Adding notes to a power pivot table

BORUCH

Well-known Member
Joined
Mar 1, 2016
Messages
537
Office Version
  1. 365
Platform
  1. Windows
Hi all
I am using the below code to insert notes to the right of my power pivot table

Option Explicit


Public Const sRngName = "PT_Notes"


Public Function Check_Setup(ws As Worksheet) As Boolean
Dim rNotes As Range, i As Long, bCompact As Boolean
Dim PT As PivotTable, ptField As PivotField
Dim tblNotes As ListObject
Dim wsSave As Worksheet



'---Check if not exactly one PT on Worksheet- exit
If ws.PivotTables.Count <> 1 Then GoTo StopNotes
Set PT = ws.PivotTables(1)

'---Check if not at least one RowField and one DataField- exit
If PT.DataFields.Count = 0 Or PT.RowFields.Count = 0 Then GoTo StopNotes

'---Check if Named Range "PT_Notes" doesn't exist- define it
If Not NameExists(sRngName, ws.Name) Then
With PT.TableRange1
Set rNotes = Intersect(PT.DataBodyRange.EntireRow, _
.Resize(, 2).Offset(0, .Columns.Count))
End With
Set rNotes = rNotes.Resize(rNotes.Rows.Count _
+ PT.ColumnGrand)
ws.Names.Add Name:=sRngName, RefersTo:=rNotes
Call Format_NoteRange(rNotes)
End If



'---Check if "|Notes" Worksheet doesn't exist- add it
If Not SheetExists(ws.Name & "|Notes") Then
Set wsSave = ActiveSheet
Sheets.Add
ActiveSheet.Name = ws.Name & "|Notes"
wsSave.Activate
End If



'---Check if Notes DataTable doesn't exist- add it
With Sheets(ws.Name & "|Notes")
On Error Resume Next
Set tblNotes = .ListObjects(1)
If tblNotes Is Nothing Then
.Cells(1) = "KeyPhrase"
.Cells(1, 2) = "Note1"
.Cells(1, 3) = "Note2"
Set tblNotes = .ListObjects.Add(xlSrcRange, _
.Range("A1:C2"), , xlYes)
End If
End With



'---Check if any PT fields are not Table Headers - add
With tblNotes
For Each ptField In PT.RowFields
If IsError(Application.Match(ptField.Name, .HeaderRowRange, 0)) Then
.ListColumns.Add Position:=2
.HeaderRowRange(1, 2) = ptField.Name
End If
Next ptField
End With
Check_Setup = True
Exit Function



StopNotes:
If NameExists(sRngName, ws.Name) Then
Application.EnableEvents = False
Call Clear_Notes_Range(ws)
ws.Names(sRngName).Delete
Application.EnableEvents = True
Check_Setup = False
Exit Function
End If
End Function



Private Function Format_NoteRange(rNotes As Range)
'---Format body
With rNotes
.Interior.Color = 16316664
.Font.Italic = True
.HorizontalAlignment = xlLeft
.IndentLevel = 1
.Borders(xlInsideHorizontal).LineStyle = xlDot
.Borders(xlBottom).LineStyle = xlDot
End With

'---Format optional header
With rNotes.Resize(1).Offset(-1)
.Cells(1).Value = "Note1"
.Cells(2).Value = "Note2"
.Interior.Color = 16316664
.Font.Italic = True
.Font.Bold = True
.HorizontalAlignment = xlCenter
.Borders(xlBottom).LineStyle = xlContinuous
End With
End Function



Private Function Clear_Notes_Range(ws As Worksheet)
'---Clear existing notes range
On Error Resume Next
Dim c As Range
With ws.Range(sRngName)
With .Offset(-1).Resize(.Rows.Count + 1)
If Intersect(ws.PivotTables(1).TableRange2, _
.Cells) Is Nothing Then
.ClearContents
.ClearFormats
Else 'PT overlaps notes
For Each c In .Cells
c.ClearContents
c.ClearFormats
Next c
On Error GoTo 0
End If
End With
End With
End Function



Public Function Refresh_Notes(PT As PivotTable)
Dim sField As String, sKey As String, sFormula As String
Dim ptField As PivotField
Dim tblNotes As ListObject
Dim rNotes As Range, c As Range
Dim rLabels As Range, rLabelsAll As Range
Dim vFields As Variant, vReturn As Variant
Dim lPosition As Long, lOffset As Long
Dim i As Long, lIdx As Long
Dim lRow As Long, lCol As Long



'---Clear existing notes range
Call Clear_Notes_Range(ws:=PT.Parent)
'---Redefine and format notes range
With PT.TableRange1
Set rNotes = Intersect(PT.DataBodyRange.EntireRow, _
.Resize(, 2).Offset(0, .Columns.Count))
End With
Set rNotes = rNotes.Resize(rNotes.Rows.Count + PT.ColumnGrand)
PT.Parent.Names(sRngName).RefersTo = rNotes
Call Format_NoteRange(rNotes)

'---Make array of rowfields by position to trace each row in hierarchy


With PT.RowFields
ReDim vFields(1 To .Count)
For lIdx = 1 To .Count
vFields(PT.RowFields(lIdx).Position) = PT.RowFields(lIdx).Name
Next lIdx
End With

