Update Pivot Table As New Data Added
Aug 8, 2007
I have a pivot table I am try to update. The table references another tab where my data sheet exists. If I add data to the datasheet how can I get my pivot table to recognize the additional information.
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Aug 8, 2013
I have a pivot table whose data source is located on a shared network drive. Each day a new data source is uploaded and the only thing that changes is the date in the filename (ie. DataSource080813.xlsx). I am trying to find a way to set the data source to update with todays date automatically each day so that when you open the workbook it is always current days data. I have a cell (B2) with a formula in it that gives me the file location of todays file (ie. X:TeamFolderFile1DataSource080813.xlsx, where the date is derived using the TODAY() function. Is there a way to set the pivot table data source to cell B2 and have it use the text from B2 as the file location?
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Jan 7, 2009
I would like not to have to update the source data for the pivot table in my database. I've read that you can solve this by using a Dynamic Named Range and using that as the source for the pivot table. That way the pivot table will expand as new data is added to the database. The formula I used to create the DNR is:
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Feb 22, 2013
In my work book there is 2 sheet, 1 (sfc)is data sheet where i puts all the data & second (size roll )is for a pivot table, now I am not able to make the update of the pivot table, I want to update the pivot table when ever i enter or edit any data of data sheet .
See the attached file , in sfc sheet Column W,X,Y,Z contain the data for pivot table on "size roll sheet "
cuting chart.xlsx
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Sep 17, 2010
Excel 2007 crashing when trying to up date a data source within a pivot table?
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Jun 9, 2006
I have a graph that is showing the date on "Y" axis and a value on "X" axis, when I add a new date and value to my data the graph does not update, it just shows the data when I first created the graph.
How do I get the graph to display the new data I entered ?
I created a line graph by clicking on the "A" in column "A" (Thats where my date is) then clicking on the "B" in column "B" (Thats where my values are) and clicking the create graph button then clicked finished.
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Aug 19, 2006
I have attached a copy of the chart and data. My chart starts on the bottom. I had to take out a lot of data but beneath the data shown is much more data..
I want my chart to automatically update when new data is added. Here are the issues. I have several lines of headers and below that my data. Then below my data I have other data that I don't want displayed in the chart (its not shown here because of size limitation of attachmnet).
The new row will be added each time right below the header, right above the
most recent data given. So a row will be added above row 8!
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Dec 19, 2012
consolidating data from 3 worksheets which contain same data fields but each representing 1 brand. I like to have a summary/mastersheet to contain data from all 3 worksheets and then when the data in each worksheet is added or updated, the summary worksheet should reflect the changes (adding new data to the last row).
Project Submissions.xlsx
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Jun 24, 2014
When I tried to Refresh the Pivot Table, the message I got was: The PivotTable field name is not valid. To create a PivotTable report, you must use data that is organized as a list with labeled columns. if you are changing the name of a PivotTable field, you must type a new name for the field. I did go in a check that all the columns are named though.
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Sep 11, 2008
I've created a pivot table that summarizes sales and gross profit on a quarterly basis and YTD basis by Market and store. I have a drop down in my source data file which changes the month. I go to update the pivot table and it no longer recognizes the data fields because the headings change to the subsequent month. Is there a way to not have to recreate the pivot table every time a run a new period? See below. Once I run August and then refresh the data it will not recognize these fields any longer.
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Apr 28, 2009
I have a column line chart to which I add data monthly and then have to manually update the "source data" to reflect the added data on chart. This is a rolling graph, which mean that I have to remove data for one month(from last year) and then include the new month's data. Is there any way on automating this process...like a macro or something, so once I add the data excel automatically removes one month of old data and make changes to include fresh data. Eg Currently chart is based on data from A2:F2 and I add new data to cell G2. I need something which automatically update the source data to cell B2:G2.
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Sep 30, 2008
I have a data table that looks somewhat like this a number of rows of "Date", "ID#" and other extraneous fields.
