I start with one tab, with data and the pivot table. Then click into your pivot table-analyze-change data source and type in the name you just gave to that table, in our case "data" and confirm. To reproduce: just create a simple table in Excel, add it to the data model, build a pivot table on the data model, and try changing its data source: the option is disabled (greyed) in the ribbon. I want to give them option to save the path and file name in two different cells. Then in the pop-up dialog, select the new data range you need to update. Watch the Change Data Source Video. it lets me go through the steps to change, nothing is grayed out but after I … Rather than using copy and then paste values, however, a better way for many purposes is to create some hidden columns or a whole hidden sheet that copies values using simple formulae. When you create a pivot table in Excel 2013, you are taking data from your spreadsheet and inserting it into, by default, a new format in another sheet of your Excel workbook. Is it possible to change data sources of all pivot tables created through wizard in different sheets of workbook through VBA. But lately, I am unable to update the source data. The data for this pivot table is in the same workbook (PTWork) on tab PriList. If I change the data source arbitrarily (+/- 1 blank row) the data will do a one time update to current values but then it will not refresh again until I arbitrarily change data source … This is the option we want. Press CTRL+F11 to open the VB editor. The Change Data Source button will allow you specify a new data source for your pivot table. How do I change the data source for an existing pivot table? If I change the name of the workbook to PTWorkRen, and try to refresh the pivot table, I get. Current steps taken: 1. How to locate and change the source data for an Excel pivot table. Change location of the data source. Double click on it. I have an Excel 2013 file with lots of DAX connected to an Azure database. ... VB.NET Pivot Table Change Data Source. Okay, I have sifted through tons of posts and cannot get my code to run. See screenshot: 3. On the Connections tab, in the Show box, keep All Connections selected, or pick the connection category that has the data source you want to connect to. Excel VBA Changing Data Source for Pivot Table. You can refresh the data for PivotTables connected to external data, such as a database (SQL Server, Oracle, Access, or other), Analysis Services cube, data feed, and many other sources. This has been a guide to Pivot Table Change Data Source. See screenshot: 2. I saved the file using Save As in a different folder and under a different name (TEST.xlsx). Created two Pivot Tables on another sheet. 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). Ask Question Asked 5 years, 6 months ago. One a tab I have columns of data which is the source data for a pivot table I have just below. Change options, to save source data with pivot table file. You can also refresh data from a source table in the same or a different workbook. Answer: Select the Options tab from the toolbar at the top of the screen. 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. Now to change the source data of the pivot table we change data in the pivot cache. How do I change the data source for an existing pivot table? Pivot tables in a specific file are not updating when I attempt to refresh the data (clicking "refresh", "refresh all", or alt + F5). Cannot open PivotTable source file '[PTWork]PriList'. In the Data group, click on Change Data Source button.. I've changed the name of the table to the generic "Tablename", and I'm simply trying to change the ending row from 2525 to 2543. Answer: Select any cell in the pivot table. Click on the “Options” tab from the top toolbar menu and then click on the “Change Data Source” button from the “Data” group. To see the steps for changing a pivot chart’s data source, watch this short video. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). "Excel 2013 keeps updating the pivot table data ranges to a prior named file. Steps to Change the Data Source of a Pivot Table. 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. Please follow the below steps to update pivot table range. Add or remove tables. Viewed 36k times 3. Pivot Table Source Data. I am using MS Office 2010 (licensed). I have a pivot table on tab PTable. What This VBA Code Does. - in the file with the pivot table(s), add a new tab and insert a brand new pivot table with the now bigger data source. Find the Source Data. For missing source data, steps to try to recreate it. In the Create PivotTable dialog box, under Choose the data that you want to analyze, click Use an external data source. A pivot table is created using pivot cache. 4. NOTE: For macros that help manage the source data, go to the pivot table source data macros page. Click the Change Data Source button to see the following dialog box: Based on my test, the Change Data Source option and the Connection Properties option should be available after you create a pivot table from an external source. 0. So to find the root cause of the issue, you may need to find the original source of the pivot table first. I'd like to reuse all that work by changing the data source for the PowerPivot model to a different database which is an exact copy (just empty) on the same server, but Excel won't let me. Solution: move neighboring pivot tables to the right or down, as appropriate, before changing the data source. A pivot table in Excel 2013 offers a variety of options for comparing data in columns, and grouping similar data in a way that would otherwise be difficult to do manually. Question: In Microsoft Excel 2007, I've created a pivot table and now I need to change the data source. You can change the data source to local source as well. 1. Is there any way to tell Excel to just use the current workbook? When I "save as" the document as a new name, the pivot tables … Click on the “Open” button. Change the authentication method or the credentials used to access the data. It seems like the "Change Data Source" feature of Pivot Tables is disabled in Excel 2013 when they are built on the Data Model (PowerPivot). When the PivotTable and PivotChart Wizard window appears, click on the Back button. In the Data group, click the top section of the Change Data Source command. 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.This methodology saves me a TON … 2. Click on the “Open” option and then locate the Excel 2007 file that contains the pivot table for which you want to change the data source. Follow these steps, to find the source data for a pivot table: Select any cell in the pivot table. Change the filter criteria. Now go to project explorer and find the sheet that contains the source data. I showed this for all of the Pivot Tables in the document. 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. The pivot cache contains the old source data until the pivot table is not manually refreshed or source data range is manually changed. Change table names Active 5 years, 3 months ago. "data". The next month I copy that tab, update the data, then change the source data on the pivot table but it won't change to the new range. - In the data source, add your columns. Go to your source tab/table, click on design in table tools and give it a unique table name in the top left corner above resize table, e.g. 3. It seems like the "Change Data Source" feature of Pivot Tables is disabled in Excel 2013 when they are built on the Data Model (PowerPivot). As @nutsch implies, Excel won't do what you need directly, so you have to copy your data from the pivot table to somewhere else first. Click any cell in the pivot table, and click OK; 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. I have one source of data (a small table with 20 rows and 8 columns; the rows will grow hence the macro). Data is coming from other excel sheet, user might change the location or name of source file. 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. Add or remove a filter on the data. In this example, we have selected cell A1 on Sheet2. On a third sheet I'm using Slicers to filter the data (Dashboard). My excel file has 10 pivot tables and dependent charts from -pointing to- an external sql data connection. To reproduce: just create a simple table in Excel, add it to the data model, build a pivot table on the data model, and try changing its data source: the option is disabled (greyed) in the ribbon. - then go back to one of the older pivot tables and change the data source again - voila, this time it will not crash on you. Question: In Microsoft Excel 2003/XP/2000/97, I've created a pivot table and now I need to change the data source. I then opened that saved file to show you that it is fine, and the Data Source path for one of the Pivot Tables is the same as it was in original file. _____ I am trying to repoint from external sql connection to local sheet/table connection and the option in Excel 2013 and 360 is disabled. I have used this particular pivot table (shared with other users in the office) for several years, and never had an issue updating the PivotTable Data Source table/range. Click Choose Connection . Apparently, changing the data source would cause the pivot table to expand (contain more rows and/or columns), and as a result it would encroach upon another pivot table on the same worksheet. Hoping someone can help me with my question regarding source data and pivot tables. For relational data sources, change the default catalog or initial catalog. I built out a spreadsheet with multiple tabs of pivot tables all referencing the master data tab in the same spreadsheet. It only happens when I have two/multiple pivot tables using the same data source. Edit advanced properties on the data source. 2. I am trying to create a reconciliation report, which I have running just fine. Right-click and select "Wizard" from the popup menu. Everything works fine. 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. 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