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Wokingplayer's avatar
Wokingplayer
Copper Contributor
May 22, 2023

Pivot table refresh

When refreshing data in a pivot table I find that various pivot table fields, particularly summation fields, disappear. Any ideas pls?

  • NikolinoDE's avatar
    NikolinoDE
    Gold Contributor

    Wokingplayer 

    Here are a few potential reasons and solutions for this issue:

    1. Field name changes: If the field names in your source data have changed or if the structure of the data has been modified, the corresponding pivot table fields may disappear during the refresh. Make sure that the field names and data structure in the source data are consistent and match the pivot table's expected structure.
    2. Data range selection: Check the data range selection for the pivot table. If the range does not encompass the entire data set or if it includes empty rows or columns, it can cause issues during the refresh. Adjust the data range to include all the necessary data without any empty rows or columns.
    3. Filter settings: Verify the filter settings applied to the pivot table. If certain fields are filtered out, they may not appear after refreshing the data. Clear any filters that may be hiding the desired fields.
    4. Column/Row field position: If the field that disappears is in the column or row area of the pivot table, it may be affected by changes in the underlying data. Check if the field is still present in the field list and drag it back to the appropriate area of the pivot table if needed.
    5. Incompatible calculations: If the summation field that disappears has a calculated field or calculated item associated with it, ensure that the calculations are still valid after the data refresh. If there have been changes in the data structure or field names, it may affect the calculated fields. Review and update the calculations if necessary.
    6. Data source connection: If your pivot table is connected to an external data source, such as a database or another Excel file, check the connection settings. Ensure that the connection is still valid and pointing to the correct data source.

     

    By addressing these potential issues, you should be able to resolve the problem of pivot table fields disappearing during data refresh. If the issue persists, providing more specific information about your pivot table configuration and any error messages encountered would be helpful in further troubleshooting.

    Information such as Excel version, operating system, storage medium, etc.

    Additional information such as photos or a file (without sensitive data)

    with a step-by-step (cell by cell) explanation of your project would also help.

    Attached is a link with detailed information on the question in the forum (...and not only in this forum): Welcome to your Excel discussion space!

    • Wokingplayer's avatar
      Wokingplayer
      Copper Contributor
      Great thanks I will work through that list and report back.

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