I have a pivot table that simply lists the total count by date, then i grouped it by month and then by quarter:
Date4 Date2 Date Count of ID 2008-Q4 76 October 2008 29
10/1/08 8
10/15/08 19
10/21/08 1
10/31/08 1
November 2008 25
11/1/08 2
11/15/08 19
11/21/08 1
11/29/08 2
11/30/08 1
December 2008 22
12/1/08 1
12/15/08 19
12/21/08 1
12/31/08 1
My problem is, when i add a new row to the main table, say with a date of "December 20, 2008", and refresh the pivot table, the information ends up clear at the bottom (in this case, after the year 2014).
I figured the pivot refresh would place the data among the other December 2008 rows in the pivot table.
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Jun 13, 2007
I have a pivot table on a hidden sheet and a combo box the user picks from. I would like a macro or formula that could change my pivot table Page Value to that which is chosen from the combo box. Then update the pivot table. I can then use my report to look up values from this pivot as needed.
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Dec 15, 2013
I created a Pivot Table with employees summarized or total hours, which also totals up their billable charges. I would like to "read" the pivot table & break it down to the employees weekly or monthly hours & billable.
I was going to use the following function, but can't use because there is not a column that finds the employee's name several times:
=SUMPRODUCT(--($B$7:$B$4995>=AN3),--($B$7:$B$4995<=AN4),--($B$7:$B$4995=$G$7),--($D$7:$D$4995))
From Pivot Table:
Employee A 56 $7,280.00
XX 56 $7,280.00
07/17/2013 3 $390.00
07/18/2013 9 $1,170.00
07/19/2013 4 $520.00
07/22/2013 9 $1,170.00
07/23/2013 4 $520.00
07/29/2013 7 $910.00
07/30/2013 4 $520.00
07/31/2013 3 $390.00
08/07/2013 9 $1,170.00
08/08/2013 4 $520.00
Also, I was going to upload an example & removed some confidential content from the original log file in which the pivot table(s) came from but don't see the pivot tables updating or giving error messages from lost data.
How does that pivot table update then? I hope I don't have to re-create it again.
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Mar 1, 2007
When I update the pivot table with new data, the column where I have some percentage numbers the formatting changes. One number goes back to standard. The new numbers that enter the column also enters as standard numbers. How do I get the column to stay in percentage numbers?
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May 22, 2012
I have a spreadsheet that has a top row of weeks ranging from 1/1/2012 to 1/1/2015
I am making a pivot table to show a sum of each column by user (in column A of the source). My problem is this, I need to show the dates and there related values in the top row of the pivot table, and the users as the rows. My problem is two fold - how to display dates across the top row of the pivot (only when a value exists) and then how to make sure the value is a sum rather than a count.
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Nov 22, 2006
I have existing Pivot Tables that have a data source on another sheet that varies in size.
How can I have the pivot tables' data ranges reset to match the number of columns and rows on the data sheet?
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Mar 19, 2013
On a worksheet, I created:
- a list of data
- a pivottable based on these data
When moving this worksheet this worksheet to another workbook, the pivot table can't refresh anymore. This throws an error message "Reference is not valid". To work around this problem I need to adapt the datasource. The same occurs if the list and the pivot table are on separate sheet, with the added strange behaviour that, when data an PT are split, it is not possible to move both sheet together.
This would not be a big issue if my problem had to be solved manually. The real problem is that I need to move the sheets from a C# program.
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Jul 3, 2012
I have 2 pivot tables in a worksheet.
The names are "PivotTable1" and "Pivot Table2"
Cell H2 is the worksheet has a currency type, ex) EUR, CAD, GBP
Column 1 in each pivot table is "Currency Pair Sell/Buy"
Based on Cell H2, I want the pivot table filters in column 1 to show 'USD.currency' and 'currency.USD'
For example, if H2 = EUR, the pivot tables filters in column 1 should only show USD.EUR and EUR.USD.
Any template for this type of code, I can fill in the blanks with the relevant sheet names and other information that might be needed.
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Nov 15, 2013
I'm trying to update a pivot table filter with a list on another worksheet. When I do a record and select two WBS for filter criteria I get the following:
Sub Macro5()
ActiveSheet.PivotTables("PivotTable1").PivotFields( _
"[Receiver WBS Reference].[Rec WBS Element].[LM Master]").VisibleItemsList = _
Array("")
[Code]...
