Monday, January 12, 2015

Automatic Pivot Table Refresh

AUTOMATICALLY REFRESH PIVOT TABLE WHEN FILE IS OPENED

The below example explains how to automatically refresh a pivot table when the spreadsheet file is opened in MS Excel (with screenshots and step-by-step instructions). 
This is mainly helpful when you are linking with different excel file. i.e when the data source is from another excel file and you try to open this file with pivot table, it will automatically link that file and refresh the pivots instantly.   It is also quite useful, when you have multiple pivot tables in your excel file, at one shot it will refresh all the pivot tables and you need to do similar settings in all your pivot tables...  
Right-click on the pivot table and then select "Pivot Table Options" from the popup menu.

When the Pivot Table Options window appears, select the Data tab and check the checkbox called "Refresh data when opening the file". Click on the OK button. 


Now you are done with your automatic pivot refresh settings.
 
Happy Learning!!
 

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