This tutorial will teach you how to manually and automatically refresh a pivot table in Excel in just seconds.
When using a pivot table, we can’t avoid the possibility that we might update our data. So, we also have to update or refresh our pivot table to reflect the changes. The question is, how do we do that? Read until the end of this article to answer your question.
Refreshing a pivot table in Excel is simple. Just a few clicks, and then we’re good. But before we proceed to our tutorial, let’s first have a brief understanding of a pivot table.
What is a Pivot Table?
A pivot table is an essential Excel function that allows users to arrange and summarize complex data quickly.
This feature allows users to group their data by columns, sort it by values, and calculate statistics. In addition to that, pivot tables are very useful when you have a large quantity of data.
Here’s an example of data in a pivot table. In this example, we only filtered the students who got 90 in math.
Now that we already have an understanding of the pivot table, let’s finally move on to the tutorial on how to refresh a pivot table.
Refresh a Pivot Table in Excel Manually
Time needed: 1 minute.
Here’s a simple guide on how to refresh a pivot table manually:
- Click on the pivot table.
If you created a pivot table and made any changes in your data set, go to your pivot table, then click any cell inside the pivot table.
- Click the PivotTable Analyze tab.
Next, click the PivotTable analyze tab.
- Click on Refresh.
Lastly, click the refresh button, or you can also click Alt + F5 on your keyboard. Then, as you can see, upon clicking refresh, the data changed or got updated.
Note: If you click the down arrow in the refresh button, you’ll see refresh and refresh all options.
Refresh a Pivot Table Automatically
Aside from manually refreshing a pivot table, you can also automatically refresh it. Here’s how:
Step 1: Click the PivotTable, then click the PivotTable analyze tab.
After clicking the analyze tab, click the PivotTable, then options.
Step 2: Upon clicking Options, a PivotTable Options dialog box will appear.
What you’ll do is click the Data tab, check the “refresh data when opening the file” checkbox, then click OK.
Now, every time we open the file, the pivot table will automatically refresh.
In conclusion, refreshing a pivot table in Excel is an easy thing to do. You just follow the simple steps in this tutorial, and you’re good.
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