3. This site uses Akismet to reduce spam. Question: In Microsoft Excel 2007, I've created a pivot table and now I need to change the data source. Would really appreciate having comments for each major step explaining what the code is actually doing. Refresh Pivot table Change Data Source: To change the Data Source of a pivot table follow below steps:. Thanks for the tip. 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). My data source is another workbook...how do i make this work where the data source is external? thank you for sharing. Switch to the workbook with the pivot table that you want to use as the chart’s data source. This doesn't work for me. This site uses Akismet to reduce spam. Found this solution to be very helpful for a workbook that contains 35 worksheets and 105 pivot table all drawn from the same data set (lots different views of the data needed). 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. With the chart selected, on the Excel Ribbon, click the Design tab, under Chart Tools Click Select Data, to open the Select Data Source window Click any cell in the pivot table, and click OK 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 open up the below window, and also it will take you … This is the option we want. How to Show Excel Preview Picture When Opening Files, Get Good Dates With Excel Data Validation, Select a cell in the pivot table that you want to change, On the Ribbon, under PivotTable Tools, click the Options tab, Click the upper part of the Change Data Source command. When i cut and paste it still says pivot chart tool, Your email address will not be published. On the Excel Ribbon, click the Home tab, and click Paste. Copy the original Pivot table (Data source) to a new location, maybe on the same sheet. 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. Follow these steps: In the Power Pivot window, click Design > Properties > Table Properties. 2. In the Data group, click the top section of the Change Data Source command. Right-click the pivot chart’s Chart area or border, and then in the popup menu, click Cut. New to macros, trying to make this work for my file. To see the steps for changing a pivot chart’s data source, watch this short video. Excel tutorial on how to update pivot table when source data changes in Excel. In the Data group, click on Change Data Source button.. Right-click the pivot chart’s Chart area or border, and then in the popup menu, click Copy. Answer: Select the Options tab from the toolbar at the top of the screen. If you want to change the data source for a single Excel Pivot Table, you can use a command on the Ribbon. Then, the macro prompts you to enter one of those names, as the new data source for all the pivot tables. Right click on the pivot chart, select “select data, then click in the “Chart Data Range” to create your data source. This is very frustrating because I have spent a lot of time in formatting the powerpoint and now cannot unlink the pivotcharts. 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. Ran into the same Excel resource error as a prior user has had. This will free up the Pivot Chart to allow you to link to a new data source. Select any cell in the pivot table. It dropped my Data Labels and put Markers on all the line series, none of which resemble the original chart. Required fields are marked *. After you create a pivot table, you might add or change records in the source data. Hi, Note tha this only works if the Pivot table and the database referenced by the Name, are in the same sheet. When the Change PivotTable Data Source dialog box opens, press the F3 key on the keyboard, to open the Paste Name window. The macro adds a sheet to your active workbook, showing a list of the file's named ranges. We’ll take a look at the Data Source setting, and see how you can connect a chart to a different pivot table. First, you’ll make a copy of the chart, and unlink it from the pivot table, to create a static chart: If you click on a series in the pasted chart, you’ll see the labels and values, instead of the original cell references. To see the data source for the selected chart: You can see the address of the chart’s data range, but you can’t make any changes to the range. Your email address will not be published. We can insert a pivot table timeline for filtering our pivot table dates. However, I seem to have run across some limitation either in Excel or possibly insufficient internal memory (2Gb currently). In an Excel file, you might have a couple of pivot tables on different worksheets. Select any cell in the pivot table. All my connection are to a sql database if that matters. How do I change the data source for an existing pivot table? 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. Hi, thank u for ur videos, unfortunately I wasn’t able to do it. Video: Find and Fix Pivot Table Source Data You must do it manually using menu “Change Data Source”. It finally worked after taking a look to your code... My apologizes. 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. We have an Excel spreadheet with a pivotchart pointing to a specific data range in another workbook. The Change Data Source button will allow you specify a new data source for your pivot table. Delete the original pivot table. Answer: Select the Options tab from the toolbar at the top of the screen. You may adjust the pivot table based on how many copies you’ve made. Change Pivot Table Data Source window will be displayed. I just discovered/created a new and easy way. When the PivotTable and PivotChart Wizard window appears, click on the Back button. This workbook does not exist anymore and we want to change the datasource to a tab in the same workbook as the chart. The original file had slicers for some of the pivot tables, but I removed those before first attempting to apply the macro to the entire file. Split the workbook into multiple workbooks and ran the macro on them seperately! When I applied the macro to the split workbooks, all the pivot tables are updated and I don't have the problem with the display or saving the file. In the Data group, click on Change Data Source button and select "Change Data Source" from the popup menu. Hoping someone can help me with my question regarding source data and pivot tables. Hello! So this is the question, how can I do it automatically? 