She wants to automatically filter the reports for the most recent date in a column in the data set. Solution #1: VBA Macro to Filter a Pivot Table for a Specific Date or Period. The pivot table is a user-friendly spreadsheet tool in excel which allows us to summarize, grouping, perform mathematical operations like SUM, AVERAGE, COUNT, etc. The Excel Pro Tips Newsletter is packed with tips & techniques to help you master Excel. Therefore when I try to filter on dates as rows, instead of having the options from "Date Filter", I have "Label Filter" instead. If i will try to select Top three current month in pivot filter then why it taking random selection data. We can see items that are highlighted in the slicer are those which are highlighted in our Pivot Table filter criteria in the filter drop-down menu. What happens if the value I am looking for isn’t there in the filter? These two controls work interchangeably, and we can use both the sli… Check the box for the field that is in the Filters area with the filter applied to it. We could use a macro to automate this, but then we are really back to solution #1. Proudct C 1533 1107 1794 Q4 CFA® And Chartered Financial Analyst® Are Registered Trademarks Owned By CFA Institute.Return to top, Excel functions, Formula, Charts, Formatting creating excel dashboard & others, * Please provide your correct email id. Select the Field name from the drop down list of Row Labels fields. or a range of dates on one pivot table? This allows us to call the macro from another macro. By this, we can easily filter out multiple items and can see the result varying in value areas. Types of Filters in a Pivot Table. Thanks. First, create a pivot table using the above-given data. CFA Institute Does Not Endorse, Promote, Or Warrant The Accuracy Or Quality Of WallStreetMojo. We can clearly observe that there is no filter option for value areas, i.e., Sum of SBA & Sum of Carpet Area. This allows us to filter on any report date to see the pipeline summary for that week. This means whenever one changed is made in 1st pivot, it would automatically get reflected in the other. Of course, this could be changed to calculate the latest date in the macro code. I have an in and out column of the bottle numbers on my data with client names and date of transaction. What I'd like to do is create a VBA macro that throws up an input box (something along the lines of "What week would you like to display?") Proudct B 1605 1321 1235 Q4 Let’s say you wanted to only show rows where the total Sales for the South is greater than $5,000. 4.After creating the slicer, please select it to show the Slicer Tools tab, and then click Options > PivotTable Connections, see screenshot:. Since that version, dates in Pivot tables have been automatically grouped too. This plays a major role in decision-making in any organization. The items that are selected in the filter drop-down list will also be selected/highlighted in the slicer. 1. 3. Refresh data automatically when opening the workbook Click anywhere in the PivotTable to show the PivotTable Tools on the ribbon. Checkout my article on If Statements in Excel formulas for an explanation on this. We could use an If function, but it is not necessary here. Select any cell in the pivot table. My problem is when I put the bottle number and client name on the row label and then on the value, I use the Max setting on the order date, there are several client names with order date that comes out on the pivot table. Now let’s look at the way we display the list in different ways. Like everything with Excel, there are a few ways to solve this problem. I just added the "Status" to the filter section and only had the "Active" visible in the charts. 3. This can save us a lot of time, and prevent errors that usually occur with these boring repetitive tasks. Press OK. A slicer will be added to the worksheet. the result was work correctly but there is pop up notification as follows. Proudct B 1387 23% Subscribe above to stay updated. Just so I understand your question, are you saying that the cells in the data table are formatted 31/05/2016, and cell G2 is formatted 31May2016? Let me know if you have any questions. You can check the value that VBA interprets in the Immediate Window. ” sFilterCritFor = Format(sFilterCrit, “ddMmmyyyy”)”. Click on the drop-down arrow or press the ALT + Down navigation key to go in the filter list. Sure thing. Then we’re going to insert the slide the slicer of the filed in our filter area, so in this case, the “Function” filed in our filter area and then hit Ok, and that’s going to add a slicer to the sheet. In this animated screen shot, the Product field is filtered, when the Spin Button arrows are clicked. Hello, Jon! “unable set visible property pivot item class”. From the dropdown, choose Northeast, and watch the pivot table update accordingly. 1. Setting a format on my variable seems to work: The data table contains weekly snapshots or exports of the data from the CRM system (, Dynamics CRM, HubSpot, etc.). In this example we are going to use sales pipeline data. I have big database in ms access,i have created pivot table in excel and connected with that database. This is an easy way to reuse the filter pivotfield macro multiple times without having to repeat a lot of code. 'Description: Filter a pivot table or slicer for a specific date or period, 'Source:, 'Loop through pivot items of the pivot field, 'Hide or filter out items that do not match the criteria, 'Filter a pivot table or slicer for a specific date or period, 'Call the Filter Pivot macro on multiple pivots, 'Call the filter pivot macro to filter both pivots, Difference Between Equal ‘=’ and ‘:=’ Colon Equal in VBA, Grouping Dates in a Pivot Table VERSUS Grouping Dates in the Source Data, Filter For Recent Date Or Period In Pivot Table - VBA Macro.xlsm, Filter For Recent Date Or Period In Pivot Table - Calculated Column.xlsx, free video series on getting started with Macros & VBA, 2 Ways to Calculate Distinct Count with Pivot Tables, Pivot Table Average of Averages in Grand Total Row, VBA Macro to Create Power Query Connections for All Excel Tables. Bottom line: Learn how to filter a pivot table, pivot chart, or set a slicer for the most recent date or period in the data set. Hi, I am not using any NL functions, just pure pivot table. Regarding “Of course, this could be changed to calculate the latest date in the macro code” . From the below example, it is clear that we had selected the functions that are visible in the slicer and can find out the count of age category for different Industries (which are row labels that we had dragged into the row label field) which are associated with those function that is in a slicer. hello Jon, i have already try this script. Checkout my free video series on getting started with Macros & VBA to learn more about writing macros. HI, I have a pivot table where I am trying to update the Date filter based upon a date range input by the user. Right click on any cell inside the Pivot Table, then click PivotTable Options from the context menu. I then created a calculated column called “Status” to filter out past the most recent 8 weeks: =IF([@[Start Date]]<(TODAY()-63),"INACTIVE","Active"). If we didn’t want to show these filter criteria in the formula, we could hide the cell. Please do as follows. 1. This has been a guide to the Pivot table filter in  Excel.