Refreshing a Pivot table with VBA - vba

I am trying to refresh automatically a pivot table with Powershell script that calls a vba code in an excel.
my powershell code is th following.
$excel = new-object -comobject excel.application
$workbook = $excel.workbooks.open("$para_temp\RapportPalettes.xlsm")
$worksheet = $workbook.worksheets.item("source")
$excel.Run('Import')
$worksheet = $workbook.worksheets.item("TCD")
$excel.Run('MAJ')
the first macro "Import" works just fine. But the second "MAJ" that refreshes the Pivot table with the new data in source doesn't
I tried first this macro in maj :
Sub maj()
Dim pt As PivotTable
Set pt = ActiveSheet.PivotTables("TCD")
pt.RefreshTable
End Sub
I don't get any error but my pivote table isn't refreshed and i have to do it manually.
Then I tried this one to change the pivot table's source of data :
Sub MAJ()
Dim sht As Worksheet
Dim SrcData As String
Dim pvtCache As PivotCache
'Determine the data range you want to pivot
Set sht = ThisWorkbook.Worksheets("Source")
SrcData = sht.Name & "!" & Range("A1:Z10000").Address(ReferenceStyle:=xlR1C1)
'Create New Pivot Cache from Source Data
Set pvtCache = ActiveWorkbook.PivotCaches.Create( _
SourceType:=xlDatabase, _
SourceData:=SrcData)
'Change which Pivot Cache the Pivot Table is referring to
Worksheets("TCD").Activate
ActiveSheet.PivotTables("TCD").ChangePivotCach (pvtCache)
End Sub
but i have an 438 error in the VBA : object doesn't support this property or method for this line
ActiveSheet.PivotTables("TCD").ChangePivotCach (pvtCache)
could you please Help ?
EDIT :
as you can see, I do have a worksheet and a pivot table named TCD.
EDIT :
In fact the macro is working, i tested it by creating a button that calls it.
It doesn't work when i call it with powershell

Try the code below to refresh the PivotTable named "TCD" in worksheet "TCD" with the updated PivotCache.
Code
Option Explicit
Sub MAJ()
Dim sht As Worksheet
Dim SrcData As String
Dim pvtCache As PivotCache
Dim pvtTbl As PivotTable
'Determine the data range you want to pivot
Set sht = ThisWorkbook.Worksheets("Source")
SrcData = sht.Range("A1:Z10000").Address(False, False, xlA1, xlExternal)
'Create New Pivot Cache from Source Data
Set pvtCache = ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=SrcData)
'Set the pivot table object
Set pvtTbl = ThisWorkbook.Worksheets("TCD").PivotTables("TCD")
With pvtTbl
.ChangePivotCache pvtCache 'Change which Pivot Cache the Pivot Table is referring to
.RefreshTable ' refresh the Pivot Table
End With
End Sub

I finally found the problem which was a bit stupid. In fact I was refreshing the Pivot Table but I wasn't saving the changes.
This is the macro I finally used and I used the same powershell script:
Sub Test()
Application.DisplayAlerts = False
Dim TCD As PivotTable
For Each TCD In Worksheets("TCD").PivotTables
TCD.RefreshTable
Next
ThisWorkbook.Save
Application.DisplayAlerts = False
End Sub
Thanks for all

