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#1
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Hi,
I have cteated a pivot table which list all the spare parts sells we have made this year. The list is every sale and the pivot table is looking at salesa value, profit margin, actual costs, etc by customer and parts category. I have just been asked if I can create a box where a customer name can be inputted and it brings up the rsults. Is this possible and can anyone help? Thanks Winnie |
#2
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You could drag the customer field to a page field and have something very close
to what you want. winnie123 wrote: Hi, I have cteated a pivot table which list all the spare parts sells we have made this year. The list is every sale and the pivot table is looking at salesa value, profit margin, actual costs, etc by customer and parts category. I have just been asked if I can create a box where a customer name can be inputted and it brings up the rsults. Is this possible and can anyone help? Thanks Winnie -- Dave Peterson |
#3
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Thanks Dave,
It does work but my boss just doesnt like filters and he just wants to type in the customer name. Any other suggestions? Thanks "Dave Peterson" wrote: You could drag the customer field to a page field and have something very close to what you want. winnie123 wrote: Hi, I have cteated a pivot table which list all the spare parts sells we have made this year. The list is every sale and the pivot table is looking at salesa value, profit margin, actual costs, etc by customer and parts category. I have just been asked if I can create a box where a customer name can be inputted and it brings up the rsults. Is this possible and can anyone help? Thanks Winnie -- Dave Peterson |
#4
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Not from me.
Well, maybe one. Tell your boss that if he (and you) uses the features that are built into excel, then you'll have more time to spend on the work that brings in revenue. But that's just my opinion. Maybe someone else will have an idea that suits your boss better. winnie123 wrote: Thanks Dave, It does work but my boss just doesnt like filters and he just wants to type in the customer name. Any other suggestions? Thanks "Dave Peterson" wrote: You could drag the customer field to a page field and have something very close to what you want. winnie123 wrote: Hi, I have cteated a pivot table which list all the spare parts sells we have made this year. The list is every sale and the pivot table is looking at salesa value, profit margin, actual costs, etc by customer and parts category. I have just been asked if I can create a box where a customer name can be inputted and it brings up the rsults. Is this possible and can anyone help? Thanks Winnie -- Dave Peterson -- Dave Peterson |
#5
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Thanks Dave,
I agree with you. Winnie "Dave Peterson" wrote: Not from me. Well, maybe one. Tell your boss that if he (and you) uses the features that are built into excel, then you'll have more time to spend on the work that brings in revenue. But that's just my opinion. Maybe someone else will have an idea that suits your boss better. winnie123 wrote: Thanks Dave, It does work but my boss just doesnt like filters and he just wants to type in the customer name. Any other suggestions? Thanks "Dave Peterson" wrote: You could drag the customer field to a page field and have something very close to what you want. winnie123 wrote: Hi, I have cteated a pivot table which list all the spare parts sells we have made this year. The list is every sale and the pivot table is looking at salesa value, profit margin, actual costs, etc by customer and parts category. I have just been asked if I can create a box where a customer name can be inputted and it brings up the rsults. Is this possible and can anyone help? Thanks Winnie -- Dave Peterson -- Dave Peterson |
#6
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I wouldn't use this!
I created a single pivottable (in xl2003) on a sheet. It had Customer as the single page field. I used the worksheet_change event (not a button) to allow the user/boss to type the customer name. If it didn't match one of the names in the customer field, then it would beep. I used F1 as my input cell. If you want to try (I still wouldn't!), this may get you closer: Option Explicit Private Sub Worksheet_Change(ByVal Target As Range) 'one cell at a time Dim myPT As PivotTable Dim pCtr As Long Dim FoundAMatch As Boolean If Target.Cells.Count 1 Then Exit Sub If Intersect(Target, Me.Range("F1")) Is Nothing Then Exit Sub End If Set myPT = Me.PivotTables(1) FoundAMatch = False With myPT.PageFields("customer") For pCtr = 1 To .PivotItems.Count If LCase(Target.Value) = LCase(.PivotItems(pCtr).Value) Then FoundAMatch = True Exit For End If Next pCtr If FoundAMatch = True Then .CurrentPage = Target.Value .Parent.RefreshTable Else Beep End If End With End Sub Right click on the worksheet tab that holds the pivottable. Select view code and paste this in the code window that just opened. Then go back to excel and format F1 (or whatever cell you used) nicely--so it stands out. Then try typing in a different customer. Have I said that I wouldn't use this??? winnie123 wrote: Thanks Dave, I agree with you. Winnie "Dave Peterson" wrote: Not from me. Well, maybe one. Tell your boss that if he (and you) uses the features that are built into excel, then you'll have more time to spend on the work that brings in revenue. But that's just my opinion. Maybe someone else will have an idea that suits your boss better. winnie123 wrote: Thanks Dave, It does work but my boss just doesnt like filters and he just wants to type in the customer name. Any other suggestions? Thanks "Dave Peterson" wrote: You could drag the customer field to a page field and have something very close to what you want. winnie123 wrote: Hi, I have cteated a pivot table which list all the spare parts sells we have made this year. The list is every sale and the pivot table is looking at salesa value, profit margin, actual costs, etc by customer and parts category. I have just been asked if I can create a box where a customer name can be inputted and it brings up the rsults. Is this possible and can anyone help? Thanks Winnie -- Dave Peterson -- Dave Peterson -- Dave Peterson |
#7
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if you create the pivot with the customer field on the far left hand side
like Dave suggested and leave the table to show all customers, you could do a search for customer names (ctrl+F), and then once found scroll down the sales data. This would avoid using the filters. Thanks Matt winnie123 wrote: Thanks Dave, It does work but my boss just doesnt like filters and he just wants to type in the customer name. Any other suggestions? Thanks You could drag the customer field to a page field and have something very close to what you want. [quoted text clipped - 10 lines] Thanks Winnie -- Matt Lynn Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.a...excel/200810/1 |
#8
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Thanks,
I guess he will just have to use the filter or the (crtl+F) Winnie "Mattlynn via OfficeKB.com" wrote: if you create the pivot with the customer field on the far left hand side like Dave suggested and leave the table to show all customers, you could do a search for customer names (ctrl+F), and then once found scroll down the sales data. This would avoid using the filters. Thanks Matt winnie123 wrote: Thanks Dave, It does work but my boss just doesnt like filters and he just wants to type in the customer name. Any other suggestions? Thanks You could drag the customer field to a page field and have something very close to what you want. [quoted text clipped - 10 lines] Thanks Winnie -- Matt Lynn Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.a...excel/200810/1 |
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