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Reporting dashboard: control pivot tables for different views?

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    Reporting dashboard: control pivot tables for different views?

    Hi all,

    I've been browsing and using your forums for a while and until now I've always found the answer by searching - unfortunately I can't figure this one out!!

    I'm building a reporting dashboard for marketing campaigns. I have various pivot tables on different tabs (to keep things clean and so I can do other workings out for each metric on that tab). I am then pulling graphs through to a dashboard. In each of the pivot tables I have a filter to show different types of campaigns, e.g. Newsletter, trigger, adhoc. I would love to be able to control this from the dashboard, so that someone using the dashboard can just select what they would like to see. I imagine if this is possible it would have to be done for each graph individually, but that's fine.

    So - anyone know a way of doing this? I guess it's like a toggle to control what the graph shows, but all it's really doing is changing a filter on a pivot table in another sheet.

    My level of excel is probably low intermediate. I can use pivots, formulas fairly well, though I'm not a programmer so VBA etc. is a bit beyond me.

    Thanks in advance.

    Eddie.

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    Re: Reporting dashboard: control pivot tables for different views?

    Hi and welcome to the board.

    Would this link be of any help?

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    Re: Reporting dashboard: control pivot tables for different views?

    You may need VBA to amend Pivots like that. Start by recording a macro
    Hope that helps.

    RoyUK
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    Re: Reporting dashboard: control pivot tables for different views?

    Quote Originally Posted by arthurbr View Post
    Hi and welcome to the board.

    Would this link be of any help?
    Hi Arthur,

    Thanks for posting. That does look interesting but perhaps a bit flashy. I'd prefer to just have a filter on the dashboard (replica of the pivot table filter?) that essentially controls the pivot on the other sheet and thus updates the graph on the dashboard.

    Eddie.

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    Re: Reporting dashboard: control pivot tables for different views?

    Quote Originally Posted by royUK View Post
    You may need VBA to amend Pivots like that. Start by recording a macro
    Hi Roy,

    Yeah I feared I might need VBA - have just done some research on Macros and I guess what you mean is for me to create a (button?) in the dashboard which when clicked runs a macro - I would set that macro up to then go through each of the pivots on the other sheets and change the filter, then refresh the data? That sounds like it would do the trick. I'll have a go and report back!!

    Thanks,
    Eddie.

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    Re: Reporting dashboard: control pivot tables for different views?

    I would use a ComboBox to duplicate the drop down on the PivotTable

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    Re: Reporting dashboard: control pivot tables for different views?

    Quote Originally Posted by royUK View Post
    I would use a ComboBox to duplicate the drop down on the PivotTable
    Ok thanks, must admit I've no idea how to do that but will let you know if I can't figure it out via google!!

    Cheers,
    Eddie.

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