How To Refresh A Pivot Table In Excel
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Refreshing a pivot table in Excel ensures your data analysis reflects the latest information. This task is a key step in maintaining the accuracy and relevance of your data insights.
While Excel's pivot tables are powerful, they can be cumbersome to update. We'll cover the necessary steps to refresh a pivot table and introduce how Sourcetable offers a more streamlined approach to this process.
How to Refresh a Pivot Table in Excel
Manual Refresh
To manually update a Pivot Table after changing the source data, click the Refresh button in the Excel toolbar. Alternatively, press Alt + F5 to promptly refresh the active Pivot Table.
Automatic Refresh on File Open
Set your Pivot Table to automatically refresh each time the Excel file is opened by selecting the 'Refresh data when opening the file' option in the PivotTable Options dialog box. This ensures your Pivot Table displays the most current data upon file access.
Using Excel Table as Data Source
Converting your data source to an Excel Table before creating the Pivot Table is recommended. An Excel Table dynamically includes new rows and columns, simplifying the update process of the Pivot Table when new data is appended.
Automate with VBA
Employ the Worksheet_Change VBA macro to auto-update the Pivot Table upon data source modifications. Be aware that the VBA script requires customization to function with your specific workbook.
Pivot Table Refresh Shortcuts
There are several quick methods to refresh Pivot Tables: modify the data source, right-click on the Pivot Table and choose refresh, implement VBA for auto-refreshing, or configure the Pivot Table to update when the workbook is opened.
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Common Use Cases
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Updating a pivot table after changing the source data
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Ensuring the latest data is reflected in pivot table reports before a presentation
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Correcting pivot table values after fixing errors in the source spreadsheet
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Refreshing multiple pivot tables after a scheduled data import
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Maintaining accurate summary information when regularly adding new data
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