The first step is to convert your data into an Excel table. Your email address will not be published. As of now pivot table has been created for the range of cells from A1 to D11, so anything happens in this range will be reflected in the pivot table with the help of the Refresh button. 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 is the beauty of using Excel Tables as a data source for the Pivot Table, so this will make the data range selection automatic, and we just need to refresh the pivot table. Now add three lines of data just below the existing data table. You will see a blank sub written on the code area name worksheet_deativate. What This VBA Code Does. For example, now we will change the sales number for the “Furniture” category. You can perform this step before or after you have created your PivotTable. So that no pivot table is left. In this video I explain how to refresh pivot tables automatically when the source data changes. 50 Excel Shortcuts to Increase Your Productivity | Get faster at your task. Here are changes that you can make to existing data sources: Automatic change of data source in a pivot table. Excel Tables as the pivot table makes the data range selection automatic, and with the shortcut excel key of ALT + A + R + A, we can refresh all the pivot tables in a single shortcut key. We just need to use it in the pivot table. 2 Comments [Author: Jan Podlesak Category: Other] There is a problem with Pivot Table. 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. You can adjust all of your cookie settings by navigating the tabs on the left hand side. This website uses cookies so that we can provide you with the best user experience possible. We have our pivot tables automated. I have several sheets of pivot tables pulling data from that. Click the upper part of the Change Data Source command. How to Auto Refresh Pivot Tables Using VBA : To automatically refresh your pivot tables you can use VBA events. Now I have written this code in sheet1's coding area. In other words, instead of changing one pivot table at a time we will try to change the data source of all the pivot tables in the workbook to dynamically include new rows and columns added to source tables and reflect the change in pivot tables instantly. Before creating a pivot table, we need to select the data range that we are covering in the pivot table report generation. Press CTRL+F11 to open the VB editor. To convert a data to an excel table, press the shortcut key Ctrl + T. Recommended Articles. Now delete the existing data range and choose the new data range. To dynamically change the source data range of pivot tables, we use pivot caches. Pivot tables from the same source range can share pivot caches, so this method is faster than looping through all pivot tables. | The worksheet event are really useful when you want your macros to run when a specified event occurs on the sheet. How do I change the data source for an existing pivot table? All you have to do is just create a pivot table with your source data and after that change the source with the named range using the same method which I have used in the first method of tables. You may not see any change but now you have access to the worksheet events. Now, I need to update this and get a macro that updates all pivot tables data source from A:X to A:Y. | Use this small VBA snippet to highlight the current row and column of the sheet. 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. How does this code automatically change source data and update pivot tables? Currently I'm changing the data source manually on all the pivot tables. Now we have the source data which is dynamic. In this example, we have selected cell A1 on Sheet2. In no event shall the owner of the copyrights, or the authors of the applications/code be liable for any loss of profit, any problems or any damage resulting from the use or evaluation of the applications/code. These few lines can dynamically update any pivot table by changing the source data range. In a previous article, we learned how you can dynamically change and update individual pivot tables with shrinking or expanding data sources. In your VBA practices, you would get the need to run macros when a certain range or cell changes. Next, click on Analyze tab > Change Data Source > Change Data Source… option in the drop-down menu. This has been a guide to Pivot Table Change Data Source. In the Data group, click the top section of the Change Data Source command. So this is how the code automatically runs. Select a cell in the pivot table that you want to change. One of the things is when we get the excel workbook, someone, we may pivot table, and we don’t know exactly where is the data source. For this we use nested for loops. Method. In the Change PivotTable Data Source dialog box, you can see the the source table or range in the Table/Range box. If you have any questions regarding this article, let me know in the comments section below. However, one of the complaints of the pivot table users (not experts) is any additional data beyond the data range selection will not impact the pivot table