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Pivot tables · Data & refresh

Changing the data source

Points the pivot at a bigger or different range when the source grows.

Very commonDifficulty 1050 · Capable
Practice · 2 questions →

When to use it

When the source data grows beyond the original range, the pivot must be pointed at the new range, or built on a Table so this never comes up.

The shape of it

How

PivotTable Analyze, Change Data Source, select the new range. Using a Table as the source avoids this entirely.

Worked examples

  • Extend the range

    PivotTable Analyze, Change Data Source, select the new range, OK The pivot now reads the larger range

    Then refresh.

  • Use a Table

    Convert the source to a Table and point the pivot at Table1 Future rows are included automatically

    The permanent fix.

  • Swap the source

    Change Data Source to a different sheet The pivot reads another dataset with the same columns

    Swap sources.

Worth knowing

  • Whole-column sources (A:F) include blanks that show as "(blank)" rows.
  • The field list changes if columns are added; existing fields keep their settings.
  • Several pivots on one source share a cache; change one and change all.

Where it goes wrong

  • Forgetting to extend the range is the most common cause of missing data.
  • Changing to a source with different headers drops fields from the layout.

Related

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