NOTE: For macros that help manage the source data, go to the pivot table source data macros page. If I change the data source arbitrarily (+/- 1 blank row) the data will do a one time update to current values but then it will not refresh again until I arbitrarily change data source … I am trying to create a reconciliation report, which I have running just fine. Click on the “Options” tab from the top toolbar menu and then click on the “Change Data Source” button from the “Data” group. Click on the “Open” button. I have a pivot table on tab PTable. Here we discuss how to change the data source in a pivot table (by manually & automatic) along with practical examples and a downloadable excel template. In the Data group, click on Change Data Source button.. it lets me go through the steps to change, nothing is grayed out but after I … Answer: Select any cell in the pivot table. Created two Pivot Tables on another sheet. Pivot tables in a specific file are not updating when I attempt to refresh the data (clicking "refresh", "refresh all", or alt + F5). Add or remove tables. When the PivotTable and PivotChart Wizard window appears, click on the Back button. After you change the data range, click the relative pivot table, and click Option (in Excel 2013, click ANALYZE) > Change Data Source. This has been a guide to Pivot Table Change Data Source. - then go back to one of the older pivot tables and change the data source again - voila, this time it will not crash on you. Note that we're not actually changing to a new data source, we're simply going to update the existing data source to include the new data. Change the authentication method or the credentials used to access the data. Edit advanced properties on the data source. Active 5 years, 3 months ago. Hoping someone can help me with my question regarding source data and pivot tables. Go to your source tab/table, click on design in table tools and give it a unique table name in the top left corner above resize table, e.g. I've changed the name of the table to the generic "Tablename", and I'm simply trying to change the ending row from 2525 to 2543. In the Create PivotTable dialog box, under Choose the data that you want to analyze, click Use an external data source. How to locate and change the source data for an Excel pivot table. As @nutsch implies, Excel won't do what you need directly, so you have to copy your data from the pivot table to somewhere else first. If I change the name of the workbook to PTWorkRen, and try to refresh the pivot table, I get. 0. To see the steps for changing a pivot chart’s data source, watch this short video. I then opened that saved file to show you that it is fine, and the Data Source path for one of the Pivot Tables is the same as it was in original file. When I "save as" the document as a new name, the pivot tables … I have an Excel 2013 file with lots of DAX connected to an Azure database. Click Choose Connection . Change table names Find the Source Data. See screenshot: 2. Now to change the source data of the pivot table we change data in the pivot cache. This is the option we want. Follow these steps, to find the source data for a pivot table: Select any cell in the pivot table. "Excel 2013 keeps updating the pivot table data ranges to a prior named file. Okay, I have sifted through tons of posts and cannot get my code to run. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). How do I change the data source for an existing pivot table? Watch the Change Data Source Video. For relational data sources, change the default catalog or initial catalog. 2. Apparently, changing the data source would cause the pivot table to expand (contain more rows and/or columns), and as a result it would encroach upon another pivot table on the same worksheet. Data is coming from other excel sheet, user might change the location or name of source file. I showed this for all of the Pivot Tables in the document. It seems like the "Change Data Source" feature of Pivot Tables is disabled in Excel 2013 when they are built on the Data Model (PowerPivot). 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. I am using MS Office 2010 (licensed). Click the Change Data Source button to see the following dialog box: Based on my test, the Change Data Source option and the Connection Properties option should be available after you create a pivot table from an external source. Add or remove a filter on the data. How do I change the data source for an existing pivot table? Cannot open PivotTable source file '[PTWork]PriList'. See screenshot: 3. To reproduce: just create a simple table in Excel, add it to the data model, build a pivot table on the data model, and try changing its data source: the option is disabled (greyed) in the ribbon. 2. Ask Question Asked 5 years, 6 months ago. It only happens when I have two/multiple pivot tables using the same data source. On the Connections tab, in the Show box, keep All Connections selected, or pick the connection category that has the data source you want to connect to. 