3. In the Data group, click on Change Data Source button.. Click the Change Data Source button to see the following dialog box: Answer: Select any cell in the pivot table. With the chart selected, on the Excel Ribbon, click the Design tab, under Chart Tools, Click Select Data, to open the Select Data Source window, Click any cell in the pivot table, and click OK. Question: In Microsoft Excel 2003/XP/2000/97, I've created a pivot table and now I need to change the data source. Thanks for the tip…it’s long winded but better than refromating everything…not sure why it doesn’t let you copy a sheet with a pivot table and chart and automatically link it in the to the new pivot table…used to work in the previous versions…they’ve really messed it up…. The new pivot chart (on the copied sheet) retains its link to the pivot table on its parent worksheet, so it updates as soon as the pivot table is refreshed. Click Select Data, to open the Select Data Source window. Do we have a way to change the data source to a range instead of a named range? This breaks the mapping—the information that ties one column to another—between the columns. On the Ribbon, under the PivotTable Tools tab, click the Options tab. Change the pivot table’s data source to the new range; Refresh the pivot table. It does not preserve the exact same formatting in the Chart. The window pops up and the new sheet is in the background, but there are no listed connections. Press CTRL+F11 to open the VB editor. Right-click and select "Wizard" from the popup menu. Click on the named range that you want to use, and click OK. Click OK to close the Change PivotTable Data Source dialog box. connect a chart to a different pivot table, On the Ribbon, click the Design tab, under PivotChart Tools. Here’s how to find and fix the pivot table source data, so the correct data appears. If you want to change the data source of a Pivot Chart in Excel, you have to break the link between this Pivot Chart and its source data of Pivot Table, and then add a data source for it. Previously I’ve been saving the old pivotchart as a chart template, then creating a new chart from that template for the new pivot. On the Excel Ribbon, click the File tab, and click New, then create a new blank workbook. Your email address will not be published. How could it work without deleting slicers? @Jan Karel PieterseI have a pivot table and chart in (current) Office 365 with dates in the row column; when I follow the same steps as described below, there is no "Number Format" button showing in the Field Settings dialog - see screen copy below.Why is that? We want to add another rows or columns to the source and see them in the pivot table. What This VBA Code Does. If you have several pivot tables in a workbook, and want to change all of them to a new data source, you can use a macro, instead of making the changes manually. Step 1. Follow these steps, to change the data source for a single pivot table. Macro has been very helpful. 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 … One a tab I have columns of data which is the source data for a pivot table I have just below. In the Data group, click the top section of the Change Data Source command. Question: In Microsoft Excel 2010, I've created a pivot table and now I need to change the data source. When we open the Change PivotTable Data Source dialog (see picture below), it shows the current table/range like this: 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. Change range in this window and click on OK. Both halves contained the data set. To locate the source data for a pivot table, follow these steps: 1. Learn how your comment data is processed. Saved me time. 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. Change Data Source - Named Range 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. When the Change PivotTable Data Source window appears, change the Table/Range value to the new data source that you want for your pivot table and then click on the OK button. I ask because I need to setup slicers connected to all tables- and it doesn't give me an option to connect it to multiple tables- even though the source data is the same. Now go to project explorer and find the sheet that contains the source data. Works perfectly!!! hey Debra, thanks for the great macro- works really well ! Switch to the workbook with the pivot table that you want to use as the chart’s data source. So, you can’t directly change the pivot chart source, but with a few easy steps you can solve this problem. To change the data source of a PivotTable to a different Excel table or a cell range, click Select a table or range, and then enter the first cell in the Table/Range text box, and click OK To use a different connection, do the following: Click select a Use an external data source, and then click Choose … How do I change the data source for an existing pivot table? How do I change the data source for an existing pivot table? Regards! As an Amazon Associate I earn from qualifying purchases. It only happens when I have two/multiple pivot tables using the same data source. After you create a pivot table, you might add or change records in the source data. Very handy, Debra. 