Sunday, February 26, 2017

Update (refresh) data in a PivotTable in Excel 2016 for Windows

Update (refresh) data in a PivotTable in Excel 2016 for Windows

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.

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.

  3. 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.

See Also

Create a PivotTable to analyze worksheet data

Sort data in a PivotTable

Group or ungroup data in a PivotTable report

Turn off time grouping in PivotTables

Create a named set in an OLAP PivotTable report

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