Pivot Table Drilldown - formatting, hidden columns, range instead of table

PivotMeThis

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Joined
Jun 24, 2002
Messages
346
I find it highly annoying that Excel puts my data in a table with a bunch of filters when I drilldown in a pivot table. I always change it back to a range and make multiple changes to the formatting. If I have hidden columns in the base data they are no longer hidden in the worksheet which is created through the pivot table. It would be VERY nice if the new worksheet would be formatted like the base data...

Are there any advanced features I am missing to customize how the worksheet which is created by drilling down in a pivot table will appear? I have multiple workbooks that will be used by management and the data that is generated by the drilldown should appear formatted and ready for their use.

I thought about recording a macro to format everything and assigning it to a button but since the drilled down report will appear on a new worksheet I don't know where to put it or how to make it work. There could be multiple worksheets created by drilling down.

Thanks for any help out there.
I'm using 2010 - they are using 2007. Gotta love THAT!
 
Today I was using this solution and it looks like it works! Thanks!

But then I encountered the same problem as surtaurus, but then for Dutch :(
Can't figure out how to resolve..
 
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Hi Sur and hardcor,

Unfortunately, I don't have access to German or Dutch versions of Excel. If either of you are familiar enough to with VBA to identify where the code is failing in your versions, I'd be glad to suggest some alternative code to work around that problem.
 
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Jerry, that would be really great!
Although I am still awfully curious about the issue... :confused: (can't find it in: date notation; .vs, ; the use of the word TRUE in Dutch (WAAR).. :mad:)
 
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Hi Jerry,
For German. I just changed the option in language to German.
I tested each line of code by putting MsgBox after each line. I see that everyline of the code is not executed.
Can you please provide some alternate code which will perform this same function for German excel.

Thanks & Regards,
Sur




Hi Sur and hardcor,

Unfortunately, I don't have access to German or Dutch versions of Excel. If either of you are familiar enough to with VBA to identify where the code is failing in your versions, I'd be glad to suggest some alternative code to work around that problem.
 
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Hi Sur and hardcor,

I'll need more details to allow me to help you.

What is the end result when you double click on a value in the PivotTable? Does the drilldown appear, but it is not modified? Is there an error message- if so, what line of code is highlighted in the debugger?

Sur, When you tested with the added MsgBoxes, which line(s) of code were not executed.
 
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Hi Jerry,
Yes after doubleclick the drilldown appears and is not modified. I don't see a error.

I am not familiair with debugging, but I have tried it... Hope the screenshot helps? :confused:
iz5nqo.jpg
 
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Hello. This is a few years old but very relevant to which I am trying to accomplish. I got the code completed and on; however, I keep getting a run time error error 7. The debug brings me to the redim vresults input line on the public sub code. Any help would greatly be appreciated.
 
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Hi Jerry,

I've read the whole thread and have managed to get the formatting of a drilled down pivot table to match that of the source data but only on a test workbook and not the project i'm working with. I have placed the sheet code and workbook code where instructed but am unsure of where, in this particular case, to paste the module code as there is a lot of code already in the module to which i am trying to add this functionality. Can you help at all please?

The module1 code that i am adding to looks like this:

' Excel Macro to prepare Tab-separated file ReportData.txt for printing
' written by David Stott
'
' Parameters are read from first line of report


' New parameters must be added to function GetParameters
' for Strings use readValue, for Booleans use readToken
'-------------------------------------------------------------------------------------------------------------------------------------
'Revision History
'Modified By : jhabiulla Phatan
'Date : 15/12/2009
'Reason : KB93985,Resolve issue Subscript out of range ,when group into separate sheets option is ticked in report output options
' This is caused as procedure MakeSheet expects sheet name to be ReportData.
'--------------------------------------------------------------------------------------------------------------------------------------


Dim ReportTitle As String 'Title eg My Report
Dim RepeatCols As String 'FCols eg 1,2,3
Dim HorizBars As String 'HBars eg 5
Dim ShowPreview As Boolean 'Preview
Dim Landscape As Boolean 'Landscape
Dim DisplayCount As String 'DisplayCount
Dim SplitCol As String 'SplitCol eg 7,8


' KB94430 Fix - Vijaya Krishna 15/12/2009: RowCount is updated to Long datatype to hold the value more than 65536
Dim RowCount As Long
Dim ColCount As Long




Function GetParameters()


Range("1:1").Select
Dim data As String
Do While ActiveCell.value <> ""
data = ActiveCell.value

ReportTitle = readValue(data, "Title", ReportTitle)
HorizBars = readValue(data, "HBars", HorizBars)
ShowPreview = readToken(data, "Preview", ShowPreview)
Landscape = readToken(data, "Landscape", Landscape)
RepeatCols = readValue(data, "FCols", RepeatCols)
SplitCol = readValue(data, "SplitCol", SplitCol)
DisplayCount = readValue(data, "DisplayCount", DisplayCount)

