To change a data source for a PivotTable report, use the PivotTable.ChangeDataSource method overloads. In no event shall the owner of the copyrights, or the authors of the applications/code be liable for any loss of profit, any problems or any damage resulting from the use or evaluation of the applications/code. As source type we declare xlDatabase and as SourceData we pass source_data range that we have calculated earlier. In an Excel file, you might have a couple of pivot tables on different worksheets. I need to update the location of the external data source each month. Here are changes that you can make to existing data sources: Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Information about your use of our site is shared with Google for that purpose. Get latest updates from exceltip in your mail. COUNTIF in Excel 2016 | Count values with conditions using this amazing function. The Change PivotTable Data source dialog box is displayed. Select any cell in the pivot table. You must do it manually using menu “Change Data Source”. In your VBA practices, you would get the need to run macros when a certain range or cell changes. On the Ribbon, under PivotTable Tools, click the Options tab. On the Options tab, in the Data group, click Change Data Source, and then click Change Data Source. Simplest VBA Code to Highlight Current Row and Column Using | Use this small VBA snippet to highlight the current row and column of the sheet. Once you add new data in your source sheet, just refresh your pivot table. You don't need filter your data to count specific value. How do I change the data source for an existing pivot table? In this article, we will learn how we can make all pivot tables in a workbook automatically change the data source. That means you can make one SourceData change and have all the Pivot tables update. Next, click on Analyze tab > Change Data Source > Change Data Source… option in the drop-down menu. For example, look at the below pivot table. As of now pivot table has been created for the range of cells from A1 to D11, so anything happens in this range will be reflected in the pivot table with the help of the Refresh button. You will see a blank sub written on the code area name worksheet_deativate. To automatically refresh your pivot tables you can use VBA events. You can adjust all of your cookie settings by navigating the tabs on the left hand side. 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. The applications/code on this site are distributed as is and without warranties or liability. Click the "Next" button until you see the screen with the … 3. Now we have the source data which is dynamic. If all of your Pivot tables have been created to re-use the same data source, then they all use the same PivotCache which is the data all of your pivot tables are based on. Below are some examples of changing the data source. I would like to use some VBA code to have all the pivot tables point to a new data source within the workbook and all use the same pivot cache. 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). (The new data source is a table in the same excel workbook that can be updated from Access.) For example, now we will change the sales number for the “Furniture” category. Select the PivotTable tab, click on the Options button and select Change Source from the popup menu. This typically automatically updates the data in the pivot table. It would be nice to copy that chart, and use it for another pivot table, but you can’t alter the source data for a pivot chart. CFA Institute Does Not Endorse, Promote, Or Warrant The Accuracy Or Quality Of WallStreetMojo. 3. However, in this article, we will show you how to change the data range for the pivot table, and also we will show you an automatic data range picker at the end of this article. To identify the data source, place a cursor inside the pivot table in any of the cells, and it will open up two more tabs at the ribbon as “Analyze” & “Design.”, Go to “Analyze” and click on “Change Data Source.”. This will allow us to use, Click on the left drop down menu and select the worksheet. You will see a blank sub written on the code area name worksheet_deativate. Question: In Microsoft Excel 2011 for Mac, I've created a pivot table and now I need to change the data source. This code will run whenever you will switch from the data sheet to any other sheet. However, we have a problem here that is our data range selected for the pivot table is A1:D11; now, we will add 3 more lines of data in rows from 12 to 14. Before creating a pivot table, we need to select the data range that we are covering in the pivot table report generation. 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. | Get faster at your task. Now come back to the pivot table and refresh the report to update the changes. And you can do as follows: Step 1: Select the Pivot Chart you will change its data source, and cut it with pressing the Ctrl + X keys simultaneously. What This VBA Code Does. If you want to change the data source for all the pivot tables in a workbook, based on a named range, you can use the following code. For this we use nested for loops. All my pivot tables pull data from A:X. Select any cell in the pivot table. These 50 shortcuts will make you work even faster on Excel.The VLOOKUP Function in Excel | This is one of the most used and popular functions of excel that is used to lookup value from different ranges and sheets.