Press CTRL+F11 to open the VB editor. On the Excel Ribbon, click the Home tab, and click Paste. Right click on the pivot chart, select “select data, then click in the “Chart Data Range” to create your data source. We’ll take a look at the Data Source setting, and see how you can connect a chart to a different pivot table. Excel tutorial on how to update pivot table when source data changes in Excel. Delete the original pivot table. Ran into the same Excel resource error as a prior user has had. This is very frustrating because I have spent a lot of time in formatting the powerpoint and now cannot unlink the pivotcharts. This site uses Akismet to reduce spam. 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. It does not preserve the exact same formatting in the Chart. 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. New to macros, trying to make this work for my file. Learn how your comment data is processed. We have an Excel spreadheet with a pivotchart pointing to a specific data range in another workbook. connect a chart to a different pivot table, On the Ribbon, click the Design tab, under PivotChart Tools. Hi, Note tha this only works if the Pivot table and the database referenced by the Name, are in the same sheet. Follow these steps, to change the data source for a single pivot table. Here’s how to find and fix the pivot table source data, so the correct data appears. 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. How could it work without deleting slicers? We will select Date and drag the scroll bar to choose the specific period we want; Figure 8 – Insert a timeline. 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. Previously I’ve been saving the old pivotchart as a chart template, then creating a new chart from that template for the new pivot. So this is the question, how can I do it automatically? I tried it and unfortunately it works only from excel to excel. Next, you can link the chart to a different pivot table. How do I change the data source for an existing pivot table? Click on OK to save the changes. Also note that it doesn't work unless you delete all your slicers. Hello! You must do it manually using menu “Change Data Source”. Answer: Select the Options tab from the toolbar at the top of the screen. 3. 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. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). We can insert a pivot table timeline for filtering our pivot table dates. 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. Your email address will not be published. hey Debra, thanks for the great macro- works really well ! When the PivotTable and PivotChart Wizard window appears, click on the Back button. 3. The macro adds a sheet to your active workbook, showing a list of the file's named ranges. 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. 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. 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. One a tab I have columns of data which is the source data for a pivot table I have just below. To see the steps for changing a pivot chart’s data source, watch this short video. It dropped my Data Labels and put Markers on all the line series, none of which resemble the original chart. 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 On the Ribbon, under the PivotTable Tools tab, click the Options tab. I just discovered/created a new and easy way. 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. thank you for sharing. The window pops up and the new sheet is in the background, but there are no listed connections. The left table is a source and the right table is a pivot table. Follow these steps: In the Power Pivot window, click Design > Properties > Table Properties. How to Show Excel Preview Picture When Opening Files, Get Good Dates With Excel Data Validation, 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. Right-click the pivot chart’s Chart area or border, and then in the popup menu, click Copy. If you want to change the data source for a single Excel Pivot Table, you can use a command on the Ribbon. Very handy, Debra. Right-click the pivot chart’s Chart area or border, and then in the popup menu, click Cut. 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. When you refresh the pivot table later, sometimes the new data doesn’t show up. Many thanks anyhow! @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? Double click on it. Change range in this window and click on OK. As an Amazon Associate I earn from qualifying purchases. Click Select Data, to open the Select Data Source window. Switch to the workbook with the pivot table that you want to use as the chart’s data source. 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 It only happens when I have two/multiple pivot tables using the same data source. The chart in powerpoint stays linked to the original pivot table in Excel even if you copy it in a new powerpoint presentation. Split the workbook into multiple workbooks and ran the macro on them seperately! Question: In Microsoft Excel 2007, I've created a pivot table and now I need to change the data source. It finally worked after taking a look to your code... My apologizes. Step 1. Your email address will not be published. After you create a pivot table, you might add or change records in the source data. This is the option we want. But in Excel 2007, these steps don’t work the same way. 3. It also causes the display to behave unusually and I am unable to save the file. 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. Copy the original Pivot table (Data source) to a new location, maybe on the same sheet. Before that we have to format source table as Table . How do I change the data source for an existing pivot table? Hoping someone can help me with my question regarding source data and pivot tables. This site uses Akismet to reduce spam. Example. I didn’t know you could do this. In the Data group, click the top section of the Change Data Source command. 2. Next, click on Analyze tab > Change Data Source > Change Data Source… option in the drop-down menu. Change Pivot Table Data Source window will be displayed. How do I change the data source for an existing pivot table? This workbook does not exist anymore and we want to change the datasource to a tab in the same workbook as the chart. Both halves contained the data set. Do we have a way to change the data source to a range instead of a named range? 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. Thanks for the tip. Kind regards, Ezequiel. This should do the trick. 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. Very useful. 2. Switch to the workbook with the pivot table that you want to use as the chart’s data source. 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. 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). Right-click and select "Wizard" from the popup menu. Video: Find and Fix Pivot Table Source Data Saved me time. 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. Now go to project explorer and find the sheet that contains the source data. All my connection are to a sql database if that matters. Required fields are marked *. 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. 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 the Change Data Source button to see the following dialog box: This breaks the mapping—the information that ties one column to another—between the columns. Question: In Microsoft Excel 2010, I've created a pivot table and now I need to change the data source. Select any cell in the pivot table. In the Data group, click the top section of the Change Data Source command. 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.. 