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176
Public/Add-PivotTable.ps1
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176
Public/Add-PivotTable.ps1
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function Add-PivotTable {
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[CmdletBinding(defaultParameterSetName = 'ChartbyParams')]
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[OutputType([OfficeOpenXml.Table.PivotTable.ExcelPivotTable])]
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param (
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[Parameter(Mandatory = $true)]
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[string]$PivotTableName,
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[OfficeOpenXml.ExcelAddressBase]
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$Address,
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$ExcelPackage,
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$SourceWorkSheet,
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$SourceRange,
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$PivotRows,
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$PivotData,
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$PivotColumns,
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$PivotFilter,
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[Switch]$PivotDataToColumn,
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[ValidateSet("Both", "Columns", "Rows", "None")]
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[String]$PivotTotals = "Both",
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[Switch]$NoTotalsInPivot,
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[String]$GroupDateRow,
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[OfficeOpenXml.Table.PivotTable.eDateGroupBy[]]$GroupDatePart,
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[String]$GroupNumericRow,
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[double]$GroupNumericMin = 0 ,
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[double]$GroupNumericMax = [Double]::MaxValue ,
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[double]$GroupNumericInterval = 100 ,
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[string]$PivotNumberFormat,
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[OfficeOpenXml.Table.TableStyles]$PivotTableStyle,
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[Parameter(ParameterSetName = 'ChartbyDef', Mandatory = $true, ValueFromPipelineByPropertyName = $true)]
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$PivotChartDefinition,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[Switch]$IncludePivotChart,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[String]$ChartTitle = "",
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[int]$ChartHeight = 400 ,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[int]$ChartWidth = 600,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[Int]$ChartRow = 0 ,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[Int]$ChartColumn = 4,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[Int]$ChartRowOffSetPixels = 0 ,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[Int]$ChartColumnOffSetPixels = 0,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[OfficeOpenXml.Drawing.Chart.eChartType]$ChartType = 'Pie',
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[Switch]$NoLegend,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[Switch]$ShowCategory,
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[Parameter(ParameterSetName = 'ChartbyParams')]
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[Switch]$ShowPercent,
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[switch]$Activate,
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[Switch]$PassThru
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)
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if ($PivotTableName.length -gt 250) {
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Write-warning -Message "PivotTable name will be truncated"
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$PivotTableName = $PivotTableName.Substring(0, 250)
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}
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if ($Address) {
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[OfficeOpenXml.ExcelWorksheet]$wsPivot = $address.Worksheet
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}
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else {
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try {
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if (-not $ExcelPackage) {Write-Warning -message "This combination of Parameters needs to include the ExcelPackage." ; return }
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[OfficeOpenXml.ExcelWorksheet]$wsPivot = Add-Worksheet -ExcelPackage $ExcelPackage -WorksheetName $pivotTableName -Activate:$Activate
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if ($wsPivot.Name -ne $PivotTableName) {Write-Warning -Message "The Worksheet name for the PivotTable does not match the table name '$PivotTableName'; probably because excess or illegal characters were removed." }
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if ($PivotFilter) {$Address = $wsPivot.Cells["A3"]} else { $Address = $wsPivot.Cells["A1"]}
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}
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catch {throw "Could not create the sheet for the PivotTable. $_" }
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}
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#if the pivot doesn't exist, create it.
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if (-not $wsPivot) {throw "There was a problem getting the worksheet for the PivotTable"}
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if (-not $wsPivot.PivotTables[$pivotTableName] ) {
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try {
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#Accept a string or a worksheet object as $SourceWorksheet - we don't need a worksheet if we have a Rangebase .
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if ( $SourceWorkSheet -is [string]) {
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$SourceWorkSheet = $ExcelPackage.Workbook.Worksheets.where( {$_.name -Like $SourceWorkSheet})[0]
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}
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elseif ( $SourceWorkSheet -is [int] ) {
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$SourceWorkSheet = $ExcelPackage.Workbook.Worksheets[$SourceWorkSheet]
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}
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if ( $SourceRange -is [OfficeOpenXml.Table.ExcelTable]) {$SourceRange = $SourceRange.Address }
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if ( $sourceRange -is [OfficeOpenXml.ExcelRange] -or
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$SourceRange -is [OfficeOpenXml.ExcelAddress]) {
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$pivotTable = $wsPivot.PivotTables.Add($Address, $SourceRange, $pivotTableName)
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}
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elseif (-not $SourceRange) {
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$pivotTable = $wsPivot.PivotTables.Add($Address, $SourceWorkSheet.cells[$SourceWorkSheet.Dimension.Address], $pivotTableName)
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}
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elseif ($SourceWorkSheet -isnot [OfficeOpenXml.ExcelWorksheet] ) {
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Write-Warning -Message "Could not find source Worksheet for pivot-table '$pivotTableName'." ; return
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}
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elseif ( $SourceRange -is [String] -or $SourceRange -is [OfficeOpenXml.ExcelAddress]) {
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$pivotTable = $wsPivot.PivotTables.Add($Address, $SourceWorkSheet.Cells[$SourceRange], $pivotTableName)
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}
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else {Write-warning "Could not create a PivotTable with the Source Range provided."; return}
