Creating Pivot table and chart with multiple worksheets - pivot

I'm facing a problem regarding creating Pivot table and chart with multiple worksheets.
I have already created a pivot table and chart using Microsoft Query. I followed the steps from this blog:
http://www.ashishmathur.com/create-a-pivot-table-from-multiple-worksheets-in-the-same-workbook/
Right now, I'm figuring out how I can add new data into pivot table.
Is it possible to add new worksheets of data into already created query and pivot table?
Or do I need to create all over again everytime I add new worksheet of data?
FYI: I'm using Excel 2007 and all my data contains same no. of columns and same column names.

Looks like you need to add just one more block of UNIONALL Select * from dummy2.
If you'd need to do it say weekly or daily I recommend getting to know basic macro editing that will enable you to pull data from numerous sheets to a summary one and base your SQL on that single sheet.
Sub loop_through_sheets()
Dim ws As Worksheet 'define a worksheet
For Each ws In ActiveWorkbook.Worksheets 'for each worksheet
If ws.Name Like "YourString" Then 'make sure you don't consolidate the summary sheet
Call DataGrab(ws)
End If
Next ws
End Sub

Related

Excel VBA re-apply pivot table data source

I have a macro that copies two sheets from my workbook to their own workbook. One sheet has some data defined with a named range, the second has multiple pivot tables, all with the data source as said named range candData.
Once the sheets have copied my slicers lose some of their Report Connections.
In order to reconnect them, I have to manually select each pivot table and set the data source again, even though the data source is already set. (I simply click Change Data Source and immediately click OK, without actually changing anything.)
Once I have done this for each pivot table all report connections are showing again.
I have the following macro to loop through each pivot table and re apply the data source, then reconnect each slicer connection, however even after the data source has been applied, I still have to manually select each pivot table in order to reconnect the slicers.
I am getting no errors, it steps through each pivot table as expected and resets the data source. Any clues why the report connections only work when I set the data source manually instead of through the following?
Sub setSlicerSource()
Dim MyPivot As PivotTable
Dim slCaches As SlicerCaches
Dim slCache As SlicerCache
Set slCaches = ActiveWorkbook.SlicerCaches
With ActiveWorkbook
For Each MyPivot In .Sheets("Pivots").PivotTables
MyPivot.ChangePivotCache .PivotCaches.Create(SourceType:=xlDatabase, SourceData:="candData")
Next MyPivot
For Each slCache In slCaches
For Each MyPivot In .Sheets("Pivots").PivotTables
slCache.PivotTables.AddPivotTable MyPivot
Next MyPivot
Next slCache
End With
End Sub
I'm not sure if this will actually solve your problem, but it's the first thing I'd try fixing regardless:
This line currently creates a new PivotCache for each PivotTable:
MyPivot.ChangePivotCache .PivotCaches.Create(SourceType:=xlDatabase, SourceData:="candData")
Instead, create a PivotCache for PivotTables(1) first before the loop:
.Sheets("Pivots").PivotTables(1).ChangePivotCache .PivotCaches.Create(SourceType:=xlDatabase, SourceData:="candData")
Then in the loop, set all PivotTables to use the cache of PivotTables(1)
MyPivot.ChangePivotCache .Sheets("Pivots").PivotTables(1)

Use VBA to refresh pivot tables

I am working on a project, where I dump data on a monthly basis in Sheet1. In my sheet analysis, I have three pivot tables summarizing this data using certain filter, which should remain unchanged even if the raw data changes.
I use the following VBA code to update the pivot tables after the data dump.
Private Sub CommandButton1_Click()
With ThisWorkbook.Worksheets("Analysis")
.PivotTables("PivotTable1").RefreshTable
.PivotTables("PivotTable2").RefreshTable
End With
Sheets("Output").Activate
End Sub
The problem is, whenever I have a new data dump in Sheet 1 and then run the code, I get the following message: There is already data in [Dokument1]Analysis. Do you want to replace it? After this the output from the pivot tables is wrong and the supposedly static pivot filters are no longer there.
I made sure that there is more than enough space between the pivot tables and there cannot be any overlaps. I have had this problem for a long time and do not know how to solve it, so any help is appreciated.
Do not use ActiveSheet. In my opinion is better to use create a with statement refers to the sheet you want and use refresh all instead of one by one.
Option Explicit
Sub test()
With ThisWorkbook.Worksheets("Sheet1")
.RefreshAll
End With
End Sub
This is a nice way to loop through all worksheets and refresh all pivot tables:
Dim ws As Worksheet
Dim pt As PivotTable
For Each ws In wb.Sheets
For Each pt In ws.PivotTables
pt.PivotCache.Refresh
Next pt
Next ws
Of course, you can easily impose limits if you want to exclude any worksheets or pivot tables. The nice thing about this is not only does it do all tables in blocks (by sheet), but if tables are added, removed or renamed, it doesn't crash when looking for specific tables.
as of excel 2016 (i think, certainly 2019)
ThisWorkbook.RefreshAll

