Pivot table auto refresh issue Excel 2013

Question

Hi,

I've read the proposed cases but I've not found something really usable, except maybe http://answers.microsoft.com/en-us/office/forum/office_2003-excel/pivot-table-refresh-issue/826518be-f6c0-4e9c-9569-95904078538b which is regarding Excel 2010, but with Excel 2013 I can't find the same commands...

My problem is the following:

• I have an Excel file loaded in a Sharepoint library. It contains pivot tables
• When I change the value of some cells directly on Sharepoint, the pivot tables are not refreshed but I've been told it's normal... (maybe that's not...)
• so I open the file in Excel with the "open in Excel"button. So far so good
• when the file is open in Excel I can see that my modified in Sharepoint cells are updated correctly BUT not the pivot table.
• despite the fact I've activated the option "Refresh data when opening file " I have to refresh manualy..

Any idea ?

Many thanks in advance

Kind regards

Laurent

Answer 1

Laurent -

I was unable to refresh my Pivot Table in Excel 2013, because it appears to be referencing a table/range from an another file. 

For example,

1.  You have a worksheet labeled "Raw Data"

2.  The "Raw Data" covers the period from January through June

3.  The file has the name xxxJune

4.  A Pivot Table is used to generate a June report using the "Raw Data" worksheet

5.  You want to add July data to the "Raw Data" worksheet

6.  You open the xxxJune file and change the file name to xxxJuly so that you retain a June version and have a version that includes July data

7.  You add the July data to the "Raw Data" worksheet

8.  VERY IMPORTANT POINT - Excel 2013 - When you try to refresh the Pivot Table, the data will not update because the table/range will be from the xxxJune file.

This issue does not appear to be present in Excel 2010.  I have gone back to the Excel 2010 version so that I don't have to deal with this issue.

I hope this is helpful.

Bill

Answer 2

Thank you Microsoft.  An update has been made to Excel 2013 to resolve this issue.  The Pivot Table now points to the data in the current file.

Answer 3

Hello Laurent,

Thank you for posting your query on Microsoft Office Community.

Since the Excel file with Pivot Table is stored on SharePoint, I kindly request you to post this query in the following TechNet forum for better suggestions.

http://social.technet.microsoft.com/Forums/en-US/home?forum=sharepointgeneral 

If you have any other queries related to Office products, feel free to reply and I'll be happy to further assist you.

Thank you.