Microsoft Office Tutorials and References
In Depth Information
Sorting and Filtering PivotTable Data
Updating a PivotTable Report
You know you can change the fields included in
your report at any time, and you know you can
move things around, so that what was once in a
column is now in a row, or vice versa. That’s easy.
But what about making your report change to
reflect changes in the data that was used to
build it?
To make this refreshing change occur, simply go
to the Data tab on your ribbon, and while you’re
in the PivotTable (by “in” I mean with any cell
within the table selected), click the Refresh All
button (see Figure 15-19) in the Connections
section of the ribbon.
Picture yourself viewing a PivotTable report and
thinking that it’s totally up-to-date, only to
find out later it wasn’t, because while you were
viewing it, someone else was adding or changing
records. Or that the records you added to the
database yourself weren’t updated in the table.
What to do? Well, first, you need to understand
the relationship between the database and the
Figure 15-19
Click Refresh All to bring your PivotTable in synch
with the database used to build it.
Just like charts, which you learned about in
Chapter 11, “Generating Excel Charts,” the
PivotTable and the data on which it is based
are automatically connected. Make a change
in the data, and the chart—or in this case, the
PivotTable—reflects that change. Now, if the
change to the data just happened a moment
ago, you will have to refresh the table to make
Excel go back and check the database for changes.
Otherwise, it won’t check for changes until the
table is closed and reopened. You can force this
check to happen whenever you want to, however,
and if changes are found, the requisite fields are
updated in the table.
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