Automatically Update Data in Pivot Table

DPChristman

Board Regular
Joined
Sep 4, 2012
Messages
187
Office Version
  1. 365
Platform
  1. Windows
I am working with a workbook that is accessed/updated by about 10 people on a regular basis.

A number of my tabs contain pivot tables (PTs), based on the data collected in the main data entry page.

As a PT virgin, I really don't know a lot about PTs, but this project was inherited.

Through basic searches, I have found that are are steps you can take to automate the pivot tables/charts in your workbook, so that it is essentiall the equivalent of a live table within the workbook.

What is the secret to doing that?
 
There is a setting under the PivotTable Tools tab>PivotTable>Options>Data>Refresh Data When opening the file. But this won't be 'live' because the PT only refreshes when opening the file. It also won't handle new data added if the range of your data changes. For that you have to create a dynamic range or turn your table into a "Table". Other than that you have the options of manually refreshing your PT or use VBA. There are a lot of sources on the web to do that. Here is one: Automatically Refresh a Pivot Table - Excel Pivot TablesExcel Pivot Tables
 
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