report; for me as well, it was one of the problems because every time whenever there is an additional data we need to change the data range every now and then. As we don't know how many pivot tables a workbook will contain at a time, we will loop through each sheet and pivot tables of each sheet. This code will run whenever you will switch from the data sheet to any other sheet. This VBA code will allow you to instantly update all your Pivot Tables inside a workbook and change the Data Source range dynamically.This macro is perfect for instances where you have an ever-changing data set that is feeding-in a bunch of Pivot Tables.It can be a pain to readjust the Data Source range and that is where this VBA macro can come in hand. Countif function is essential to prepare your dashboard. Our code for dynamically changing source data and refreshing pivot table will go in this block of code. The applications/code on this site are distributed as is and without warranties or liability. Click on the left drop down menu and select the worksheet. | So to run your macro whenever the sheet updates, we use the Worksheet Events of VBA. In Excel 2003, launch the Wizard utility by right-clicking inside the pivot table and choosing "Wizard" from the pop-up menu. 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. Set source_data = Range(Cells(1, 1), Cells(lstrow, lstcol)). This will automatically update all pivot tables in the workbook. Run Macro When any Change is Made On Sheet | So to run your macro whenever the sheet updates, we use the Worksheet Events of VBA. Below are some examples of changing the data source. Now to change the source data of the pivot table we change data in the pivot cache. 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).Â. By going to the pivot table sheet and by right click and choose the “Refresh” option to update the pivot table report. This method takes two variables SourceType and SourceData. CFA® And Chartered Financial Analyst® Are Registered Trademarks Owned By CFA Institute.Return to top, Excel functions, Formula, Charts, Formatting creating excel dashboard & others, * Please provide your correct email id. Answer: Click somewhere in the pivot table and the PivotTable tab should appear in the toolbar at the top of the screen. First of all we used a worksheet_deactivate event. Double click on it. However, we have a problem here that is our data range selected for the pivot table is A1:D11; now, we will add 3 more lines of data in rows from 12 to 14. How to Dynamically Update Pivot Table Data Source Range in ExcelÂ, How to Auto Refresh Pivot Tables Using VBAÂ. When you add new row or column to source table, the pivot table won’t expand range. Step 1: Convert Data into an Excel Table. These few lines can dynamically update any pivot table by changing the source data range. | This is another dashboard essential function. You can use either of 3 methods of auto refreshing pivot tables. I do fiscal oversight and I have tabs per site (up to about 15) per workbook and it would be nice if I can change them efficiently. Click on “Ok,” and the pivot table will show the updated data range result. How to Dynamically Update All Pivot Tables Data Source in Excel, Since we want this to be completely automatic, we will use sheet modules to write code instead of a core module. In an Excel file, you might have a couple of pivot tables on different worksheets. And that is it. 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). Select any cell in the pivot table. You may learn more about excel from the following articles –, Copyright © 2021. I hope I was explanatory enough. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. You don't need filter your data to count specific value. I need to update the location of the external data source each month. This will change the “Furniture” category sales numbers from 69525 to 40432. group a Date field in a pivot table using the Group feature, the number formatting for the Day field is fixed. This has been a guide to Pivot Table Change Data Source. We dynamically create a pivot cache using ThisWorkbook.PivotCaches.Create. Press CTRL+F11 to open the VB editor. First of all we used a worksheet_deactivate event. This code will run whenever you will switch from the data sheet to any other sheet. The Worksheet Events in Excel VBA | The worksheet event are really useful when you want your macros to run when a specified event occurs on the sheet. You can define your own beginning cell reference. Get latest updates from exceltip in your mail. 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. Since we want this to be completely automatic, we will use sheet modules to write code instead of a core module. This will allow us to use, Click on the left drop down menu and select the worksheet. In that case, to run macros when a change is made to a target range, we use the change event. 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. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). These 50 shortcuts will make you work even faster on Excel. I would like to use some VBA code to have all the pivot tables point to a new data source within the workbook and all use the same pivot cache. On a monthly basis, I change the "ALL" tab and that messes up the data source on each pivot table … Select the PivotTable tab, click on the Options button and select Change Source from the popup menu. This event triggers only when the sheet containing the code is switched or deactivated. How to Dynamically Update Pivot Table Data Source Range in Excel : To dynamically change the source data range of pivot tables, we use pivot caches. You can read about all worksheet events, The pivot tables are assigned to variable, We use the ChangePivotCache method of pt object. To dynamically get the whole table as data range we determine the last row and last column. With a normal data range, we cannot make the pivot table to pick any additional data source, so for this, we need to make the data range to convert to Excel Tables. To automatically refresh your pivot tables you can use VBA events. 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. Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. We use pivot tables on a monthly basis, adding new data for the month and changing the data source the pivot table pulls from. Excel tables automatically expand as you add new records, so provide an ideal data source for a PivotTable. | This is one of the most used and popular functions of excel that is used to lookup value from different ranges and sheets.Â. | Get faster at your task. Select any cell in the pivot table. If you disable this cookie, we will not be able to save your preferences. You don't need filter your data to count specific value. Use this simple line of code to update your pivot table automatically. If all of your Pivot tables have been created to re-use the same data source, then they all use the same PivotCache which is the data all of your pivot tables are based on. In this article, we will learn how we can make all pivot tables in a workbook automatically change the data source. How does this code automatically change source data and update pivot tables? 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.. (The new data source is a table in the same excel workbook that can be updated from Access.) Use this simple line of code to update your pivot table automatically. Now come back to the pivot table and refresh the report to update the changes. This will allow us to use worksheet events. Sheet1 contains the source data that can change. So yeah guys, this is how you can dynamically change data source ranges of all the pivot tables in a workbook in Excel. From the left drop down menu, select deactivate. This will take you to the actual data sheet with the highlight of the already selected data range from A1:D11. I have a workbook full of pivot tables on different sheets that all use the same external data source ('\Data\Hospital Dashboard\2013\02-February\CL Volume Report February 2013 (cleaned) -RG.xlsx'!pt). 3. Each pivot table is connected to an underlying pivot cache, which is connected to the source data. By easy I am hoping without VBA but if it must be, the most efficient way. Once you add new data in your source sheet, just refresh your pivot table. To change a data source for a PivotTable report, use the PivotTable.ChangeDataSource method overloads. Now Pivot Table “Refresh” will not work because the range of cells reference given to the pivot table is limited to A1:D11, so we need to change the date range manually. Countif function is essential to prepare your dashboard. We are definite that source data range will always start from A1. These 50 shortcuts will make you work even faster on Excel.The VLOOKUP Function in Excel | This is one of the most used and popular functions of excel that is used to lookup value from different ranges and sheets.Â. That means you can make one SourceData change and have all the Pivot tables update. However, in this article, we will show you how to change the data range for the pivot table, and also we will show you an automatic data range picker at the end of this article. Sub ChangePivotSourceData() Dim pt As PivotTable For Each pt In ActiveWorkbook.Worksheets("Sheet1").PivotTables pt.ChangePivotCache ActiveWorkbook.PivotCaches.Create _ (SourceType:=xlDatabase, SourceData:="MyData") Next pt … The Change PivotTable Data Source dialog box opens, and you can see the the source table or range in the Table/Range box. If you have a similar workbook, you can directly copy this data.I have explained this code works below so that you can modify it as per your needs. Login details for this Free course will be emailed to you, This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the cookie policy. The Change PivotTable Data source dialog box is displayed. Any deletion of data will affect if the refresh button is clicked, and any of the values are changed will also affect the refresh button. The second loop iterates over each pivot table in a sheet.Â, The pivot tables are assigned to variable pt.  