how to change data source in pivot table

4 hours ago 4
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To change the data source of a PivotTable in Excel, follow these steps:

  1. Select the PivotTable you want to update by clicking anywhere inside it. This activates the PivotTable Tools on the ribbon.
  2. Go to the PivotTable Analyze tab (or Options tab in some Excel versions).
  3. In the Data group, click on Change Data Source.
  4. In the dialog box that appears, you will see the current data range highlighted. Modify this range to the new data source you want to use. This can be a different range on the same worksheet, a different worksheet, or a named table.
  5. Click OK to apply the new data source.
  6. The PivotTable will update to reflect the new data. You may need to refresh the PivotTable if the data source has changed significantly.

Additional tips:

  • If your data is formatted as an Excel Table, the PivotTable source will be the table name (e.g., Table1), which automatically expands as you add new data, making source changes easier.
  • After changing the data source, check the PivotTable Field List to ensure new fields appear and can be used.
  • You can also refresh the PivotTable by right-clicking it and selecting Refresh to update it with any changes in the data source.

This process helps keep your PivotTable analysis accurate and up to date when your underlying data changes