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Naming Pivot Table Paramater Report

  1. #1
    Shrikant
    Guest

    Naming Pivot Table Paramater Report

    I have asked similar question some 10 days back but could not locate it now.
    Pl Excuse. I also forgot to click the 'notify me' box below.

    I want to give name to the Pivot Table Report just like we give names to the
    'view' facility. At present I have to save the different format of the report
    in separate worksheets thereby increasing the file size. Instead, I would
    like to have one data sheet and only one report with a choice of different
    names so that I can have same report views from different angles
    e.g. Regionwise Productwise Sales, Salesmanwise monthwise Sales, Productwise
    Regionwise Sales etc.
    I hope I am clear.

    Shrikant

    --
    Shrikant

  2. #2
    Conrad Carlberg
    Guest

    Re: Naming Pivot Table Paramater Report

    It sounds like your intent is to get a pivot table that will display the row
    and column fields differently, depending on the view you want to display.
    Pivot tables don't have the type of capability that, say, scenarios have,
    such that you can select a particular scenario by name. There isn't a
    built-in way to select a particular pivot table arrangement by name. Your
    best bet is probably to use VBA to rearrange the pivot table, with a
    different procedure for each angle. Then put a button on the worksheet for
    each procedure and associate each button with the appropriate procedure.

    C^2
    Conrad Carlberg

    Excel Sales Forecasting for Dummies, Wiley, 2005


    "Shrikant" <[email protected]> wrote in message
    news:[email protected]...
    > I have asked similar question some 10 days back but could not locate it

    now.
    > Pl Excuse. I also forgot to click the 'notify me' box below.
    >
    > I want to give name to the Pivot Table Report just like we give names to

    the
    > 'view' facility. At present I have to save the different format of the

    report
    > in separate worksheets thereby increasing the file size. Instead, I would
    > like to have one data sheet and only one report with a choice of different
    > names so that I can have same report views from different angles
    > e.g. Regionwise Productwise Sales, Salesmanwise monthwise Sales,

    Productwise
    > Regionwise Sales etc.
    > I hope I am clear.
    >
    > Shrikant
    >
    > --
    > Shrikant




  3. #3
    Shrikant
    Guest

    Re: Naming Pivot Table Paramater Report

    Thanks Conrad. It answered my question, though I was disappointed. I am not
    familiar with VBS. Can I use Macros - one each for one type of report and put
    it on an icon on the toolbar ?
    --
    Shrikant


    "Conrad Carlberg" wrote:

    > It sounds like your intent is to get a pivot table that will display the row
    > and column fields differently, depending on the view you want to display.
    > Pivot tables don't have the type of capability that, say, scenarios have,
    > such that you can select a particular scenario by name. There isn't a
    > built-in way to select a particular pivot table arrangement by name. Your
    > best bet is probably to use VBA to rearrange the pivot table, with a
    > different procedure for each angle. Then put a button on the worksheet for
    > each procedure and associate each button with the appropriate procedure.
    >
    > C^2
    > Conrad Carlberg
    >
    > Excel Sales Forecasting for Dummies, Wiley, 2005
    >
    >
    > "Shrikant" <[email protected]> wrote in message
    > news:[email protected]...
    > > I have asked similar question some 10 days back but could not locate it

    > now.
    > > Pl Excuse. I also forgot to click the 'notify me' box below.
    > >
    > > I want to give name to the Pivot Table Report just like we give names to

    > the
    > > 'view' facility. At present I have to save the different format of the

    > report
    > > in separate worksheets thereby increasing the file size. Instead, I would
    > > like to have one data sheet and only one report with a choice of different
    > > names so that I can have same report views from different angles
    > > e.g. Regionwise Productwise Sales, Salesmanwise monthwise Sales,

    > Productwise
    > > Regionwise Sales etc.
    > > I hope I am clear.
    > >
    > > Shrikant
    > >
    > > --
    > > Shrikant

    >
    >
    >


  4. #4
    Conrad Carlberg
    Guest

    Re: Naming Pivot Table Paramater Report

    Shrikant,

    It's a little confusing, but "macros" and "VBA" are these days synonymous in
    Office applications like Excel. Since you're not yet familiar with VBA, I'd
    suggest that you do the following:

    1. Have the worksheet with your pivot table active.
    2. Choose Tools | Macro | Record New Macro. You'll get a dialog box where
    you can set some options, and after you OK out of it a new toolbar will
    appear.
    3. Pivot your table so that it shows one of your preferred arrangements.
    4. Click Stop Recording on the new toolbar, which will now disappear.
    5. Put a button on a toolbar and point it at the code you just recorded.
    Give the button a caption that indicates which arrangement it will create.
    6. Repeat 2 through 5 for each arrangement you want your pivot table to take
    on.

    BTW, recording macros and then examining what VBA recorded in response to
    your steps is a great way to become familiar with VBA and the Excel object
    model. Bear in mind, though, that the macro recorder will record a lot of
    statements that aren't necessarily pertinent to what you're doing. It does
    that so as to be comprehensive.

    C^2
    Conrad Carlberg

    --
    Excel Sales Forecasting for Dummies, Wiley, 2005

    "Shrikant" <[email protected]> wrote in message
    news:[email protected]...
    > Thanks Conrad. It answered my question, though I was disappointed. I am

    not
    > familiar with VBS. Can I use Macros - one each for one type of report and

    put
    > it on an icon on the toolbar ?
    > --
    > Shrikant
    >
    >
    > "Conrad Carlberg" wrote:
    >
    > > It sounds like your intent is to get a pivot table that will display the

    row
    > > and column fields differently, depending on the view you want to

    display.
    > > Pivot tables don't have the type of capability that, say, scenarios

    have,
    > > such that you can select a particular scenario by name. There isn't a
    > > built-in way to select a particular pivot table arrangement by name.

    Your
    > > best bet is probably to use VBA to rearrange the pivot table, with a
    > > different procedure for each angle. Then put a button on the worksheet

    for
    > > each procedure and associate each button with the appropriate procedure.
    > >
    > > C^2
    > > Conrad Carlberg
    > >
    > > Excel Sales Forecasting for Dummies, Wiley, 2005
    > >
    > >
    > > "Shrikant" <[email protected]> wrote in message
    > > news:[email protected]...
    > > > I have asked similar question some 10 days back but could not locate

    it
    > > now.
    > > > Pl Excuse. I also forgot to click the 'notify me' box below.
    > > >
    > > > I want to give name to the Pivot Table Report just like we give names

    to
    > > the
    > > > 'view' facility. At present I have to save the different format of the

    > > report
    > > > in separate worksheets thereby increasing the file size. Instead, I

    would
    > > > like to have one data sheet and only one report with a choice of

    different
    > > > names so that I can have same report views from different angles
    > > > e.g. Regionwise Productwise Sales, Salesmanwise monthwise Sales,

    > > Productwise
    > > > Regionwise Sales etc.
    > > > I hope I am clear.
    > > >
    > > > Shrikant
    > > >
    > > > --
    > > > Shrikant

    > >
    > >
    > >




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