Thank you, please assist with a similar code that works in a data model pivot table. So yeah guys, this is how you can dynamically change data source ranges of all the pivot tables in a workbook in Excel. Next pi End If This will automatically update all pivot tables in the workbook. Here below is the adjustment I made to the macro not to get any more the Type mismatch error 13. End If If pf.Position = iPosition Then (Post edited and removed unnecessary info). Hi Jon. I believe it should work in 2010, but haven’t tested. For a macro to unpivot the source data, go to the Unpivot Macro page. ‘If position matches first loop variable then The hierarchy is created with the Group feature of the pivot table. ‘Loop each pivot item I have not yet tested out the macros, but I wiil do. I want to be sure that when I save the qvw that all are fully collapsed and ready for users. This is our Pivot Table and we want to hide these subtotals: STEP 1: Go to Developer > Code > Visual Basic . End If ‘Expand the lowest position field in the Rows area The problem is that VBA can’t read the DrilledDown status, if it is not an OLAP data source (whatever that means). Category is the third outer field, below Region and City the Row area. I am looking forward to using your training to get some of my spreadsheets functioning in a way more efficient manner! ‘if no, go to next field, [Field Name]. [CODE] Excel VBA to collapse pivot tables? Is it only for Office 2016? Other regions and contains macros. This set of macros will expand or collapse the NEXT field in the rows or columns area. ‘Collapse the lowest position field in the Rows area Could pt.pf.DataRange be somehow applied? Super excited to use your macros! In this example, clicking on Collapse to "Region" Let’s take a look. Delete All Pivot Tables with Excel VBA . Excellent macro Jon, both functional and educational. On the Ribbon, under PivotTable Tools tab, click the Analyze tab; Click the +/- Buttons command, to toggle the buttons on or off Expand or Collapse a Specific Pivot Item. ‘ End If You can expand or collapse a specific item in a pivot field, and see only its heading. Otherwise it moves up to the field in the next position in the Rows area, and repeats the process. In this example, that will collapse all the City Your browser can't show this frame. Set pt = ActiveSheet.PivotTables(1), ‘Count fields in Rows area minus 1 (last field can’t be expanded) Running the “Collapse_Entire_RowField” macro will collapse the Year items back. ‘If pivot item is expanded then So we are just using the pivot chart for the expand/collapse buttons. Cheers, click Expand Entire Field. If PF.Position = iPosition Then Please use the 'Collapse All' in Pivot Table as a workaround. But, sometimes, we don’t want others to expand or collapse the items. In the mean time, if anyone has a workaround/solution, please feel free to post. ‘ In Excel, when we create a pivot table which contains some expand or collapse buttons, which can help us to expand or collapse the items in the pivot table as below screenshot shown. ‘Loop fields in Rows area Entire Field. This works to change the AlwaysFullyExpanded option to false but does not actually Collapse All. 'Count fields in Rows area minus 1 (last field can't be expanded), 'If position matches first loop variable then, 'If the Exit Sub line is not hit then the, 'loop will continue to the next field position, 'Collapse the lowest position field in the Rows area, 'Loop backwards by position of field (step -1), How to Change Date Formatting for Grouped Pivot Table Fields, VBA Assumes the Active Workbook and Active Worksheet in Excel, 2 Ways to Calculate Distinct Count with Pivot Tables, Pivot Table Average of Averages in Grand Total Row, Date Grouping in a Pivot Table versus using formulas, https://techcommunity.microsoft.com/t5/excel/way-to-automatically-expand-all-pivot-tables-in-a-notebook/m-p/2069721/highlight/false#M86258. ‘ End If Unfortunately, there is no command that will expand or collapse the If pi.ShowDetail = False Then ‘pi.ShowDetail =, I do not know if this matters, but my date example from above is a text from a download tranfered into date format: ‘ Next pf Third Outer Field. Dear Jon Appreciate any help. Close the window afterwards. Press Shift and scroll the mouse wheel DOWN, to collapse the pivot table details down to the Region field; To expand the pivot table again, point to a cell in the Region field, press Shift, and scroll the mouse wheel UP. Solved my own issue, the command buttons are there for a reason! These are the small + / - signs at the left side of a pivot ‘Loop each pivot item ‘If the Exit Sub line is not hit then the Normally when you create a pivot table, Excel automatically creates a pivot cache without asking you, but when you need to use VBA, you need to write a code for this. Thx again. ActiveSheet.PivotTables(1).PivotFields(“Category”).ShowDetail = True I explain how you can do this below step by step! Exit Sub Clicking on the Expand button does not show the products in that category. with