Create multiple Pivots based on list of parameters

J

Juan Correa

Hello,

I have been working on a set of tools for my boss for the past few weeks and
with the help of some of the gurus here I have been able to get them to work
so far. But as you know; the more information you give someone, the more
information they will want and now my boss has asked me to implement
something else for the tool.
Here is what I have so far:
I have a sub() that creates a Pivot Table based on criteria selected by the
user on three cells with lists like this:

Cell 1 -> Country List --> 8 Countries
Cell 2 -> Product Family --> 2 Options
Cell 3 -> Offering Family --> 4 Options

The macro works fine at creating individual pivots based on the selected
criteria. But now my boss has decided that he's lazy and doesn't want to set
up the criteria for all the possible combinations, so he asked me to make a
button that will create ALL the possible Pivot Tables at once.

Here is the code for the macro as it is right now:

Sub CtryPivot()
Application.ScreenUpdating = False
ActiveWindow.DisplayGridlines = False

' Declarations
Dim OptWks As Worksheet
Dim PTCache As PivotCache
Dim ctryParam As String
Dim prdFmly As String
Dim offering As String
Dim DataWks As Worksheet

' Make sure we're looking in the right place
Set OptWks = Worksheets("Options")
ctryParam = OptWks.Range("E7").Value
prdFmly = OptWks.Range("E10").Value
offering = OptWks.Range("E13").Value


' Check that the Parameters Have been entered
On Error Resume Next
If OptWks.Range("E7").Value = "" Or OptWks.Range("E10").Value = "" Or
OptWks.Range("E13").Value = "" Then
MsgBox "Select ALL Paramters" & vbNewLine & "Before Creating" &
vbNewLine _
& "Your Pivot Table", vbCritical, "Warning!"
OptWks.Range("E7").Value = ""
OptWks.Range("E10").Value = ""
OptWks.Range("E13").Value = ""
On Error GoTo 0
Else

' Check that the Pivot doesn't exist
Dim wSheet As Worksheet
On Error Resume Next
Set wSheet = Sheets(ctryParam & "-" & prdFmly & "-" & offering)
If wSheet Is Nothing Then

' Make sure the Data tab was formatted before generating the Pivot
On Error Resume Next
Set DataWks = Worksheets("Data")
If WorksheetFunction.CountA(DataWks.Cells) = 0 Then
MsgBox "The Data Tab Is Empty" & vbNewLine & "Run the Format
Data" _
& vbNewLine & "Before Creating the Pivot Table", vbCritical,
"Warning!"
Else

' Create the Country Pivot Base On Selected Parameters
Worksheets.Add(After:=Worksheets(Worksheets.Count)).Name =
ctryParam & "-" & prdFmly _
& "-" & offering

Set PTCache =
ActiveWorkbook.PivotCaches.Add(SourceType:=xlDatabase,
SourceData:="PivotData")
PTCache.CreatePivotTable TableDestination:=Range("A3"),
TableName:=ctryParam & "Pivot"
ActiveWindow.DisplayGridlines = False

' Set a Pivot Table variable to our new Pivot Table
Set Pt = ActiveSheet.PivotTables(ctryParam & "Pivot")

' The layout of the Pivot Table
Pt.AddFields RowFields:=Array( _
"Forecast Category", "Account Name"), ColumnFields:="Booked
Month", _
PageFields:=Array("Country", "Product Family", "Product
Category")

With Pt.PivotFields("Total Price (converted)")
.Orientation = xlDataField
.Function = xlSum
.NumberFormat = "#,##0"
End With

With Cells.Font
.Size = 8
End With

With Pt.PivotFields("Product Family")
.CurrentPage = prdFmly
End With

With Pt.PivotFields("Country")
.Orientation = xlPageField
.Position = 3
.CurrentPage = ctryParam
End With

With Pt.PivotFields("Product Category")
.Orientation = xlPageField
.Position = 1
.CurrentPage = offering
End With

' Tiddy up a bit!
Pt.PivotFields("Account Name").AutoSort xlDescending, "Sum of
Total Price (converted)"
Pt.PivotFields("Forecast
Category").PivotItems("Commit").Position = 1
Pt.PivotFields("Forecast
Category").PivotItems("Upside").Position = 2
Pt.PivotFields("Forecast
Category").PivotItems("Pipeline").Position = 3
Pt.PivotFields("Forecast
Category").PivotItems("Closed").Position = 4
Pt.PivotFields("Forecast
Category").PivotItems("Pipeline").ShowDetail = False
Pt.PivotFields("Forecast
Category").PivotItems("Closed").ShowDetail = False
Cells.EntireColumn.AutoFit
OptWks.Range("E7").Value = ""
OptWks.Range("E10").Value = ""
OptWks.Range("E13").Value = ""
ActiveWorkbook.ShowPivotTableFieldList = False
Application.ScreenUpdating = True
Set wSheet = Nothing
On Error GoTo 0
End If
Else
MsgBox "The Pivot Table for:" & vbNewLine & ctryParam & "-" &
prdFmly _
& "-" & offering & vbNewLine & "Allready Exists", vbCritical,
"Warning!"
Set wSheet = Nothing
OptWks.Range("E7").Value = ""
OptWks.Range("E10").Value = ""
OptWks.Range("E13").Value = ""
On Error GoTo 0
End If
End If
Set DataWks = Nothing
End Sub