Â.  lstrow = Cells(Rows.Count, 1).End(xlUp).Row,  lstcol = Cells(1, Columns.Count).End(xlToLeft).Column. In the Change PivotTable Data Source dialog box, you can see the the source table or range in the Table/Range box. Double click on it. However, one of the complaints of the pivot table users (not experts) is any additional data beyond the data range selection will not impact the pivot table report; for me as well, it was one of the problems because every time whenever there is an additional data we need to change the data range every now and then. Now delete the existing data range and choose the new data range. This will allow us to use worksheet events. How to Dynamically Update Pivot Table Data Source Range in Excel : To dynamically change the source data range of pivot tables, we use pivot caches. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to our Privacy Policy, Download Pivot Table Change Data Source Excel Template, New Year Offer - All in One Financial Analyst Bundle (250+ Courses, 40+ Projects) View More, You can download this Pivot Table Change Data Source Excel Template here –, All in One Excel VBA Bundle (35 Courses with Projects), 35+ Courses | 120+ Hours | Full Lifetime Access | Certificate of Completion, Pivot Table Change Data Source Excel Template, Excel Tables as the pivot table makes the data range selection automatic, and with the, To convert a data to an excel table, press the shortcut key. You can use either of 3 methods of auto refreshing pivot tables. This has been a guide to Pivot Table Change Data Source. | This is one of the most used and popular functions of excel that is used to lookup value from different ranges and sheets.Â. How to Dynamically Update All Pivot Tables Data Source in Excel, Since we want this to be completely automatic, we will use sheet modules to write code instead of a core module. | Use this small VBA snippet to highlight the current row and column of the sheet. How does this code automatically change source data and update pivot tables? Your email address will not be published. This is the beauty of using Excel Tables as a data source for the Pivot Table, so this will make the data range selection automatic, and we just need to refresh the pivot table. This will open up the below window, and also it will take you to the data worksheet with the data range selection.      ThisWorkbook.PivotCaches.Create( _, The first loop loops through each sheet. Now go to project explorer and find the sheet that contains the source data. Now to change the source data of the pivot table we change data in the pivot cache. I am looking for an easy way to change the data source on multiple Pivot Tables in one shot. A new coding area will open. In the Data group, click the top section of the Change Data Source command. This helps you sum up values on specific conditions. This has been a guide to Pivot Table Change Data Source. We dynamically create a pivot cache using ThisWorkbook.PivotCaches.Create. So yeah guys, this is how you can dynamically change data source ranges of all the pivot tables in a workbook in Excel. You can update your pivot table to reflect changes in the initial source range (e.g., if it was extended by new rows or columns, or existing records or fields were removed), or rebuild the report based on a completely different cell range, as shown in the example below. So that no pivot table is left. When you add new row or column to source table, the pivot table won’t expand range. To dynamically change the source data range of pivot tables, we use pivot caches. This could be used, for example, if you have changed the original data source into an Excel Table , and you want to use a named range that is based on the new table. By going to the pivot table sheet and by right click and choose the “Refresh” option to update the pivot table report. Looks fine but imagine the scenario of data range is increasing every day, and if you have 10 to 20 pivot tables, we cannot go to each pivot table and change the data source range, so we have a technique for this. This event triggers only when the sheet containing the code is switched or deactivated. | This is another dashboard essential function. As we don't know how many pivot tables a workbook will contain at a time, we will loop through each sheet and pivot tables of each sheet. Usually, what we do is select the data and then insert the pivot, but with Excel Table, we need to just select at least one cell in the Excel Table range and insert the pivot table. One of the things is when we get the excel workbook, someone, we may pivot table, and we don’t know exactly where is the data source. Our code for dynamically changing source data and refreshing pivot table will go in this block of code. We are definite that source data range will always start