Related

Macro crashes while creating pivot out of large data sets

I am quite new to VBA and excel macros but want to automate certain reports for work and I am really hoping for someone's help. I tried to fix it myself by watching YouTube videos and reading stackoverflow but the solution didn't match with my issue. For now I created few macros but i am stuck with the one which should actually create a pivot table.
I first created a regular table out of the data I had (using TableP Macro beloew). It looks like it works fine (tested few other data sheets) :
Sub tableP()
'
' tableP Macro (Creates a table of the existing data sheet, regardless the data input)
'
ActiveCell.Cells.Select
ActiveCell.Activate
ActiveSheet.ListObjects.Add(xlSrcRange, Range("$1:$1048576"), , xlYes).Name = _
"Table2"
ActiveCell.Cells.Select `
`End Sub `
The second macro (below) would ideally take that table (an object) and create a pivot table, however it crashes (excel stops working while I run the macro) each time I use a bigger dataset.
Sub Macro1test() '
' Macro1test creates dataset out of the existing table
'
Dim dataname As String
Dim Newsheet As String
dataname = ActiveSheet.ListObjects(1).Name
Sheets.Add
Newsheet = ActiveSheet.Name
ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:= _
dataname, Version:=xlPivotTableVersion14).CreatePivotTable TableDestination _
:=Newsheet & "!R3C1", TableName:="PivotTable2", DefaultVersion:= _
xlPivotTableVersion14
Sheets.Select
Cells(3, 1).Select
End Sub
Can please someone let me know what am I doing wrong and what steps am missing to be able to apply those macros on any data set?
Try the code below, explanations inside the code's comments:
Option Explicit
Sub Macro1test()
' Macro1test creates dataset out of the existing table
'
Dim dataname As String
Dim RngStr As String
Dim Newsheet As String
Dim NewSht As Worksheet
Dim PvtCache As PivotCache
Dim PvtTbl As PivotTable
' set the Range String for the Pivot Cache Source Data)
RngStr = ActiveSheet.ListObjects(1).Range.Address(False, False, xlA1, xlExternal)
' add a new sheet
Set NewSht = ThisWorkbook.Sheets.Add(after:=ActiveSheet)
' set the Pivot Cache object
Set PvtCache = ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=RngStr)
' set the New Pivot Table object
Set PvtTbl = NewSht.PivotTables.Add(PivotCache:=PvtCache, TableDestination:=NewSht.Range("A3"), TableName:="PivotTable2")
End Sub

Run-Time Error 1004 - Macro to update pivot table

I am trying to update a pivot table using a macro since data is added to the bottom of the table each month (Update to include data to last row).
Option Explicit
Sub Pivot()
Dim shConD As Worksheet
Dim shPvtTbl As Worksheet
Dim lr As Long
Dim rng As Range
Set shConD = ActiveWorkbook.Sheets("Consolidated_Data")
Set shPvtTbl = ActiveWorkbook.Sheets("PivotTables")
lr = shConD.Range("A" & Rows.Count).End(xlUp).Row
Set rng = shConD.Range("A1:F" & lr)
With shPvtTbl.PivotTables(3).PivotCache
.SourceData = rng.Address(True, True, xlR1C1, True) 'Error appears here
.Refresh
End With
End Sub
On the .SourceData line, I am getting run-time error 1004, Application-defined or object-defined error. Followed logic from this thread and the continued chat . Thanks in advance guys.
If you're using Excel 2007 or later, then the simplest way to accomplish this is to make sure your PivotTable source data is an Excel Table (aka ListObject), and use the Table name in the Change PivotTable Data Source as shown below.
Thanks to the magic of Tables, from that point on, whenever you add new data to your Table, it will expand automatically. And whenever you refresh the PivotTable it will always pick up that new data automatically. There will be no need to change the PivotTable data source ever again.
Try the code below (explanation inside the code's comments) :
Option Explicit
Sub Pivot()
Dim shConD As Worksheet
Dim shPvtTbl As Worksheet
Dim lr As Long
Dim rng As Range
' Added PivotTable variables
Dim PvtTbl As PivotTable
Dim PvtCache As PivotCache
Set shConD = ActiveWorkbook.Sheets("Consolidated_Data")
Set shPvtTbl = ActiveWorkbook.Sheets("PivotTables")
lr = shConD.Range("A" & shConD.Rows.Count).End(xlUp).Row
Set rng = shConD.Range("A1:F" & lr)
' set/update the PivotCache (with latest rng modifications
Set PvtCache = ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=rng.Address(False, False, xlA1, xlExternal))
' for DEBUG Only
Debug.Print PvtCache.SourceData
' set the PivotTable object
Set PvtTbl = shPvtTbl.PivotTables(3)
' for DEBUG Only
Debug.Print PvtTbl.Name
' refresh the PivotTable with the updated PivotCache
PvtTbl.ChangePivotCache PvtCache
PvtTbl.RefreshTable
End Sub

Run time error 1004 "Cannot open PivotTable source file"

