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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