pivot table question

[daveyc18]

let's the pivot has accounts 1,2,3, but i exclude 2

it's next day the source data has a new account 4

i refresh the pivot (it's dynamic), will it include account 4 ?

another question. ..mwould there be any reason to clear any pivot filters then reapply the filters after refreshing?

reason i ask is I've seen VBA code do this (clear , reapply)...i thought a simply refresh would retain the filters (in this case exclude account 2) and capture any new data

 

[etaf]

exclude 2 - by selecting to show 1 and 3
Then when the new data is added , and refreshed - it will appear in the filter option
BUT
as only 1 and 3 are selected it will not show the new data on the pivot
thats how it works for me just now

 

[Alex Blakenburg]

Is the filter field in the row or the report filter section ?
If it is in the row position you have options. Instead of unchecking the excluded code from a list use the Value (Numbers) or Label (Text) filter and select "Does Not Equal" or use one of the other options if you are knocking out a range of account numbers ie does not begin with 2 for text or Not Between for numbers

 

[RoryA]

Right-click the field, choose Field Settings, and make sure you check the option to include new items in manual filter: