VBA: refreshing just one pivot table for each external data source - excel

Okay so I have the following code to refresh all the pivot tables in the active workbook:
For Each oSht In Active Workbook.Worksheets
For Each oTab In oSht.PivotTables
oTab.RefreshTable
Next oTab
Next oSht
However, I feel that this is inefficient because, when you refresh a pivot, it automatically refreshes all other pivots connected to the same data table.
I would therefore like to refresh only one pivot table for each external data table i have in the active workbook but cant work out a way of implementing this...

You can use the ThisWorkbook.PivotCaches collection and refresh the cache instead of each table.

Related

Pivot is not refreshing

There are 3 sheets in my excel file.
One (Qry Results) is Query, the next one (Qry) is importing the data from Query by formula, the last one (Results) has a Pivot table based on Qry data.
Qry Results needs to be refreshed in VBA. It is working fine.
Qry data is udpated automatically by formula.
If Qry data is 100, but I entered formula in 150 lines.
When I run VBA by step by step, the PIVOT is refresh properly. But when I run automatically, the pivot is not refreshing.
`Refresh Query
Sheets("Qry Results").Select
Range("A4").Select
ActiveWorkbook.RefreshAll
`Refresh Pivot
Sheets("Result").Select
Range("A12").Select
ActiveWorkbook.RefreshAll
Or
ActiveSheet.PivotTables("PivotTable1").PivotCache.Refresh
You may have background refresh enabled in the Power Query. With this setting active, the Power Query starts to refresh, but the pivot table refresh is kicked off basically at the same time, before the new data is loaded by the Power Query.
To remedy that, you can disable background refresh on the Power Query. Right-click the Power Query in the side panel and select Properties. Untick the box.
Now the pivot table refresh will run only after the Power Query refresh has finished.
-- And, by the way, there is no need to select anything before running ActiveWorkbook.RefreshAll and there is no need to refresh all twice. RefreshAll refreshes everything. If you want to use a particular order, then you can refresh one by one with code like this:
ActiveWorkbook.Connections("Query - Table1").Refresh
ThisWorkbook.Worksheets("Sheet2").PivotTables("PivotTable1").PivotCache.Refresh
Maybe you could try something like this (in order to wait for the query refresh to happen):
Sub RefreshQuery()
'Code to refresh query here
End Sub
Then, in the sheet with the query results:
Private Sub Worksheet_Change(ByVal Target As Range)
'Code to update pivot here
End Sub

PivotTable Not Refreshing With Data

I have an Excel document with 4 Worksheets.
On Sheet1 I set my start & end dates for my data.
On Sheet2 is the data itself (provided by an external SQL database).
On Sheet3 & Sheet4 are PivotTables that use the second sheets data as their source.
I have created a VBA macro button on Sheet1 to refresh all.
I'll change my date range on Sheet1 then click the button but it only refreshes the data on Sheet2 and not the PivotTables on Sheet3 & Sheet4. I have to click the button a second time to refresh the PivotTables with the new data.
Here is the VBA code:
Sub Button2_Click()
Application.ScreenUpdating = False
ActiveWorkbook.RefreshAll
Application.ScreenUpdating = True
End Sub
Even manually using the Refresh All button has the same outcome.
It seems when you do a refresh all it is trying to refresh everything in parallel, probably to save time. However, I think since you have pivot tables which are dependent on data which needs to refresh from the DB, you have to ensure that your external data is refreshed prior to attempting to refresh the pivot tables.
I was able to reproduce the issue and doing the below resolved it for me. Just have to replace "Query1" with the name of your query.
ActiveSheet.ListObjects("Query1").QueryTable.Refresh BackgroundQuery:=False
For Each pc In ActiveWorkbook.PivotCaches
pc.Refresh
Next
Edit:
To get the query name, you can go to the "Data" tab on your ribbon you should see a button that says "Queries & Connections" clicking on that will expand a pane on the right side of the excel screen. In that pane clicking on the Queries tab on the top will give you a list of your queries that are set up
Screenshot of my QueryTable name

