Have you had challenges with constantly Refreshing a Pivot Table?

People forget that each time your data source gets updated that you will also need to manually Refresh your Pivot Table in order for it to get updated and show the changes made.

A lot of people ask if there is a way to automatically Refresh a Pivot Table, which I totally get.  Automation is why we use Excel, right!

Here I show you a couple of ways that you can automatically Refresh a Pivot Table.

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   1. REFRESH PIVOT TABLE UPON OPENING:

This is a great feature and one that most people don’t know about.

It allows you to Refresh your Pivot Tables as soon as you open up your Excel workbook.

This is great if your Pivot Table’s data is linked to another workbook that gets updates by your colleagues and you only get to see the Pivot Table report.

 

STEP 1: Right Click in your Pivot Table and choose Pivot Table Options:

Automatically Refresh a Pivot Table

 

STEP 2: Select the Data tab and check the “Refresh data when opening the file” checkbox and OK

Automatically Refresh a Pivot Table

 

Now each morning that you open up your Excel workbook, you can be sure that the Pivot Table is refreshed!

 

   2. AUTOMATIC REFRESH EVERY X MINUTES:

If you have your data set linked in an external data source, you can auto-refresh every x minutes.

Your data can be stored in an external data source such as Access, a Website, SQL Server, Azure Marketplace etc

Automatically Refresh a Pivot Table

STEP 1: If your data is stored externally, you will need to click in your Pivot Table and go to Properties (this will only be enabled for selection if you have an external data source)

Automatically Refresh a Pivot Table

 

STEP 2: This will open up the Connection Properties and you will need to select the Refresh every checkbox and manually set the time & press OK.

Automatically Refresh a Pivot Table

You can now sit back and enjoy a cup of coffee whilst your Pivot Table gets updated every few minutes:)

 

Automatically Refresh a Pivot Table

Helpful Resource:

Automatically Refresh a Pivot Table

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