Pivot Table Customized Views

Is there a way to save a view (not just settings), but specific filtering
choices in a pivot table, i.e. If you want to create different groups
specifically based on the filtered criteria, you could just select a "view
name" and get the group you request?

Custom Views don't store pivot table settings. Perhaps you could record
a macro as you make selections from the pivot field dropdown lists.
Then, run that macro to reapply the selections.

kza40381 wrote:
> Is there a way to save a view (not just settings), but specific filtering
> choices in a pivot table, i.e. If you want to create different groups
> specifically based on the filtered criteria, you could just select a "view
> name" and get the group you request?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

I tried that and unfortunately, I think it told me there was too much data to
store and gave me an error. I was hoping you would be the one to respond.
As I reviewed some of the questions, you seemed to have some really great
solutions. This file is huge and I'm not sure there is such a solution.
It's a shame, because it would been a great tool if I could create it.

"Debra Dalgleish" wrote:

> Custom Views don't store pivot table settings. Perhaps you could record
> a macro as you make selections from the pivot field dropdown lists.
> Then, run that macro to reapply the selections.
>
> kza40381 wrote:
> > Is there a way to save a view (not just settings), but specific filtering
> > choices in a pivot table, i.e. If you want to create different groups
> > specifically based on the filtered criteria, you could just select a "view
> > name" and get the group you request?
>
>
> --
> Debra Dalgleish
> Excel FAQ, Tips & Book List
> http://www.contextures.com/tiptech.html
>
>

Yes, it would be a nice feature. You could send your suggestion to
Microsoft:

mswish@microsoft.com

Put "Excel" in the subject line, so your suggestion can be forwarded to
the Excel product managers.

In the meantime, maybe it would work if you record the steps in smaller
sections, e.g. set a few fields, then turn off the recorder. Turn it on,
and change a few more fields. Then, make one macro that runs the
recorded macros.

kza40381 wrote:
> I tried that and unfortunately, I think it told me there was too much data to
> store and gave me an error. I was hoping you would be the one to respond.
> As I reviewed some of the questions, you seemed to have some really great
> solutions. This file is huge and I'm not sure there is such a solution.
> It's a shame, because it would been a great tool if I could create it.
>
> "Debra Dalgleish" wrote:
>
>
>>Custom Views don't store pivot table settings. Perhaps you could record
>>a macro as you make selections from the pivot field dropdown lists.
>>Then, run that macro to reapply the selections.
>>
>>kza40381 wrote:
>>
>>>Is there a way to save a view (not just settings), but specific filtering
>>>choices in a pivot table, i.e. If you want to create different groups
>>>specifically based on the filtered criteria, you could just select a "view
>>>name" and get the group you request?


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Thank you...That seems like a great idea. I think the problem is that I am
picking about 10 names in one of the drop downs and there are so many records
that it has to mark that I "don't" want to see that it is too much data to
remember. I will, however, try your idea. Thank you for replying and I will
send my idea.

"Debra Dalgleish" wrote:

> Yes, it would be a nice feature. You could send your suggestion to
> Microsoft:
>
> mswish@microsoft.com
>
> Put "Excel" in the subject line, so your suggestion can be forwarded to
> the Excel product managers.
>
> In the meantime, maybe it would work if you record the steps in smaller
> sections, e.g. set a few fields, then turn off the recorder. Turn it on,
> and change a few more fields. Then, make one macro that runs the
> recorded macros.
>
> kza40381 wrote:
> > I tried that and unfortunately, I think it told me there was too much data to
> > store and gave me an error. I was hoping you would be the one to respond.
> > As I reviewed some of the questions, you seemed to have some really great
> > solutions. This file is huge and I'm not sure there is such a solution.
> > It's a shame, because it would been a great tool if I could create it.
> >
> > "Debra Dalgleish" wrote:
> >
> >
> >>Custom Views don't store pivot table settings. Perhaps you could record
> >>a macro as you make selections from the pivot field dropdown lists.
> >>Then, run that macro to reapply the selections.
> >>
> >>kza40381 wrote:
> >>
> >>>Is there a way to save a view (not just settings), but specific filtering
> >>>choices in a pivot table, i.e. If you want to create different groups
> >>>specifically based on the filtered criteria, you could just select a "view
> >>>name" and get the group you request?
>
>
> --
> Debra Dalgleish
> Excel FAQ, Tips & Book List
> http://www.contextures.com/tiptech.html
>
>

