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#1
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Pivot table assistance
I have a pivot table that I update each month with monthly client information
and when I hit refresh the chart, the information that is in the datasheet for March is not updated on the pivot report. Also is there a way of updating pivot charts each month without having to go in and reset the datasheet boundaries which apparently is not working correctly for me. Thanks in advance for any advice. |
#2
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Hi
base the pivot table on a dynamic range name rather than by using cell references ... check out www.contextures.com/tiptech.html on how to create a dynamic range name and lots of other great stuff on pivot tables. -- Cheers JulieD check out www.hcts.net.au/tipsandtricks.htm ....well i'm working on it anyway "Deb" wrote in message ... I have a pivot table that I update each month with monthly client information and when I hit refresh the chart, the information that is in the datasheet for March is not updated on the pivot report. Also is there a way of updating pivot charts each month without having to go in and reset the datasheet boundaries which apparently is not working correctly for me. Thanks in advance for any advice. |
#3
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Julie,
Thanks for the information, I've created the named range, per the instructions given in the contextures site, but still not allowing the information for March 2005 to appear in the pivot report. Any other suggestions? "JulieD" wrote: Hi base the pivot table on a dynamic range name rather than by using cell references ... check out www.contextures.com/tiptech.html on how to create a dynamic range name and lots of other great stuff on pivot tables. -- Cheers JulieD check out www.hcts.net.au/tipsandtricks.htm ....well i'm working on it anyway "Deb" wrote in message ... I have a pivot table that I update each month with monthly client information and when I hit refresh the chart, the information that is in the datasheet for March is not updated on the pivot report. Also is there a way of updating pivot charts each month without having to go in and reset the datasheet boundaries which apparently is not working correctly for me. Thanks in advance for any advice. |
#4
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You have to go to the Pivot Wizard, and set its data source as the named
range. There are instructions he http://www.contextures.com/xlPivot01.html Deb wrote: Julie, Thanks for the information, I've created the named range, per the instructions given in the contextures site, but still not allowing the information for March 2005 to appear in the pivot report. Any other suggestions? "JulieD" wrote: Hi base the pivot table on a dynamic range name rather than by using cell references ... check out www.contextures.com/tiptech.html on how to create a dynamic range name and lots of other great stuff on pivot tables. -- Cheers JulieD check out www.hcts.net.au/tipsandtricks.htm ....well i'm working on it anyway "Deb" wrote in message ... I have a pivot table that I update each month with monthly client information and when I hit refresh the chart, the information that is in the datasheet for March is not updated on the pivot report. Also is there a way of updating pivot charts each month without having to go in and reset the datasheet boundaries which apparently is not working correctly for me. Thanks in advance for any advice. -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
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