Aug 25 2017 11:11 AM
Aug 25 2017 11:11 AM
I have data created in PowerQuery that is connected to PowerPivot which generates PivotTable in my excel sheets. I have noticed that my pivot tables do not refresh with the most recent data once I: refresh the table, refresh the powerpivot, or refresh all data. Some data is refreshed but not all. The only way I can actually get correct info is by generating a new pivot table where it will get updated info. I have many pivot tables that are conditionally formated and do not want to have to go through the whole process of recreating my pivot tables one by one and reformating them everytime I refresh my excel data. How do I fix this?
Aug 25 2017 11:17 AM
Check your query properties and be sure what "Enable background refresh" in your main queries properties is unchecked. With background refresh disabled the query complete refresh before other queries are refreshed and as well before pivot tables are refreshed.
Aug 25 2017 11:20 AM
Thanks for the quick reply! I really appreciate it! Could you possibly walk through how to check my queries properties?
Aug 25 2017 11:34 AM
Figured out how to check query properties and the "Enable background refresh" tab is unchecked already. This did not make a change.
Aug 25 2017 01:33 PM
Let me clarify
1) With Refresh All not all PivotTable are refreshed. If you click RefreshAll once more (without changing any data) does that refreshes PivotTable?
2) You disable "Enable background chacking" only for queries which upload data from external sources into data model or for all queries?
Sep 06 2017 06:49 PM
Sep 07 2017 04:16 AM
Not exactly. How queries are updated is explained, for example, here https://social.technet.microsoft.com/Forums/en-US/8d5ee632-fdff-4ba2-b150-bb3591f955fb/queries-evalu...
Bit different story with PivotTables, if we disable background refresh all queries will be refreshed before PivotTables.
That affects refreshing bahaviour if PivotTable is built on data (table) returned by query. In this example:
Query1 and Query2 return two identical tables based on one source Table1. We have two PivotTables on that tables. In properties of Query2 background refres is disabled and PivotTable2 is refreshed after the first RefreshAll. To refresh PivotTable1 we have to click RefreshAll twice.
Above sample is attached.
Sep 07 2017 05:42 AM
That's part of my point.
Additionally, the Background refresh is not a Query property but a Connection property.
Excel was kind enough to set up the connection, but did Excel ever prompt for the refresh method when I commited the Load method? I don't remember it doing so.
As you point out, and the TechNet forum indicates, (two places so many users miss out on) this setting is hugely important to the behaviour of PivotTables fed from Queries, now Get & Transform.
With Get&Transform available to the general user base, this unclear situation will be best solved by:
A: Providing better help references in the sites and references provided to users by Microsoft.
B: Instruct on the fail-safe method of Refresh All twice.
Sep 07 2017 06:27 AM
In general yes, help/support pages could be better organized. Quite often you can find something if only if you know exactly what and how to find.
As for properties. Yes, more exactly refresh is the connection property, but with Unified G&T underlying connection is hided behind the query, and all connection properties are under Query Properties. Connections tab is for legacy connectors and ThisWorkbookDataModel. I speak now about Queries & Connections pane.
If we are in Existing Connections or in full RefreshAll menu that is still "connection properties". But if you open it the title will be Query Properties.
Jun 06 2018 02:20 AMSolution
I always had the exact same problem and finally found the solution, which appears to be embarrasingly simple.
Click Change Data Source. After updating my data (obviously) the data range has expanded! Select the data set again and voilà.
Feb 26 2021 02:05 PM
Hello @Sergei Baklan, I wanted to post some VBA code I use to disable background refresh for all of my connections in case anyone would find it useful. I run this code on a regular basis as Excel seems to change this every time I decide to touch a query ☺ When you have many queries, this sure does come in handy!
Mar 15 2021 10:04 AM
H@Sawcy1 I have same issue, Refresh All is not refreshing my the data source in my power query which is connected to my pivot table in excel.
I followed the same steps you provided which is to uncheck the box enable background refresh but it did not help.
Do you know any further steps I can take to solve this please?
Mar 15 2021 10:37 AM
Mar 15 2021 12:37 PM
Apr 01 2022 07:36 AM
@Sergei Baklan Hi Sergei, my excel has 8 queries (with no errors) and I have unchecked the background refresh. Yet my existing pivot table does not reflect new data completely. I am showing data for 5 years and the data for two latest years is not getting updated. However, if I create a new pivot using the same power query table, the data is accurate. I cannot upload the excel as it is confidential but would be more than happy if you could help find a solution here.