7. PivotTables and PivotCharts
7.9 Report Connections, Refresh and Data Source
One slicer can control several PivotTables that use the same source (the same pivot cache).
Steps in Excel
- Build two pivots from tblOrders (Sales by City, Orders by Category).
- Select the City slicer › Slicer › Slicer › Report Connections (or right-click the slicer › Report Connections…) › tick both PivotTables › OK. Timelines have the same option.
- Refresh one pivot: PivotTable Analyze › Data › Refresh (Alt + F5). Refresh everything: Data › Queries & Connections › Refresh All (Ctrl + Alt + F5).
- Auto refresh on open: PivotTable Analyze › PivotTable › Options › Data tab › tick Refresh data when opening the file.
- Source moved or is a range? PivotTable Analyze › Data › Change Data Source › point to
tblOrders. - Keep column widths after refresh: Options › Layout & Format › untick Autofit column widths on update.
Ravindra Bagale's Tip
Even when the source data changes, a PivotTable doesn't update itself – you have to refresh it. Many students send the manager old figures. Always do Refresh All before sending a report, and tick Refresh on open in the options. If a pivot doesn't appear in Report Connections, it was built from a different source/cache – rebuild it from the same Table.
Ravindra Bagale's Tip – मराठी
Source data बदलला तरी PivotTable स्वतः update होत नाही – refresh करावा लागतो. बरेच students जुने आकडे manager ला पाठवतात. Report पाठवण्याआधी नेहमी Refresh All करा, आणि options मध्ये Refresh on open tick करा. Report Connections मध्ये pivot दिसत नसेल तर तो वेगळ्या source/cache वरून बनवला आहे – same Table वरून पुन्हा बनवा.
Ravindra Bagale's Tip – हिंदी
Source data बदल जाए तब भी PivotTable अपने-आप update नहीं होती – refresh करना पड़ता है. बहुत से students manager को पुराने आँकड़े भेज देते हैं. Report भेजने से पहले हमेशा Refresh All करो, और options में Refresh on open tick करो. Report Connections में pivot न दिखे तो वह किसी अलग source/cache से बनी है – उसे same Table से दोबारा बनाओ.
Practice task
Connect one City slicer and one timeline to three PivotTables. Add new rows to tblOrders and use Refresh All. Turn on Refresh on open.