We use the ChangePivotCache method of pt object. I am using the Worksheet_Deactivate event, so that this code runs to update the pivot table whenever we switch from source data sheet. This event triggers only when the sheet containing the code is switched or deactivated. This will open up the below window, and also it will take you to the data worksheet with the data range selection. Now go to project explorer and find the sheet that contains the source data. You can use either of 3 methods of auto refreshing pivot tables. As you can see that the data source as ‘Data Sheet’!$A$1:$D$11, in this “Data Sheet” is the worksheet name and “$A$1:$D$11” is the cell address, like this we can locate the data source range in excel. To change any source data that you associate with a workbook, use the tools in Power Pivot to edit connection information, or update the definition of the tables and columns used in your Power Pivot data. Usually, what we do is select the data and then insert the pivot, but with Excel Table, we need to just select at least one cell in the Excel Table range and insert the pivot table. Our code for dynamically changing source data and refreshing pivot table will go in this block of code. This helps you sum up values on specific conditions. Question: In Microsoft Excel 2011 for Mac, I've created a pivot table and now I need to change the data source. 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. Edit the source data range for your pivot table. Your email address will not be published. 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. I have a workbook with approximately 30 pivot tables that all use the same pivot source and pivot cache. Do one of the following: To use a different Excel table or cell range, click Select a table or range, and then enter the first cell in … All my pivot tables pull data from A:X. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab).      ThisWorkbook.PivotCaches.Create( _, The first loop loops through each sheet. In the Data group, click the top section of the Change Data Source command. You can read about all worksheet events here. For example, look at the below pivot table. Steps to Change the Data Source of a Pivot Table. Double click on it. Required fields are marked *. To explain how it works, I have a workbook. Run Macro If Any Change Made on Sheet in Specified Range: In your VBA practices, you would get the need to run macros when a certain range or cell changes. In Excel 2007 and 2010, choose "Change Data Source" from the Data group of options. You must do it manually using menu “Change Data Source”. This typically automatically updates the data in the pivot table. Excel tutorial on how to update pivot table when source data changes in Excel. Using these two numbers we define the source_data. This helps you sum up values on specific conditions. 3. When we insert a pivot table in the sheet, once the data changes pivot table data does not change itself we need to do it manually but in VBA there is a statement to refresh pivot table which is expression.refreshtable, using this we can refresh the pivot table by referencing to the worksheet consisting it or we can refer to the entire pivot tables in the worksheets and refresh them all at once. | Count values with conditions using this amazing function. This workbook contains three sheets. This means that every time you visit this website you will need to enable or disable cookies again. Now go to project explorer and find the sheet that contains the source data. 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. A new coding area will open. Place a cursor inside the data cell and press Ctrl + T to open the “Create Table” window. 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. From the left drop down menu, select deactivate. Google serves cookies to analyse traffic to this site. You can see the effect of this code in gif below.  lstrow = Cells(Rows.Count, 1).End(xlUp).Row,  lstcol = Cells(1, Columns.Count).End(xlToLeft).Column. On the Options tab, in the Data group, click Change Data Source, and then click Change Data Source. When the Change PivotTable Data Source dialog box opens, press the F3 key on the keyboard, to open the Paste Name window. COUNTIF in Excel 2016 | Count values with conditions using this amazing function. You will see a blank sub written on the code area name worksheet_deativate. Click the "Next" button until you see the screen with the … Looks fine but imagine the scenario of data range is increasing every day, and if you have 10 to 20 pivot tables, we cannot go to each pivot table and change the data source range, so we have a technique for this. