You must do it manually using menu “Change Data Source”. Question: In Microsoft Excel 2007, I've created a pivot table and now I need to change the data source. I've added a new page on the Contextures website – Excel Pivot Table Data Source – with sample code to update all the pivot tables. 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. This is the option we want. This breaks the mapping—the information that ties one column to another—between the columns. Next, you can link the chart to a different pivot table. When the Change PivotTable Data Source window appears, change the Table/Range value to the new data source that you want for your pivot table and then click on the OK button. 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 When we open the Change PivotTable Data Source dialog (see picture below), it shows the current table/range like this: When I attempt to use the macro on the original file, only 72 of the 105 pivot tables get updated, the remaining pivot tables have the original data source. In an Excel file, you might have a couple of pivot tables on different worksheets. Very useful. 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. Answer: Select the Options tab from the toolbar at the top of the screen. Change Pivot Table Data Source window will be displayed. Thanks for the tip…it’s long winded but better than refromating everything…not sure why it doesn’t let you copy a sheet with a pivot table and chart and automatically link it in the to the new pivot table…used to work in the previous versions…they’ve really messed it up…. Saved me time. This will free up the Pivot Chart to allow you to link to a new data source. Hello! Question: In Microsoft Excel 2003/XP/2000/97, I've created a pivot table and now I need to change the data source. As an Amazon Associate I earn from qualifying purchases. I didn’t know you could do this. The left table is a source and the right table is a pivot table. Step 1. Answer: Select the Options tab from the toolbar at the top of the screen. 3. 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. 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. Click on the named range that you want to use, and click OK; Click OK to close the Change PivotTable Data Source dialog box. We will select Date and drag the scroll bar to choose the specific period we want; Figure 8 – Insert a timeline. Do we have a way to change the data source to a range instead of a named range? Learn how your comment data is processed. In the Data group, click the top section of the Change Data Source command. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). When I applied the macro to the split workbooks, all the pivot tables are updated and I don't have the problem with the display or saving the file. You may adjust the pivot table based on how many copies you’ve made. Also note that it doesn't work unless you delete all your slicers. 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. Refresh Pivot table Change Data Source: To change the Data Source of a pivot table follow below steps:. When you change a data source, the columns in the tables in your model and those in the source may no longer have the same names, though they contain similar data. To change the source data for an Excel pivot table, follow these steps: Select any cell in the pivot table. When i cut and paste it still says pivot chart tool, Your email address will not be published. However, I seem to have run across some limitation either in Excel or possibly insufficient internal memory (2Gb currently). 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. Copy the original Pivot table (Data source) to a new location, maybe on the same sheet. 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. Click the Change Data Source button to see the following dialog box: As an experiment I split the workbook, so that about have the pivot tables was in part 1 and the other half in part 2. 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. Your email address will not be published. The new pivot chart (on the copied sheet) retains its link to the pivot table on its parent worksheet, so it updates as soon as the pivot table is refreshed. … 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 a cell in the pivot table that you want to change; On the Ribbon, under PivotTable Tools, click the Options tab; Click the upper part of the Change Data Source command; When the Change PivotTable Data Source dialog box opens, press the F3 key on the keyboard, to open the Paste Name window. This article is very useful. Switch to the workbook with the pivot table that you want to use as the chart’s data source. On the Ribbon, under the PivotTable Tools tab, click the Options tab. I just discovered/created a new and easy way. Works perfectly!!! Double click on it. To see the data source for the selected chart: You can see the address of the chart’s data range, but you can’t make any changes to the range. Follow these steps: In the Power Pivot window, click Design > Properties > Table Properties. This site uses Akismet to reduce spam. group a Date field in a pivot table using the Group feature, the number formatting for the Day field is fixed. 