from A1. Click on the left drop down menu and select the worksheet. To change any source data that you associate with a workbook, use the tools in Power Pivot to edit connection information, or update the definition of the tables and columns used in your Power Pivot data. | Count values with conditions using this amazing function. How to Auto Refresh Pivot Tables Using VBA : To automatically refresh your pivot tables you can use VBA events. In other words, instead of changing one pivot table at a time we will try to change the data source of all the pivot tables in the workbook to dynamically include new rows and columns added to source tables and reflect the change in pivot tables instantly. Login details for this Free course will be emailed to you, This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the cookie policy. Run Macro When any Change is Made On Sheet | So to run your macro whenever the sheet updates, we use the Worksheet Events of VBA. We use pivot tables on a monthly basis, adding new data for the month and changing the data source the pivot table pulls from. So this is how the code automatically runs. The Change PivotTable Data Source dialog box opens, and you can see the the source table or range in the Table/Range box. This will change the “Furniture” category sales numbers from 69525 to 40432. Steps to Change the Data Source of a Pivot Table. Press CTRL+F11 to open the VB editor. Any deletion of data will affect if the refresh button is clicked, and any of the values are changed will also affect the refresh button. Excel Tables as the pivot table makes the data range selection automatic, and with the shortcut excel key of ALT + A + R + A, we can refresh all the pivot tables in a single shortcut key. Use this simple line of code to update your pivot table automatically. I hope I was explanatory enough. 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. 2 Comments [Author: Jan Podlesak Category: Other] There is a problem with Pivot Table. On a monthly basis, I change the "ALL" tab and that messes up the data source on each pivot table … First of all we used a worksheet_deactivate event. To explain how it works, I have a workbook. Excel tables automatically expand as you add new records, so provide an ideal data source for a PivotTable. Sheet1 contains the source data that can change. In that case, to run macros when a change is made to a target range, we use the change event. Using these two numbers we define the source_data. The first step is to convert your data into an Excel table. I am using the Worksheet_Deactivate event, so that this code runs to update the pivot table whenever we switch from source data sheet. You can perform this step before or after you have created your PivotTable. In Excel 2007 and 2010, choose "Change Data Source" from the Data group of options. Now I have written this code in sheet1's coding area. Countif function is essential to prepare your dashboard. These 50 shortcuts will make you work even faster on Excel. Now Pivot Table “Refresh” will not work because the range of cells reference given to the pivot table is limited to A1:D11, so we need to change the date range manually. Edit the source data range for your pivot table. From the left drop down menu, select deactivate. You can use either of 3 methods of auto refreshing pivot tables. Now add three lines of data just below the existing data table. This means that every time you visit this website you will need to enable or disable cookies again. Google serves cookies to analyse traffic to this site. Step 1: Convert Data into an Excel Table. Select a cell in the pivot table that you want to change. Click on “Ok,” and the pivot table will show the updated data range result. This website uses cookies so that we can provide you with the best user experience possible. From the left drop down menu, select deactivate. Required fields are marked *. If you have a similar workbook, you can directly copy this data.I have explained this code works below so that you can modify it as per your needs. This workbook contains three sheets. 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And Sheet3 contain pivot tables that all use the same source range can share pivot caches or expanding data..: Jan Podlesak category: other ] There is a problem with pivot table code area name worksheet_deativate expand! Following Articles –, Copyright © 2021 your preferences for cookie settings by navigating the tabs on the code name... A workbook in Excel 2016 | Count values with conditions using this amazing function same Excel that... Wizard utility by right-clicking inside the pivot table, we use the ChangePivotCache method of object! After you have Access to the pivot cache, which is dynamic is problem! Table will go in this block of code to update the location of the most used and popular functions Excel. Of what I try ( in Excel source type we declare xlDatabase and as SourceData we pass range! Below change data source for all pivot tables table is connected to the pivot table change data source ranges of all the tables. 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