Setting a format on my variable seems to work: Although it's not as dynamic as solution #1, the calculated column might be all you need to display the most recent period's data in a static report. As in not having to manually select the boxes for the dates. Dim enddate As Date, startdate = “4/1/2016” Proudct D 1594 1869 1153 Q4. Of course, this could be changed to calculate the latest date in the macro code. The steps mentioned above can be used to Excel Pivot Table group time by hour. Advanced date filters appear for row and column labels in a PivotTable or PivotChart when you add a field from the date table to the Row Labels or Column Labels of the Power Pivot field list. I have an in and out column of the bottle numbers on my data with client names and date of transaction. With the Mark as Date Table dialog box, you specify a unique date column, which enables the use of advanced date filters against Power Pivot data in Excel pivot reports. So it’s important that the formats match. If so, you will probably want to change the format of cell G2 to match the format of the cells in the data table. My problem is when I put the bottle number and client name on the row label and then on the value, I use the Max setting on the order date, there are several client names with order date that comes out on the pivot table. My name is Jon Acampora and I'm here to help you learn Excel. Is there a way to filter the slicer to only show the most recent weeks as well? For example one of the DB views I'm trying to replicate in my pivot-table has this filter : DATEDIFF(day, dateColumn, GETDATE()) <= 90 So basically I always want to display the last 90 days of whataver data there is in the cube table. Visit the post for more. Navigate to a PivotTable or PivotChart in the same workbook. Say that your data set had four years’ worth of sales, and you filtered to This Year. The macro is currently setup to use a value from cell G2 on the Data sheet for the filter criteria (latest date). The two important pieces are inside the DateAdd function: “d” and –30. Click the down arrow next to Column Labels or Row Labels in the PivotTable. He helped thousands of people to understand the power of the spreadsheets and learn Microsoft Excel. This is a very simple formula. Figure 6 – How to sort pivot table date. The Mark as Date Table dialog box appears when you click Mark as Date Table button or choose Date Table Settings in the Design tab of the Power Pivot window. Access the Violations table. Also as we are employing pivot table technique, there a new step involving VLOOKUP for approximate match will be part of the discussion. In order to get BOTH criteria, I just created a duplicate of the employee ID column in the data model table, and then added both to row items and applied one value filter to each (since as far as I know there is no way to apply more than 1 value filter like that to the same row item in a pivot table). I only want the latest date with the client name. Proudct D 1538 26%. You can filter by a particular date range, for example: by this week, next month, next quarter, next year, last year, year to date and the list goes on and on. The data set has a “Report Date” column that contains the date the report was run for each row. Thanks in advance. Point to Date Filters, and then select a filter from the list. Please log in again. ... My favorite part of pivot table is “show report by filter pages”. This will return the value of the cell that VBA interprets for the comparison. Thanks! I’m new to using Pivot Tables and your articles are a big help. Each unique item in the field is a pivot item. And you need to format all date values if the dates are older than 30 days then highlighting the cells. And deselect any other selected options. And the Grouping dialog will open. 1. The macro checks to see if the pivot item name is NOT equal to (<>) the criteria. Choose one of these sorting options and notice that Excel sorts the table using the field that your cursor resides on. This is what I put in my pivot table but I can only filter for one of them. Just so I understand your question, are you saying that the cells in the data table are formatted 31/05/2016, and cell G2 is formatted 31May2016? Plus weekly updates to help you learn Excel. What happens if the value I am looking for isn’t there in the filter? Hi Pip, Sure thing. If not, then it hides the item, or filters it out. I’m not sure how to tie it in. Let me know if you find a solution though. the result was work correctly but there is pop up notification as follows. Except I can't add a column to the source Data and I need it within 14 days … Here is another example with the variables setup as parameters of the macro. Check the box that says: Hide items with no data I would like to see/filter users on the last 30 days or before, Between 31-60 Days ago, and 60-90 days or more? Types of Filters in a Pivot Table. The equal sign will evaluate the match and return a TRUE or FALSE. Right click on it, and select Group… from the popup menu list. Press OK. It might be possible, but I don’t think you would be able to filter or slice the pivot table. I have an article that explains For Next Loops in more detail. Then enter number 7 in the Number of days text box. If you can't use macros then you can solve this problem with a calculated column. Regarding “Of course, this could be changed to calculate the latest date in the macro code” . Quick Tip: You can also use above steps to group