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)

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

Refresh pivot tables but not external data source

I have a spreadsheet with multiple tables, where the data is pulled from an external data source (SQL database). The connections/tables refresh by changing an option in a drop down box and then pressing a button to run a VBA.
Attached to each of these tables is a pivot table. The pivot tables don't refresh with the tables. If I try pressing refresh all I get the error;
'Data Source name not found and no default driver specified'
However if I go through the spreadsheet and hit refresh on each individual pivot table they update without the error.
So either I need some way to get the pivot tables to refresh with the tables or have a button that refreshes only the pivot tables and not the external data connections.
Any ideas appreciated, I don't know where to begin with this one!
You can refresh a given PivotTable on Sheet1 like this:
Sheet1.PivotTables(1).RefreshTable
That will refresh the first PivotTable on Sheet1. Change the index number for a different one.
Or...
You can refresh all of the PivotTables on a give sheet by calling this routine:
Sub RefreshPivotTables(ws As Worksheet)
Dim pt As PivotTable
For Each pt In ws.PivotTables
pt.RefreshTable
Next
End Sub
You would call the above routine from the same code associated with the button mentioned in your question that updates the tables.
Or...
If you'd like to update all of the PivotTables in a workbook, you can use this version of the routine:
Sub RefreshPivotTables(wb As Workbook)
Dim ws As Worksheet
Dim pt As PivotTable
For Each ws In wb.Worksheets
For Each pt In ws.PivotTables
pt.RefreshTable
Next
Next
End Sub
You would call this version like so:
RefreshPivotTables ThisWorkbook
Becky: Any reason you don't populate those PivotTables directly from the SQL query? Unless you need those tables there for some reason I'd suggest just ditch 'em, and simply turn the data directly into PivotTables. Otherwise you're effectively saving the same data in the file twice. (Or three times, if you haven't unchecked "Save source data with file" under PivotTable>Data>Options.
If you do need to refresh them - and if there are multiple PivotTables connected to each Table - then it is more efficient to iterate through the underlying PivotCaches and refresh any where the sourcetype is an Excel Range. In VBA speak that's where pc.SourceType = xlDatabase
Sub Refresh_PivotCaches()
Dim pc As PivotCache
For Each pc In ActiveWorkbook.PivotCaches
If pc.SourceType = xlDatabase Then pc.Refresh
Next pc
End Sub
If you instead iterate through each and every PivotTable, then if multiple PivotTables are connected to one PivotCache you end up doing more refreshes than you need. For instance, if you have 10 PivotTables that all point to the same table, you do not need to refresh those 10 PivotTables individually. Rather, you just need to refresh the one PivotCache that they all share. If you were to refresh those 10 PivotTables individually, then in effect you are refreshing each of those 10 PivotTables 10 times.
Granted, if your PivotTables are small you won't notice any difference between my code and Excel Heros.
I added the following at the end of my code which seemed to work fine.
Dim PT As PivotTable
Dim WSH As Worksheet
For Each WSH In ThisWorkbook.Worksheets
For Each PT In WSH.PivotTables
PT.RefreshTable
Next PT
Next WSH
I know this is an old post, but sharing in case this helps anyone researching this like I was -- This may be new to Excel 2016 (I don't have access to older versions currently to test), however I found that you can disable the "Refresh with Refresh All" setting on your external data sources. This will then allow you to use the "Refresh All" from the Data Tab to update all your pivot tables at once, without updating the external data source query again:
Data Tab > Connections Section > Open Connections
Select a connection in the Workbook Connections window and click Properties...
In the properties window, uncheck the box for "Refresh this connection on Refresh All"
Repeat for any additional External Connections you don't want to update automatically
I use this in a reporting macro by calling the manual query updates once:
(selecting a cell in each table created by a query)
ActiveWorkbook.Sheets("Completed").Select
Range("A2").Select
Selection.ListObject.QueryTable.Refresh BackgroundQuery:=False
And then calling refresh all as needed to update my pivot tables:
ActiveWorkbook.RefreshAll

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