Friday, December 15, 2017

Refresh PivotTable data

Refresh PivotTable data

At any time, you can click Refresh to update the data for the PivotTables in your workbook. You can refresh the data for PivotTables connected to external data, such as a database (SQL Server, Oracle, Access, or other), Analysis Services cube, data feed, and many other sources. You can also refresh data from a source table in the same or a different workbook. And you can set your workbook to refresh its PivotTable data automatically when you open it.

By default, PivotTables are not refreshed automatically, but you can specify that the PivotTable is automatically refreshed when you open the workbook that contains the PivotTable.

Manually refresh

  1. Click anywhere in the PivotTable to show the PivotTable Tools on the ribbon.

    PivotTable Tools

  2. Click Analyze > Refresh, or press Alt+F5.

    Refresh button on the Analyze tab

    Tip:  To update all PivotTables in your workbook at once, click Analyze > Refresh All.

If refreshing takes longer than you expect, click Analyze > Refresh arrow > Refresh Status to check the refresh status.

To stop refreshing, click Cancel Refresh.

Prevent column widths and cell formatting from adjusting

If the column widths and cell formatting of your data adjust when you refresh the PivotTable data, and you don't want that to happen, make sure the following options are checked:

  1. Click Analyze > Options.

    Options button on the Analyze tab

  2. On the Layout & Format tab, check the Autofit column widths on update and Preserve cell formatting on update boxes.

Refresh data automatically when opening the workbook

  1. Click anywhere in the PivotTable to show the PivotTable Tools on the ribbon.

    PivotTable Tools

  2. Click Analyze > Options.

    Options button on the Analyze tab

  3. On the Data tab, check the Refresh data when opening the file box.

Manually refresh

  1. Click anywhere in the PivotTable.

    This displays the PivotTable Tools, adding an Options and a Design tab.

  2. On the Options tab, in the Data group, do one of the following:

  3. To update the information to match the data source, click the Refresh button, or press ALT+F5.

    You can also right-click the PivotTable, and then click Refresh.

  4. To refresh all PivotTables in the workbook, click the Refresh button arrow, and then click Refresh All.

    Excel Ribbon Image

    If refreshing takes longer than you expect, click Options > Refresh > Refresh Status to check the refresh status.

    To stop refreshing, click Cancel Refresh.

Prevent column widths and cell formatting from adjusting

If the column widths and cell formatting of your data adjust when you refresh the PivotTable data, and you don't want that to happen, make sure the following options are checked:

  1. Click Options > Options.

    PivotTable group on the Options tab under PivotTable Tools
  2. On the Layout & Format tab, check the Autofit column widths on update and Preserve cell formatting on update boxes.

Refresh PivotTable data automatically when opening the workbook

  1. Click anywhere in the PivotTable.

  2. On the Options tab, in the PivotTable group, click Options.

    PivotTable group on the Options tab under PivotTable Tools

  3. In the PivotTable Options dialog box, on the Data tab, select the Refresh data when opening the file check box.

Need more help?

You can always ask an expert in the Excel Tech Community, get support in the Answers community, or suggest a new feature or improvement on Excel User Voice.

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