I want to create a pivot table based on a dataset (contained in a worksheet) in the same workbook.
The workbook is open when I run the macro. The dataset comes from running a query in Access, and then export it to excel. I also tried to save the workbook prior to running the macro. I am using excel 2016.
This is my code:
Sub BusinessInteligenceCreatePivotTable()
Dim PivotSheet As Worksheet
Dim pvtCache As PivotCache
Dim pvt As PivotTable
'Determine the data range you want to pivot
Set pvtCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=wsPartsMachines.Name & "'!" & wsPartsMachines.Range("A1").CurrentRegion.Address, Version:=xlPivotTableVersion15)
'Create a new worksheet
With ThisWorkbook
Set PivotSheet = .Sheets.Add(After:=.Sheets(.Sheets.Count))
PivotSheet.Name = "Production Schedule"
End With
PivotSheet.Activate
Range("A1").Select
'Create Pivot table from Pivot Cache
'Set pvt = pvtCache.CreatePivotTable(TableDestination:=ActiveCell, TableName:="ProductionSchedule")
Set pvt = PivotSheet.PivotTables.Add(PivotCache:=pvtCache, TableDestination:=ActiveCell, TableName:="ProdSched")
End Sub
The two last lines generates the same error message. "Run time error 1004. Cant open PivotTable source file 'C:\Users...'".
Does anybody know how to solve this problem?
Thanks.
EDIT
When I record a macro, VBA gives me this code (it works).
Sub BusinessInteligenceCreatePivotTable()
Dim PivotSheet As Worksheet
With ThisWorkbook
Set PivotSheet = .Sheets.Add(After:=.Sheets(.Sheets.Count))
PivotSheet.Name = "Production Schedule"
End With
PivotSheet.Activate
Range("A1").Select
ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:= _
"Parts & Machines2!R1C1:R1328C14", Version:=6).CreatePivotTable _
TableDestination:=ActiveCell, TableName:="PivotTable1", DefaultVersion:=6
End Sub
I want my SourceData's range to be dynamically set. My efforts to do it generates (with debug.print): 'Parts & Machines2'!R1C1:R1328C14
It seems to be different from the macro-recorded :"Parts & Machines2!R1C1:R1328C14".
Is it this difference that generates the error that i cant find the source data?
Screenshot of Data.
I am not so sure where you define wsPartsMachines as Worksheet and where you set it.
However, the error is in the line:
Set pvtCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=wsPartsMachines.Name & "'!" & wsPartsMachines.Range("A1").CurrentRegion.Address, Version:=xlPivotTableVersion15)
If you add a line after:
Debug.Print pvtCache.SourceData
You will get 'Sheet3'''!R1C1:R6C3 in the immediate window - you have one ' too many. (I have used "Sheet3" as my SourceData)
Try to modify this line to :
Set pvtCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=wsPartsMachines.Name & "!" & wsPartsMachines.Range("A1").CurrentRegion.Address)
Edit 1: Try a different approach, bring the data source direclty as Range:
Dim pvtDataRng As Range
Set wsPartsMachines = Sheets("Parts & Machines2")
' set the Pivot Table Data Source Range
Set pvtDataRng = wsPartsMachines.Range("A1").CurrentRegion
Set pvtCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=pvtDataRng)
'Create Pivot table from Pivot Cache
Set pvt = PivotSheet.PivotTables.Add(PivotCache:=pvtCache, TableDestination:=ActiveCell, TableName:="ProdSched")
This code works. Still not sure why SourceData does not work. With small changes in the code that Shai Rado suggested it worked. Below is the code.
Sub BusinessInteligenceCreatePivotTable()
Dim PivotSheet As Worksheet
Dim pvtCache As PivotCache
Dim pvtTable As PivotTable
Dim ws1PartMachines As Worksheet
Dim pvtDataRng As Range
'Determine the data range you want to pivot
Set ws1PartsMachines = Worksheets("Parts & Machines2")
' set the Pivot Table Data Source Range
Set pvtDataRng = ws1PartsMachines.Range("A1").CurrentRegion
Set pvtCache = ThisWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=pvtDataRng)
Debug.Print pvtCache.SourceData
'Create a new worksheet
With ThisWorkbook
Set PivotSheet = .Sheets.Add(After:=.Sheets(.Sheets.Count))
PivotSheet.Name = "Production Schedule2"
End With
PivotSheet.Activate
Range("A1").Select
'Create Pivot table from Pivot Cache
Set pvtTable = PivotSheet.PivotTables.Add(PivotCache:=pvtCache, TableDestination:=ActiveCell, TableName:="ProdSched")
End Sub

