Change
    4) Tried changing a cell on "Analysis" tab to trigger code ----> Compile Error

    What did I do wrong?

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    Re: Report Filter Conditional

    Got it! I took out:

    ByVal Sh As Object

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    Re: Report Filter Conditional

    Hi Brian, I was not able to access the forum till now. Glad you found it

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    Re: Report Filter Conditional

    Hey Ollie,
    I have a curve ball for you...
    Currently, the Pivot Table is filterable through the Data Validation lists and works extremely well. However, I now have an enhancement request which HAS to be done… and Data Validation will not work properly so I need to use a combo box.

    So, I need to change data validation lists to a Combo Box instead:
    • Every time I select a value from the combo box, there is a value that is changed on the “Analysis” sheet, and is cell F4 (I have named F4 “OBSFilterRange”). However, F4 contains a vlookup formula. Since the cell contains a formula and the cell itself isn’t changing (formula stays the same), the pivot table isn’t refreshing. Is there a way to change the following script to recognize when the cell value changes even though there is a formula that evaluates what should be in the cell?

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    Re: Report Filter Conditional

    Have a look at the worksheet calculate event routine

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    Re: Report Filter Conditional

    Hey Ollie,

    It's been awhile! I am trying to edit this VBA to filter the Pivot Table by "Begins With" the value that I am selecting.

    For example:
    If Cell F4 Value = Brian

    Then the Pivot Table should filter all values that begin with the text string "Brian". So if the text strings contained in the data source were:
    Brian, Brianna, Briana, Briant. Then the pivot table would show all of these values as they all begin with the text string "Brian".

    Is this possible to edit the code below to filter by begins with text string instead of exact text string?

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