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. Please follow the below steps to update pivot table range. Click any cell in the pivot table, and click OK; The static chart changes back to a pivot chart, and if you open the Select Data Source window again, you’ll see the reference to the new pivot table. It seems like the "Change Data Source" feature of Pivot Tables is disabled in Excel 2013 when they are built on the Data Model (PowerPivot). A pivot table is created using pivot cache. Current steps taken: 1. I am trying to repoint from external sql connection to local sheet/table connection and the option in Excel 2013 and 360 is disabled. Press CTRL+F11 to open the VB editor. In the Data group, click the top section of the Change Data Source command. I saved the file using Save As in a different folder and under a different name (TEST.xlsx). I have used this particular pivot table (shared with other users in the office) for several years, and never had an issue updating the PivotTable Data Source table/range. So to find the root cause of the issue, you may need to find the original source of the pivot table first. I want to give them option to save the path and file name in two different cells. The next month I copy that tab, update the data, then change the source data on the pivot table but it won't change to the new range. The pivot cache contains the old source data until the pivot table is not manually refreshed or source data range is manually changed. I start with one tab, with data and the pivot table. If the source data and pivot tables are in different sheets, we will write the VBA code to change pivot table data source in the sheet object that contains the source data (not that contains pivot tables). What This VBA Code Does. You can change the data source to local source as well. "data". Change location of the data source. - in the file with the pivot table(s), add a new tab and insert a brand new pivot table with the now bigger data source. In this example, we have selected cell A1 on Sheet2. On a third sheet I'm using Slicers to filter the data (Dashboard). Change the filter criteria. The data for this pivot table is in the same workbook (PTWork) on tab PriList. One a tab I have columns of data which is the source data for a pivot table I have just below. 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. - In the data source, add your columns. You can refresh the data for PivotTables connected to external data, such as a database (SQL Server, Oracle, Access, or other), Analysis Services cube, data feed, and many other sources. Is there any way to tell Excel to just use the current workbook? Change options, to save source data with pivot table file. I built out a spreadsheet with multiple tabs of pivot tables all referencing the master data tab in the same spreadsheet. Question: In Microsoft Excel 2003/XP/2000/97, I've created a pivot table and now I need to change the data source. Steps to Change the Data Source of a Pivot Table. Excel VBA Changing Data Source for Pivot Table. To change the data source of an existing pivot table in Excel 2016, you will need to do the following steps: Select any cell in the pivot table to reveal more pivot table options in the toolbar. Right-click and select "Wizard" from the popup menu. Then in the pop-up dialog, select the new data range you need to update. Is it possible to change data sources of all pivot tables created through wizard in different sheets of workbook through VBA. For missing source data, steps to try to recreate it. Pivot Table Source Data. 4. 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. 3. Answer: Select the Options tab from the toolbar at the top of the screen. ... VB.NET Pivot Table Change Data Source. But lately, I am unable to update the source data. To reproduce: just create a simple table in Excel, add it to the data model, build a pivot table on the data model, and try changing its data source: the option is disabled (greyed) in the ribbon. You can also refresh data from a source table in the same or a different workbook. Double click on it. 1. The Change Data Source button will allow you specify a new data source for your pivot table. 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 … To convert a data to an excel table, press the shortcut key Ctrl + T. Recommended Articles. Rather than using copy and then paste values, however, a better way for many purposes is to create some hidden columns or a whole hidden sheet that copies values using simple formulae. Question: In Microsoft Excel 2007, I've created a pivot table and now I need to change the data source. I'd like to reuse all that work by changing the data source for the PowerPivot model to a different database which is an exact copy (just empty) on the same server, but Excel won't let me. I have one source of data (a small table with 20 rows and 8 columns; the rows will grow hence the macro). Everything works fine. _____ My excel file has 10 pivot tables and dependent charts from -pointing to- an external sql data connection. Then throw the below code in that workbook so you can use the power of VBA to automatically adjust the Source Data for your Pivot Table.This methodology saves me a TON … Now go to project explorer and find the sheet that contains the source data. A pivot table in Excel 2013 offers a variety of options for comparing data in columns, and grouping similar data in a way that would otherwise be difficult to do manually. 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