Excel VBA/button to refresh two or more pivots simultaneously

In another post I was provided with the following VBA code to attach to a "Refresh" button to refresh Pivot data:
Option Explicit
Sub Button5_Click()
Dim PvtTbl As PivotTable
Dim PvtCache As PivotCache
Dim PvtDataRng As Range
' Set/Update Pivot Data Range
Set PvtDataRng = Worksheets("PivotDataSheet").Range("A1:E100") ' <-- just an example
' Create/Update Pivot Cache
Set PvtCache = ActiveWorkbook.PivotCaches.Add(xlDatabase, PvtDataRng)
' Set the Pivot Table (already created, otherwise need to create it)
Set PvtTbl = Worksheets("DD").PivotTables("test")
' refresh the Pivot Table with the latest Pivot Cache
With PvtTbl
.ChangePivotCache PvtCache
.RefreshTable
End With
End Sub
How can this code be modified to simultaneously refresh a 2nd pivot in the same worksheet? Lets call this 2nd pivot "test2" and it is also in the DD worksheet.
Thanks,
Kevbo
In case you have only these 2 PivotTable in "DD" worksheet, and you want to update these 2 based on the same PivotCache, then replace the following For loop :
With PvtTbl
.ChangePivotCache PvtCache
.RefreshTable
End With
With the following For loop:
' refresh all Pivot Tables in "DD" worksheet
For Each PvtTbl In Worksheets("DD").PivotTables
With PvtTbl
.ChangePivotCache PvtCache
.RefreshTable
End With
Next PvtTbl
Edit 1: Set the PivotCache inside the For loop, and clear it at the end. use the loop below, and remove the Set PvtCache line from it's previous place.
' refresh all Pivot Tables in "DD" worksheet
For Each PvtTbl In Worksheets("DD").PivotTables
' Create/Update Pivot Cache
Set PvtCache = ActiveWorkbook.PivotCaches.Add(xlDatabase, PvtDataRng)
With PvtTbl
.ChangePivotCache PvtCache
.RefreshTable
End With
Set PvtCache = Nothing ' <-- clear the Pivot Cache
Next PvtTbl
I haven't tested this myself but you could try and tell me if it works. It seems like it may work for you
Function refreshPTcontent()
Dim ws As Worksheet
Dim pt As PivotTable
Dim pf As PivotField
Dim pi As PivotItem
On Error Resume Next
For Each ws In ActiveWorkbook.Worksheets
For Each pt In ws.PivotTables
pt.RefreshTable
Next pt
Next ws
End Function

Can't refresh using VBA a pivot table attached to a table

I converted a range of cells to a table, called Table1. Then I inserted a pivot table and then I inserted this:
Private Sub Worksheet_Change(ByVal Target As Range)
Dim pt As PivotTable
Set pt = ActiveSheet.PivotTables("PivotTable1")
pt.PivotCache.Refresh
End Sub
I'm getting an error 1004. The DataSource is 'Table1'
I moved the code from Worksheet_Change event, to a Sub that you can call from a button, otherwise it will fire everytime someone modifies or touches anywhere in this Sheet.
I defined the "PivotSrc_Range" that is Set-up to "Table1", and is set-up to the PivotCache, this way, everytime someone modifies or adds a data to "Table1", the PivotCache changes, and the PivotTable will be modified once you call the Sub below:
Sub UpdatePivot()
Dim sht1 As Worksheet
Dim pt As PivotTable
Dim PvtCache As PivotCache
Dim PivotSrc_Range As Range
' modify to your sheet name (I prefer not to use ActiveSheet)
Set sht1 = ThisWorkbook.Sheets("Sheet1")
' modify to your Table's name
Set PivotSrc_Range = sht1.Range("Table1")
' set the Pivot Cache
Set PvtCache = ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:=PivotSrc_Range, Version:=xlPivotTableVersion14)
' add this line in case the Pivot table doesn't exit >> first time running this Macro
On Error Resume Next
Set pt = sht1.PivotTables("PivotTable1")
On Error GoTo 0
If pt Is Nothing Then
' create a new Pivot Table in "Sheet1" sheet, start from Cell I1
Set pt = sht1.PivotTables.Add(PivotCache:=PvtCache, TableDestination:=sht1.Range("I1"), TableName:="PivotTable1")
Else
' just refresh the Pivot cache with the updated Range (data in Table1)
pt.ChangePivotCache PvtCache
pt.RefreshTable
End If
End Sub