VBA to Filter Pivot Table Field

SanjayGMusafir

Well-known Member
Joined
Sep 7, 2018
Messages
1,503
Office Version
  1. 2021
Platform
  1. MacOS
Hi Experts,
I may get wrong with some technical terms but try to Explain what challenge I'm going through after collecting some information from net and forming a VBA...

I have a sheet - "Bank".
It has got multiple Tables.
On one of the tables named "Banks" I created a Pivot Table "ExpAnalysis"

The fields I used are as follows -
Rows - "Dt" - Grouped by Year & Months
Columns - "D1"
Values - "Sum of Less"
Filter - "Acc"

The Pivot table was working fine as intended.
Now I got a thought - If I could create a VBA that helps me see what I want to see in Just one click

The aim -
Filter - "Acc", the Filter Field to all Values that contain "CC" in beginning
Filter - "Dt" Row Field to "Year" to '2021' or the 'Current Year'

Please help me identify where I'm going wrong and help it improve.

Thanks a lot

I started as below (Obviously with my novice hands I picked bits and pieces from net to get what I wanted)

VBA Code:
Sub GoExpAnalysis()
'
' GoExpAnalysis Macro
'

'
    Sheets("Bank").Select

    
    'To Calculate as I have kept my Excel to Manual Calculations
    Application.Calculate
    
    'To select a Pivot Table
    Dim PT As PivotTable
    Dim PTF1 As PivotField
    Dim PTF2 As PivotField
    Dim PTV1 As String
    Dim PTV2 As String
        
    Application.ScreenUpdating = True
    
    Set PT = ActiveSheet.PivotTables("ExpAnalysis")
    
    ActiveSheet.PivotTables("ExpAnalysis").PivotFields("Acc").ClearAllFilters
    ActiveSheet.PivotTables("ExpAnalysis").PivotFields("Dt").ClearAllFilters
    
    'It works fine till here

    'Real Need and problem begins
    Set PTF1 = ActiveSheet.PivotTables("ExpAnalysis").PivotFields("Acc")
    Set PTV1 = "CC*"
    Set PTF2 = ActiveSheet.PivotTables("ExpAnalysis").PivotFields("Dt")
    Set PTV2 = Year(Today())
    
    
    PTF1.ClearAllFilters
    PTF2.ClearAllFilters
    PTF1.CurrentPage = PTV1
    PTF2.CurrentPage = PTV2

    'It again goes as intended from here
    
    'To select a particular header in the Pivot Table
    PT.PivotSelect "Dt", xlButton
    
    Range(ActiveCell.Offset(2, 0), ActiveCell.Offset(2, 0)).Select
    
    Application.EnableEvents = False
        ThisWorkbook.RefreshAll
    Application.EnableEvents = True
    
    'To Save my workbook
    ActiveWorkbook.Save
    
End Sub
 

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