Excel – How to filter source sheet in Excel pivot table drill down

microsoft excelpivot tablevba

I record my expenses in an Excel spreadsheet. In a second sheet I have a pivot table that allows me to group my expenses by month and by category to see the totals. If I double click on a cell, a new sheet is automatically added that displays a list of expenses for the month/category selected. That's pretty great, except that the new sheet contains a copy of the expenses, so I can't update them. Also, I have to keep deleting these sheets each time I drill down, which is pretty annoying.

I found one example that explains how to automatically rename and remove the added sheets here: http://www.contextures.com/excel-pivot-table-drilldown.html

What I would really like is to switch back to the first sheet and update the filters accordingly. Does anyone know how I might achieve that?

Many thanks,


Best Answer

Not extremely straightforward. I've rebuilt code from a daily dose of excel to take advantage of the better filtering options of excel 2010. If you select a data point in your pivot and run the macro, it will give you the matching lines in your source data. It does so by using the Show Details function, then creating a filter for each column to match the data.

You can set it on a new right-click button, or overwrite the default show details behavior.

Private mPivotTable As PivotTable

Sub GetDetailsOnSource()

'turn off updates to speed up code execution
With Application
    .ScreenUpdating = False
    .EnableEvents = False
    .Calculation = xlCalculationManual
End With

    On Error Resume Next
        Set mPivotTable = Selection.PivotTable
    On Error GoTo 0

   If Not mPivotTable Is Nothing Then
        If mPivotTable.PivotCache.SourceType <> xlDatabase Or _
            Intersect(Selection, mPivotTable.DataBodyRange) Is Nothing Then

            Set mPivotTable = Nothing
        End If
    End If

   Selection.ShowDetail = True

With Application
    .ScreenUpdating = True
    .EnableEvents = True
    .Calculation = xlCalculationAutomatic
End With

End Sub

Sub GetDetailInfo()

    Dim rCell As Range
    Dim rData As Range
    Dim vMin As Variant, vMax As Variant
    Dim rSource As Range
    Dim lOldCalc As Long, sh As Worksheet
    Dim colItems As Collection, arrFilter As Variant, lLoop As Long, lLastRow As Long
    Dim bBlanks As Boolean, bNumbers As Boolean, sNumberFormat As String

   Set sh = ActiveSheet

    If Not mPivotTable Is Nothing Then

        lOldCalc = Application.Calculation
        Application.Calculation = xlCalculationManual

        Set rSource = Application.Evaluate(Application.ConvertFormula(mPivotTable.SourceData, xlR1C1, xlA1))
        rSource.Parent.AutoFilterMode = False

       lLastRow = sh.ListObjects(1).Range.Rows.Count

        'Loop through the header row

       For Each rCell In Intersect(sh.UsedRange, sh.Rows(1)).Cells

            If Not IsDataField(rCell) Then
                If Application.WorksheetFunction.CountIf(rCell.Resize(lLastRow), "") > 0 Then bBlanks = True Else bBlanks = False

                rCell.Resize(lLastRow).RemoveDuplicates Columns:=1, Header:=xlYes

                If Application.WorksheetFunction.CountA(rCell.EntireColumn) = Application.WorksheetFunction.Count(rCell.EntireColumn) + 1 _
                    And Not IsDate(sh.Cells(Rows.Count, rCell.Column).End(xlUp)) Then 'convert numbers to text
                    bNumbers = True
                    rCell.EntireColumn.NumberFormat = "0"
                    rCell.EntireColumn.TextToColumns Destination:=rCell, DataType:=xlFixedWidth, _
                        OtherChar:="" & Chr(10) & "", FieldInfo:=Array(0, 2), TrailingMinusNumbers:=True
                    bNumbers = False
                End If

                arrFilter = sh.Range(rCell.Offset(1), sh.Cells(sh.Rows.Count, rCell.Column).End(xlUp).Offset(IIf(bBlanks, 1, 0))).Value

                If Application.WorksheetFunction.Subtotal(3, rCell.EntireColumn) = 1 Then
                    rSource.AutoFilter Field:=rCell.Column, Criteria1:=""

                    arrFilter = Application.Transpose(arrFilter)

                    sNumberFormat = rSource.Cells(2, rCell.Column).NumberFormat

                    If bNumbers Then _
                        rSource.Columns(rCell.Column).NumberFormat = "0"

                    rSource.AutoFilter Field:=rCell.Column, Criteria1:=arrFilter, Operator:=xlFilterValues

                    rSource.Cells(2, rCell.Column).NumberFormat = sNumberFormat
                End If

                Set arrFilter = Nothing
            End If

        Next rCell

        'so it doesn’t run at next sheet activate
       Set mPivotTable = Nothing

        Application.Calculation = lOldCalc

        'Delete the sheet created by double click
       Application.DisplayAlerts = False
        Application.DisplayAlerts = True


    End If
End Sub

Private Function IsDataField(rCell As Range) As Boolean

    Dim bDataField As Boolean
    Dim i As Long

    bDataField = False
    For i = 1 To mPivotTable.DataFields.Count
        If rCell.Value = mPivotTable.DataFields(i).SourceName Then
            bDataField = True
            Exit For
        End If
    Next i

    IsDataField = bDataField

End Function