Pivot Table Field Filtering via VBA
This document outlines techniques for programmatically manipulating pivot table field filters using Visual Basic for Applications (VBA). Specifically, it addresses methods for controlling the visibility of items within a pivot field, focusing on scenarios where the goal is to exclude or selectively include specific data subsets based on predefined criteria.
Accessing Pivot Fields and Items
The initial step involves obtaining a reference to the relevant pivot table object within the Excel workbook. Subsequent access to individual pivot fields is achieved using the PivotFields
collection. Once the desired field is identified, its associated items can be accessed through the PivotItems
collection.
Object Model Hierarchy
Workbook
: Represents the Excel file.Worksheet
: Represents a sheet within the workbook.PivotTable
: Represents the pivot table object.PivotFields
: A collection of pivot fields within the table.PivotItems
: A collection of items within a specific pivot field.
Controlling Item Visibility
The Visible
property of a PivotItem
object determines whether that item is displayed in the pivot table. Setting this property to True
makes the item visible, while setting it to False
hides it.
Iterating Through PivotItems
To manipulate multiple items, looping through the PivotItems
collection is commonly used. Within the loop, conditional statements can be implemented to evaluate criteria and selectively modify the Visible
property of each item.
Filtering Techniques
Several methods can be employed to filter pivot table data programmatically:
Explicit Item Visibility Control
This involves directly setting the Visible
property of individual items based on specific conditions. This approach provides granular control over the displayed data.
Using Page Fields for Filtering
If the data element to be filtered is in a Page field, the active item can be set by setting the current PageField's current page. This is useful for single-selection filtering.
Applying Filters Directly to the Field
The `.PivotItems` collection can be used in combination with `.PivotItems("ItemName").Visible = False` to hide specific items matching the specified name or value. This is valuable for excluding specific categories or entries.
Example VBA Code Snippets
The following examples illustrate common tasks:
Hiding a Specific Item
Dim pt As PivotTable Dim pf As PivotField Dim pi As PivotItem Set pt = ActiveSheet.PivotTables("PivotTable1") Set pf = pt.PivotFields("Category") For Each pi In pf.PivotItems If pi.Name = "SpecificValue" Then pi.Visible = False End If Next pi
Showing only certain Items
Dim pt As PivotTable Dim pf As PivotField Dim pi As PivotItem Set pt = ActiveSheet.PivotTables("PivotTable1") Set pf = pt.PivotFields("Category") For Each pi In pf.PivotItems pi.Visible = (pi.Name = "Value1" Or pi.Name = "Value2") Next pi
Considerations and Best Practices
- Error Handling: Implement error handling to gracefully manage unexpected situations, such as missing pivot tables or fields.
- Performance: For large pivot tables, optimize code to minimize execution time. Consider disabling screen updating during processing.
- Object References: Properly declare and set object variables to avoid memory leaks.
- Pivot Table Refresh: Ensure the pivot table is refreshed after applying filters to reflect the changes.
pt.RefreshTable