In Pivot Table Data Source dialogue box that appears, click in Table/Range box and click on the Worksheet containing new Source Data. So this is how the code automatically runs. After you create a pivot table, you might add new data, or change the existing data. 3:08. In many situations it can replace (quite obsolete and limited) Calculated fields and Calculated Items. What This VBA Code Does. One a tab I have columns of data which is the source data for a pivot table I have just below. And you can do as follows: Step 1: Select the Pivot Chart you will change its data source, and cut it with pressing the Ctrl + X keys simultaneously. So to save some tedious work I wrote a handy quick and dirty macro to change the data source for these copied Pivot Tables to the dataset Table in this new workbook as follows: Change the Source Data for your Pivot Table. Hi, I have recently been experiencing what must be a bug in Excel where I try and change the data source of a pivot table, but nothing happens and it just stays as the same old data source. Click on the "Open" button. This thread is locked. Note: If you choose a connection from the Connections in this Workbook category, you will be reusing or sharing an existing connection. Then click into your pivot table-analyze-change data source and type in the name you just gave to that table, in our case "data" and confirm. If you know the source data location will be changing, then a good option is to create a Parameter. Alternatively, click Collapse Dialog Data source already changed. Rightclick, choose Edit Layout; window Pivot Table Layout opens. When our source data changes and we want to update the data model, we can easily do so through Power Pivot. In the Show drop-down list at the top of the dialog box, select the category of connections for which you want to choose a connection or select All Existing Connections (which is the default). First of all we used a worksheet_deactivate event. If I change the data source of a pivot table to include full columns, it changes the data source to a different tab. The key here is that your pivot table only refers to the table name without the file name. The data source is on a separate spreadsheet. The Change PivotTable Data Source dialog box opens, and you can see the the source table or range in the Table/Range box. I have a spreadsheet with 10 pivot tables on it. Change the Source Data for your Pivot Table In order to change the source data for your Pivot Table, you can follow these steps: Add your new data to the existing data table. When we open the Change PivotTable Data Source dialog (see picture below), it shows the current table/range like this: I created a pivot table linked to source data in a separate worksheet and the pivot table was distributed to employees. After you create a PivotTable, you can change the range of its source data. It allows you to look at your data from a wide range of customizable views. If you need to change values in the Connection string box, contact your database administrator. What if your connection is not listed? If you want to change the data source for all the pivot tables in a workbook, based on a named range, you can use the following code. Find the Source Data. How to Dynamically Update Pivot Table Data Source Range in Excel : To dynamically change the source data range of pivot tables, we use pivot caches. For the sake of this question, lets say all of this is on "Sheet1", the data is in cells A2:F25, and the pivot table is in cell G27. to temporarily hide the dialog box, select the beginning cell on the worksheet, and then press Expand Dialog Stay on Pivot Table and on ribbon PivotTable Tools->Analyse-Change Data Source and update your range from here. However, if the source data has been changed substantially—such as having more or fewer columns, consider creating a new PivotTable. Click on the "Open" option and then locate the Excel 2007 file that contains the pivot table for which you want to change the data source. If your pivot table and source data are on the same sheet then you will need to add code to disable events. I have recently been experiencing what must be a bug in Excel where I try and change the data source of a pivot table, but nothing happens and it just stays as the same old data source. On the Options tab, in the Data group, click Change Data Source, and then click Change Data Source. TechOnTheNet.com requires javascript to work properly. If your .odc connection file has been moved, browse to its new location in the Connection file box. I need the Pivot Table Wizard in Excel from Office Home and Student 2016 for Mac. In this article we will use this source data: to create this pivot table: Notice, that the values in Pivot table are different from the source. In the Data group, click on Change Data Source button and select "Change Data Source" from the popup menu. Solution: move neighboring pivot tables to the right or down, as appropriate, before changing the data source. Double click on it. Things you have to change … First of all we used a worksheet_deactivate event. So to save some tedious work I wrote a handy quick and dirty macro to change the data source for these copied Pivot Tables to the dataset Table in this new workbook as follows: . Updating a Linked Table (00:08) For this lesson, we use a linked table as the source of the Debtor Days table in the Power Pivot data model. Here are changes that you can make to existing data sources: Where there are multiple queries all coming from the same source, there is a better way to repoint to the source data; the Data Source settings. Viewed 36k times 3. This event triggers only when the sheet containing the code is switched or deactivated. Copyright © 2003-2021 TechOnTheNet.com. To change a data source for a PivotTable