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foreach ($Row in $PivotRows) {
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try {$null = $pivotTable.RowFields.Add($pivotTable.Fields[$Row]) }
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catch {Write-Warning -message "Could not add '$row' to Rows in PivotTable $pivotTableName." }
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}
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foreach ($Column in $PivotColumns) {
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try {$null = $pivotTable.ColumnFields.Add($pivotTable.Fields[$Column])}
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catch {Write-Warning -message "Could not add '$Column' to Columns in PivotTable $pivotTableName." }
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}
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if ($PivotData -is [HashTable] -or $PivotData -is [System.Collections.Specialized.OrderedDictionary]) {
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$PivotData.Keys | ForEach-Object {
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try {
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$df = $pivotTable.DataFields.Add($pivotTable.Fields[$_])
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$df.Function = $PivotData.$_
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if ($PivotNumberFormat) {$df.Format = (Expand-NumberFormat -NumberFormat $PivotNumberFormat)}
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}
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catch {Write-Warning -message "Problem adding data fields to PivotTable $pivotTableName." }
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}
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}
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else {
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foreach ($field in $PivotData) {
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try {
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$df = $pivotTable.DataFields.Add($pivotTable.Fields[$field])
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$df.Function = 'Count'
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}
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catch {Write-Warning -message "Problem adding data field '$field' to PivotTable $pivotTableName." }
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}
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}
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foreach ( $pFilter in $PivotFilter) {
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try { $null = $pivotTable.PageFields.Add($pivotTable.Fields[$pFilter])}
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catch {Write-Warning -message "Could not add '$pFilter' to Filter/Page fields in PivotTable $pivotTableName." }
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}
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if ($NoTotalsInPivot) {$PivotTotals = "None" }
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if ($PivotTotals -eq "None" -or $PivotTotals -eq "Columns") { $pivotTable.RowGrandTotals = $false }
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elseif ($PivotTotals -eq "Both" -or $PivotTotals -eq "Rows") { $pivotTable.RowGrandTotals = $true }
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if ($PivotTotals -eq "None" -or $PivotTotals -eq "Rows") { $pivotTable.ColumGrandTotals = $false } # Epplus spelling mistake, not mine!
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elseif ($PivotTotals -eq "Both" -or $PivotTotals -eq "Columns") { $pivotTable.ColumGrandTotals = $true }
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if ($PivotDataToColumn ) { $pivotTable.DataOnRows = $false }
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if ($PivotTableStyle) { $pivotTable.TableStyle = $PivotTableStyle}
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if ($GroupNumericRow) {
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$r = $pivotTable.RowFields.Where( {$_.name -eq $GroupNumericRow })
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if (-not $r ) {Write-Warning -Message "Could not find a Row field named '$GroupNumericRow'; no numeric grouping will be done."}
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else {$r.AddNumericGrouping($GroupNumericMin, $GroupNumericMax, $GroupNumericInterval)}
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}
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if ($GroupDateRow -and $PSBoundParameters.ContainsKey("GroupDatePart")) {
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$r = $pivotTable.RowFields.Where( {$_.name -eq $GroupDateRow })
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if (-not $r ) {Write-Warning -Message "Could not find a Row field named '$GroupDateRow'; no date grouping will be done."}
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else {$r.AddDateGrouping($GroupDatePart)}
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}
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}
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catch {Write-Warning -Message "Failed adding PivotTable '$pivotTableName': $_"}
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}
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else {
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Write-Warning -Message "PivotTable defined in $($pivotTableName) already exists, only the data range will be changed."
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$pivotTable = $wsPivot.PivotTables[$pivotTableName]
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if (-not $SourceRange) { $SourceRange = $SourceWorkSheet.Dimension.Address}
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$pivotTable.CacheDefinition.SourceRange = $SourceWorkSheet.cells[$SourceRange]
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#change for epPlus 4.5 - Previously needed to hack the xml
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# $pivotTable.CacheDefinition.CacheDefinitionXml.pivotCacheDefinition.cacheSource.worksheetSource.ref = $SourceRange
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}
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#Create the chart if it doesn't exist, leave alone if it does.
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if ($IncludePivotChart -and -not $wsPivot.Drawings["Chart$pivotTableName"] ) {
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try {Add-ExcelChart -PivotTable $pivotTable -ChartType $ChartType -Width $ChartWidth -Height $ChartHeight -Row $ChartRow -Column $ChartColumn -RowOffSetPixels $ChartRowOffSetPixels -ColumnOffSetPixels $ChartColumnOffSetPixels -Title $ChartTitle -NoLegend:$NoLegend -ShowCategory:$ShowCategory -ShowPercent:$ShowPercent }
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catch {Write-Warning -Message "Failed adding chart for pivotable '$pivotTableName': $_"}
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}
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elseif ($PivotChartDefinition -and -not $wsPivot.Drawings["Chart$pivotTableName"]) {
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if ($PivotChartDefinition -is [System.Management.Automation.PSCustomObject]) {
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$params = @{PivotTable = $pivotTable }
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$PivotChartDefinition.PSObject.Properties | ForEach-Object {if ( $null -ne $_.value) {$params[$_.name] = $_.value}}
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Add-ExcelChart @params
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}
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elseif ($PivotChartDefinition -is [hashtable] -or $PivotChartDefinition -is [System.Collections.Specialized.OrderedDictionary]) {
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Add-ExcelChart -PivotTable $pivotTable @PivotChartDefinition
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}
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}
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if ($PassThru) {return $pivotTable}
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}
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