dates in a pivot table by years, quarters, and days. Thank you very much! It does NOT really work well if you want to have slicers where the user can select other report dates. I am a very basic excel user and I am trying to make a pivot table that automatically displays the last 14 days of data. Click Ok button. Checkout my free video series on getting started with Macros & VBA to learn more about writing macros. The only problem is that the slicer still shows all of the weeks, not just the most recent, so when someone selects 9 weeks ago or earlier the charts show no data. hello Jon, i have already try this script. The drawback here is that the user cannot really use a slicer to filter for other dates. Thanks! Select cell G2, then type the following in the Immediate Window and hit Enter. I try to macro filter pivot based on range of dates by referencing to 2 cells. For example, if your cursor is on the Points field column, Excel sorts the table by the Points field.2. We will click on the pivot table, select the Analyze tab in the Pivot Table Tools, and click Insert Timeline; Figure 7- Insert Timeline. Username: LastLogonTime BartSimpson 11/25/2015 HomerSimpson 3/1/2015 MargeSimpson 11/29/2017 It then uses a For Next loop to loop through all the pivot items in the pivot field to apply the filter. Notice that the pivot table name and filter criteria values are different for each call. How do I do that? When new data is added to the data table, we want to automatically filter all the connected pivot tables, charts, and slicers for the latest report date. We will call this column “Current Wk”. These variables will represent the names of the objects in your own workbook. Because the problem with default filter option is that it’s very hard to filter with months, quarters and years if you have simple dates. The login page will open in a new tab. I have big database in ms access,i have created pivot table in excel and connected with that database. We could use a macro to automate this, but then we are really back to solution #1. If your dates are formatted differently, then you can change this format to match your dates. Skill level: Intermediate Pip has a set of pivot table based reports that she updates frequently (daily, weekly, monthly). I have a pivot table that needs to be filtered to show all the records before the current date. #6 select Days option from the By list box in the Grouping dialog box. I wanted to show the recent trend for some data by week, but after a time the chart started being crowded after 10 weeks of data. She wants to automatically filter the reports for the most recent date in a column in the data set. We can add a column to the source data to check if the report date in each row is equal the most recent date. please do need full, This is code The “d” says that we want to add days, and –30 says to go back 30 days. Filtering pivot tables for the most current date or period is definitely a good process to automate if you do this task frequently. Filtering the Report Date field in the pivot table will also select the filtered item in the slicer, and filter any connected pivot charts. Let’s look at these filters one by one: Report Filter: This filter allows you to drill down into a subset of the overall dataset. ... Puneet is using Excel since his college days. Well, still partially have. Currently what you show for specific date. I cant put them all in one single table. Unlike last approach I will be skipping “Days outstanding” column as its not needed if we have the analysis of invoices as “Not Due”, “1-30” and so on. It's nice to be able to see it on the sheet though. Pip has a set of pivot table based reports that she updates frequently (daily, weekly, monthly). Like everything with Excel, there are a few ways to solve this problem. Can someone point me in the direction on how to filter dates: In my excel sheet i have a list of users with the last logon time. Group by Custom Time Interval. This is useful if you want to see what invoices are due to be paid this month or what sales transactions were included in a particular quarter. You can check the value that VBA interprets in the Immediate Window. The data table contains weekly snapshots or exports of the data from the CRM system (Salesforces.com, Dynamics CRM, HubSpot, etc.). How would i do this but with multiple selections on one pivot table? 2. I want the vba code for selecting multiple dates in pivot table to enable me to create comparison report on daily basis. In the dialog box, select a column that contains unique values, with no blank values. What is one ahse to select last 2 dates or first 5 dates in filter. I want to be able to filter the data in the chart being displayed by the last 14 days (Always relative to the current date). could you please pick me out from this problem ? We can use a macro, or add a calculated column to the data set…, Filter For Recent Date Or Period In Pivot Table - VBA Macro.xlsm (50.4 KB), Filter For Recent Date Or Period In Pivot Table - Calculated Column.xlsx (41.7 KB). enddate2 = “4/15/2017”, ActiveSheet.PivotTables(“PivotTable1”).PivotFields(“Date”).PivotFilters.Add2 Type:=xlDateBetween, Value1:=startdate, Value2:=enddate, Value1:=startdate2, Value2:=enddate2. ” sFilterCritFor = Format(sFilterCrit, “ddMmmyyyy”)”. We can also choose from the Date Filters sub menus. To remove a date filter from a pivot table field: Click the drop down arrow on the field heading; If necessary, select the