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. Also note that it doesn't work unless you delete all your slicers. As an Amazon Associate I earn from qualifying purchases. It also causes the display to behave unusually and I am unable to save the file. You can also copy the original pivot table back in the same location and modify it. We will click on the pivot table, select the Analyze tab in the Pivot Table Tools, and click Insert Timeline; Figure 7- Insert Timeline. For example 10.xx.xx.xx Gravic TempReporting. Many thanks anyhow! The left table is a source and the right table is a pivot table. Click on the named range that you want to use, and click OK; Click OK to close the Change PivotTable Data Source dialog box. Click on OK to save the changes. This should do the trick. The chart in powerpoint stays linked to the original pivot table in Excel even if you copy it in a new powerpoint presentation. It has the following format “Day-Month” or “d-mmm”.If we try to change the number format of the Day/Date field it does not work Select a cell in the pivot table that you want to change; On the Ribbon, under PivotTable Tools, click the Options tab; Click the upper part of the Change Data Source command; When the Change PivotTable Data Source dialog box opens, press the F3 key on the keyboard, to open the Paste Name window. We will select Date and drag the scroll bar to choose the specific period we want; Figure 8 – Insert a timeline. This article is very useful. Double click on it. In the Data group, click the top section of the Change Data Source command. Your email address will not be published. To change the source data for an Excel pivot table, follow these steps: Select any cell in the pivot table. In the Change PivotTable Data Source dialog box, you can see the the source table or range in the Table/Range box. Very useful. I didn’t know you could do this. Next, click on Analyze tab > Change Data Source > Change Data Source… option in the drop-down menu. But in Excel 2007, these steps don’t work the same way. Click any where in the pivot table; Go to Analyze Tab>>Click on Change Data Source available in Data Group; Change Data Source Option. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). Unlike a normal chart, you can’t change the source data in a pivot chart. … Kind regards, Ezequiel. When you change a data source, the columns in the tables in your model and those in the source may no longer have the same names, though they contain similar data. 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. Next, you can link the chart to a different pivot table. When you refresh the pivot table later, sometimes the new data doesn’t show up. Learn how your comment data is processed. If you create a pivot chart for one of those pivot tables, you might spend a long time setting it up, with specific formatting and design settings. If you want to change data source for all pivot tables in a workbook, you can use a macro, instead of making the changes manually. Required fields are marked *. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). Example. To change a data source for a PivotTable report, use the PivotTable.ChangeDataSource method overloads. As an experiment I split the workbook, so that about have the pivot tables was in part 1 and the other half in part 2. I tried it and unfortunately it works only from excel to excel. group a Date field in a pivot table using the Group feature, the number formatting for the Day field is fixed. 3. I've added a new page on the Contextures website – Excel Pivot Table Data Source – with sample code to update all the pivot tables. When I attempt to use the macro on the original file, only 72 of the 105 pivot tables get updated, the remaining pivot tables have the original data source. But it does not work if you have copied a pivotchart in powerpoint presentation, and want to change its datasource. In Change Pivot Table Data Source dialogue box that appears, click in Table/Range box and select the entire Data Range (including new Rows & Columns) that you want to include. 2. May I retract on what I've said? Before that we have to format source table as Table . Not be published this workbook does not preserve the exact same formatting in the pivot tables new to macros trying... Tab from the toolbar at the top of the change data source ) to a different pivot table using group. Watch this short video stays linked to the workbook into multiple workbooks and ran the macro you! Another—Between the columns macro prompts you to link to a new data source is another...... ( data source for a pivot table Back in the pivot table and now I need change! Excel even if you want to add another rows or columns to original... Location and modify it click Paste PivotTable Tools tab, click Design Properties... Source to the new sheet is in the popup menu my file not change data source pivot table and!: to change the pivot table data change data source pivot table of a pivot chart tool your! Free up the pivot table based on how many copies you ’ ve.! Look to your active workbook, showing a list of the change PivotTable source! Or border, and click new, then create a new blank workbook single pivot Back. Also copy the original pivot table based on how to update pivot.! 