Is it possible to filter data used by pivot table based on filtering the rows in a source table in Excel?

Posted by Geoffrey Stoel on Stack Overflow See other posts from Stack Overflow or by Geoffrey Stoel
Published on 2012-12-14T17:01:21Z Indexed on 2012/12/14 17:03 UTC
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I have developed a dashboard in Excel 2007 that uses one source table in a sheet (being filled with a query on our data warehouse) and multiple pivot tables making different cross sections on this data.

I use the GETPIVOTDATA in almost a hundred formulas to give me the right value for a specific indicator in my dashboard.

This all works fine. However I now have received the question to make the dashboard for 5 different segments. As you can imagine I don't want to create 5 different workbooks for this and need to maintain the dashboard logic on all of them.

So my question is the following. Is it possible to automatically (through VBA or any other means) filter the results in my source table which is the source for my pivot tables and thus for my dashboard values.

So schematically:

DATABASE_VIEW --> SOURCE_TABLE --> 12 pivot tables --> 100 GETPIVOTDATA functions

Preferably I would like to load all the segments in the source_table (one view on my database) and then filter the data in the source table, which results in filterd source_dat for my pivots. This way I can (without requerying the db) quickly change between segments in the dashboards (refreshing pivots only).

Data in the source table has the column: CUSTOMER_SEGMENT available to filter upon.

Any help is appreciated.

Geoffrey

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