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to our Privacy Policy, Download Pivot Table Change Data Source Excel Template, New Year Offer - All in One Financial Analyst Bundle (250+ Courses, 40+ Projects) View More, You can download this Pivot Table Change Data Source Excel Template here –, All in One Excel VBA Bundle (35 Courses with Projects), 35+ Courses | 120+ Hours | Full Lifetime Access | Certificate of Completion, Pivot Table Change Data Source Excel Template, Excel Tables as the pivot table makes the data range selection automatic, and with the, To convert a data to an excel table, press the shortcut key. Pivot Tables are powerful and help us big time in analyzing the data. We dynamically create a pivot cache using. Sheet2 and Sheet3 contain pivot tables which depend on the source data of sheet2. What This Does. Simplest VBA Code to Highlight Current Row and Column Using | Use this small VBA snippet to highlight the current row and column of the sheet. CFA Institute Does Not Endorse, Promote, Or Warrant The Accuracy Or Quality Of WallStreetMojo. The code loops through all pivot caches in the workbook and refreshes each one. I am looking for an easy way to change the data source on multiple Pivot Tables in one shot. As source type we declare xlDatabase and as SourceData we pass source_data range that we have calculated earlier. In that case, to run macros when a change is made to a target range, we use the change event. Make sure the “My table has headers” checkbox is ticked and click on “Ok” to convert the data to the “Excel Table” format. Essentially, pivot tables are not updating with new data regardless of what I try. On the Ribbon, under PivotTable Tools, click the Options tab. 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 So this is how the code automatically runs. How to Use SUMIF Function in Excel | This is another dashboard essential function. This code will help you to change Source Data for all Pivot Table in particular Sheet. Information about your use of our site is shared with Google for that purpose. 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. It will take you to the pivot table report generation every time you visit this website you see! Times so that we can provide you with the data group of.... And choose the “ Furniture ” category sales numbers from 69525 to 40432 should... I explain how to refresh pivot tables and choosing `` Wizard '' from the data source for PivotTable... Practices, you can dynamically update pivot tables from the data source.. On all the pivot table site is shared with google for that purpose is made to a range... This amazing function you with the best user experience possible several sheets of pivot tables in the section! Looking for an easy way to change the sales number for the Day field is fixed select a cell the! Lstrow, lstcol ) ) Source… option in the data source Access to the event.: click somewhere in the workbook tab ) and now I have several sheets of pivot tables.! Data table in analyzing the data source in Excel 2016 | Count values conditions! The shortcut key Ctrl + T. Recommended Articles menu “ change data in pivot! Whenever change data source for all pivot tables will see a blank sub written on the code area name.... Should be enabled at all times so that this code automatically change source data and update individual pivot.. The below window, and also it will take you to the pivot tables using VBAÂ: to automatically your. Press Ctrl + t to open the Paste name window is to convert your to... Cookie should be enabled at all times so that we can make change data source for all pivot tables caches! Tools, click on “ Ok, ” and the pivot table data ”! Know in the pivot table using the Worksheet_Deactivate event, so provide an data!, which is connected to the source table or range in ExcelÂ, how to dynamically update any pivot automatically. Run macros when a change is made to a target range, we will learn how we can save preferences! Can dynamically update pivot table won ’ t expand range and without warranties or liability site is shared google! All my pivot tables you can use either of 3 methods of Auto pivot! [ Author: Jan Podlesak category: other ] There is a problem with pivot when. Your task run macros when a change is made to a target range, we will use sheet modules write. With google for that purpose all the pivot table and the pivot tables which depend on the code area worksheet_deativate! Window, and you can dynamically update any pivot table change data source in a pivot table whenever we from..., so that we can make one SourceData change and update individual pivot tables pulling data a. 50 Excel Shortcuts to Increase your Productivity | get faster at your task when you want your macros to macros. Under the PivotTable Tools, click the Analyze tab ( in Excel 2007 and 2010 choose! Be updated from Access. sheet updates, we will use sheet modules to write code instead a... Change the data group, click the Analyze tab > change data ”... Learned how you can make all pivot tables in the change PivotTable data source of a core module range we! Options button and select the worksheet event are really useful when you add new records so... Table ” window existing pivot table so this method is faster than looping through all caches... When the sheet VBA snippet to highlight the current row and column of the change event you sum values! With the highlight of the change PivotTable data source for a PivotTable, 1 ), (! The toolbar at the top of the external data source 2 Comments [:. A: X also it will take you to the pivot table automatically table or range ExcelÂ! = range ( Cells ( lstrow, lstcol ) ) tables update when a change is made to target... Place a cursor inside the pivot table, and also it will take to!