If I entered values 700UY0S1MGL1 & 700UY0S1MGL2 in cells A1 and A2 of Sheet2 in the same workbook, how can I get this code to read that? If I extend the list to include additional items, how can I get the code to read it?
My next question is, in Excel I could enter a partial search (like 700UY0S1MG) in the filter drop down and I could filter on everything with this string. Using the macro it seems as though the full 12 char string needs to be qualified. How would I write a macro to handle this?
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Jul 30, 2007
I am running office 2007. I am using conditional formatting in a pivot table to highlight rows where the value in the last column meets a particular criterion. However everytime I update the table the formatting gets lost. I have looked through all the threads I can find to establish if there is some VBA code that I can use to reapply the required conditional formatting after each update
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Oct 19, 2007
I have a pivot table created from a cube of data not within the file I am working in. I have created a macro that will update, but only for the specified timeframe. I have a separate worksheet within my file that will allow a manger to specify what timeframe he wants to see. Can I edit a macro to read from a source that is different than where the data is being pulled from?
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Aug 19, 2013
I am using Excel 2007 and my version of visual basic is 6.5.
I am baffled by the behavior of this code to manipulate one of my pivot tables. I am trying to set all but one of the pivot items in one of the pivot fields to not visible. Because there is a large number of items, I wish to suspend all automatic updates until all items are properly set to visible or non visible.
------------------------------------------------------
Sub SwitchBoards()
Dim BoardNew As String
Sheets("Board Parameters").Select
' Make sure we get the right value.
[Code].....
The MsgBox returns with: "Manual update is set to False" right after the instruction to set it to True!!
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Dec 30, 2013
I have a quantity - thick/dia - width - length fields used as row labels, I would like each cell to have a border, after each update I get negative results to preserve the cell border formatting. Col b,c,d,e continually lose their cell border formatting after updating the data.
PIVOT TABLE FORMAT PRESERVATION DURING UPDATE 12-30-13.xlsx
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Mar 18, 2014
,i have file with 100 mb size.
a) i need to open the workbook and
b)Refresh all pivot tables in all sheet.
c)Also there are many formulas in the workbook that needs to be updated as well.
if i do it manualy i takes more time.......for opening and refreshing and i could see status bar running for excel calculation for updating all forumulas.
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Jan 22, 2007
attached is a spreadsheet 6 people in my area use daily(ive copied and pasted the sheet in question to a new worksheet, as the file was too big). Ive been trying for about 3 days now to make a pivot table to summarise this data.
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Apr 28, 2014
Cells in row C have numbers (number of days between date a and date b)
I want to group the days so I can run a usable pivot table as follows:
Up to 7 days between update date and today (ie 1 week) 8-14 days between update date and today (ie 2 weeks) 15-21 days (ie 3 weeks) 4 weeks +
My attempt is as follows but only give two results and not 4?
=IF(OR(C2<=7),"1-7days",IF(OR(C2>=8,C2<=14),"8-14days",IF(OR(C2<=21,C2>=15),"15-21days","Over4weeks")))
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Jun 12, 2013
I have created a table in Excel 2010 (pls see attached table named post.xlsx).
Then copied the above table into PowerPoint 2010, using "paste link" (I tried to attach the PowerPoint file but the system says "invalid file type" and I cannot attach it).
Question:
I have received income data for another month - the new month is 13 and the corresponding new income is 100.
I typed 13 and 100 into the Excel table post.xlsx and thus extended the table by another column.
Then I went back to PowerPoint slide, then right clicked on the table there, then clicked "update link".
Specific Question:
The newly-typed column in Excel table is not get updated in PowerPoint table.
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Oct 20, 2007
I am trying to make a line graph of a company's profitability. Each day I add a new page and use data I collect to determine the day's profit. I want the graph to update each time I add a new sheet. The cell that contains the day's final profit is the same cell on every sheet.
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Mar 12, 2008
I used VBA to write a number of formulas into various cells in a workbook. After the VBA is done running, I change the values in the cells that are referenced by the cells I wrote formulas in. The formulas do not update after I enter this new information. My calculation is set to automatic, and F9 doesn't help.
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