Solved

Disable Multi-Select and Select All Options in Excel 2007 Pivot Table

Posted on 2014-09-30
10
2,671 Views
Last Modified: 2014-10-03
Is there a way, in Excel 2007, to disable  the multi-select and select all options in a pivot table filter?  Doesn't matter if it requires VBA code or not.  

The pivot tables in question are using MAX calculations, so if the user selects more than one item in the pivot filter, the results will not come back correctly.  I do not expect that the users will follow instructions and will attempt to use the multi-select/select all options.
0
Comment
Question by:aarick161
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 4
  • 3
  • 3
10 Comments
 
LVL 26

Expert Comment

by:ProfessorJimJam
ID: 40353168
use  

pTbl.PivotFields("thenameofthefield").EnableItemSelection = False
0
 
LVL 26

Expert Comment

by:ProfessorJimJam
ID: 40353191
Sub DisableMonthSelection()
  
Dim pt As PivotTable

  
For Each pt in ActiveSheet.PivotTables

 pt.PivotFields("yourfieldname").EnableItemSelection = False
Next pt
End Sub

Open in new window

0
 

Author Comment

by:aarick161
ID: 40353331
ProfessorJimJam - The code you provided did remove the select all and multiselect options.  Unfortunately it also disabled the filter as whole leaving the user unable to select even a single item.
0
MS Dynamics Made Instantly Simpler

Make Your Microsoft Dynamics Investment Count  & Drastically Decrease Training Time by Providing Intuitive Step-By-Step WalkThru Tutorials.

 
LVL 27

Expert Comment

by:Glenn Ray
ID: 40353343
I think you still want the user to be able to select a filter item, but only one and never (All).  

You could add this VBA routine to the sheet object where the PivotTable resides:
Private Sub Worksheet_Change(ByVal Target As Range)
    If PivotTables(PTname).PivotFields(ReportFilterfield).CurrentPage = "(All)" Then
        Application.Undo
        'Msgbox "Please choose only one item",vbcritical+vbOKOnly,"Filter Selection" 'optional message
        PivotTables(PTname).PivotFields(ReportFilterfield).EnableMultiplePageItems = False
    End If
End Sub

Open in new window

where PTName is the PivotTable name (put in quotes), and ReportFilterfield is the name of the field (also, put in quotes).

There is also an optional message box you could display (commented out in this example)

Regards,
-Glenn
0
 

Author Comment

by:aarick161
ID: 40353396
Glenn - I tried your code, but to no effect.  Perhaps you can upload a 2007 workbook with your code in action so I can see if I'm doing something wrong?
0
 
LVL 26

Expert Comment

by:ProfessorJimJam
ID: 40353404
Glenn  

if your code would work. it would be brilliant

I modified it a bit but still the debugger stops at the first line
Private Sub Worksheet_Change(ByVal Target As Range)
    If PivotTables("PivotTable1").PivotFields("ReportFilterfield").CurrentPage = "(Select All)" Or PivotTables("PivotTable1").PivotFields("ReportFilterfield").EnableMultiplePageItems = True Then
        Application.Undo
        'Msgbox "Please choose only one item",vbcritical+vbOKOnly,"Filter Selection" 'optional message
        PivotTables("PivotTable1").PivotFields("ReportFilterfield").EnableMultiplePageItems = False
    End If
End Sub

Open in new window

0
 
LVL 27

Expert Comment

by:Glenn Ray
ID: 40353440
I tested this on a proprietary dataset...let me whip up a sample set and PivotTable so you can see.  It worked fine for me; you just have to plug in the correct PivotTable name and fieldname.
0
 
LVL 27

Accepted Solution

by:
Glenn Ray earned 500 total points
ID: 40353463
Here you go:  This has a Report Filter called "AdmitDate" and is saved with a single date already.  If you try to choose (All) or try to select multiple items, it will undo the action and report an warning message.

Regards,
-Glenn
EE-PivotTable-RestrictFilter.xlsm
0
 
LVL 26

Expert Comment

by:ProfessorJimJam
ID: 40353473
great job Glenn
0
 

Author Closing Comment

by:aarick161
ID: 40358835
It worked!  Thanks so much.
0

Featured Post

[Webinar] Learn How Hackers Steal Your Credentials

Do You Know How Hackers Steal Your Credentials? Join us and Skyport Systems to learn how hackers steal your credentials and why Active Directory must be secure to stop them. Thursday, July 13, 2017 10:00 A.M. PDT

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This article describes a serious pitfall that can happen when deleting shapes using VBA.
This article describes how to use a set of graphical playing cards to create a Draw Poker game in Excel or VB6.
This Micro Tutorial will demonstrate in Microsoft Excel how to add style and sexy appeal to horizontal bar charts.
This Micro Tutorial will demonstrate how to create pivot charts out of a data set. I also added a drop-down menu which allows to choose from different categories in the data set and the chart will automatically update.

691 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question