'---Build formula to use as Match KeyPhrase
Set tblNotes = Sheets(PT.Parent.Name & "|Notes").ListObjects(1)
With tblNotes
On Error Resume Next
sFormula = "="
For lIdx = LBound(vFields) To UBound(vFields)
lCol = Application.Match(vFields(lIdx), .HeaderRowRange, 0)
sFormula = sFormula & "RC" & lCol & "&""|""&"
Next lIdx
sFormula = Left(sFormula, Len(sFormula) - 1)
Intersect(.DataBodyRange, .ListColumns(1).Range).FormulaR1C1 = sFormula
End With

'---Match KeyPhrases for each visible row of PT
Application.EnableEvents = False
With PT.TableRange1
lOffset = .Column + .Columns.Count - PT.DataBodyRange.Column + 1
End With

With PT.DataBodyRange.Resize(, 1)
For lRow = 1 To .Rows.Count + PT.ColumnGrand
sKey = GetKey(rPC:=.Cells(lRow), vFields:=vFields)
vReturn = Evaluate("=MATCH(""" & _
sKey & """," & tblNotes.Name & "[KeyPhrase],0)")
If (Not IsError(vReturn)) Then
.Cells(lRow, lOffset) = Evaluate("=INDEX(" & tblNotes.Name & "[Note1]," & vReturn & ")")
.Cells(lRow, lOffset + 1) = Evaluate("=INDEX(" & tblNotes.Name & "[Note2]," & vReturn & ")")
End If
Next lRow
End With
Application.EnableEvents = True
End Function




Private Function GetKey(rPC As Range, vFields As Variant) As String
Dim i As Long
Dim sNew As String

With rPC.PivotCell.RowItems
For i = LBound(vFields) To UBound(vFields)
If i > .Count Then sNew = "" Else sNew = .Item(i).Caption
GetKey = GetKey & sNew & "|"
Next i
End With
End Function


Public Function Update_Note_Database(PT As PivotTable, rNote As Range)
Dim tblNotes As ListObject
Dim rPC As Range
Dim iArray As Variant, i As Integer

'---Make new record of note at top of database table
Set tblNotes = Sheets(PT.Parent.Name & "|Notes").ListObjects(1)
tblNotes.ListRows.Add (1)
tblNotes.ListColumns("Note1").Range(2) = rNote(1).Value
tblNotes.ListColumns("Note2").Range(2) = rNote(1, 2).Value

Set rPC = Intersect(PT.DataBodyRange.Resize(, 1), rNote.EntireRow)
With rPC.PivotCell.RowItems
For i = 1 To .Count
With .Item(i)
tblNotes.ListColumns(.Parent.Name).Range(2) = .Caption
End With
Next i
End With

'---Remove any previous notes with matching rowfield values
With tblNotes.Range
ReDim iArray(0 To .Columns.Count - 4)
For i = 0 To UBound(iArray)
iArray(i) = i + 2
Next i
.RemoveDuplicates Columns:=(iArray), Header:=xlYes
If rNote(1).Value = "" And rNote(1, 2).Value = "" Then _
tblNotes.ListRows(1).Delete
End With
End Function

Private Function NameExists(sRngName As String, _
sSheetName As String) As Boolean
Dim rTest As Range
On Error Resume Next
Set rTest = Sheets(sSheetName).Range(sRngName)
NameExists = Not rTest Is Nothing
End Function



Private Function SheetExists(sSheetName As String) As Boolean
Dim sTest As String
On Error Resume Next
sTest = Worksheets(sSheetName).Name
SheetExists = LCase(sTest) = LCase(sSheetName)
End Function


Public Function isPivotCell(rCell As Range) As Boolean
On Error Resume Next
isPivotCell = Not (IsError(rCell.PivotCell))
End Function



Option Explicit


Private Sub Worksheet_Change(ByVal Target As Range)
'----When changes are made in the named range displaying
'-- PivotTable Notes, the Note database table
'-- will be updated with each New or Revised note.


Dim rNotesChanged As Range, c As Range
Application.ScreenUpdating = False
If Check_Setup(Me) = False Then GoTo CleanUp
Set rNotesChanged = Intersect(Target, _
Range(sRngName))
If rNotesChanged Is Nothing Then Exit Sub


For Each c In rNotesChanged
'---Update each changed note cell unless the change was due to
' being overlapped by a resized PivotTable
If Not isPivotCell(c) Then _
Call Update_Note_Database( _
PT:=Me.PivotTables(1), _
rNote:=Intersect(c.EntireRow, Range(sRngName)))
Next c
CleanUp:
Set rNotesChanged = Nothing
Application.EnableEvents = True
Application.ScreenUpdating = True
End Sub



Private Sub Worksheet_PivotTableUpdate(ByVal Target As PivotTable)
'----Refreshes display of PivotTable Notes from the Note database
'-- when the PivotTable is updated (refreshed, sorted, filtered, etc)
If Check_Setup(Me) = False Then Exit Sub

Application.ScreenUpdating = False
Application.EnableEvents = False

Call Refresh_Notes(PT:=Target)

Application.EnableEvents = True
Application.ScreenUpdating = True
End Sub


the problem is that i'm creating a pivot table from a data module and its not working its repeating all the notes to all the lines
 

Excel Facts

Why are there 1,048,576 rows in Excel?
The Excel team increased the size of the grid in 2007. There are 2^20 rows and 2^14 columns for a total of 17 billion cells.

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