Refreshing a Pivot Table can be tricky for some users.
People forget that each time your data source gets updated that you will also need to Refresh your Pivot Table in order for it to get updated and reflect the changes.
A lot of people ask if there is a way to automatically Refresh a Pivot Table, which I totally get.
Here I show you a couple of ways that you can fix these pivot table problems.
REFRESH PIVOT TABLE UPON OPENING:
This is a great feature and one that most people don’t know about.
It allows you to Refresh your Pivot Tables as soon as you open up your Excel workbook.
This is great if your Pivot Table’s data is linked to another workbook that gets updates by your colleagues and you only get to see the Pivot Table report. Otherwise, they may think that the Pivot Table not working.
EXCEL FIX:
STEP 1: Right Click in your Pivot Table and choose Pivot Table Options :
STEP 2: Select the Data tab and check the “Refresh data when opening the file” checkbox and OK
Now each morning that you open up your Excel workbook, you can be sure that the Pivot Table is refreshed!