Pivot table not updating with new data

Posted by / 28-Aug-2017 02:14

Pivot table not updating with new data

There are two kinds of data refresh: You can refresh the data in the workbook manually at any time.

You can refresh all data, which is the default, or you can manually choose the tables and columns to refresh for individual data sources.

If you have published your workbook to a Power Pivot Gallery or Sharepoint site that supports Power Pivot, you or the Sharepoint administrator can create a schedule for automatically updating the data in the workbook.

In addition to getting updated data from an existing source, you will need to refresh data in your workbook whenever you make changes to the schema of the source data.

I have shown my Free Pivot Table webinar to over 40,000 people over the last couple of years and I continually get the same questions from my webinar attendees regarding the little issues they have when using a Pivot Table.

I want to put these issues to bed so you can go out and use a Pivot Table to analyze lots of data and create interactive Dashboards with key business metrics, rather than worry about these small nuances. This usually happens when you download data from your ERP or external system and it throws in numbers that are formatted as text e.g. Sometimes you will need to locate the Pivot Table that has the Grouped values.

The following topics provide instructions about how to manually refresh a data source and to edit its properties.

You can schedule data refresh to occur at regular intervals when you save a Power Pivot workbook to a Share Point site.

This may be handy when you are beginning to develop a set of data for analysis and want to work with just a subset of the data for better performance.It allows you to Refresh your Pivot Tables as soon as you open up your Excel workbook.This is great if your Pivot Table’s data is linked to another workbook that gets updates by your colleagues and you only get to see the Pivot Table report.382821PWe get the annoying Count of Sales below: Have a look at the following tutorials that show you how to locate blank cells.! The SALES field may not be evident that it is Grouped, especially if it is not selected in the Row/Column labels.You may need to drag and drop this field from the Well YES there is…sort of!

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These changes can include adding columns or tables, or changing the rows that are imported.

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