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Updating data in pivot table

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However, if the location of your external data source is changed, for example, your SQL Server database name is the same, but it has been moved to a different server, or your Access database has been moved to another network share, you can change your current data connection to reflect the same. You can always ask an expert in the Excel Tech Community , get support in the Answers community , or suggest a new feature or improvement on Excel User Voice. Updating PivotTable Layout You can decide whether your PivotTable is to be updated whenever you make changes to the layout or it is to be updated by a separate trigger. Select All Connections in the Show box. If your PivotTable is based on a connection to a range or table in the Data Model , you can choose another Data Model table or connection on the Tables tab. Pick the connection you want, and click Open. Go through the Data Connection Wizard Steps. Click the Browse for More button. However, if the source data has been changed substantially, such as having more or fewer columns, consider creating a new PivotTable. The situation now is that we have been given some additional data and need to incorporate this into our report.

Updating data in pivot table


Using the Refresh button won't automatically pick up any new data in your table unless you're using Excel's Table feature as the source for your pivot table - we'll come to that shortly. When you create a new Pivot Table, Excel either uses the source data you selected or automatically selects the data for you. However, if the source data has been changed substantially, such as having more or fewer columns, consider creating a new PivotTable. The data on which the PivotTable is based might be updated either periodically or on occurrence of an event. If you choose a connection from the Connection files on the network or Connection files on this computer category, the connection file is copied into the workbook as a new workbook connection, and then used as the new connection for the PivotTable report. You can always ask an expert in the Excel Tech Community , get support in the Answers community , or suggest a new feature or improvement on Excel User Voice. Select Entire PivotTable from the dropdown list. Right-click on the worksheet tab and select Delete from the dropdown list. Alternatively, click Collapse Dialog to temporarily hide the dialog box, select the beginning cell on the worksheet, and then press Expand Dialog. The reason is that when you click the Change Data Source button, Excel automatically switches to the worksheet holding the data, and highlights the current data range for you, ready to modify, like this: Select Change Data Source from the dropdown list. As you can see, we now have rows of data: Note that we're not actually changing to a new data source, we're simply going to update the existing data source to include the new data. And here's the resulting Pivot Table: We are interested in just two buttons on this toolbar - the Refresh button and the Change Data Source button: Click the Browse for More button. Pick the connection you want, and click Open. Click Properties, and click the Definition tab. Click the PivotTable report. To use a different connection, click select a Use an external data source, and then click Choose Connection. The Change PivotTable Data source dialog box is displayed. Updating PivotTable Layout You can decide whether your PivotTable is to be updated whenever you make changes to the layout or it is to be updated by a separate trigger. But data changes often, which means you also need to be able to update your pivot tables to reflect the new or changed data. If you add new data to your PivotTable data source, any PivotTables that were built on that data source need to be refreshed. You can also right-click the PivotTable, and then click Refresh. Click Change Data Source in the Data group.

Updating data in pivot table


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