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Issue with a Excel Pivot Table

Hi Experts,

I have issue with attached report I like to create a pivot table for MIS porpose.

the issue I want to make fliter the product type using 2010 slicer.


Note a customer may have more than one product.
28013726-new.xlsx
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obad62
Asked:
obad62
  • 3
1 Solution
 
redmondbCommented:
Hi, obad62.

That sheet is not suitable for a pivot table that includes Product Type. So I have written a macro that takes that data, reformats it into a new sheet and builds a quick pivot from that.

Before I post it here, I need to check that you're happy that the "Account Outstanding Balance" will not be include in the new sheet (and consequently not in the pivot). This is because, if it was included then it would effectively be multiplied by the number of Product Types.

Thanks,
Brian.
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obad62Author Commented:
It ok.
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redmondbCommented:
Thanks, obad62. Please see the code below.

I was concerned in case your original file contained some live data, so I created a test file and Netminder (one of the Mod's) kindly replaced your old version with it. Was there live data in the file?

Regards,
Brian.
Option Explicit

Sub Reformat_Data()
Dim xLast_Row As Long
Dim xLast_Col As Long
Dim xSrce As Worksheet
Dim xDest As Worksheet
Dim xRow As Long
Dim i As Long

Set xSrce = Sheets("Page1_1")

If ActiveSheet.UsedRange.Cells(1, 1).Address <> "$A$1" Then
    MsgBox ("No data in Column A and/or Row 1 - run cancelled.")
    Exit Sub
End If
xLast_Col = xSrce.UsedRange.Columns.Count
xLast_Row = xSrce.UsedRange.Rows.Count

If xLast_Row < 3 Or xLast_Col <> 43 Then
    MsgBox ("Invalid no. of rows (" & xLast_Row & ") or columns (" & xLast_Col & ") in """ & xSrce.Name & """ - run cancelled.")
    Exit Sub
End If

For i = 0 To 12
    If i = 0 Then
        Set xDest = Sheets.Add
        xSrce.Range("A2:G" & xLast_Row - 1).Copy Destination:=xDest.Range("A1")
        xDest.Range("H1") = "Product Type"
        xDest.Range("H2:H" & xLast_Row - 2) = xSrce.Range("E1").Value
    Else
        xRow = 1 + xDest.Range("A1").SpecialCells(xlLastCell).Row
        xSrce.Range("A3:D" & xLast_Row - 1).Copy Destination:=xDest.Range("A" & xRow)
        xSrce.Range("A3:C" & xLast_Row - 1).Offset(, 4 + i * 3).Copy Destination:=xDest.Range("E" & xRow)
        xDest.Range("H" & xRow & ":H" & xRow + xLast_Row - 4) = xSrce.Range("A1").Offset(, 1 + i * 3).Value
    End If
Next

xDest.Columns("D:D").Delete Shift:=xlToLeft ' ... dropped from the new sheet as it would effectively be multiplied by the number of Product Types.

xDest.Range("A1:H1").Columns.AutoFit
Range("A2").Select
ActiveWindow.FreezePanes = True

Call Build_Pivot(xDest)
    
End Sub

Sub Build_Pivot(xInput As Worksheet)
Dim xPivot    As Worksheet
Dim xLast_Row As Long

xLast_Row = xInput.UsedRange.Rows.Count
    
Set xPivot = Sheets.Add

xInput.Parent.PivotCaches.Create(SourceType:=xlDatabase, SourceData:= _
        xInput.Name & "!R1C1:R" & xLast_Row & "C7", Version:=xlPivotTableVersion14).CreatePivotTable _
        TableDestination:=xPivot.Name & "!R3C1", TableName:="PivotTable1", DefaultVersion _
        :=xlPivotTableVersion14

With xPivot.PivotTables("PivotTable1").PivotFields("Product Type")
    .Orientation = xlRowField
    .Position = 1
End With

xPivot.PivotTables("PivotTable1").AddDataField xPivot.PivotTables( _
        "PivotTable1").PivotFields("Deal Outstanding Balance"), _
        "Deal O/S Balance", xlSum
        
End Sub

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redmondbCommented:
Thanks, obad62.

(Was there live data in the original file?  If so, please don't do this again - information posted here is public.)
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