Wednesday, May 14, 2014

How to get filtered Pivot Data from an Input File in to a Target Template File using Excel VBA Macro

Excel VBA Macro to get filtered Pivot Data from an .xlsb Input File in to our Target Template File
'This Macro will open the target Input File and then go to the target Pivot Table in a desired sheet and apply the desired Filters and extracts the data(Show details data/Get Pivot data from Grand Totals) and then copy and paste that extracted data in to our Report Template.
Sub GetFilteredPivotData()
Dim SourcePath As String
Dim SrcFileName As String   
Dim SourceFile As String
Dim TargetFile As Workbook
Dim MyRange As Long
Dim TargetRange As Long
Dim CurQtr As String
Dim PVT_GrandTotal As Range
Dim X As Integer
Dim Y As Integer
Dim Response As Integer
SourcePath = "C:\Tamatam\Input\"
SourceFile = "Reddys_Detailed_Sales_Report.xlsb"

ThisWorkbook.Sheets("LastWeekSales").Activate
MyRange = ActiveSheet.UsedRange.Rows.Count
Range("$A$2:$BF$" & MyRange).Select
Selection.Clear

Set TargetFile = Workbooks.Open(SourcePath & SourceFile)
TargetFile.Activate
Worksheets("WeeklySales").Select

ActiveSheet.PivotTables("PivotTable5").PivotFields("Forecast_State").CurrentPage = "Committed"

' The Following Code will Unfilter the Blanks in PivotFilter:
' For x = 1 To ActiveSheet.PivotTables("PivotTable5").PivotFields("XYZ").PivotItems.Count
' If InStr(1, ActiveSheet.PivotTables("PivotTable5").PivotFields("XYZ").PivotItems(x).Value, "") > 0 Then
' ActiveSheet.PivotTables("PivotTable5").PivotFields("XYZ").PivotItems(x).Visible = False
' End If
' Next

QTR:
'Passing the desired Quarter value through input box to Pivotfilter Field.    
CurQtr = InputBox("Enter Current Quater as : FY2014-Q4 ", "Current Quarter")
If CurQtr = "" Then Exit Sub 'If you Cancel the Inputbox then Macro will exit

If (CurQtr = "FY2014-Q4" Or CurQtr = "FY2015-Q1" Or CurQtr = "FY2015-Q2" Or CurQtr = "FY2015-Q3" Or CurQtr = "FY2015-Q4") Then

' The Following Code will loop through Each item in a Pivot Field and Filter data by a value equals to the CurQtr Input.

For X = 1 To ActiveSheet.PivotTables("PivotTable5").PivotFields("Quarter").PivotItems.Count

If InStr(1, ActiveSheet.PivotTables("PivotTable5").PivotFields("Quarter").PivotItems(X).Value, CurQtr) > 0 Then
ActiveSheet.PivotTables("PivotTable5").PivotFields("Quarter").PivotItems(X).Visible = True
Else
ActiveSheet.PivotTables("PivotTable5").PivotFields("Quarter").PivotItems(X).Visible = False
End If
Next
   
Else
Response = MsgBox("Please give FY0000-Q0 in correct Format !!", vbRetryCancel, "Wrong Input !!")
    If Response = vbRetry Then
    GoTo QTR:
    Else
    Exit Sub
    End If    
End If

Set PVT_GrandTotal = ActiveSheet.Range("A13").PivotTable.GetPivotData("ExpectedSales")
'This code line will extract the Details for the filtered Quarter data from the Pivot.
PVT_GrandTotal.ShowDetail = True
TargetRange = ActiveSheet.UsedRange.Rows.Count
Range("$A$2:$BF$" & TargetRange).Select
Selection.Copy
ThisWorkbook.Activate
ActiveWorkbook.Sheets("LastWeekSales").Range("$A$2").Select
ActiveSheet.Paste
Application.CutCopyMode = False
TargetFile.Close Savechanges:=True
ActiveSheet.Range("$A$2").Select
ThisWorkbook.Save

End Sub

#--------------------------------------------------------------Thanks--------------------------------------------------------------#

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