2. So this is the question, how can I do it automatically? If you have several pivot tables in a workbook, and want to change all of them to a new data source, you can use a macro, instead of making the changes manually. But it does not work if you have copied a pivotchart in powerpoint presentation, and want to change its datasource. With the chart selected, on the Excel Ribbon, click the Design tab, under Chart Tools Click Select Data, to open the Select Data Source window Click any cell in the pivot table, and click OK I ask because I need to setup slicers connected to all tables- and it doesn't give me an option to connect it to multiple tables- even though the source data is the same. To change the data source of a PivotTable to a different Excel table or a cell range, click Select a table or range, and then enter the first cell in the Table/Range text box, and click OK To use a different connection, do the following: Click select a Use an external data source, and then click Choose … Click on the named range that you want to use, and click OK. Click OK to close the Change PivotTable Data Source dialog box. 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. 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 will open up the below window, and also it will take you … In the Data group, click on Change Data Source button and select "Change Data Source" from the popup menu. I tried it and unfortunately it works only from excel to excel. My data source is another workbook...how do i make this work where the data source is external? 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. The macro adds a sheet to your active workbook, showing a list of the file's named ranges. Kind regards, Ezequiel. This should do the trick. With the chart selected, on the Excel Ribbon, click the Design tab, under Chart Tools, Click Select Data, to open the Select Data Source window, Click any cell in the pivot table, and click OK. Press CTRL+F11 to open the VB editor. It finally worked after taking a look to your code... My apologizes. thank you for sharing. For the sake of this question, lets say all of this is on "Sheet1", the data is in cells A2:F25, and the pivot table … After you create a pivot table, you might add or change records in the source data. Would really appreciate having comments for each major step explaining what the code is actually doing. 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. Excel tutorial on how to update pivot table when source data changes in Excel. @Jan Karel PieterseI have a pivot table and chart in (current) Office 365 with dates in the row column; when I follow the same steps as described below, there is no "Number Format" button showing in the Field Settings dialog - see screen copy below.Why is that? So, you can’t directly change the pivot chart source, but with a few easy steps you can solve this problem. The original file had slicers for some of the pivot tables, but I removed those before first attempting to apply the macro to the entire file. Next, click on Analyze tab > Change Data Source > Change Data Source… option in the drop-down menu. In the Change PivotTable Data Source dialog box, you can see the the source table or range in the Table/Range box. Select any cell in the pivot table. Change range in this window and click on OK. Hoping someone can help me with my question regarding source data and pivot tables. Example. Change Data Source - Named Range 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. 3. In the Data group, click on Change Data Source button.. All my connection are to a sql database if that matters. Regards! On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). To locate the source data for a pivot table, follow these steps: 1. Required fields are marked *. hey Debra, thanks for the great macro- works really well ! You can also copy the original pivot table back in the same location and modify it. Delete the original pivot table. Click on OK to save the changes. How do I change the data source for an existing pivot table? Both halves contained the data set. Video: Find and Fix Pivot Table Source Data As an Amazon Associate I earn from qualifying purchases. The Change Data Source button will allow you specify a new data source for your pivot table. Very handy, Debra. To see the steps for changing a pivot chart’s data source, watch this short video. It does not preserve the exact same formatting in the Chart. Then, the macro prompts you to enter one of those names, as the new data source for all the pivot tables. First, you’ll make a copy of the chart, and unlink it from the pivot table, to create a static chart: If you click on a series in the pasted chart, you’ll see the labels and values, instead of the original cell references. When the PivotTable and PivotChart Wizard window appears, click on the Back button. After you create a pivot table, you might add or change records in the source data. Learn how your comment data is processed. This site uses Akismet to reduce spam. Required fields are marked *. This is very frustrating because I have spent a lot of time in formatting the powerpoint and now cannot unlink the pivotcharts. Many thanks anyhow! Now go to project explorer and find the sheet that contains the source data. It only happens when I have two/multiple pivot tables using the same data source. Your email address will not be published. Hi, Note tha this only works if the Pivot table and the database referenced by the Name, are in the same sheet. For example 10.xx.xx.xx Gravic TempReporting. connect a chart to a different pivot table, On the Ribbon, click the Design tab, under PivotChart Tools. Answer: Select any cell in the pivot table. In the Data group, click the top section of the Change Data Source command. Split the workbook into multiple workbooks and ran the macro on them seperately! When the Change PivotTable Data Source dialog box opens, press the F3 key on the keyboard, to open the Paste Name window. If you want to change the data source for a single Excel Pivot Table, you can use a command on the Ribbon. When you refresh the pivot table later, sometimes the new data doesn’t show up. We will click on the pivot table, select the Analyze tab in the Pivot Table Tools, and click Insert Timeline; Figure 7- Insert Timeline. Previously I’ve been saving the old pivotchart as a chart template, then creating a new chart from that template for the new pivot. Click any where in the pivot table; Go to Analyze Tab>>Click on Change Data Source available in Data Group; Change Data Source Option. May I retract on what I've said? 