Wednesday, 14 May 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"

MyRange = ActiveSheet.UsedRange.Rows.Count
Range("$A$2:$BF$" & MyRange).Select

Set TargetFile = Workbooks.Open(SourcePath & SourceFile)


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

'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
ActiveSheet.PivotTables("PivotTable5").PivotFields("Quarter").PivotItems(X).Visible = False
End If

Response = MsgBox("Please give FY0000-Q0 in correct Format !!", vbRetryCancel, "Wrong Input !!")
    If Response = vbRetry Then
    GoTo QTR:
    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

Application.CutCopyMode = False
TargetFile.Close Savechanges:=True

End Sub

Thanks, TAMATAM ; Business Intelligence Professional

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