ActiveCell.Offset(0, 1).Select
Loop


RepeatCols = ConvertCol(RepeatCols)
SplitCol = ConvertCol(SplitCol)


End Function


' Main subroutine of Macro starts here ***********************
Sub Auto_Open()


On Error GoTo ErrorHandler


Application.Visible = False


ThePath = ThisWorkbook.Path
' GERAINT 11/8/06: Additional code to enable correct interpretation of dates.
' We define every column as being a TEXT type column - so we avoid any mis-interpretation
Dim ColumnArray(1 To 100, 1 To 2) As Integer
Dim x As Integer
' Populates the ColumnArray
For x = 1 To 100
ColumnArray(x, 1) = x ' Set this column to be included
ColumnArray(x, 2) = xlTextFormat ' Set its data format to text
Next x
' Open the file as a TEXT file - was previously just calling Workbooks.Open
Workbooks.OpenText Filename:=ThePath + "\ReportData.txt", DataType:=xlDelimited, Tab:=True, FieldInfo:=ColumnArray






'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' WORK AROUND TO ALLOW TEXT ABOVE 255 CHARACTERS TO BE USED
'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' Copy the workbook, and close the source file (having marked it as saved)
'Set Wbook = ActiveWorkbook
'ActiveSheet.Copy
'Wbook.Saved = True
'Wbook.Close


'--fixup for cell lengths greater than 255
ActiveWorkbook.ActiveSheet.UsedRange.Copy
'get handle on origional workbook so can close it later
Set Wbook = ActiveWorkbook
Workbooks.Add (xlWBATWorksheet) 'KB93985
ActiveSheet.Range("A1").PasteSpecial
Cells.Calculate
'Clear out the clipboard and select cell A1.
Application.CutCopyMode = False
ActiveSheet.Range("A1").Select
Wbook.Saved = True
Wbook.Close


'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''


Set ReportSheet = ActiveSheet


' Set Default parameters
RepeatCols = ""
SplitCol = ""
ReportTitle = ""
HorizBars = "5"
ShowPreview = False
Landscape = False


' Read parameters from first line of report
GetParameters


' Delete first line now that its work is done
Rows("1:1").Select
Selection.Delete Shift:=xlUp


' Calculate number of rows in report
RowCount = Range("A1").SpecialCells(xlCellTypeLastCell).Row
'if not split sheets then take the Column title into account
If SplitCol = "" Then RowCount = RowCount - 1


ColCount = Range("A1").SpecialCells(xlCellTypeLastCell).Column


'Rule the columns
RuledColumns


' Delete top line now that its work is done
Rows("1:1").Select
Selection.Delete Shift:=xlUp


' Page Settings
With ReportSheet.PageSetup
.LeftFooter = "Page &P of &N"
.RightFooter = "&D &T"
.CenterHeader = "&14 " + ReportTitle
.PrintTitleRows = "$1:$1"
If RepeatCols >= "A" Then .PrintTitleColumns = "$A:$" + RepeatCols
If Landscape Then .Orientation = xlLandscape Else .Orientation = xlPortrait
If DisplayCount <> "" Then .RightHeader = DisplayCount + " " + Str(RowCount - 2)
End With


' Excel doesn't autofit address block properly so do a hack
FixAddressColumn


' Set Automatic column widths
Cells.Select
Selection.HorizontalAlignment = xlLeft
Selection.VerticalAlignment = xlTop
Selection.Columns.AutoFit




' Embolden top line of report (column headings)
Rows("1:1").Select
Selection.Font.Bold = True


' Add Grid Lines (Horizontal lines are added in "MakeSheets" if separate lists are requested)
If RepeatCols >= "A" Then VerticalLine (RepeatCols)
If SplitCol = "" Then HorizontalBars first:=1, cycle:=Val(HorizBars), last:=RowCount
Range("A1").Select


' Split list up if required
If SplitCol > "" Then MakeSheets col:=SplitCol




' Display Preview
Application.Visible = True


' Mark the active workbook as saved
ActiveWorkbook.Saved = True


If ShowPreview Then ActiveWindow.SelectedSheets.PrintPreview
'close this workbook
ThisWorkbook.Close
Exit Sub


' Error-handling routine
ErrorHandler:
Application.Visible = True
MsgBox "Error " & Err.Number & " : " & Err.Description


End Sub


Function readValue(data, name, store)


namelen = Len(name) + 1
If UCase(Left(data, namelen)) = UCase(name) + "=" Then store = Right(data, Len(data) - namelen)
readValue = store

End Function


Function readToken(data, name, store)


