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Pivot Table Detail Refresh
I have a spreadsheet linked to an Access table whose values changes weekly.
When I do a "Refresh All", the Excel spreadsheet updates correctly. I have a PT derived from the spreadsheet that does not update unless I have that PT selected and use the "Refresh" command (e.g., the "Refresh All" does not seem to apply to the entire workbook). However, a detail sheet derived from the updated PT does not update. Is this how the system operates, (e.g., must create a new detail sheet manually after an update to the PT source?). Thanks in advance, J Austin |
Pivot Table Detail Refresh
In Pivot Tables there is an option to refresh on open, right click on a table
- PIVOT TABLE OPTIONS, DATA tab. And yes there is a connection between tables - which were derived from a senior one. If you want them to behave independently then create them that way. There is also used to be an option to keep the background data, this is a bit different, it allows you to click on the PT report and drill down to original data. "J Austin" wrote: I have a spreadsheet linked to an Access table whose values changes weekly. When I do a "Refresh All", the Excel spreadsheet updates correctly. I have a PT derived from the spreadsheet that does not update unless I have that PT selected and use the "Refresh" command (e.g., the "Refresh All" does not seem to apply to the entire workbook). However, a detail sheet derived from the updated PT does not update. Is this how the system operates, (e.g., must create a new detail sheet manually after an update to the PT source?). Thanks in advance, J Austin |
Pivot Table Detail Refresh
willy,
Thanks for the quick response. Yes, I was aware of the option to refresh when opening. The issue I have is your last comment regarding drilling down to the background data. It appears that this data set does not update automatically when you update the PT. If I create a new drill down, the updates are captured. I was hoping there was an option for also updating the background automatically without having to manually create a new sheet. Thanks again, J Austin "willy" wrote: In Pivot Tables there is an option to refresh on open, right click on a table - PIVOT TABLE OPTIONS, DATA tab. And yes there is a connection between tables - which were derived from a senior one. If you want them to behave independently then create them that way. There is also used to be an option to keep the background data, this is a bit different, it allows you to click on the PT report and drill down to original data. "J Austin" wrote: I have a spreadsheet linked to an Access table whose values changes weekly. When I do a "Refresh All", the Excel spreadsheet updates correctly. I have a PT derived from the spreadsheet that does not update unless I have that PT selected and use the "Refresh" command (e.g., the "Refresh All" does not seem to apply to the entire workbook). However, a detail sheet derived from the updated PT does not update. Is this how the system operates, (e.g., must create a new detail sheet manually after an update to the PT source?). Thanks in advance, J Austin |
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