You're welcome! You may also be able to adapt the 'Marked Items" idea in
my sample file here:

http://www.contextures.com/excelfiles.html

Under Pivot Tables, look for 'Hide Page Field Items'

kza40381 wrote:
> Thank you...That seems like a great idea. I think the problem is that I am
> picking about 10 names in one of the drop downs and there are so many records
> that it has to mark that I "don't" want to see that it is too much data to
> remember. I will, however, try your idea. Thank you for replying and I will
> send my idea.
>
> "Debra Dalgleish" wrote:
>
>
>>Yes, it would be a nice feature. You could send your suggestion to
>>Microsoft:
>>
>> mswish@microsoft.com
>>
>>Put "Excel" in the subject line, so your suggestion can be forwarded to
>>the Excel product managers.
>>
>>In the meantime, maybe it would work if you record the steps in smaller
>>sections, e.g. set a few fields, then turn off the recorder. Turn it on,
>>and change a few more fields. Then, make one macro that runs the
>>recorded macros.
>>
>>kza40381 wrote:
>>
>>>I tried that and unfortunately, I think it told me there was too much data to
>>>store and gave me an error. I was hoping you would be the one to respond.
>>>As I reviewed some of the questions, you seemed to have some really great
>>>solutions. This file is huge and I'm not sure there is such a solution.
>>>It's a shame, because it would been a great tool if I could create it.
>>>
>>>"Debra Dalgleish" wrote:
>>>
>>>
>>>
>>>>Custom Views don't store pivot table settings. Perhaps you could record
>>>>a macro as you make selections from the pivot field dropdown lists.
>>>>Then, run that macro to reapply the selections.
>>>>
>>>>kza40381 wrote:
>>>>
>>>>
>>>>>Is there a way to save a view (not just settings), but specific filtering
>>>>>choices in a pivot table, i.e. If you want to create different groups
>>>>>specifically based on the filtered criteria, you could just select a "view
>>>>>name" and get the group you request?
>>>>
>>
>>--
>>Debra Dalgleish
>>Excel FAQ, Tips & Book List
>>http://www.contextures.com/tiptech.html
>>
>>
>


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Thank you again, but not sure what you mean.

"Debra Dalgleish" wrote:

> You're welcome! You may also be able to adapt the 'Marked Items" idea in
> my sample file here:
>
> http://www.contextures.com/excelfiles.html
>
> Under Pivot Tables, look for 'Hide Page Field Items'
>
> kza40381 wrote:
> > Thank you...That seems like a great idea. I think the problem is that I am
> > picking about 10 names in one of the drop downs and there are so many records
> > that it has to mark that I "don't" want to see that it is too much data to
> > remember. I will, however, try your idea. Thank you for replying and I will
> > send my idea.
> >
> > "Debra Dalgleish" wrote:
> >
> >
> >>Yes, it would be a nice feature. You could send your suggestion to
> >>Microsoft:
> >>
> >> mswish@microsoft.com
> >>
> >>Put "Excel" in the subject line, so your suggestion can be forwarded to
> >>the Excel product managers.
> >>
> >>In the meantime, maybe it would work if you record the steps in smaller
> >>sections, e.g. set a few fields, then turn off the recorder. Turn it on,
> >>and change a few more fields. Then, make one macro that runs the
> >>recorded macros.
> >>
> >>kza40381 wrote:
> >>
> >>>I tried that and unfortunately, I think it told me there was too much data to
> >>>store and gave me an error. I was hoping you would be the one to respond.
> >>>As I reviewed some of the questions, you seemed to have some really great
> >>>solutions. This file is huge and I'm not sure there is such a solution.
> >>>It's a shame, because it would been a great tool if I could create it.
> >>>
> >>>"Debra Dalgleish" wrote:
> >>>
> >>>
> >>>
> >>>>Custom Views don't store pivot table settings. Perhaps you could record
> >>>>a macro as you make selections from the pivot field dropdown lists.
> >>>>Then, run that macro to reapply the selections.
> >>>>
> >>>>kza40381 wrote:
> >>>>
> >>>>
> >>>>>Is there a way to save a view (not just settings), but specific filtering
> >>>>>choices in a pivot table, i.e. If you want to create different groups
> >>>>>specifically based on the filtered criteria, you could just select a "view
> >>>>>name" and get the group you request?
> >>>>
> >>
> >>--
> >>Debra Dalgleish
> >>Excel FAQ, Tips & Book List
> >>http://www.contextures.com/tiptech.html
> >>
> >>
> >
>
>
> --
> Debra Dalgleish
> Excel FAQ, Tips & Book List
> http://www.contextures.com/tiptech.html
>
>