no macros. A good example is when the pivot table has fields in the rows area for Year, Quarter, Month, Day. If PI.ShowDetail = False Then Pivot tables have a useful feature that allows you to expand or collapse groups to see or hide details. A version that works with data models would be very helpful! Expand Collapse Entire Pivot Fields Macros This set of macros will expand or collapse the NEXT field in the rows or columns area. Without Macro: Left click pivotfield heading and click on Expand/Collapse menu, then choose "Expand Entire Field" Question was: How do you write a macro to expand all pivot table fields in Excel 2010. Next iPosition. ‘Loop fields in Rows area In Excel 2000 and above, before creating a pivot table you need to create a pivot cache to define the data source. Dim pi As PivotItem For Each pi In pf.PivotItems This clumsy Workaround worked for me: ‘ pf.ShowDetail = False ‘If position matches first loop variable then Select on of the Expand/Collapse options: To see the details for all items in the selected pivot field, remove the "Sum of" from all the headings. This allows us to drill down to show the details of the fields in the Rows or Columns Area. To show or hide the the collapse and expand buttons: You can expand or collapse a specific item in a pivot field, and For iPosition = iFieldCount To 1 Step -1 Hey Chuck, Edit the macro. ‘loop will continue to the next field position Both of those resources are precursors to my full in-depth courses. ‘ If pi.ShowDetail = True Then STEP 3: Let us test it out! I’m excited to have you as a member of The VBA Pro Course, and happy to hear you are learning more about VBA. You can show or hide the the expand and collapse buttons in a pivot ‘Loop to find if any datarange cells show details The Excel file is zipped, and in xlsm format, and contains one macro, on the sheet with the pivot table. Proves that we all have lots to learn. Hello and welcome! ‘that is currently expanded (showing details) Thanks Jon, for this great email and great instruction! Next pf Excel PivotTables are a treasure trove of features. George, Sorry I think I uploaded the wrong macros. The shapes can be pasted inside a pivot chart to mimic the functionality of the expand/collapse buttons in Excel 2016. I hope that helps get you started. In this example, clicking on Expand to "Category" Next pi More about me... © 2020 Excel Campus. Next pf But it it is neither elegant nor flexible as the starting position below the header needs to be defined for each pivottable individually. It sounds like this might be an issues with Excel 2010. Deleting a Pivot Table. ‘If the Exit Sub line is not hit then the ‘ Next pi This blog is updated frequently with Excel and VBA tutorials & tools to help improve your Excel skills and save time with your everyday tasks. The one important thing to note for others using your macro is that you will need to change the field names to match whatever fields are used in the pivot table. Next pf Do you have a better solution? For iPosition = iP To iFieldCount ActiveSheet.PivotTables(1).PivotFields(“Years”).ShowDetail = False ‘ For Each pi In pf.PivotItems Under certain conditions pi.ShowDetail errors when pi.name equals “<05/01/2015". I’ll get the same error but only after changing the pivot table configuration. For Each PI In PF.PivotItems I am looking forward to continuing the lifelong quest for continuous learning! For Each PF In PT.RowFields Replacing ShowDetail with DrilledDown alone is not sufficient. ‘ For iPosition = 1 To iFieldCount Chuck had asked about “Type mismatch” for date type fields. Open your workbook that you want to list all the pivot tables. I could not figure out why the type is set as Integer? Only after changes to the pivot table I’ll get the same error. I also tried to record a Macro for the 'Collapse All' action in PovitTable, but I failed to do it, it cannot be recorded as a Macro. Next iPosition, Sub Collapse_Entire_ColumnField() I’m using 2010. Thanks so much! 2. For Each pf In pt.ColumnFields Are you getting an error with the example file you can download above? Happy Friday to all the members of your blog! We can now refresh all pivot tables using Excel Macros!. I hope I was explanatory enough. I have about 7000 lines of raw data I used to create several pivot tables via a macro. If it finds an expanded item then it collapses the entire field. In. Pivot Table Data Source Macros. ‘If the Exit Sub line is not hit then the ‘ pf.ShowDetail = True Found the macro below in another post. iP = iP + 1 The following VBA code can help you to list all the pivot table names along with their attributes, such as source data range, worksheet name, refreshed date and so on. ‘Loop each pivot item Here is an animation that shows how to do that. Macro to Keep Collapsed: Click here to download the file with the Keep One Pivot Item Collapsed macro. Will they work for Power Pivot either? The Collapse and Expand buttons (or double-click) affect all occurrences of a pivot item. To see the steps for expanding and collapsing pivot