Amazon VBA User Manual

267
Using Advanced Pivot Table Techniques
‘ Ensure that we get zeros instead of blanks in the data area
PT.NullString = “0”
‘ Calc the pivot table to allow the date label to be drawn
PT.ManualUpdate = False
PT.ManualUpdate = True
WSD.Activate
‘ Group Date by Week.
‘Figure out the first Monday before the minimum date
FirstDate = Application.Min(PT.PivotFields(“InvoiceDate”).DataRange)
WhichDay = Application.WorksheetFunction.Weekday(FirstDate, 3)
StartDate = FirstDate - WhichDay
PT.PivotFields(“InvoiceDate”).LabelRange.Group _
Start:=StartDate, End:=True, By:=7, _
Periods:=Array(False, False, False, True, False, False, False)
‘ Calc the pivot table
PT.ManualUpdate = False
PT.ManualUpdate = True
WSD.Activate
Range(“R1”).Select
End Sub
Using Advanced Pivot Table Techniques
You may be a pivot table pro and never have run into some of the really advanced tech-
niques available with pivot tables. The following sections discuss such techniques.
Using AutoShow to Produce Executive Overviews
If you are designing an executive dashboard utility, you might want to spotlight the top five
markets.
As with the AutoSort option, you could be a pivot table pro and never have stumbled across
the AutoShow feature in Excel. This setting lets you select either the top or bottom n
records based on any data field in the report.
The code to use AutoShow in VBA uses the
.AutoShow method:
‘ Show only the top 5 Markets
PT.PivotFields(“Market”).AutoShow Top:=xlAutomatic, Range:=xlTop, _
Count:=5, Field:= “Sum of Revenue”
When you create a report using the .AutoShow method, it is often helpful to copy the data
and then go back to the original pivot report to get the totals for all markets. In the follow-
ing code, this is achieved by removing the Market field from the pivot table and copying the
grand total to the report. Listing 11.8 produces the report shown in Figure 11.19.
11
12_0789736012_CH11.qxd 12/11/06 6:26 PM Page 267

Amazon VBA Specifications

General

Brand	Amazon
Model	VBA
Category	Software
Language	English

Summary

Using VBA to Create Pivot Tables

Introducing VBA

Introduction to Visual Basic for Applications (VBA) as a powerful Excel macro language for automation.

Enabling VBA in Your Copy of Excel

Steps to activate VBA macros through Excel's Trust Center settings for security.

Visual Basic Editor

Overview of the VBE interface, including Project Explorer and Code Window.

Visual Basic Tools

Key VBE features like AutoComplete and F1 help for coding.

Learning Tricks of the Trade

Writing Code to Handle Any Size Data Range

Techniques for dynamic range selection using `Cells` and `Resize`.

Understanding Versions

Differences in VBA pivot table methods across Excel versions.

Building a Pivot Table in Excel VBA

Getting a Sum Instead of a Count

Ensuring correct aggregation functions like `xlSum` are explicitly applied in VBA.

Determining Size of a Finished Pivot Table

Using `TableRange2` and `Offset` for accurate pivot table manipulation.

Creating a Report Showing Revenue by Product

Eliminating Blank Cells in the Values Area

Replacing blank pivot table cells with zero using the `NullString` property in VBA.

Controlling the Sort Order with AutoSort

Implementing custom sort orders for pivot table fields via VBA using the `AutoSort` method.

Suppressing Subtotals for Multiple Row Fields

Disabling automatic subtotals for specific pivot fields by setting the `Subtotals` property.

Handling Additional Annoyances When Creating Your Final Report

Creating a Summary on a Blank Report Worksheet

Copying pivot table data as static values to a new sheet for final reporting.

Filling the Outline View

Filling blank cells in column A of the report for consistent presentation and formatting.

Adding Subtotals

Programmatically adding subtotals and page breaks to pivot table reports using VBA.

Addressing Issues with Two or More Data Fields

Calculated Data Fields

Creating custom fields in pivot tables using formulas within VBA.

Calculated Items

Defining new items within a field for combined calculations and analysis.

Summarizing Date Fields with Grouping

Group by Week

Grouping date data by week using VBA's date grouping features.

Using Advanced Pivot Table Techniques

Using AutoShow to Produce Executive Overviews

Filtering pivot tables to display top N records efficiently using the `AutoShow` method.

Using ShowDetail to Filter a Recordset

Drilling down into pivot table cells to view underlying source data records.

Creating Reports for Each Region or Model

Generating individual reports for each item in a page field, like regions or models.

Using New Pivot Table Features in Excel 2007

Using the New Filters

Applying advanced filters (label, date, value) to pivot tables using VBA in Excel 2007.

Applying a Table Style

Formatting pivot tables with predefined styles and layout options via VBA.

Applying a Data Visualization

Incorporating visual elements like data bars into pivot tables using VBA.

Understanding Special Considerations for Excel 97

Pivot Table Code for Excel 97 Users

Using the `PivotTableWizard` method for creating pivot tables compatible with Excel 97.

Next Steps