The code creates a Pivot Table based on the parameters entered into the
predetermined cells in my Options worksheet and then creates a new worksheet
named using those paramters as well. I have checkpoints in there to make
sure that no duplicate worksheets are attempted, and also to make sure that
the parameters have been set before running the macro.

My question is:
How would I go about setting up a modified version of the code so that it
generates all possible combinations of Pivot Tables based on the three
variables (ctryParam, prdFmly, offering)?
My guess is that I'll need to do some sort of For_Next loop, but this would
be the first time I've done loops in VBA and I have no idea how to go about
this.

Thanks
Juan Correa
 
D

deltaquattro

Hi Juan!

It seems to me that you've already done all the hard stuff :) now it's
just a matter of substituting a couple lines of code. In VBA For...To
Next works like this:

Dim I As Long
For K=1 To 100
For J=1 To 100
For I=1 To 100
'do some stuff
Next I
Next J
Next K

So if you need to build all possible Pivot Tables based on 8
countries, 2 product families and 4 offering family, I guess you could
write something like this:



Countries=Array("USA","Canada","Brazil",...,)
Products=Array("ProductA","ProductB")
Offerings=Array("Offer1",Offer2",..)

For K=1 to UBound(Countries)
ctryParam=Countries(K)
For J=1 to UBound(Products)
prdFmly = Products(J)
For I=1 to UBound(Offerings)
offering = Offerings(I)
' here you can put the rest of your code, from the
line
' 'Check that the Pivot doesn't exist
'going on
Next I
Next J
Next K

Be warned, though, you'll end up having 8x2x4=64 worksheets in your
workbook! Let me know if this helped,

Best Regards,

Sergio Rossi
 
J

Juan Correa

Thank you very much Sergio.

I will test this out and will let you know if it worked.

Cheers
Juan Correa
 
D

deltaquattro

Ciao Juan!

Sure, you don't need to hard code the variables, and as a matter of
fact rule you should never do that because it leads to obscure and
difficult to mantain code. I just wrote my code snippet that way as an
short example, but it was not meant to be used as actual code. Since
your data come from a worksheet, say "Source Data": I assume that
Countries, Products and Offerings are stored in three different
columns. Then you can just assign the values for Countries, Products
and Offerings to three Range objects, and refer to them in your code.
The only "tricky" part may be that you you don't know how many non-
empty cells there are in each column. This is easily overcome by using
the CurrentRegion property, if data are not in adjacent columns,
otherwise you can use the CountA worksheet function to get the number
of non-empty cells. I assume the first case, so let's suppose you have
Countries in column A, Products in column C and Offerings in column E:

A B C D E
Argentina ProdA Family1
Brazil ProdB Family2
Chile & Peru Family3
Colombia Family4
Distributors
Mexico
PR & DR

Then just run the following:

Sub driver()
Dim SheetName As String
SheetName="Source Data"
Call foobar(SheetName)
End Sub

Sub foobar(SheetName As String)

Dim Countries As Range, Products As Range, Offerings As Range
Dim R1 As Range, R2 As Range, R3 As Range
Dim ctryParam As String
Dim prdFmly As String
Dim offering As String

Set Countries = Worksheets(SheetName).Range("A1").CurrentRegion
Set Products = Worksheets(SheetName).Range("C1").CurrentRegion
Set Offerings = Worksheets(SheetName).Range("E1").CurrentRegion

Dim I As Long
I = 0
For Each R1 In Countries
ctryParam = R1.Value
For Each R2 In Products
prdFmly = R2.Value
For Each R3 In Offerings
offering = R3.Value
I = I + 1
Cells(I, 7) = ctryParam & prdFmly & offering
Next
Next
Next
End Sub

and column G will be populated with all possible combinations of
Countries, Products and Offerings. Now just substitute the trivial
part

I = I + 1
Cells(I, 7) = ctryParam & prdFmly & offering

with your actual code and off you go.

Best Regards,

Sergio Rossi (deltaquattro)
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top