If UCase(data) = UCase(name) Then store = True
readToken = store


End Function


Sub HorizontalBars(first, cycle, last)
x = first
Do While x < last
HorizontalLine (x)
If cycle <= 0 Then x = last Else x = x + cycle
Loop
End Sub


Sub VerticalLine(Idx)
Columns(Idx + ":" + Idx).Select
With Selection.Borders(xlEdgeRight)
.LineStyle = xlContinuous
.Weight = xlMedium
End With
End Sub




Function RuledColumns()


Range("1:1").Select
Dim data As String
Do While ActiveCell.value <> ""
data = ActiveCell.value
If Left(data, 1) = "*" Then

ActiveCell.EntireColumn.Select
With Selection.Borders(xlEdgeRight)
.LineStyle = xlContinuous
.Weight = xlThin
End With
With Selection.Borders(xlEdgeLeft)
.LineStyle = xlContinuous
.Weight = xlThin
End With
End If

ActiveCell.Offset(0, 1).Select
Loop


End Function








Function FixAddressColumn()
CreateAttendanceReport


'INSERT THE NAMES OF EACH NEW SUB ROUTINE ABOVE THIS LINE'


'For KB86152:KB79112 doesnot replace special marker X!$X with new line if Report column caption name
'does not start with address.


'For KB90375


Worksheets.Select
Cells.Replace What:="X!$X", Replacement:=Chr(10), LookAt:=xlPart, _
SearchOrder:=xlByRows, MatchCase:=False, SearchFormat:=False, _
ReplaceFormat:=False

'KB91527 to resolve issue, menu item Data and filter options are disabled
Worksheets(1).Select


End Function


Sub HorizontalLine(Idx)
i = Trim(Str(Idx))
Rows(i + ":" + i).Select
With Selection.Borders(xlEdgeBottom)
.LineStyle = xlContinuous
.Weight = xlThin
End With


End Sub


Function ConvertCol(Idx)
If Idx = "" Then ConvertCol = "" Else ConvertCol = Chr(Idx + 64)
End Function


Sub MakeSheets(col)


Range(col + "1:" + col + "1").Select
caption = ActiveCell.value
ActiveCell.Offset(1, 0).Select
Dim data As String
frow = 0
value = ""
For r = 2 To RowCount
data = ActiveCell.value
If data <> value And frow <> 0 Then
If value <> "" Then
MakeSheet first:=frow, last:=r - 1, caption:=caption, descr:=value, col:=col
End If
frow = 0
End If
If frow = 0 Then
frow = r
value = data
End If
ActiveCell.Offset(1, 0).Select
Next r

Application.DisplayAlerts = False
ActiveSheet.Delete
Application.DisplayAlerts = True
Sheets.Select

End Sub

Sub MakeSheet(first, last, caption, descr, col)

'KB93985 Copy after first sheet
Sheets(1).Copy After:=Sheets(Sheets.Count)
SetSheetName (descr)
Chop first:=last + 1, last:=RowCount
Chop first:=2, last:=first - 1
With ActiveSheet.PageSetup
.CenterHeader = .CenterHeader + Chr(13) + caption + ": " + descr
If DisplayCount <> "" Then .RightHeader = DisplayCount + " " + Str(last - first + 1)
End With


HorizontalBars first:=1, cycle:=Val(HorizBars), last:=last - first + 3


Range(col + ":" + col).Select
Selection.Delete Shift:=xlRight

fstr = Trim(Str(last - first + 3))
lstr = Trim(Str(RowCount))
Rows(fstr + ":" + lstr).Select
Selection.Style = "Normal"

Columns(col + ":" + ConvertCol(ColCount)).Select
Selection.Style = "Normal"

Range("A1").Select
Sheets(1).Select


End Sub


Sub SetSheetName(value)
For x = 1 To Len(value)
If InStr("[]?/\'", Mid(value, x, 1)) > 0 Then value = Left(value, x - 1) + "." + Mid(value, x + 1)
Next x
On Error Resume Next
ActiveSheet.name = value
End Sub


Sub Chop(first, last)
If last >= first Then
fstr = Trim(Str(first))
lstr = Trim(Str(last))
Rows(fstr + ":" + lstr).Delete
End If
End Sub



Many thanks in advance,

Neil
 
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Hi Neil,

You could either add the Module code to the bottom of your existing code module, or insert a new module into your project. To insert a new code module, right-click on any worksheet or module in the Project Explorer of the Visual Basic Editor > Insert > Module.
 
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Hi Jerry, thanks for the swift reply.

I've tried that as well which led me to wonder if the code needed to be in the same module as everything else. So, if i'm doing it right there is nothing in that existing code that is stopping it from working?

Many thanks,

Neil
 
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