Field name from the drop down list (this step might be necessary for Row Labels, in Compact layout) Click Clear Filter From [date field name] Filter for a … How to set the date filter in an excel pivot table to “Before =TODAY()” kbay808 asked on 2013-09-12. There are an array of different Date filters in a Pivot Table. I need to filter / create a custom set that will return me bugs created in the last 30 days, 60 days in excel. I am trying to have a pivot table that shows the revenue of products based on last 30days, 60 days and 90 days all in 1 table. This just started within the last 30 days or so... it appears that when pasting a Pivot Table as values over itself... borders and formatting are now eliminated. Technically they can, but we will have to reapply the Current Wk filter next time the data is updated. Add a column from the Date table to the Column Labels or Row Labels area of the Power Pivot field list. See screenshot: Now you have filtered out the specified date range in the pivot table. We can insert a pivot table timeline for filtering our pivot table dates. What I’m trying to ask is how do I apply the above filter to my pivot tables? Excel dates are serial numbers, so you can manipulate them with simple math operations.The TODAY function always returns the current date. Let me know if you have any questions. Inside the AND function, the first logical test checks to see if the date in B5 is greater than or equal to today's date minus 7 days: = B5 >= (TODAY ()-7) < TODAY ()) Proudct A 1698 1246 1632 Q4 This allows us to filter for date ranges like … Last Modified: 2013-09-16. In the image shown, the current date is August 19, 2019. Now in the Date Filter (Date) dialog box, specify the certain date range, and click the OK button. In column cell A6 downwards there is the dates list. Desired format with the help of pivot table: Brand Avg.Q4 AVg.Q4 in % We can then use the Format function to convert the date to a string in the proper date format. In a small table like this, it's easy to q… You can use the Conditional Formatting feature to achieve the result of highlighting dates older than X days. Right-click the slicer and choose Slicer Settings… To create a pivot table that shows the last 7 days of data (or, more generally, the last n days) you can add a helper column to the source data with a formula to flag records in the last 7 days, then use the helper column to filter the data in the pivot table. Hello, Jon! or a range of dates on one pivot table? I did try changing the cell format that but it still read the cell as a date like 31/05/2016 regardless of the format applied to the cell. Not including today. For the first row, this is the date in cell A2. We can now add this new column to the Filters area of the pivot table, and filter it for TRUE. Learn 10 great Excel techniques that will wow your boss and make your co-workers say, "how did you do that??" To use it, you will just need to specify all the variables for the worksheet name, pivot table name, pivot field name (Report Date), and filter criteria (latest date). In the example shown, the current date is August 16, 2019, and the pivot table shows the seven days previous. I am able to create a set for last 4 weeks using create date hierarchy by week and month. To update the data we export a pipeline report every week, and paste the data to the bottom of the existing table. I have added a TFS OLAP Connection. I tried using MDX query to filter the date, but I am not successful. 1. 1 Solution. If it is then the formula will return a TRUE, if not it will return a FALSE. In this example we have a sheet with two pivot tables for a week-over-week comparison. Could you please explain me how can I convert following raw data into desired format with the help of pivot table, Brand JAN Sale FEB Sale MAR sales Quarter 3. Highlight Dates Older Than 30 Days Assuming that you have a list of data in Range B1:B5, in which contain date values. In the Design tab, click Mark as Date Table. Insert a Timeline. This just started within the last 30 days or so... it appears that when pasting a Pivot Table as values over itself... borders and formatting are now eliminated. and i have all 12 months in my filter but i want it select only current three month. For example, if you have retail sales data, you can analyze data for each region by selecting one or more than regions (yes, it allows multiple selections as well). Reply. Proudct C 1478 25% Thanks. Proudct B 1387 23% 'Description: Filter a pivot table or slicer for a specific date or period, 'Source: excelcampus.com/vba/filter-pivot-table-slicer-recent-date-period, 'Loop through pivot items of the pivot field, 'Hide or filter out items that do not match the criteria, 'Filter a pivot table or slicer for a specific date or period, 'Call the Filter Pivot macro on multiple pivots, 'Call the filter pivot macro to filter both pivots, Difference Between Equal ‘=’ and ‘:=’ Colon Equal in VBA, Grouping Dates in a Pivot Table VERSUS Grouping Dates in the Source Data, Filter For Recent Date Or Period In Pivot Table - VBA Macro.xlsm, Filter For Recent Date Or Period In Pivot Table - Calculated Column.xlsx, free video series on getting started with Macros & VBA, 2 Ways to Calculate Distinct Count with Pivot Tables, Pivot Table Average of Averages in Grand Total Row, VBA Macro to Create Power Query Connections for All Excel Tables. More about me... © 2020 Excel Campus. 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