A pivot table is a very useful tool to help us analyze data in Excel. This application is very efficient to put a cell with double entry and summarize large amounts of information in seconds. However, if any of the data is added or changed, we need to update the pivot table to reflect that information.
The problem is that we always forget to do this and end up analyzing stale data. To avoid this inconvenience, we must refresh the tables automatically . Therefore, in this article, we show you the steps to follow in order to carry out the procedure in Excel.
Index( )
- Automatically update pivot tables in Excel
- from Windows
- From the web
- From Mac
- How to update an Excel pivot table manually?
- How to prevent adjusting cell widths and formatting on update?
- How to update pivot table automatically when opening excel sheet?
Automatically update pivot tables in Excel
Once we run the values on the source data, we need to reload the table from our file to display these alterations. It’s a simple task, you just need to right click on the table and select the update option . Even so, Excel is an application that has many advantages such as calculating the average balance sheet.
from Windows
To update all Excel pivot tables at once, all you need to do is click on any cell and select ‘Analyze’. Now several options will appear, choose the one that says ‘Update all’. If the recharge takes longer than expected, do the same procedure as above and select ‘Status’ to check the range and how it works. If you want to stop uploading, tap ‘Cancel’ on the same panel.
If these settings are set when the pivot table data is refreshed and you don’t want this to happen. Note that you can follow the steps below to avoid this problem.
- Click Analysis and then Preferences.
- Select the Options button on the window.
- In the ‘Layout and Format’tabs , choose the checkboxes.
- Now click where it says ‘Automatically adjust column width on load and Preserve cell formatting’.
- Now in the ‘Data’ tab, check the ‘Update’ box when the file is opened.
From the web
If you are on your computer and you do not have the Excel App, you can use its online platform. To do this, choose the file you are working on and then, in order to update all pivot tables, click ‘Analyze’. If the reset takes longer than expected, tap ‘Status’ to check if it works properly. Now if you want to cancel the procedure you can do it too.
If these settings are set when the pivot table data is refreshed and you don’t want this to happen. Note that you can follow the steps below to avoid this inconvenience.
- Click Analysisand then Preferences.
- Select the Options button on the window.
- In the ‘Layout and Format’ tabs, choose the checkboxes.
- Now click where it says ‘Automatically adjust column width on load and Preserve cell formatting’.
- Now in the ‘Data’ tab, check the ‘Update’ box when the file is opened.
From Mac
If you are on a Mac computer with the Excel App, you can also make the changes. To do this, choose the file you are working on and then, in order to update all pivot tables , click ‘Analyze’. If the reset takes longer than expected, tap ‘Status’ to check if it works properly. Now if you want to cancel the procedure you can do it too.
If this setting is set when the pivot table data is refreshed and you don’t want this to happen. Note that you can follow the steps below to avoid this inconvenience.
- Click Analyticsand Preferences.
- Select the Options button on the window.
- On the ‘Layout and Format’ tabs, choose the checkboxes.
- Now click where it says ‘Automatically adjust column width on load and Preserve cell formatting’.
- Now in the ‘Data’ tab, check the ‘Update’ boxwhen the file is opened.
How to update an Excel pivot table manually?
The first thing you should do if you are from your computer with a Windows operating system is to go to the Excel file that you want to modify. Once there, click anywhere on the pivot table to display certain tools. Once this visualization appears, press where it says ‘Analyze’ and then click ‘Refresh’ or press Alt + F5 to the image of the Excel table of values.
You can also restore a file from this App by right-clicking on the pivot table and choosing Refresh.
From the web
In case you do not have the Excel software downloaded on your computer, you can do it very easily from the website. Once you access the online platform you must enter the range you want to modify. First, click anywhere on the pivot table to display the tools. Then go to ‘Analyze’ and then ‘Update’ or press Alt + F5 on the ribbon image. You can reload a file by right-clicking on the document and choosing ‘Refresh’.
How to prevent adjusting cell widths and formatting on update?
If these settings are set when the pivot table data is refreshed and you don’t want this to happen. Note that you can follow the steps below to help you with this issue.
- Click Analysis and then Preferences.
- Select the Options button on the window.
- On the ‘Layout and Format’tabs , choose the checkboxes.
- Now click where it says ‘Automatically adjust column width on load and Preserve cell formatting’.
- Now in the ‘Data’ tab, check the ‘Refresh’ box when the document is opened.
How to update pivot table automatically when opening excel sheet?
To renew your files automatically, you can use a Code. Once you’ve created the pivot table, you need to add a line of code that will help you update the values automatically. To do this, all you need to know is the name of that range.
Once you have it, you must click on any cell in your Excel table. Now we go to the ‘Analysis’ tab, in the upper left corner you will see that the name of the table that we can modify appears. To make this change, follow these steps.
- We go to the bottom tab of the sheet, where the pivot table is located.
- We right click and select the Show icon option.
- Once in the Visual Basic window, we must go to the drop-down menu.
- Click on ‘General’ and choose the Spreadsheet option.
- In the window that says SelectionChange we open it and select the Enabled option.
- Now we delete everything that appears below the horizontal line.
- To update our pivot table we have to write some code, the one given below is just an example.
ActiveSheet.PivotTables(«TablaDinámica1»).PivotCache.Refresh
- Between quotes we write the name of our pivot table.
- We save the changes in the ‘Save’ icon in the Visual Basic window.
- We close the application.
- Now clicking on the sheet tab where our pivot table is located will automatically update it.
