3. 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. 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 When the PivotTable and PivotChart Wizard window appears, click on the Back button. The Change Data Source button will allow you specify a new data source for your pivot table. Follow these steps, to change the data source for a single pivot table. Works perfectly!!! When you refresh the pivot table later, sometimes the new data doesn’t show up. Split the workbook into multiple workbooks and ran the macro on them seperately! Both halves contained the data set. 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. hey Debra, thanks for the great macro- works really well ! But it does not work if you have copied a pivotchart in powerpoint presentation, and want to change its datasource. Hello! 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 … Question: In Microsoft Excel 2003/XP/2000/97, I've created a pivot table and now I need to change the data source. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). Question: In Microsoft Excel 2010, I've created a pivot table and now I need to change the data source. Next, you can link the chart to a different pivot table. Now go to project explorer and find the sheet that contains the source data. Before that we have to format source table as Table . This workbook does not exist anymore and we want to change the datasource to a tab in the same workbook as the chart. 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. Regards! Copy the original Pivot table (Data source) to a new location, maybe on the same sheet. 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. The left table is a source and the right table is a pivot table. As an Amazon Associate I earn from qualifying purchases. 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 … 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. However, I seem to have run across some limitation either in Excel or possibly insufficient internal memory (2Gb currently). My data source is another workbook...how do i make this work where the data source is external? 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). After you create a pivot table, you might add or change records in the source data. To see the steps for changing a pivot chart’s data source, watch this short video. 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. In the Data group, click on Change Data Source button.. Required fields are marked *. Very useful. I tried it and unfortunately it works only from excel to excel. Select any cell 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. 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. We want to add another rows or columns to the source and see them in the pivot table. On the Excel Ribbon, click the File tab, and click New, then create a new blank workbook. thank you for sharing. May I retract on what I've said? Click the Change Data Source button to see the following dialog box: Answer: Select the Options tab from the toolbar at the top of the screen. Example. Learn how your comment data is processed. Previously I’ve been saving the old pivotchart as a chart template, then creating a new chart from that template for the new pivot. This is the option we want. 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 Select any cell in the pivot table. Next, click on Analyze tab > Change Data Source > Change Data Source… option in the drop-down menu. Delete the original pivot table. This will free up the Pivot Chart to allow you to link to a new data source. In an Excel file, you might have a couple of pivot tables on different worksheets. In the Change PivotTable Data Source dialog box, you can see the the source table or range in the Table/Range box. 3. To change the source data for an Excel pivot table, follow these steps: Select any cell in the pivot table. Refresh Pivot table Change Data Source: To change the Data Source of a pivot table follow below steps:. Very handy, Debra. Change the pivot table’s data source to the new range; Refresh the pivot table. Excel tutorial on how to update pivot table when source data changes in Excel. You may adjust the pivot table based on how many copies you’ve made. 2. How do I change the data source for an existing pivot table? 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…. But in Excel 2007, these steps don’t work the same way. connect a chart to a different pivot table, On the Ribbon, click the Design tab, under PivotChart Tools. On the Ribbon, under the PivotTable Tools tab, click the Analyze tab (in Excel 2010, click the Options tab). Click any where in the pivot table; Go to Analyze Tab>>Click on Change Data Source available in Data Group; Change Data Source Option. We’ll take a look at the Data Source setting, and see how you can connect a chart to a different pivot table. It does not preserve the exact same formatting in the Chart. 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 … On the Excel Ribbon, click the Home tab, and click Paste. 3. Ran into the same Excel resource error as a prior user has had. I've added a new page on the Contextures website – Excel Pivot Table Data Source – with sample code to update all the pivot tables. This site uses Akismet to reduce spam. The chart in powerpoint stays linked to the original pivot table in Excel even if you copy it in a new powerpoint presentation. It finally worked after taking a look to your code... My apologizes. In the Data group, click on Change Data Source button.. 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. Right-click and select "Wizard" from the popup menu. One a tab I have columns of data which is the source data for a pivot table I have just below. Double click on it. It dropped my Data Labels and put Markers on all the line series, none of which resemble the original chart. It only happens when I have two/multiple pivot tables using the same data source. This is very frustrating because I have spent a lot of time in formatting the powerpoint and now cannot unlink the pivotcharts. 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. If you want to change the data source for a single Excel Pivot Table, you can use a command on the Ribbon. To change a data source for a PivotTable report, use the PivotTable.ChangeDataSource method overloads. So this is the question, how can I do it automatically? You can also copy the original pivot table back in the same location and modify it. 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 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. New to macros, trying to make this work for my file. Click on the named range that you want to use, and click OK. Click OK to close the Change PivotTable Data Source dialog box. Hi, Note tha this only works if the Pivot table and the database referenced by the Name, are in the same sheet. 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. The macro adds a sheet to your active workbook, showing a list of the file's named ranges. Here’s how to find and fix the pivot table source data, so the correct data appears. In the Data group, click the top section of the Change Data Source command. So, you can’t directly change the pivot chart source, but with a few easy steps you can solve this problem. 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. How could it work without deleting slicers? Follow these steps: In the Power Pivot window, click Design > Properties > Table Properties. Hoping someone can help me with my question regarding source data and pivot tables. It also causes the display to behave unusually and I am unable to save the file. After you create a pivot table, you might add or change records in the source data. Required fields are marked *. This site uses Akismet to reduce spam. Your email address will not be published. Switch to the workbook with the pivot table that you want to use as the chart’s data source. Unlike a normal chart, you can’t change the source data in a pivot chart. This doesn't work for me. In the Data group, click the top section of the Change Data Source command. I didn’t know you could do this. Right-click the pivot chart’s Chart area or border, and then in the popup menu, click Cut. Your email address will not be published. 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