Updating DataSource of PivotTables via VBA, without creating new PivotCaches

I have a workbook, where there is a RawData sheet and there are 8-9 other sheets that have pivot tables that read a table from RawData. The RawData changes daily, i.e. there can be more or less number of rows in the RawData sheet's table.
Right now, I manually update DataSource property of each pivot table one each sheet using ChangeDataSource feature of Excel. However, this is painful. Crawling on web I found vba code to update all Pivot tables at once. I am not pasting the whole code, but it looks something like this.
ActiveSheet.PivotTables("PivotTable1").ChangePivotCache ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=<RawData-AddressRange>)
But what this code does is, it creates new pivot caches for each pivot table and increases the size of the file. However, I do not want the file size or number of pivot cache's to increase, but just change the dataSource of existing PivotTables/PivotCaches and refresh them.
To set a single PivotCache for all the PivotTable:
Sub UpdatePivots()
Dim ws As Worksheet, pivot As PivotTable, cache As PivotCache
' create a new pivot cache '
Set cache = ThisWorkbook.PivotCaches.Create( _
XlPivotTableSourceType.xlDatabase, _
ThisWorkbook.Sheets("Sheet1").UsedRange)
' set the pivot cache for each pivot table
For Each ws In ThisWorkbook.Worksheets
For Each pivot In ws.PivotTables
If cache.Index Then
pivot.CacheIndex = cache.Index
Else
pivot.ChangePivotCache cache
End If
Next
Next
' refresh the cache
cache.Refresh
End Sub
Just turn RawData into an Excel Table (Ctrl + T is the keyboard shortcut) and then point your PivotTables at that Table. (You'll have to use the 'Change Data Source' button one more time, to get it to change from using a hard-coded reference like $A$1:$Z$1000 to a Table reference like Table1).
From then on, any time you put new data into RawData, the Table will automatically expand (or contract) to accomodate it, and whenever you click refresh, the PivotTables will automatically reference those Tables instead of a hard-coded range.
Also note that if the PivotTables are all based on the exact same data source, refreshing one of them refreshes all of them.
You should consider using dynamic named range to define your RawData. Set the data source of all of your pivot tables to be your dynamic named range and then all you will need to do is click data>refresh all to update all pivot tables
here is a tutorial on dynamic named ranges
http://www.excel-easy.com/examples/dynamic-named-range.html

VBA Worksheet Select Dependant On Cell Value

I am pretty new to VBA, so please excuse me if this is a simple question! I have created a template report (titled "Client_Name") that I want populated for each client - in essence all this involves is selecting the client in the PivotTable's report filter and copying the PivotTable's data values to the template. In order to automate this, I have created the following code to duplicate the template and rename it for the client currently selected in the PivotTable:
Sheet_Name_To_Create = Sheets("Pivot").Range("B1").Value
Sheets("Client_Name").Select
Sheets("Client_Name").Copy After:=Sheets(Sheets.Count)
Sheets(ActiveSheet.Name).Name = Sheet_Name_To_Create
My next step would be to go back to the PivotTable ("Pivot" worksheet) and copy the data to the newly created client worksheet. However, the worksheet's name will obviously change differ for each client. Is there a way to reference the VBA code to select the worksheet whose name is the same as the client currently shown in the PivotTables's report filter?
Sheets(ActiveSheet.Name) is an inconvenient way of saying ActiveSheet.
Just capture ActiveSheet in a variable after copying.
Dim CopiedSheet as Worksheet
Set CopiedSheet = ActiveSheet
You don't need sheet's name when you have the sheet itself.
Recommended reading: How to avoid using Select in Excel VBA macros

Displaying a list of pivot tables with their parameters

I have a workbook with many worksheets with many pivot tables. Having an overview in one place of all these pivot tables would be great to ensure I have consistent parameters, titles, etc.
It should display key info such as:
Worksheet name, Pivot Table Name, Pivot Table location, Hyperlink to location, chose parameters (such as OLAP support, current connected slicers, etc., Type (power pivot or standard)
I guess we would all be happy to have this for all our complex applications.
Would anyone have a clue on how to design this in VBA or something else?
You should be able to loop through pivot tables and grab information with something like:
Dim pvt As PivotTable
Dim ws As Worksheet
Set ws = ThisWorkBook.ActiveSheet
For Each pvt In ws.PivotTables
'collect data about pivot tables and output somewhere..
Next pvt
if the pivot tables are in multiple worksheets then nest that loop inside a loop that cycles through the workbooks worksheets.
Does that provide an adequate starting point for you?

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