Forum Discussion
Filtering Pivot Table with VBA
- Jan 11, 2024
BriceChapman A couple of questions/comments:
- Is the "Processing Area" field located in the Filters Area or the Rows Area of the pivot table?
- Is the "Unable to set the Visible property of the PivotItem class" error occurring on the line of code that sets the Visible property to True or False?
If the error occurs when setting the Visible property to True, it's most likely because the Pivot Item no longer exists in the source table but has been retained as a Pivot Item due to the pivot table settings. One possible solution is to change this setting: right-click on the pivot table and select Pivot Table Options... then, on the Data tab, under "Retain items deleted from the data source", change the "Number of items to retain per field" from "Automatic" to "None". Then refresh the table to remove any pivot items that no longer exist.
Alternatively, the problem can also be avoided in this case by omitting the code to set the Visible property to True. Since the procedure begins by clearing all filters from the Pivot Field (pvFld.ClearAllFilters), you only need to change the Visible property of each applicable Pivot Item to False. You could also improve performance by only setting the property once at the end of the loop, if the Pivot Item was not found in the entire list:
Sub FilterPivotTableFromList() Dim vArray As Variant vArray = Worksheets("Deal Admin List").Range("D2:D4").Value Dim pvFld As PivotField, found As Boolean, i As Long, j As Long Set pvFld = ActiveSheet.PivotTables("PivotTable1").PivotFields("Processing Area") With pvFld .ClearAllFilters For i = 1 To .PivotItems.Count found = False For j = LBound(vArray, 1) To UBound(vArray, 1) If .PivotItems(i).Name = vArray(j, 1) Then found = True Exit For End If Next j If Not found Then .PivotItems(i).Visible = False Next i End With End Sub
Having said that, the error may also occur when setting the Visible property to False, if NONE of the Pivot Items were found in the list, in which case the pivot table will not allow setting the Visible property of ALL Pivot Items in a Pivot Field to False. One lazy option would be to use On Error Resume Next, which would leave the last Pivot Item visible. Or you could write some additional code to handle this situation as follows:
Sub FilterPivotTableFromList() Dim vArray As Variant vArray = Worksheets("Deal Admin List").Range("D2:D4").Value Dim pvFld As PivotField, found As Boolean, n As Long, i As Long, j As Long Set pvFld = ActiveSheet.PivotTables("PivotTable1").PivotFields("Processing Area") With pvFld .ClearAllFilters For i = 1 To .PivotItems.Count found = False For j = LBound(vArray, 1) To UBound(vArray, 1) If .PivotItems(i).Name = vArray(j, 1) Then found = True n = n + 1 Exit For End If Next j If i = .PivotItems.Count And n = 0 Then .ClearAllFilters MsgBox "Unable to filter by the list of pivot items", _ vbExclamation, "No items found" ElseIf Not found Then .PivotItems(i).Visible = False End If Next i .EnableMultiplePageItems = True 'if located in the Filters Area of the pivot table End With End Sub
Note: I also used .EnableMultiplePageItems = True in this last example, which may be required if the Pivot Field is located in the Filter Area of the pivot table.
BriceChapman A couple of questions/comments:
- Is the "Processing Area" field located in the Filters Area or the Rows Area of the pivot table?
- Is the "Unable to set the Visible property of the PivotItem class" error occurring on the line of code that sets the Visible property to True or False?
If the error occurs when setting the Visible property to True, it's most likely because the Pivot Item no longer exists in the source table but has been retained as a Pivot Item due to the pivot table settings. One possible solution is to change this setting: right-click on the pivot table and select Pivot Table Options... then, on the Data tab, under "Retain items deleted from the data source", change the "Number of items to retain per field" from "Automatic" to "None". Then refresh the table to remove any pivot items that no longer exist.
