pivot table reftresh

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Pivot table reftresh

resolvedResolved · Urgent Priority · Version 2010

Efstratia has attended:
Excel Advanced course

Pivot table reftresh

Hi,
I have created a database and a pivot table which both are linked. i entered yesterday new data and but when i refresh the pivot table these new data are not appeared in the pivot table.
what can i do?
thanks
Efi

RE: pivot table reftresh

Hi Efstratia

Thank you for your question. If the source database is in an Excel spreadsheet and the new data is added below the original data then the Pivot table will not automatically include the new rows - even if you click refresh. Refresh reloads the contents of the original database, rather than adding the new lines.

One option is to use the Change Data Source button on the Pivot Table Ribbon. This lets you change the source range of data to include the new records by re-selecting them.

The other option is to format your source database in Excel as a Data Table then use this table as the base for the pivot table. To format as a table click in the data and on the Home tab click Format as Table and choose the format you wish for the data.

In a data table when you add new records at the bottom Excel automatically adds them to the table. If you use the refresh button in the pivot table it will now include the new rows of data in the results.

I hope this helps - let me know if you have any further questions or if your data is stored outside of Excel.

Kind regards,
Andrew

RE: pivot table reftresh

thank you for your reply I tried the first option and it works, can you please explain me how can I format a source database in Excel as a Data Table?
thanks


RE: pivot table reftresh

Hi Efstratia

Glad that works - formatting as a table is very straightforward.

First click on any cell inside the table of data.
On the home tab click Format as Table (Excel will pop up a dialogue box to check the size of the table affected) then let you choose how the table should be formatted.

If you click on the first blank row at the bottom of the table and add a new record you will find the record is automatically formatted to match the table.

Pivot tables based on data formatted as table will automatically include these new rows when you refresh the pivot table.

I hope this helps - let me know if we can be of any further help.

Kind regards,
Andrew


 

Excel tip:

Highlighting a data range

Attempting to use a mouse to highlight a large range of cells with data in Excel can make the mouse to have a life of it's own!

Use keyboard strokes instead.

Step 1. Place the cusor in the cell where the highlighting should begin.

Step 2. Select keystroke, CTRL+SHIFT+END

This will take the cursor to the furthermost bottom corner of the data range found in that worksheet. And highlight that range of cells at the same time




View all Excel hints and tips


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