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Updating a pivot table

Anonymous
2019-05-30T21:10:14+00:00

hi there i have a data source that is populated with new records of customer transactions. This records sheet has been targeted with a pivot table. Now when i have new data into the records sheet also known as my source sheet i dont get the pivot table updated after refreshing the table dozens of times

 Now i tried getting data into the top rows then the table refreshed and the data was updated. for my data it will be almost 300 customers ordering almost every two weeks and so the data will keep growing in the records sheet. how does pivote get this refreshed and extend downwards to include every new order a customer has made. am doing this because i might want to see their payment history or order history in the future. 

 I hope am clearer enough for you to understand and help me work this out.

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  1. Anonymous
    2019-05-31T00:55:17+00:00

    What do you mean "top rows".  Location of new data in the source data table is irrelevant.

    As long as the new data is added to the bottom of the data table with no blank rows, the pivot table refresh will pick them up.

    This article has lots of Pivot table tips, a couple specific to refreshing

    @ 100 Pivot Table Tips and Tricks to Get Better at Excelhttps://excelchamps.com/blog/pivot-table-tips-tricks/

    For you, I have categorized these tips in a simple way so that you can read and learn them in the way you want.

    Tips to Make Best out of Pivot Tables

      *  Refresh a Pivot Table Manually                     *  Refresh a Pivot Table while Opening a File

      *  Refresh Data After a Specific Time Interval

    @50 Things You Can Do With Excel Pivot Tables ****https://www.myexcelonline.com/blog/50-things-you-can-do-with-excel-pivot-tables/

    A Pivot Table allows you to analyze more than 1 million rows of data with just a few mouse clicks, show the results in an easy to read table, “pivot”/change the report layout with the ease of dragging fields around, highlight key information to management and include Charts & Slicers for your monthly presentations.

      4: Refresh  https://www.myexcelonline.com/blog/50-things-you-can-do-with-excel-pivot-tables/#section5

    11: Keep column widths upon refresh              

    38: Refresh All

    46: Automatically Refresh

    @ **PivotTable FAQ’s** March 4, 201        Mynda Treacy

    After having thousands of people recently attend our free PivotTable webinar we found there were 3 questions that were asked again and again, which are: How do I format my data in an Excel Table so I can refresh my PivotTable and it automatically picks up any new data added? How do I change the […]

    Automatically Refresh a Pivot Tablehttps://www.myexcelonline.com/blog/automatically-refresh-pivot-table-2/

    People forget that each time your data source gets updated that you will also need to manually Refresh your Pivot Table in order for it to get updated and show the changes made. A lot of people ask if there is a way to automatically Refresh a Pivot Table, which I totally get.  Automation is why we use Excel, right! Here I show you a couple of ways that you can automatically Refresh a Pivot Table.

    ET PT PivotTables Power Query BI.docx

    Refresh Pivot Tables Automatically When Source Data Changes (Macro and non-macro)https://www.excelcampus.com/vba/refresh-pivot-tables-automatically/

    If you've ever accidentally sent out an Excel file without refreshing its pivot tables, then you know how embarrassing that can be.  I know from experience!

    Fortunately, there are a few ways to prevent this error.  We can use a simple macro to refresh the pivot table every time a change is made to the source data range.  We can also use a non-macro solution and update the pivot tables when the workbook is opened.

    In this week's post and video I explain how to implement both solutions.  This will help ensure that your users are always looking at the most recent numbers.

    Refresh All Pivot Tables at Once in Excel

    https://excelchamps.com/blog/refresh-all-pivot-tables/

    …if you can refresh all the pivot tables at once you can save a lot of time. I’m gonna share with you 3-Simple Ways which you can which you can use... to refresh all the pivot tables and your time:

    .  *  RIBBON button

    .  *  Worksheet Open Event

    .  *  Macro

    Update on Table Queries by Scott Senkeresty

    After completing this post on table queries, I celebrated

    The Italians don’t just bring data into a table via DAX.  They further manipulate the data (with standard techniques excel pros know and love), and then, link this newly created table back to their PowerPivot model for further analysis with DAX!  And it all responds to Refresh.   Totally.  Awesome.

    **Auto Refresh PivotTables**          July 18, 201  Mynda Treacy

    http://www.myonlinetraininghub.com/excel-factor-6-auto-refresh-pivottables

    Excel PivotTables are one of the greatest tools in the spreadsheet user’s toolkit. However, there is one tiny bit of functionality that appears to be missing: the ability of pivot tables to automatically update when information in the source data changes. Most […]

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  1. Ashish Mathur 101.8K Reputation points Volunteer Moderator
    2019-05-30T23:41:13+00:00

    Hi,

    Select data (and the header row) on your source sheet and convert it to a Table by pressing Ctrl+T.  Now when you add data by rows just go to Data > Refresh All.

    Hope this helps.

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