Learn How to Automatically Create Pivot Tables in Excel With VBA
Pivot tables are powerful tools which help transform data into meaningful insights. They can help you understand patterns and trends, make accurate forecasts, and improve your decision-making skills. However, creating pivot tables manually is a tedious and time-consuming task. This is where VBA (Visual Basic for Applications) comes into play. In this article, we will learn how to create pivot tables automatically in Excel using VBA.
Step 1: Enable Developer Tab
Before we start coding, we need to enable the Developer tab in Excel. To do this, go to the File tab, choose Options, then click Customize Ribbon. Check the box next to Developer, and then click OK.
Step 2: Open Visual Basic Editor
To write VBA code, we need to open the Visual Basic Editor. Click the Developer tab, then click the Visual Basic button. Alternatively, you can press ALT + F11 on your keyboard to open the Editor.
Step 3: Insert Module
In the Visual Basic Editor, go to the Insert menu and choose Module. This creates a new module where we can write our VBA code.
Step 4: Write the VBA Code
We will now write the VBA code which will create the pivot table. The first line of code declares a pivot table object. The second line creates a new pivot table based on the data in the selected range. The rest of the code sets the fields in the pivot table – row fields, column fields, value fields, and filters.
Sub CreatePivotTable()
Dim pt As PivotTable
Set pt = ActiveSheet.PivotTableWizard
With pt
.PivotFields(“Category”).Orientation = xlRowField
.PivotFields(“Product”).Orientation = xlRowField
.PivotFields(“Units Sold”).Orientation = xlDataField
.PivotFields(“Revenue”).Orientation = xlDataField
End With
End Sub
Step 5: Run the Code
Once we have written the VBA code, we need to run it. There are two ways to run the code: by pressing F5 on your keyboard, or by clicking the Run button in the toolbar.
Step 6: Customize the Pivot Table
By default, the pivot table will be created in a new worksheet. You can now customize the pivot table by dragging and dropping fields to different areas, formatting the table, and adding charts.
Conclusion
Using VBA to create pivot tables in Excel can save you a lot of time and effort. With just a few lines of code, you can create a pivot table that summarizes and analyzes your data. VBA is a powerful tool that can automate repetitive tasks and improve your productivity. By learning how to use VBA in Excel, you can become a more efficient and effective data analyst.