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jitterbug888's avatar
jitterbug888
Copper Contributor
Apr 05, 2020

auto update pivot table

ive attached a demo pivot table here and want it to update, 

if it helps to put the pivot table on another page I will do that.

I want to be able to add new dates, invoices and $ amounts to the dataset and have it update in the pivot table..I thought this would be the case but it is not.

 

kindly,

  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    Platinum Contributor

    jitterbug888 Just press "Refresh" after you have entered new data, then your number for January 2018 will be included in the PT.

    • dkinpgh1's avatar
      dkinpgh1
      Copper Contributor

      Riny_van_Eekelen 

      Follow up question to this issue. I've used Excel for years and have created pivot tables on numerous occasions. I'm running into some issues since I moved to Office 365 on my Mac. I'm using an iMac with the latest updates to Excel 365.

       

      I have a pivot table that is not automatically adding one particular row that is something different from what's in the pivot table rows when I refresh the pivot table. (It used to work that way.)

       

      The area of the data source has not changed - it's set up so that I have a major break for "project" and underneath that rows for "type". I added a new "type" today, and, thinking that since it is within the original data source, it would automatically populate when I refreshed the pivot table. 

       

      What step(s) am I missing? is there a section specifically for Mac Excel users? 

       

      Thanks,

       

       

      • Riny_van_Eekelen's avatar
        Riny_van_Eekelen
        Platinum Contributor

        dkinpgh1 Not sure I can relate to your question. I'm a Mac user myself and on Office365. I don't understand "- it's set up so that I have a major break for "project" and underneath that rows for "type"

         

        Can you upload an example?

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