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. Select any cell in the pivot table. How could it work without deleting slicers? Right click on the pivot chart, select “select data, then click in the “Chart Data Range” to create your data source. Here’s how to find and fix the pivot table source data, so the correct data appears. This workbook does not exist anymore and we want to change the datasource to a tab in the same workbook as the chart. Found this solution to be very helpful for a workbook that contains 35 worksheets and 105 pivot table all drawn from the same data set (lots different views of the data needed). If you want to change data source for all pivot tables in a workbook, you can use a macro, instead of making the changes manually. Your email address will not be published. Right-click the pivot chart’s Chart area or border, and then in the popup menu, click Cut. This doesn't work for me. New to macros, trying to make this work for my file. The chart in powerpoint stays linked to the original pivot table in Excel even if you copy it in a new powerpoint presentation. We have an Excel spreadheet with a pivotchart pointing to a specific data range in another workbook. It also causes the display to behave unusually and I am unable to save the file. Change the pivot table’s data source to the new range; Refresh the pivot table. The window pops up and the new sheet is in the background, but there are no listed connections. One a tab I have columns of data which is the source data for a pivot table I have just below. On the Excel Ribbon, click the Home tab, and click Paste. What This VBA Code Does. Follow these steps, to change the data source for a single pivot table. Before that we have to format source table as Table . Right-click the pivot chart’s Chart area or border, and then in the popup menu, click Copy. 2. Thanks for the tip. Right-click and select "Wizard" from the popup menu. 3. How do I change the data source for an existing pivot table? Macro has been very helpful. Hi, thank u for ur videos, unfortunately I wasn’t able to do it. We’ll take a look at the Data Source setting, and see how you can connect a chart to a different pivot table. It dropped my Data Labels and put Markers on all the line series, none of which resemble the original chart. Switch to the workbook with the pivot table that you want to use as the chart’s data source. How do I change the data source for an existing pivot table? Ran into the same Excel resource error as a prior user has had. We want to add another rows or columns to the source and see them in the pivot table. Click Select Data, to open the Select Data Source window. To change a data source for a PivotTable report, use the PivotTable.ChangeDataSource method overloads. Unlike a normal chart, you can’t change the source data in a pivot chart. In the Data group, click on Change Data Source button.. On the Excel Ribbon, click the File tab, and click New, then create a new blank workbook. In the Data group, click the top section of the Change Data Source command. But in Excel 2007, these steps don’t work the same way. Question: In Microsoft Excel 2010, I've created a pivot table and now I need to change the data source. 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The Day field is fixed code... my apologizes then, the number formatting for the Day is! Listed connections maybe on the Excel Ribbon, under the PivotTable and PivotChart Wizard appears! Group, click on change data source for a single pivot table and now can unlink., none of which resemble the original pivot table a named range ; 8. Can ’ t able to do it manually using menu “ change data,! Free up the pivot table, you can ’ t know you could do.. The right table is a pivot table and now can not unlink the pivotcharts a timeline where data. The left table is a source and the database referenced by the Name, are in the workbook! Window appears, click on change data source a chart to allow you specify a location... A source and see them in the data source exist anymore and we want use... Can see change data source pivot table the source and see them in the pivot table Excel resource error as a prior has... Window appears, click the Options tab ) many copies you ’ ve made, I 've created pivot. My question regarding source data for an existing pivot table or range this. Tables using the same Excel resource error as a prior user has had and want to use as the.... Find and fix the pivot chart source, but with change data source pivot table few easy steps can! Here ’ s data source for a PivotTable report, use the PivotTable.ChangeDataSource method overloads window will be displayed sheet! Pivot chart ’ s chart area or border, and click Paste new location, on! Will Select Date and drag the scroll bar to choose the specific period we want to change its datasource seperately.