Alternatively, the problem can also be avoided in this case by omitting the code to set the Visible property to True. Since the procedure begins by clearing all filters from the Pivot Field (pvFld.ClearAllFilters), you only need to change the Visible property of each applicable Pivot Item to False. You could also improve performance by only setting the property once at the end of the loop, if the Pivot Item was not found in the entire list:
Sub FilterPivotTableFromList()
Dim vArray As Variant
vArray = Worksheets("Deal Admin List").Range("D2:D4").Value
Dim pvFld As PivotField, found As Boolean, i As Long, j As Long
Set pvFld = ActiveSheet.PivotTables("PivotTable1").PivotFields("Processing Area")
With pvFld
.ClearAllFilters
For i = 1 To .PivotItems.Count
found = False
For j = LBound(vArray, 1) To UBound(vArray, 1)
If .PivotItems(i).Name = vArray(j, 1) Then
found = True
Exit For
End If
Next j
If Not found Then .PivotItems(i).Visible = False
Next i
End With
End Sub
Having said that, the error may also occur when setting the Visible property to False, if NONE of the Pivot Items were found in the list, in which case the pivot table will not allow setting the Visible property of ALL Pivot Items in a Pivot Field to False. One lazy option would be to use On Error Resume Next, which would leave the last Pivot Item visible. Or you could write some additional code to handle this situation as follows:
Sub FilterPivotTableFromList()
Dim vArray As Variant
vArray = Worksheets("Deal Admin List").Range("D2:D4").Value
Dim pvFld As PivotField, found As Boolean, n As Long, i As Long, j As Long
Set pvFld = ActiveSheet.PivotTables("PivotTable1").PivotFields("Processing Area")
With pvFld
.ClearAllFilters
For i = 1 To .PivotItems.Count
found = False
For j = LBound(vArray, 1) To UBound(vArray, 1)
If .PivotItems(i).Name = vArray(j, 1) Then
found = True
n = n + 1
Exit For
End If
Next j
If i = .PivotItems.Count And n = 0 Then
.ClearAllFilters
MsgBox "Unable to filter by the list of pivot items", _
vbExclamation, "No items found"
ElseIf Not found Then
.PivotItems(i).Visible = False
End If
Next i
.EnableMultiplePageItems = True 'if located in the Filters Area of the pivot table
End With
End Sub
Note: I also used .EnableMultiplePageItems = True in this last example, which may be required if the Pivot Field is located in the Filter Area of the pivot table.
- BriceChapmanJan 25, 2024Copper ContributorThank you so much this works! I am using the second portion of code you sent and it works perfectly except when there are no pivot items in the list. It does not give the popup message box, it just gives me the error "Unable to set the Visible property of the PivotItem class". I dont think I need the pop up box, but I do still need to be able to filter for the list even if there is nothing there.
I tried using the On Error Resume Next, but you were right that it just leaves the last selected pivot item but that will not work for what we need to do. Is there any other way to be able to filter for this list and even if all of their visible property's are false, it still filters without giving an error?
Thank you so much for all your help!- djclementsJan 26, 2024Bronze Contributor
BriceChapman If the Pivot Field is located in either the Rows or Columns area of the Pivot Table, you could add a "Labels Filter" equal to some random text string that doesn't exist as a Pivot Item (ie: "zzz"), which will return no records. For example, you could try something along these lines...
Sub FilterPivotTableFromList() Dim vArray As Variant vArray = Worksheets("Deal Admin List").Range("D2:D4").Value Dim pvFld As PivotField, found As Boolean, i As Long, j As Long Set pvFld = ActiveSheet.PivotTables("PivotTable1").PivotFields("Processing Area") On Error GoTo ErrorHandler With pvFld .ClearAllFilters For i = 1 To .PivotItems.Count found = False For j = LBound(vArray, 1) To UBound(vArray, 1) If .PivotItems(i).Name = vArray(j, 1) Then found = True Exit For End If Next j If Not found Then .PivotItems(i).Visible = False Next i End With Exit Sub ErrorHandler: If Err.Description Like "*Visible property*PivotItem*" Then ' this method will NOT work if the PivotField is located in the Filters Area pvFld.PivotFilters.Add2 Type:=xlCaptionEquals, Value1:="zzz" Else MsgBox Err.Description, vbExclamation, "Runtime Error: " & Err.Number End If End Sub
Please note the PivotFilters.Add2 method cannot be used on a Pivot Field that has been placed in the Filters area of the Pivot Table. Attempting to do so will result in the "Application-defined or object-defined error".
- BriceChapmanJan 26, 2024Copper ContributorThank you so much again, unfortunately the pivot field is in the filters area. Is there a way to write an If statement for after this "Object-defined" error where I could execute another sub function that would just clear the filter? That way if there are no items in the pivot field and it gives an error, it could clear filters but if there were items it would filter for them?