topic RE: Refresh Pivot tables in Product Forum

Refresh Pivot tables

RománSánchez_Pé — Fri, 10 Nov 2023 10:52:00 GMT

Hi Team,

I was wondering if there's any chance of implementing the action "Refresh Pivot Table" in a new release of the DX MS Excel VBO?

Thank you & Kind regards,

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Román Sánchez
RPA Developer
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RE: Refresh Pivot tables

LeonardoSQueiroz — Sat, 11 Nov 2023 14:33:00 GMT

Hello,

Which version are you using?

Check this extended version, it has some additional features: https://digitalexchange.blueprism.com/dx/entry/9648/solution/ms-excel-vbo---extended

Compliments,

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Leonardo Soares
RPA Developer Tech Leader
Bridge Consulting
América/Brazil
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RE: Refresh Pivot tables

Tejaskumar_Darji — Wed, 06 Mar 2024 15:32:00 GMT

Yes this is a must. Can we please have Refresh Pivot action in native Excel VBO please. @ewilson can you help sir.

Right now this is in extended but we have used native VBO eevrywhere and cant change all actions now to extended.

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If I was of assistance, please vote for it to be the "Best Answer".

Thanks & Regards,
Tejaskumar Darji - https://www.linkedin.com/in/tejaskumardarji/
Technical Lead
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RE: Refresh Pivot tables

michaeloneil — Wed, 06 Mar 2024 16:57:00 GMT

I created a couple of actions for this previously if its useful to you. You will need to create a new action Refresh Pivot Tables and add a code stage with the following code:

Dim wb As Object
wb = GetWorkbook(handle,workbookname)

wb.Activate()

wb.RefreshAll

Inputs are handle and workbookname. Alternatively I have one that refreshes a named pivot table do the same thing and create an new action with a code stage using the following code:

Dim ws as Object = GetWorksheet(handle,workbookname,worksheetname)

ws.Activate()

ws.PivotTables(Pivot_Name).PivotCache.Refresh

Inputs are handle, workbookname, worksheetname and Pivot Name

Hope this helps.

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Michael ONeil
Technical Lead developer
NTTData
Europe/London
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RE: Refresh Pivot tables

Daniel_Sanhueza — Wed, 06 Mar 2024 19:38:00 GMT

I used the same code as @Michael ONeil on my action "Update Excel" so I can say that works perfectly 🙂

Regards

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Daniel Sanhueza
RPA Professional Developer
Deloitte
America/Santiago
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RE: Refresh Pivot tables

ewilson — Wed, 06 Mar 2024 21:21:00 GMT

Hello @Tejaskumar_Darji,

Thanks for the shoutout. I've looked through the Extended VBO on the DX, but there is no Refresh Pivot action. If you have one in yours, it's likely because someone within team added it themselves, or you received that VBO from somewhere other than the DX.

Having said that, we can certainly add an action for this in the core Excel VBO.

I would ask that in the future, any requests for new functionality should be directed to the DX Ideas page. That way we have traceability as those ideas go straight to our backlog.

https://digitalexchange.blueprism.com/site/global/ideas/index.gsp

Cheers,

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Eric Wilson
Director, Integrations and Enablement
Blue Prism Digital Exchange
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RE: Refresh Pivot tables

ewilson — Wed, 06 Mar 2024 22:04:00 GMT

@RománSánchez_Pé,

The Excel VBO, available on the DX as v10.2.0, has been updated to include Refresh All and Refresh Pivot Table actions (thanks for @Michael ONeil for sharing his code).

Cheers,

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Eric Wilson
Director, Integrations and Enablement
Blue Prism Digital Exchange
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RE: Refresh Pivot tables

LeonardoSQueiroz — Wed, 06 Mar 2024 23:18:00 GMT

Thanks Eric! (=

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Leonardo Soares
RPA Developer
América/Brazil
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RE: Refresh Pivot tables

Michael_S — Thu, 07 Mar 2024 07:05:00 GMT

Wow nice work everyone, and thanks especially @Michael ONeil for sharing the code!

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💙 Michael
(I'm part of the SS&C Blue Prism Community Team)
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RE: Refresh Pivot tables

faheemsd — Thu, 07 Mar 2024 07:36:00 GMT

Dear @ewilson

Thank you very much for your efforts in integrating the "Refresh Pivot Table" functionality within the Excel VBO.

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SYED FAHEEM
RPA Lead
Arab Financial Services
Manama
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RE: Refresh Pivot tables

Tejaskumar_Darji — Thu, 07 Mar 2024 09:29:00 GMT

I appreciate everyone who worked on it and rushed to have it published. There are many such codes and actions built by users which stays in community and could not reach to the DX. Although the DX ideation page is available, I don't believe users are regularly using it. Perhaps DX ideation and the main DX portal can be combined.

We can have some reward programs, help guides, help teams, etc. to encourage people to submit new assets to DX so we have rich activities and users dont end up creating custom codes for them. This is also one area of improvement, as other platforms are ahead in this race since they have literally every action covered in prebuilt assets, which makes the tool easy to use and creates fewer blockers in development.

RE: Refresh Pivot tables

michaeloneil — Thu, 07 Mar 2024 09:50:00 GMT

No problem Im glad it was helpful 🙂

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Michael ONeil
Technical Lead developer
NTTData
Europe/London
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