ExcelTip.com
ExcelTip.com
Account Icon Account Icon Account Icon
Google Exceltip.com
JOIN OUR NEWSLETTER
  and receive for joining:
Free eBook Learn More!
Free Excel ADD-IN
Free Weekly Excel Tip
4 e-books in cd-rom
F1 Formulas & Functions
F1 Formulas & Functions
F1 EXCEL
F1 eBook (Spanish)
F1 EXCEL
Financial Statements.xls
 

» Automatic Report formatting using option buttons


This tip allows your report users to choose between several pivot table formats using option buttons and then updates the pivot table automatically! (Comes in handy when users have report format preferences without having to go to the pivot table toolbar and choose one everytime)

Step One:

Place an option button (or several) anywhere on your pivot table report worksheet and name them such as "Report Format 1", "Report Format 2", etc...

Do this by going to "View > Toolbars > Forms" , choose "Option button" from the toolbox and drag it onto your report.

Step Two:

Create the macro by going to "Tools > Macro > Macros ", type in a name such as "Format2" and then "Create"

Type in or cut and paste the following VB code. (Note: Make sure your pivot table is labeled the default name of "PivotTable1" by right-clicking anywhere in the pivot table, choose 'Table Options', and look at the "Name" field. Otherwise, you'll have to replace the pivot table name in the code below with the one that your pivot table is named):

Sub Format2()

' Format2 Macro

ActiveSheet.PivotTables("PivotTable1").PivotSelect "", xlDataAndLabel, True
ActiveSheet.PivotTables("PivotTable1").Format xlReport6

Cells.Select
With Selection
.HorizontalAlignment = xlGeneral
.VerticalAlignment = xlBottom
.WrapText = False
.Orientation = 0
.AddIndent = False
.IndentLevel = 0
.ShrinkToFit = False
.ReadingOrder = xlContext
End With
With Selection
.HorizontalAlignment = xlCenter
.VerticalAlignment = xlBottom
.WrapText = False
.Orientation = 0
.AddIndent = False
.IndentLevel = 0
.ShrinkToFit = False
.ReadingOrder = xlContext
End With


Cells.Select
Selection.Columns.Autofit
Range("A1").Select

End Sub

~~~~~~~~~~~~~~~~~~~~~~~~~

You can create different format macros using this same code and the only line you have to change is the "Format xlReport6". There are about 15 report formats to choose from. Simply change the "xlReport(number)" from 1 to 15.

The code above also automatically autofits the columns and centers the text after the report has been formatted.

Step Three:
Assign the macro to the option button by right-clicking the option button, choose "Assign Macro" and simply choose the macro that you have just created. Do this for each of your option buttons

That's it! Now when a user clicks an option button, the pivot table will automatically update to the format based on the format option that was used in the macro. Test several report styles to see which ones suit your needs and then assign them to your macros and option buttons.

Your users will be thankful and quite impressed!

Good luck!

~CJ

Rate this tip
12 34 5
  RATING: 2.97
  VIEWS: 15692

READER COMMENTS (view all comments)


No comments have been submitted.


REGISTERED USERS - Click here to post comments


GUESTS (Click here to register)
Name
Comment Title
Comments

Your First Business Plan: A Simple Question and Answer Format Designed to Help You Write Your Own Plan (3rd Ed)

F1 Get the Most out of Excel! The Ultimate Excel tip Help Guide

Advanced modelling in finance using Excel and VBA

Fish! A Remarkable Way to Boost Morale and Improve Results

Microsoft Word Version 2002 Step By Step (With CD-ROM)

The Accounting Game : Basic Accounting Fresh from the Lemonade Stand

RELATED MICROSOFT EXCEL TIPS


Convert PDF Files to Excel


Excel VBA books
Accounting books
Business Plans
MS Office books
Taxes books

VIEW ALL BOOKS


  Advertise With Us                               

Tips

Add-In in VBA | Applications - Word, Outlook in VBA | Array Formulas | Cells, Ranges, Rows, and Columns in VBA | Counting | Custom Functions | Custom Functions in VBA | Database Formulas | Database in VBA | Date & Time Formulas | Date & Time in VBA | Events in VBA | Excel 2003 | Excel Chart | Excel Consolidating | Excel Counting | Excel Custom Functions using VBA | Excel Customizing | Excel Data | Excel Dates | Excel Editing | Excel Files | Excel Filter | Excel Format | Excel Formula | Excel General | Excel Grouping and Outlining | Excel Importing Text Files | Excel Information | Excel Keyboard Shortcuts | Excel Loan Formulas | Excel Macros - VBA | Excel Pivot Tables | Excel Printing | Excel Range Name | Excel Security - Protection | Excel Sorting | Excel Style | Excel Subtotals | Excel Summing | Excel Text | Excel Time | Excel Tools | Excel Worksheet, Workbook | Files, Workbook, and Worksheets in VBA | Financial Formulas | Formating in VBA | General Topics in VBA | Import and Export in VBA | Information Formulas | Keyboard & Other Shortcuts in VBA | Keyboard Formula Shortcuts | Links between Worksheet and Workbooks | Links in VBA | Logical Formulas | Lookup Formulas | Mail - Send and Receive in VBA | Menus, Toolbars, Status bar in VBA | Modules, Class Modules in VBA | Other Q&A Formulas | Printing in VBA | Protecting in VBA | Summing | Text Formulas | User Forms, Input boxes in VBA | Using Loops | Working with Formulas |

Tips by Version

Microsoft Excel 97 | Microsoft Excel 2000 | Microsoft Excel 2002 | All Microsoft Excel Versions | New in Excel 2002 | New in Excel 2003 - Office 11

Website

Home | Tip of Hour | Recommended Tips | Most Viewed Tips | Tips by Version | Submit a Tip | My Tips
Microsoft Excel Tutorials | Excel Links | Write for Us | About Us | Search Results | Tip Archives | Excel Forum | Excel Forum Archives

Excel Book

Excel 97 Book | Excel 2000 Book | Excel 2002 Book | Excel XP Book | Book Store

Terms and Conditions of use
The applications/code on this site are distributed as is and without warranties or liability. In no event shall the owner of the copyrights, or the authors of the applications/code be liable for any loss of profit, any problems or any damage resulting from the use or evaluation of the applications/code.

Copyright © 2003 ExcelTip.com
Microsoft, Microsoft Excel is a U.S. registered trademark of Microsoft Corporation
Site Developed By: Varien