Pivot Tables: Refresh Data in Excel

After creating Pivot Tables in Microsoft Excel, users of UW-Madison’s Institutional Tableau workbooks may need to make changes to the data source tab in Excel. This KB article explains how to refresh pivot tables in Excel.

Refresh Data in Pivot Tables

Changes, additions or deletions you make to the data source tab in Excel do NOT automatically appear in Pivot Tables. Follow these instructions to manually refresh Pivot Tables after every change. 
  1. Click once on any cell in the pivot table. This opens the Analyze and Design tabs at the top. 

  2. Select Analyze and then Refresh
    Refresh

Note: If you created a regular Table on your data source tab (as instructed in Using Exported Data in Excel), then rows/columns that you add or delete should be incorporated when you refresh. If you did not create a Table first, do this to adjust your Table Range: 

  1. Click once on any cell in the pivot table to open the Analyze and Design tabs at the top. 

  2. Select the Analyze tab

  3. Select Change Data Source
    Change Data Range

  4. Edit the cell range to include all data on the source tab


Need More Information or Help?

If you have questions about this Tableau document, please contact Melissa Chan, Office of Data Management and Analytics Services (ODMAS) at melissa.chan@wisc.edu.



Keywords:Tableau Workbook Dashboard IDE Export Exported Output Excel Download Downloaded Pivot Table Tables Drag Tab Refresh Manually   Doc ID:88574
Owner:Melissa C.Group:Office of Data Management & Analytics Services KB
Created:2018-12-18 15:32 CSTUpdated:2018-12-18 15:55 CST
Sites:Office of Data Management & Analytics Services KB
Feedback:  0   0