Refreshing a Pivot Table/Pivot Chart in One Workbook with the Data Source in Another Workbook

ak_254

New Member
Joined
Jan 9, 2018
Messages
10
Hi all,

I have 2 workbooks I am working on and am stuck on a question regarding pivot tables/ pivot charts.

In workbook 1 I have a Power Query that updates the workbook with ~20,000 rows of data.

In workbook 2 I am trying to create a dashboard containing a pivot table and pivot chart of the data from workbook (1) for general reporting purposes. I do not want to do this in workbook 1 because I am looking to host workbook 2 onto SharePoint as an "easy to read" file.

Currently when trying to create a pivot table in workbook 2 with the data from workbook 1 it works as long as when the connection is first made and that workbook 1 is still opened. The moment when workbook 1 and 2 is closed the connection seems to be lost when reopening workbook 1 and 2 and then trying to refresh the pivot table data.

When checking the data source of the pivot table in workbook 2 the table/range sections states "#REF!" instead of what the original source "[workbook1.xlsm]sheet1!$A$5:$X$50000"

Any suggestion or point in the right direction would be greatly appreciated!
 

Excel Facts

Can a formula spear through sheets?
Use =SUM(January:December!E7) to sum E7 on all of the sheets from January through December
are you creating PivotTable from loaded data from QueryTable to the sheet???!
--
create PowerQuery on sheet2, close&load - close&load to - as connection
don't load QueryTable to the sheet
then create PivotTable from QueryTable directly
 
Upvote 0
Hi sandy666,

Thanks for the quick reply and no I am not creating the pivot table in worksheet 2 directly from the data being generated in worksheet 1.

In worksheet 1 I have a macro in place to copy and paste the data from the power query in sheet 2 to sheet 1 where the data is formatted appropriately.

are you creating PivotTable from loaded data from QueryTable to the sheet???!
--
create PowerQuery on sheet2, close&load - close&load to - as connection
don't load QueryTable to the sheet
then create PivotTable from QueryTable directly
 
Upvote 0

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