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如何在 Excel 数据透视表深入钻取中过滤源工作表？

tag-icon • tag-icon microsoft-excel vba pivot-table
如何在 Excel 数据透视表深入钻取中过滤源工作表？

我在 Excel 电子表格中记录我的开支。在第二个工作表中，我有一个数据透视表，可以按月份和类别分组我的开支以查看总数。如果我双击某个单元格，就会自动添加一个新工作表，其中显示所选月份/类别的开支列表。这非常棒，但新工作表包含开支的副本，因此我无法更新它们。此外，每次深入研究时，我都必须不断删除这些工作表，这非常烦人。

我找到了一个示例，解释了如何自动重命名和删除添加的工作表：http://www.contextures.com/excel-pivot-table-drilldown.html

我真正想要的是切换回第一张表并相应地更新过滤器。有人知道我该如何实现吗？

非常感谢，

帕特里克

答案1

不太简单。我重建了代码每日剂量的 Excel充分利用 Excel 2010 更好的过滤选项。如果您在数据透视表中选择一个数据点并运行宏，它将为您提供源数据中的匹配行。它通过使用“显示详细信息”功能，然后为每列创建一个过滤器以匹配数据来实现这一点。

您可以在新的右键单击按钮上进行设置，或者覆盖默认的显示详细信息行为。

Private mPivotTable As PivotTable

Sub GetDetailsOnSource()

'turn off updates to speed up code execution
With Application
    .ScreenUpdating = False
    .EnableEvents = False
    .Calculation = xlCalculationManual
End With

    On Error Resume Next
        Set mPivotTable = Selection.PivotTable
    On Error GoTo 0


   If Not mPivotTable Is Nothing Then
        If mPivotTable.PivotCache.SourceType <> xlDatabase Or _
            Intersect(Selection, mPivotTable.DataBodyRange) Is Nothing Then

            Set mPivotTable = Nothing
        End If
    End If

   Selection.ShowDetail = True
   GetDetailInfo

With Application
    .ScreenUpdating = True
    .EnableEvents = True
    .Calculation = xlCalculationAutomatic
End With

End Sub


Sub GetDetailInfo()

    Dim rCell As Range
    Dim rData As Range
    Dim vMin As Variant, vMax As Variant
    Dim rSource As Range
    Dim lOldCalc As Long, sh As Worksheet
    Dim colItems As Collection, arrFilter As Variant, lLoop As Long, lLastRow As Long
    Dim bBlanks As Boolean, bNumbers As Boolean, sNumberFormat As String

   Set sh = ActiveSheet

    If Not mPivotTable Is Nothing Then

        lOldCalc = Application.Calculation
        Application.Calculation = xlCalculationManual

        Set rSource = Application.Evaluate(Application.ConvertFormula(mPivotTable.SourceData, xlR1C1, xlA1))
        rSource.Parent.AutoFilterMode = False
        rSource.AutoFilter

       lLastRow = sh.ListObjects(1).Range.Rows.Count
       sh.ListObjects(1).Unlist

        'Loop through the header row

       For Each rCell In Intersect(sh.UsedRange, sh.Rows(1)).Cells

            If Not IsDataField(rCell) Then
                If Application.WorksheetFunction.CountIf(rCell.Resize(lLastRow), "") > 0 Then bBlanks = True Else bBlanks = False

                rCell.Resize(lLastRow).RemoveDuplicates Columns:=1, Header:=xlYes

                If Application.WorksheetFunction.CountA(rCell.EntireColumn) = Application.WorksheetFunction.Count(rCell.EntireColumn) + 1 _
                    And Not IsDate(sh.Cells(Rows.Count, rCell.Column).End(xlUp)) Then 'convert numbers to text
                    bNumbers = True
                    rCell.EntireColumn.NumberFormat = "0"
                    rCell.EntireColumn.TextToColumns Destination:=rCell, DataType:=xlFixedWidth, _
                        OtherChar:="" & Chr(10) & "", FieldInfo:=Array(0, 2), TrailingMinusNumbers:=True
                Else
                    bNumbers = False
                End If

                arrFilter = sh.Range(rCell.Offset(1), sh.Cells(sh.Rows.Count, rCell.Column).End(xlUp).Offset(IIf(bBlanks, 1, 0))).Value


                If Application.WorksheetFunction.Subtotal(3, rCell.EntireColumn) = 1 Then
                    rSource.AutoFilter Field:=rCell.Column, Criteria1:=""

                Else:
                    arrFilter = Application.Transpose(arrFilter)

                    sNumberFormat = rSource.Cells(2, rCell.Column).NumberFormat

                    If bNumbers Then _
                        rSource.Columns(rCell.Column).NumberFormat = "0"

                    rSource.AutoFilter Field:=rCell.Column, Criteria1:=arrFilter, Operator:=xlFilterValues

                    rSource.Cells(2, rCell.Column).NumberFormat = sNumberFormat
                End If

                Set arrFilter = Nothing
            End If

        Next rCell

        'so it doesn’t run at next sheet activate
       Set mPivotTable = Nothing

        Application.Calculation = lOldCalc

        'Delete the sheet created by double click
       Application.DisplayAlerts = False
            sh.Delete
        Application.DisplayAlerts = True

        rSource.Parent.Activate

    End If
End Sub

Private Function IsDataField(rCell As Range) As Boolean

    Dim bDataField As Boolean
    Dim i As Long

    bDataField = False
    For i = 1 To mPivotTable.DataFields.Count
        If rCell.Value = mPivotTable.DataFields(i).SourceName Then
            bDataField = True
            Exit For
        End If
    Next i

    IsDataField = bDataField

End Function

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