Change Data Source > Change Data Source… option in the drop-down menu. Google serves cookies to analyse traffic to this site. 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 the PivotTable tab, click on the Options button and select Change Source from the popup menu. Currently I'm changing the data source manually on all the pivot tables. 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.”. These few lines can dynamically update any pivot table by changing the source data range. Excel tables automatically expand as you add new records, so provide an ideal data source for a PivotTable. 3. How do I change the data source for an existing pivot table? This event triggers only when the sheet containing the code is switched or deactivated. This has been a guide to Pivot Table Change Data Source. Pivot tables from the same source range can share pivot caches, so this method is faster than looping through all pivot tables. 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. Your email address will not be published. This will allow us to use, Click on the left drop down menu and select the worksheet. 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. Now delete the existing data range and choose the new data range. In Excel 2007 and 2010, choose "Change Data Source" from the Data group of options. This will take you to the actual data sheet with the highlight of the already selected data range from A1:D11. 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. 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. I hope I was explanatory enough. 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. I have several sheets of pivot tables pulling data from that. 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. You can define your own beginning cell reference. Since we want this to be completely automatic, we will use sheet modules to write code instead of a core module. You can use either of 3 methods of auto refreshing pivot tables. The first step is to convert your data into an Excel table. Our code for dynamically changing source data and refreshing pivot table will go in this block of code. First of all we used a worksheet_deactivate event. From the left drop down menu, select deactivate. This code will run whenever you will switch from the data sheet to any other sheet. 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. As source type we declare xlDatabase and as SourceData we pass source_data range that we have calculated earlier. 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. 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. If you disable this cookie, we will not be able to save your preferences. Countif function is essential to prepare your dashboard. 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. All my pivot tables pull data from A:X. 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. You may learn more about excel from the following articles –, Copyright © 2021. We just need to use it in the pivot table. 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 the Data group, click the top section of the Change Data Source command. | Get faster at your task. | The worksheet event are really useful when you want your macros to run when a specified event occurs on the sheet. Automatic change of data source in a pivot table. 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. In an Excel file, you might have a couple of pivot tables on different worksheets. We dynamically create a pivot cache using ThisWorkbook.PivotCaches.Create. Below are some examples of changing the data source. Select any cell in the pivot table. The Change PivotTable Data Source dialog box opens, and you can see the the source table or range in the Table/Range box. 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. For example, now we will change the sales number for the “Furniture” category. 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. Click on the left drop down menu and select the worksheet. So this is how the code automatically runs. Question: In Microsoft Excel 2011 for Mac, I've created a pivot table and now I need to change the data source. This event triggers only when the sheet containing the code is switched or deactivated. 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 Now add three lines of data just below the existing data table. In your VBA practices, you would get the need to run macros when a certain range or cell changes. 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 … Click the upper part of the Change Data Source command. | This is one of the most used and popular functions of excel that is used to lookup value from different ranges and sheets.Â. In this video I explain how to refresh pivot tables automatically when the source data changes. Step 1: Convert Data into an Excel Table. Required fields are marked *. If you have any questions regarding this article, let me know in the comments section below. 50 Excel Shortcuts to Increase Your Productivity | Get faster at your task. 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. | So to run your macro whenever the sheet updates, we use the Worksheet Events of VBA. Click on “Ok,” and the pivot table will show the updated data range result. These few lines can dynamically update any pivot table by changing the source data range. On a monthly basis, I change the "ALL" tab and that messes up the data source on each pivot table … 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. Your email address will not be published. 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. | This is another dashboard essential function. 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. This will open up the below window, and also it will take you to the data worksheet with the data range selection. By going to the pivot table sheet and by right click and choose the “Refresh” option to update the pivot table report. We use pivot tables on a monthly basis, adding new data for the month and changing the data source the pivot table pulls from. 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. group a Date field in a pivot table using the Group feature, the number formatting for the Day field is fixed. The code loops through all pivot caches in the workbook and refreshes each one. 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. | Use this small VBA snippet to highlight the current row and column of the sheet. That means you can make one SourceData change and have all the Pivot tables update. In the Change PivotTable Data Source dialog box, you can see the the source table or range in the Table/Range box. How does this code automatically change source data and update pivot tables? How to Auto Refresh Pivot Tables Using VBA : To automatically refresh your pivot tables you can use VBA events. From the left drop down menu, select deactivate. In this example, we have selected cell A1 on Sheet2. You can see the effect of this code in gif below. These 50 shortcuts will make you work even faster on Excel. This workbook contains three sheets. Here are changes that you can make to existing data sources: To change a data source for a PivotTable report, use the PivotTable.ChangeDataSource method overloads. Now, I need to update this and get a macro that updates all pivot tables data source from A:X to A:Y. Set source_data = Range(Cells(1, 1), Cells(lstrow, lstcol)). Edit the source data range for your pivot table. To automatically refresh your pivot tables you can use VBA events. Change data source this is one of the sheet that contains change data source for all pivot tables source data and pivot! 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