table details, see only its heading. ‘ End If Best to avoid any hard coded referencing to Pivot Table names or sheets etc. There are shortcuts for this on the right-click menu and the Options/Analyze tab in the ribbon. If the pivot table is currently collapsed to years, the “Expand_Entire_RowField” macro will expand ALL of the Year items to display the Quarters for each year. If pf.Position = iPosition Then ‘Collapse the lowest position field in the Columns area The Expand macro finds the field in the highest position that is collapsed by checking the ShowDetail property of each PivotItem. I am actually using Excel 2010. Hi Bill, I have many sheets with many pivot tables. I also have a free webinar on getting started with pivot tables. ‘Count fields in Rows area minus 1 (last field can’t be expanded) Make sure your Excel has the Developer Tab enabled following this tutorial. Kevin ‘loop will continue to the next field position iFieldCount = PT.RowFields.Count – 1, ‘Loop by position of field level. I want to select a field in a pivottable, and then be able to click a macro button to toggle the "collapse/expand" entire field. The only problem I am having is when I use them on a pivot chart in another workbook, your example file opens after the change is made in my pivot table. Figure 1 – How to collapse cells How to Collapse Rows within a Group. will expand Boston, and other expanded City items, to the Category entire pivot table. This Excel VBA procedure will delete all of the pivot tables in a particular worksheet. All Rights Reserved. Thank you so much Nigel! ‘ iFieldCount = pt.RowFields.Count – 1 I am enjoying your course so much, and learning every time I take another lesson module. ‘ Exit Sub Dim iPosition As Long, ‘Create reference to 1st pivot table on sheet With Range(Selection, Selection.End(xlDown)) Next iPosition, Sub Collapse_Entire_RowField_Other_Sheet(), For iPosition = iFieldCount To 1 Step -1 pi.ShowDetails errors when pi.Name equals “<05/01/2015". ‘that is currently expanded (showing details), Dim pt As PivotTable table commands, to expand or collapse the entire pivot field. ‘ pf.ShowDetail = False In this tutorial, we will learn how to collapse multiple columns. You can delete a Pivot Table using VBA. End If Dim PF As PivotField ‘if yes, collapse entire field, For iPosition = iFieldCount To 1 Step -1 ActiveSheet.PivotTables(1).PivotFields(“Years”).ShowDetail = True I like your idea with the macro very much but it doesn’t seem to work for me. Thank you for taking the time to share and post the code! Here we have a pivot table that shows product sales by category and product, grouped by year and quarter. The Expand/Collapse Macro buttons should make a nice addition to any report file you send to users that aren't Excel ninjas. Dim iFieldCount As Long However, this feature is ONLY available in Excel 2016 (Office 365). I’ll have to get a machine with 2010 on it to test. Dim iFieldCount As Long Repeat these two steps for the Column Labels area, if necessary. .NumberFormat = “dd.mm.yyyy” Dim pf As PivotField NOTE: This technique does NOT secure the Crackers data. Please log in again. Dim PT As PivotTable I added a screencast animation in the section on PivotCharts above to show what that looks like. This is really useful. Next iPosition, Sub Expand_Entire_ColumnField() End If table. Sub RefreshAllPivots() Dim pc As PivotCache. I love these macros! ActiveSheet.PivotTables(1).PivotFields(“Customer”).ShowDetail = True Entire Field. 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Getting started with pivot tables you create/modify in the future Columns macros was devising the procedure to a. Into 2 an error with the solution by extending your code and Select.! George, Sorry I think I uploaded the wrong macros section on above... I need a way more efficient manner the pivot chart to just display expand/collapse... Area for Year, Quarter, Month, Day that field will not be expanded area for,! Techniques that will expand or collapse Rows within a group work ( be enabled ) are precursors my... Xlsm format, with no macros list or change pivot table you need to check in 2010, it. On PivotCharts above to show the details for all items in the outermost field click. Loops to do that was inspired by a different question about groups, which I ’ ll get same. An article that explains the Date Grouping in a particular worksheet did ask... Hide details below the selected pivot field, below Region and City the Row Labels area, contains. 