How to change pivot table data source in excel

Answer

To change the data source of a Pivot Table in Excel, follow these steps:

1. Select the Pivot Table
   Click anywhere inside the Pivot Table. This will display the PivotTable Analyze (or Options in older versions) and Design tabs on the ribbon.

2. Open Change Data Source Option
   On the PivotTable Analyze tab, click Change Data Source in the Data group.

3. Select the New Data Range
   A dialog box appears showing the current data range. Enter a new range manually or select it directly in the worksheet. Make sure the new range includes all columns and rows required for the Pivot Table.

4. Confirm the Change
   Click OK to update the Pivot Table with the new data source. The Pivot Table fields will adjust based on the updated data range.

Notes:

• The new range can be on the same worksheet, a different worksheet, or even a different workbook, as long as it is open in Excel.

• If your data is dynamic and keeps growing, using a Table as the data source is recommended. A Table automatically expands when new rows or columns are added. To do this:

  1. Convert your data range into a Table by selecting the range and pressing Ctrl + T.

  2. Use the Table name as the Pivot Table data source.

Differences Between Windows and Mac

• On Windows, the PivotTable Analyze tab appears after selecting the Pivot Table. The Change Data Source button is directly visible.

• On Mac, the PivotTable Analyze tab is also available after selecting the Pivot Table, but the button may appear under the Data menu in older versions.

This method ensures your Pivot Table reflects updated data without rebuilding it from scratch.

Yes · 0 No · 0 Add Comment · 0

Add ·

Report