How To Update A Pivot Table In Excel

Introduction

Updating an Excel pivot table is essential for ensuring data reflects the most current information. This guide provides a step-by-step process for refreshing your pivot table efficiently.

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How to Update Excel Pivot Table

Refreshing Pivot Tables

To reflect changes in the underlying dataset, refresh your pivot table. Right-click inside the table and select 'Refresh', or on the Analyze tab, click the 'Refresh' button.

Changing Data Source

If additional rows or columns are modified, update your pivot table by changing the data source. Click 'Change Data Source' under the Analyze tab and select the new range.

Automatic Refresh

Set your pivot table to refresh automatically upon opening the Excel file for the most up-to-date data without manual intervention.

Editing Pivot Tables

Modify your pivot table by adding or removing fields using the PivotTable Fields pane, and change the calculation method via the Value Field Settings or Show Values As options.

Updating Data and Refreshing

After modifying pivot table data on its spreadsheet, remember to navigate back to the pivot table tab, select the table, and refresh to update the summarized report.

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Conclusion: Simplify Your Excel Pivot Table Updates with Sourcetable

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