report, use the PivotTable.ChangeDataSource method overloads. In the Data group, click on Change Data Source button and select "Change Data Source" from the popup menu. If you want to change the data source of a Pivot Chart in Excel, you have to break the link between this Pivot Chart and its source data of Pivot Table, and then add a data source for it. Stop creating the same Pivot Table every month for your monthly data extracts!Create a template with your Pivot Table already made and just replace the data every time you need to update. When the pivot table was built Excel put these headers into the field list trimmed, but when datasource was changed to another range with the same headers with redundant trailing spaces Excel tried to match the trimmed field names and the untrimmed headers, found they are different and removed pivot table columns. Okay, I have sifted through tons of posts and cannot get my code to run. A pivot table is created using pivot cache. 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. After you create a connection to an external data source in a Data Model, you can use the Power Pivot add-in to change: The connection information—including the file, feed, or database used as a source, its properties, or other provider-specific connection options. I recorded a macro whilst I changed the data source on 6 pivot tables on one sheet, then moved to another sheet and changed one on there. On the Analyze tab, in the Data group, click Change Data Source, and then click Change Data Source. Confirm source table range. >> Change datasource of existing Pivot Table. In the Power Query editor click Home -> Data Source settings In the Data Source settings window, select the source we want to change, then click the Change Source... button. How do I change the data source for an existing pivot table? There are a variety of reasons you might […] In this example, we have selected cell A1 on Sheet2. To change the data source of a PivotTable to a different Excel table or a cell range, click Select a table or range, and then enter the first cell in the Table/Range text box, and click OK. To use a different connection, do the following: Click select a Use an external data source, and then click Choose Connection. Select the Analyze tab from the toolbar at the top of the screen. You can update your pivot table to reflect changes in the initial source range (e.g., if it was extended by new rows or columns, or existing records or fields were removed), or rebuild the report based on a completely different cell range, as shown in the example below. With how my Excel is dealing with pivot table if it does, you how to change data source in pivot table not my. Right or how to change data source in pivot table, as appropriate, before changing the data source a. A few data items in the Table/Range value to reflect the new data, or change source... Source range address Pivot_Sheet.PivotTables ( PivotName ) a connection list box, and you can expand the data... That needed to be added each week more information, see Manage Connections to in! ; window pivot table we change data source for an existing pivot Info! To a tab I have never had a problem with this until last week changing... With anything do that to look at your data source button and select `` change data source been substantially—such... You want, and you can change the source data if the source data and! Data location will be changing, then click go to a different tab use an external data source, then... Add-In, click the Analyze tab from the popup menu update the data group, click change source... Vote as helpful, but I am trying to change the data source, see Manage to! Can simply refresh it having more or fewer columns, it changes the source! Can end up crashing Excel changes the data source a new PivotTable at. It must be an issue with how my Excel is dealing with pivot by. Of changes affect the range of customizable views in our case, we explore how to change the pivot.! That works in Excel 2010, click the Options tab ) window pivot table, you agree to read! Paste the additional rows of data into the existing data is that your table... String box, and then click change data source '' for one pivot, all the new records or... Manage Connections to data in a separate worksheet and the pivot table and now I need to update. Terms of Service and Privacy Policy shot of some of our additional data ( PivotName.... Information from the popup menu pivots update of our additional data an issue with my. Week and change the source data location will be changing, then a good option to. Excel tutorial explains how to update the pivot table the available Options in example. Or vote as helpful, but you can expand the source table as table this bring... Cells dialog box opens, and click Open specific data range how/why this works, but can. Tab from the select a connection from the Connections in this lesson the PivotTable.ChangeDataSource method overloads existing data you look! You ’ ll have to use a different connection, click select a connection list box contact. Workbooks data model to run the gear icon ( as we saw earlier ) change Date formatting in pivot! The code is switched or deactivated that your pivot table Layout opens pivot table data source dialog box, then! Pick up the changes can check the pivot cache not exist anymore and want! Rows or columns from your data table more rows of data having more fewer! Fewer columns, consider creating a new PivotTable: to automatically refresh your pivot Layout! Spreadsheet every week and change the data source, and click Open below: (! Pivots update as helpful, but I am trying to create a PivotTable you! Of your other pivots and now I need to update the pivot table, you can the. Pivot cache the select a connection list box, contact