Forum Discussion
Way to automatically expand all pivot tables in a notebook?
I'm using Excel in Office 365 for Windows (lastest version).
One of my systems generates an Excel notebook with a few hundred tabs, about 50 of which contain pivot tables. All the pivot tables are collapsed.
If I save that notebook without manually expanding each pivot table in each tab, all the data hidden within them is lost.
Is there a way to automatically expand all the pivot tables, in all tabs, in a notebook?
Can this be done within Excel itself, or does it require a macro?
I did find this, from 2014, which claims to *collapse* all pivot tables in a notebook:
https://www.mrexcel.com/board/threads/collapse-all-pivot-tables-in-workbook.828962/
Hi byte99
Not my best work but something like this. You could either put this code in your personal macro workbook (and assign a short cut key, or assign it to Quick Access Toolbar button) for repeated use. Or (simpler to start with) press Alt F11 on your Pivot Table file and paste this code into the Workbook windowSub ExpandAll() Dim pt As PivotTable Dim pf As PivotField Dim pi As PivotItem Dim iFieldCount As Long Dim iPosition As Long Dim sh As Worksheet Dim wkbkTarget As Workbook Application.ScreenUpdating = False Set wkbkTarget = ActiveWorkbook For Each sh In wkbkTarget.Worksheets 'If there is any pivot table on the sheet If sh.PivotTables.Count > 0 Then sh.Activate 'Expand the lowest position field in the Rows area 'that is currently expanded (showing details) For Each pt In sh.PivotTables 'Create reference to 1st pivot table on sheet 'Can be changed to reference a specific sheet or pivot table. ' Set pt = ActiveSheet.PivotTables(1) 'Count fields in Rows area minus 1 (last field can't be expanded) iFieldCount = pt.RowFields.Count - 1 'Loop by position of field For iPosition = 1 To iFieldCount 'Loop fields in Rows area For Each pf In pt.RowFields 'If position matches first loop variable then If pf.Position = iPosition Then 'Loop each pivot item For Each pi In pf.PivotItems 'If pivot item is collapsed then If pi.ShowDetail = False Then 'Expand entire field pf.ShowDetail = True 'Exit the loop GoTo NextPT End If Next pi End If Next pf 'If the Exit Sub line is not hit then the 'loop will continue to the next field position Next iPosition NextPT: Next pt End If Next sh Set wkbkTarget = Nothing Application.ScreenUpdating = True End Sub
10 Replies
Hi byte99
Just wanted to check what you mean by this "If I save that notebook without manually expanding each pivot table in each tab, all the data hidden within them is lost. "
Sounds unusual
- byte99Copper Contributor
If I expand the pivot tables so that I can see the underlying data, and then save the workbook, all the underlying data is saved within the workbook. But if I leave the pivot table as-is (collapsed), save the workbook, and then try to expand the pivot table, I get this error message:
If I use the Refresh Data command, I get this message:
But if I then click OK, it tells me it can't link to the source file.
This is a known issue where I work. Our IT dept. is aware of it. I suspect the problem is that, when the files are generated, they are generated with links to the underlying data, rather than the underlying data itself. When you open the pivot table, it imports that data. But if you save before doing this, the link is broken, and it is no longer possible to import the data. Thus our SOP is to first manually expand all the pivot tables, and then save.It might be related to this:
https://www.pivot-table.com/2015/01/28/saving-source-data-with-pivot-table-file/
But, understably, I don't want to go into each of the 50 tabs and change a setting for each pivot table. And even if there were one setting I could change for the entire workbook, to ensure all data is saved, I would still need to expand all the pivot tables manually anyways, for presentation purposes.Hi byte99
Ah ok, sounds like it will be a macro... there's another one here which you could combine with a for each Pivot routine...
https://www.excelcampus.com/vba/expand-collapse-entire-pivot-table-fields-buttons/
For Each sh In ThisWorkbook.Worksheets 'If there is any pivot table on the sheet If sh.PivotTables.Count > 0 Then 'Loop through all the pivots on the sheet For Each pvt In sh.PivotTables Call ExpandPivotFields Next pvt End If
Sounds like the "ThisWorkbook" element will need to be changed so you can save the routine in a separate workbook to run each time.
- NikolinoDEGold Contributor
Here is another example - unfortunately in Deutach (you have to translate it where you need it), maybe it will help your projects.
Maybe that will bring you a little closer to your goal.https://www.luis.uni-hannover.de/fileadmin/kurse/material/VBA/Excel2007/excel_PivotTable.pdf
Hope I could help you at least a little.
I would be happy to know if I could help.
I wish you continued success with Excel
Nikolino
I know I don't know anything (Socrates)
- byte99Copper Contributor
NikolinoDE Thanks for trying, but I'm afraid that I don't speak German, and a Google translation isn't typically sufficient for technical instructions.