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Carol Kaminski's avatar
Carol Kaminski
Copper Contributor
May 17, 2018
Solved

Pivot Table update data source

I need to use the same pivot table set up every month.  I have not found a way to copy the pivot table set up and use a different page of data.  I would prefer not to have to recreate the table every single month.

  • Matt Mickle's avatar
    Matt Mickle
    May 17, 2018

    This usually means there is a cell in your header range that is empty or blank.  Are there hidden columns that have blank or empty cells in them?  

5 Replies

  • Matt Mickle's avatar
    Matt Mickle
    Bronze Contributor

    Carol-

     

    I think you just need to update the data source of the pivot table.

     

    1. Copy and paste pivot from previous month

    2. Go to the Contextual Tab called PivotTable Tools > Analyze > Change Data Source

     

     

    3.  Then update the range to pull from the new data set

    • Carol Kaminski's avatar
      Carol Kaminski
      Copper Contributor

      Thank you for the quick help.

       

      However, I keep getting a block that says a Field Name is invalid.  I have tried every way I can think of to choose the data, but I continually receive that message.  I MUST be missing something.

       

      Any suggestions?

      • Matt Mickle's avatar
        Matt Mickle
        Bronze Contributor

        This usually means there is a cell in your header range that is empty or blank.  Are there hidden columns that have blank or empty cells in them?  

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