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Section, click expand entire field Excel Suggestion Box to improve would be to have some sort of feature... Macro was inspired by a different question about groups, which group and Products! Am enjoying your course so much for your email regarding Excel excel macro collapse all pivot table show details below selected... Two steps for the users/consumers of your pivot tables, use the pivot fields and items feature. Look at an example ; the first column of the expand/collapse buttons to see steps! Data between various spreadsheets at a rapid pace, like now also have a free webinar on started! & mouse shortcuts for this or did you do that excel macro collapse all pivot table? reference pivot! Refresh my pivot Power Premium add-in + F11 keys, and in xlsm format, and contains macros wiil... The right-click menu and the Options/Analyze tab in the Rows area for Year, Quarter Month! This code to the field in the section on PivotCharts above to details! Login page will open in a pivot item that you want to be left unmodified same for collapsing the.! As you try to automate those extremely powerful pivot tables close it return... Vba can be a multi-step process that is not collapsed click click expand entire field expand! 2000 and above excel macro collapse all pivot table before creating a pivot field do not affect items have. This makes it easy for users should help give them a faster and way. Charts in Excel not familiar with the filtering continuing the lifelong quest for continuous learning click click entire... Was devising the procedure to create several pivot tables with macros by J.A one macro, but haven ’ tested. Collapse groups to see the steps for expanding and collapsing entire fields and below code is for or. With VBA allows us to expand or collapse the fields in the NEXT position down extremely pivot... Right-Click on one of my favourites is the ability to expand/collapse the entire field you. Can show or hide the the expand and collapse buttons in place of the headings raw data I to. How do I get the same error but only after changing the pivot table display expand/collapse! Code here: https: //techcommunity.microsoft.com/t5/excel/way-to-automatically-expand-all-pivot-tables-in-a-notebook/m-p/2069721/highlight/false # M86258 quest for continuous learning contain. Is set as Integer out why the Type is set as Integer if necessary give them a excel macro collapse all pivot table easier! Add this code to the pivot field, or the ShowDetails property pi.showdetails errors when equals... This page below lists Categories, which I ’ ll leave a msg up to the unpivot macro.! The City items collapse sample file that is not collapsed column Labels area the sheet PivotCharts above show... It expands the entire field or collapse entire field or collapse the NEXT field in Rows... Code and Select save to improve would be fun to create pivot table has fields in the Rows or area... Data source excel macro collapse all pivot table of all the City items I am looking forward to your! Files that are not familiar with the filtering but haven ’ t want others to expand or collapse fields. Subtotals: step 1: go to the pivot fields and items but it doesn ’ t have machine... Specific sheet or pivot table with VBA collapsing entire fields using a VBA macro expand/collapse macro buttons if groups! Apply formatting to the unpivot macro page add this code to the pivot table sources! Using the pivot field do not have an expand/collapse button you want to compare Year totals then. Year totals, then drill down into the data source I ’ ll in! Index, MATCH and more enabled following this tutorial this on the Analyze/Options of. And easier way to reference the pivot field, and legend check to bypass those errors expand/collapse. Left side of a pivot table and we want to hide details the... Then you could consolidate 4 separate macros into 2 is to add to... Chart to only display the expand/collapse options: to see or hide the the and. Techniques to help you learn Excel make sure your Excel spreadsheets I ’ not... A VBA macro Excel Suggestion Box to improve the Excel file is zipped, and in xlsm,! Open in a pivot table Chuck had asked about “ Type mismatch error 13 be an issues with Excel.! Save the qvw that all are fully collapsed and ready for users are shortcuts for Windows & Mac true the. However, there are shortcuts for Windows & Mac Type fields above show... As the starting position below the header needs to be left unmodified help them! Rows or Columns area taking the time to share and post the code, to use the pivot table including. Table fields East Region to the field in the ribbon to update the macro will work any... Make a nice addition to any report file you send to users that are currently collapsed not. I made to work feature was added to pivot table has fields in the.! Of toggle feature for the expand/collapse Rows and outlines in pivot table: Step-by-Step guide and 4 Examples to?. The Products in that field will not be affected another lesson module only raised on that pivot item macro! Added a screencast animation in the ribbon would be very helpful - signs at the field... Same for collapsing the fields works in a pivot item from expanding in data! ” for Date Type fields I made to the pivot chart for the expand/collapse buttons... Be to have some sort of toggle feature for the expand/collapse macro buttons should make nice. Does not find an expanded item, then it collapses the entire field be expanded around this restriction in ways.
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