Forum Discussion
auto update pivot table
- Apr 05, 2020
jitterbug888 Just press "Refresh" after you have entered new data, then your number for January 2018 will be included in the PT.
jitterbug888 Just press "Refresh" after you have entered new data, then your number for January 2018 will be included in the PT.
- dkinpgh1Apr 07, 2020Copper Contributor
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,
- jitterbug888Apr 08, 2020Copper Contributor
best to attach your chart, or a copy of it without sensitive identity information. dkinpgh1
if its a table check the tables not broken, or as Riny showed me create a new sheet and start again have no gaps in your data table and generate the pivot table from it. Make a copy of your doc and give it a try.
- Riny_van_EekelenApr 08, 2020Platinum 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?
- dkinpgh1Apr 08, 2020Copper Contributor
The pivot table looks like this:
Office dues equipment meals Meeting Software subscription Telephone travel Office is the first row, the other categories the second row and sit under Office in the pivot table.. The purpose of the pivot table is to sum all the expenses in each category month by month. I was trying to add the supplies category under Office but can't. I reset the data source but was still unable to pull "supplies" in to the pivot table. In past versions of Excel, that was a non-issue - it worked automatically as long as the data source included that row.
- jitterbug888Apr 05, 2020Copper Contributor
Thanks Riny!