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pivot tables and sums

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Pivot tables and Sums

ResolvedVersion 2007

Kajal has attended:
Excel Advanced course

Pivot tables and Sums

How can we copy data or refresh new sales data on a pivot table.

The "null" question!

RE: Pivot tables and Sums

Hi.

I have a similar question. I have been able to save new data into a worksheet but when I go into Pivot Table and hit refresh I obtain an error message (pivot table not valid etc). It refreshed ok last week so what is going on with Excel? I am not creating a new table or adding any columns.

Thanks.

RE: Pivot tables and Sums

Hi Robert

It may be that Excel has got confused about the data it should be using after the update. In the Pivot table click on the Change Data Source button on the Options tab and re-select your source data.

Does this fix the problem? Let me know how you get on.

Kind regards,
Andrew

RE: Pivot tables and Sums

Hi Kajal

Thank you for your questions. Depending on your data set one way would be to replace the data on the source sheet and in the pivot table click the Select data button then highlight your new data.

If you wanted to keep your source data and add new information to it you could format your source data as a table (Home Ribbon > Styles group and click Format as Table)

Now when you add data at the bottom of your table it will be included in your data - click refresh on your Pivot Table > Options ribbon to bring the new values into your pivot table.

As with all new approaches try this on a backup of your live data before using on live or production documents.

I hope this helps - do let me know if you have any further questions.

Kind regards,
Andrew

Edited on Mon 22 Oct 2012, 15:27

RE: Pivot tables and Sums

Hi Kajal

I think the Null question was a conditional format to highlight cells that are empty. In fact I realise now there is function that is better suited to this.

The isblank() function tests if the value of a cell is empty or not. If it is the test will return TRUE. This can be combined with conditional formatting as follows:

Highlight the cells to be tested
From the Conditional formatting menu (Home > Cell Styles > Conditional formatting) choose new rule and select the option to create a formula based on a rule

In the formula box enter =isblank(
then click on the first cell in the range you highlighted, completing the formula with a close bracket. It will look something like =isblank($A$1)

Next the important part - remove both dollars in the formula.

Finally use the format button to decide what formatting should be applied if a cell is empty.
Click OK and OK again to apply

Now empty cells will be formatted and non-empty cells unchanged.

I hope this helps too - let me know if you have further questions.


Kind regards,
Andrew

Mon 29 Oct 2012: Automatically marked as resolved.

Excel tip:

Use the Ctrl-key for quick navigation in Excel 2010

If you want to move quickly to the right, left, top or bottom of your spreadsheet, just press Ctrl and one of the arrow keys. If you want to then select all the data in that particular row or column, hold down the Shift key and press Ctrl and an arrow key.

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