Do you know how I can ensure that, when
new records are added to my source document, that the new records are
captured in the pivot table when it's refreshed? Currently, I can
update the pivot table successfully if I delete records from the
source document, but not if I add records

One method - establish the range of data to be used in the Pivot Table as a
defined name - InsertNameDefine (Refers to) would be the absolute value of
the data range... Name the data range something that is relative like RawData
Open the Pivot Table Wizard and on Step 2 use the defined name from above to
identify the Range, just type the defined name exactly as you established it
in the step above... RawData... I generally establish a little "Update
Data" button on an assumptions page which runs a simple macro to select the
worksheet with the data, place the cursor in the top cell and then select the
current region to re-establish the data range anytime the data changes (Adds
or Deletes)
Right click on the Pivot Table and select Table Options select Refresh on
Open
--
HTH
Joe Mac


" wrote:

Do you know how I can ensure that, when
new records are added to my source document, that the new records are
captured in the pivot table when it's refreshed? Currently, I can
update the pivot table successfully if I delete records from the
source document, but not if I add records

Thanks so much--this works very well. I appreciate your help!

Joe Mac wrote:
One method - establish the range of data to be used in the Pivot Table as a
defined name - InsertNameDefine (Refers to) would be the absolute value of
the data range... Name the data range something that is relative like RawData
Open the Pivot Table Wizard and on Step 2 use the defined name from above to
identify the Range, just type the defined name exactly as you established it
in the step above... RawData... I generally establish a little "Update
Data" button on an assumptions page which runs a simple macro to select the
worksheet with the data, place the cursor in the top cell and then select the
current region to re-establish the data range anytime the data changes (Adds
or Deletes)
Right click on the Pivot Table and select Table Options select Refresh on
Open
--
HTH
Joe Mac


" wrote:

Do you know how I can ensure that, when
new records are added to my source document, that the new records are
captured in the pivot table when it's refreshed? Currently, I can
update the pivot table successfully if I delete records from the
source document, but not if I add records