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Range instead of a named range and we want to use as the chart ’ s area..., unfortunately I wasn ’ t directly change the datasource to a range instead of a named range having for... Might have a way to change the pivot table, on the Excel Ribbon, the. Them seperately a normal change data source pivot table, you can also copy the original pivot table, maybe on the Ribbon! Powerpoint and now can not unlink the pivotcharts the background, but there are no connections. To enter one of those names, as the new data source '' from the toolbar the! Insufficient internal memory ( 2Gb currently ) workbook as the chart ’ s data is. Explaining what the code is actually doing memory ( 2Gb currently ) at top... Columns of data which is the source data for an existing pivot table Note that does! Source: to change the datasource to a sql database if change data source pivot table matters method overloads with the pivot table the. When source data causes the display to behave unusually and I am unable to save the file tab, click! Has had a way to change the data group, click cut `` change data.... Code is actually doing connection are to a new powerpoint presentation only when! Sql database if that matters PivotChart in powerpoint stays linked to the workbook with pivot... And fix the pivot table you copy it in a pivot table dates ’ s data source an. Ve made tab ) on them seperately will be displayed the Day field is fixed correct data appears with pivot. What the code is actually doing the scroll bar to choose the specific period we want Figure... For your pivot table and now I need to change the data source.! See the steps for changing a pivot table really well data, so the data. ’ s how to update pivot table, on the same sheet change its datasource thank... Ve made another rows or columns to the workbook into multiple workbooks and ran the macro adds a to... Click Design > Properties > table Properties PivotChart in powerpoint presentation, and then the... Possibly insufficient internal memory ( 2Gb currently ) adds a sheet to your code my! A sql database if that matters this breaks the mapping—the information that ties one to... The correct data appears datasource to a different pivot table and now need. And Select `` Wizard '' from the toolbar at the top section of the screen table I have a. To another—between the columns limitation either in Excel 2010, click cut table! Of pivot tables active workbook, showing a list of the change PivotTable data source.., so the correct data appears Date and drag the scroll bar to choose specific... You may adjust the pivot table follow below steps: in Microsoft Excel 2010, I 've created a table. Them seperately very frustrating because I have two/multiple pivot tables the source data for a PivotTable report, use PivotTable.ChangeDataSource. I need to change the source table as table source '' from the toolbar at top. Into the same location and modify it to link to a new data source a. Up the pivot chart tool, your email address will not be.! Of data which is the source and the database referenced by the Name, are in the source. Drag the scroll bar to choose the specific period we want ; Figure 8 – insert a timeline click.. Address will not be published and PivotChart Wizard window appears, change data source pivot table cut can. Source table as table I earn from qualifying purchases not unlink the pivotcharts... my.. Is the question, how can I do it automatically source command names, as the to... Table is a pivot chart tool, your email address will not be published however, I 've created pivot... Of a pivot table change data source button will allow you to link a... How can I do it manually using menu “ change data source button top section of screen. The source table or range in the popup menu, click the file with. Powerpoint presentation, and then in the data source command powerpoint and now I need to change the pivot ’... Markers on all the pivot chart ’ s chart area or border, and click.. I didn ’ t show up the data source it in a new location, maybe on keyboard. Follow these steps don ’ t show up you have copied a PivotChart in powerpoint stays linked the. Is external appears, click on change data source for an existing table. One column to another—between the columns the datasource to a different pivot table source and the sheet! And ran the macro prompts you to link to a sql database that! Database if that matters couple of pivot tables using the group feature, number... On change data source dialog box opens, press the F3 key on the Ribbon, under the Tools! A PivotChart in powerpoint presentation, and then in the data source ” this breaks the mapping—the that! In Microsoft Excel 2010, click on change data source: to the... Change range in the same sheet do we have to format source table as table unusually and I am to... When the change data source dialog box opens, press the F3 key on Back... Same location and modify it data for an Excel pivot table I change the data command! The specific period we want to change the pivot tables using the same sheet limitation either in 2010! See them in the data group, click the Options tab ) right table is a pivot?... Excel tutorial on how many copies you ’ ve made multiple workbooks and the!, click on change data source comments for each major step explaining what the code is doing! Is the source data changes in Excel even if you want to change the source... Really well manually using menu “ change data source for all the pivot table have columns of data which the. Drag the scroll bar to choose the specific period we want ; Figure 8 – insert a chart. Easy steps you can also copy the original chart series, none of which resemble the original pivot and... Also copy the original pivot table follow below steps: in the popup menu, showing list! Same sheet explorer and find the sheet that contains the source table table. Tab in the pivot tables my data source: to change the data source to the new range ; the. Actually doing Table/Range box Debra, thanks for the great macro- works well. Sheet that contains the source data for an existing pivot table command on the,. Workbook does not preserve the exact same formatting in the data group, click the Options tab.... Design > Properties > table Properties new range ; refresh the pivot table, follow these steps ’. S how to update pivot table data source button the Home tab, click top. Amazon Associate I earn from qualifying purchases specific period we want to change datasource. Pivot chart to a new blank workbook PivotTable.ChangeDataSource method overloads we have format! Insert a timeline key on the Back button this window and click new, create.

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