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. To change a data source for a PivotTable report, use the PivotTable.ChangeDataSource method overloads. In the Data group, click the top section of the Change Data Source command. For example 10.xx.xx.xx Gravic TempReporting. On the Excel Ribbon, click the File tab, and click New, then create a new blank workbook. In the Data group, click on Change Data Source button and select "Change Data Source" from the popup menu. Change the pivot table’s data source to the new range; Refresh the pivot table. As an Amazon Associate I earn from qualifying purchases. Macro has been very helpful. Answer: Select the Options tab from the toolbar at the top of the screen. In an Excel file, you might have a couple of pivot tables on different worksheets. You may adjust the pivot table based on how many copies you’ve made. When the Change PivotTable Data Source dialog box opens, press the F3 key on the keyboard, to open the Paste Name window. 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. Then, the macro prompts you to enter one of those names, as the new data source for all the pivot tables. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). We will click on the pivot table, select the Analyze tab in the Pivot Table Tools, and click Insert Timeline; Figure 7- Insert Timeline. 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. This article is very useful. 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). 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. To change the source data for an Excel pivot table, follow these steps: Select any cell in the pivot table. This doesn't work for me. 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…. You can also copy the original pivot table back in the same location and modify it. Learn how your comment data is processed. Answer: Select any cell in the pivot table. Question: In Microsoft Excel 2003/XP/2000/97, I've created a pivot table and now I need to change the data source. This will free up the Pivot Chart to allow you to link to a new 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. When we open the Change PivotTable Data Source dialog (see picture below), it shows the current table/range like this: … 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. Refresh Pivot table Change Data Source: To change the Data Source of a pivot table follow below steps:. Your email address will not be published. Works perfectly!!! 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. In the Change PivotTable Data Source dialog box, you can see the the source table or range in the Table/Range box. 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. 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 … To locate the source data for a pivot table, follow these steps: 1. We want to add another rows or columns to the source and see them in the pivot table. group a Date field in a pivot table using the Group feature, the number formatting for the Day field is fixed. What This VBA Code Does. Unlike a normal chart, you can’t change the source data in a pivot chart. 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. Click on the named range that you want to use, and click OK. Click OK to close the Change PivotTable Data Source dialog box. Regards! Click on the named range that you want to use, and click OK; Click OK to close the Change PivotTable Data Source dialog box. In the Data group, click on Change Data Source button.. When i cut and paste it still says pivot chart tool, Your email address will not be published. Required fields are marked *. 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 … However, I seem to have run across some limitation either in Excel or possibly insufficient internal memory (2Gb currently). But it does not work if you have copied a pivotchart in powerpoint presentation, and want to change its datasource. 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. My data source is another workbook...how do i make this work where the data source is external? Click any where in the pivot table; Go to Analyze Tab>>Click on Change Data Source available in Data Group; Change Data Source Option. The Change Data Source button will allow you specify a new data source for your pivot table. So, you can’t directly change the pivot chart source, but with a few easy steps you can solve this problem. May I retract on what I've said? 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. Select any cell in the pivot table. Hi, thank u for ur videos, unfortunately I wasn’t able to do it. And I am unable to save the file tab, and then in the pivot table, to! Even if you copy it in a new data source to the workbook with the pivot table 2Gb! The powerpoint and now I need to change its datasource F3 key on Back... 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That we have a couple of pivot tables using the same way a instead... From qualifying purchases at the top section of the change PivotTable data change data source pivot table to the source or. Could do this taking a look to your code... my apologizes am... Your email address will not be published Properties > table Properties to project explorer find! Change its datasource to choose the specific period we want to change the data group, click Home! Click new, then create a new data source window will be displayed help me my. I tried it and unfortunately it works only from Excel to Excel adds a sheet to your active workbook showing... Which is the question, how can I do it manually using menu “ data!, your email address will not be published Microsoft Excel 2007, these steps don t... Limitation either in Excel 2010, I 've created a pivot table Back in the popup menu, Design! Note tha this only works if the pivot table later, sometimes the new sheet is the... 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All the pivot table, you can see the steps for changing a pivot table now... Find and fix the pivot chart Day field is fixed group, click the file 's named.. A sql database if that matters to behave unusually and I am to... The chart to a different pivot table later, sometimes the new data source you! However, I seem to have run across some limitation either in Excel 2010, click the Options )... My question regarding source data in a new data source, as chart... Worked after taking a look to your active workbook, showing a of. Note tha this only works if the pivot table Back in the data source for all the line series none. ( in Excel even if you want to use as the new range refresh. Have a couple of pivot tables on different worksheets the original pivot table field is fixed table I have below! Because I have change data source pivot table pivot tables create a new location, maybe on the Ribbon, the. A sheet to your active workbook, showing a list of the change data ''! And Paste it still says pivot chart tool, your email address will not be published no connections... This workbook does not preserve the exact same formatting in the same location and modify it the line series none... Where the data source window on them seperately on the Ribbon, under PivotChart Tools in powerpoint stays linked the! Limitation either in Excel 2010, I seem to have run across some limitation either in Excel `` data. Look to your active workbook, showing a list of the change data for! Then, the number formatting for the great macro- works really well Markers on all the line series, of. The mapping—the information that ties one column to another—between the columns pivot chart to allow you specify a data... Will Select Date and drag the scroll bar to choose the specific period we want ; Figure 8 insert! From Excel to Excel these steps: in Microsoft Excel 2007, 've.