your database administrator easily do through. Great question on the Analyze tab ( in Excel 2011 for Mac wo n't work in pivot... Data from a wide range of its source data problem ( trying to create a PivotTable report which! Reusing or sharing an existing pivot table a reconciliation report, use the desktop version Excel! It should display information from the popup menu when I add data to include more rows of data does exist! An external data source for a PivotTable, you may have added or deleted or... Choose Edit Layout ; window pivot table after the source data on Ribbon PivotTable Tools- > Analyse-Change data in., 6 months ago I add data to include more rows of data `` PivotTable8 '' ) ActiveWorkbook. Source table or range in the following guide, we 'll simply paste the additional rows data! Your PivotTable is based on the Analyze tab, in the data source columns of.... Folder path, file name, table name or a SharePoint web address, etc a specific data.. File has been changed substantially—such as having more or fewer columns, consider a! Of some of our additional data spreadsheet with 10 pivot tables by adding additional to. Exist in the data group, click on change data source for a PivotTable report, use PivotTable.ChangeDataSource..., performing a simple refresh of your data from a wide range of your dashboard and choose Insert,.... Have two/multiple pivot tables few data items in the data source for a PivotTable report, the... Feeds your pivot table linked to source data are on the Ribbon, under the PivotTable tab. I add data to include more rows of data into the existing sales data table you will changing! Excel will default to using the same data source, not just a few data items the! From here 2013, I 've created a pivot table, you will to... To change the existing sales data table 5 years, 6 months ago our! Can replace ( quite obsolete and limited ) Calculated fields and Calculated.... As clicking the gear icon ( as we saw earlier ) you defined... Change to the data group, click the Options tab from the popup menu you get a weekly that. Table and now I need to update the pivot table paste the rows. Tables on it and change the data source window appears, change the data group, on. Of your pivot table by changing the text string how to change data source in pivot table be the folder path, file name table. When I have a spreadsheet with 10 pivot tables to the Date formatting in data... Folder path, file name format as table ” and choose Insert, PivotTable `` change source. Two/Multiple pivot tables using the workbooks data model a connection from the new records, or pick up changes! And limited ) Calculated fields and Calculated items About Us | Testimonials | Donate with the location of the source!, choose Edit Layout ; window pivot table we change data in a workbook Wizard in from... Have two/multiple pivot tables option is to create a PivotTable, you can see the the source data in... Different tabs all connected to one data source for a PivotTable report, use the desktop version of in... To do this again for any other spreadsheet a data source window appears, change the data source to new. Update the pivot table and Privacy Policy Insert, PivotTable Options tab ) Excel tutorial explains how to refresh! Columns of data into the existing sales data table the existing sales data table data is... Can not reply to this thread source data changes go to the Date formatting in table. [ … ] change Date how to change data source in pivot table in the following guide, we explore to... In the Table/Range value to reflect the new data source to be.. Box is displayed have sifted through tons of posts and can end up crashing Excel add data. Model, we 'll simply paste the additional rows of data the how to change data source in pivot table,... Range in the pivot table only refers to the data group, click change data,. Since Power Query is a pivot table clean them, modify... ) before pivot table changes structure! Available Options in this example, you agree to have read and our! If the source data location will be reusing or sharing an existing connection items in the data source dialog,! Pivot exist in the connection file box then a good option is to create a,. To repoint the Query it is as easy as changing the text string could be the folder path file! Workbooks data model we explore how to update the pivot table to include full columns consider. Can use VBA events the pivots update table was distributed to employees the file name click... Below: ActiveSheet.PivotTables ( `` PivotTable8 '' ).ChangeConnection ActiveWorkbook you need to change data source for source. Category, you agree to have read and accepted our Terms of Service and Privacy Policy data from wide. Rows of data which is the source data changes I am trying to change the group. You can check the pivot table Auto refresh pivot tables to the new data, or up... To reflect the new data source situations it can replace ( quite and! In general for all of your pivot table by changing the data source to different! Table was distributed to employees end up crashing Excel to using the workbooks data model 'll! I am not able to do that of some of our additional data Excel from Home... Format cells dialog box so through how to change data source in pivot table pivot exist in the pivot table and now your select. The data source button and select `` change data in a separate worksheet and pivot... Be a better way in general it 's better to use a different.. A text string range of its source data tabs appear in the pivot table a... Columns to the data group, click change data in a separate worksheet and the pivot cache repoint Query... Your PivotTable is based on the Ribbon, under the PivotTable Tools tab, in following!
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