Pivot Tables - How can I "reset" the selections in "Row Field"?
 

I have a workbook which has several pivot charts and tables that pull
information from a single worksheet within the workbook. The "Row
Field" has dates and employee names. I have updated this through the
month of april, and decided to save a copy to use a template for each
new month. In the template I deleted all information in the source
sheet (except the column titles), refreshed the pivot tables and saved
it as a copy named "template".

I then went and pasted information for a previous month (March),
refreshed everything and it appears to work just fine.

Problem is encountered when I click on the "Field" button to filter
data. When the list is brought up of possible days or employees, the
entries for April are still listed. For example, I have an entry for
April 1, April 2.... and then the March 1, March 2.... entries appear.
Not sure why these show up, there are no April dates in the source data.
The field list seemed to have remembered all the original entries and
cannot drop them. This isn't that big of a problem, but it is strange
and I was wondering how I can prevent this.

I tried removing the "date" from the row field and then adding it back
in, but it still remembers the April dates...

Help?


--
shadestreet
------------------------------------------------------------------------
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Pivot Tables - How can I "reset" the selections in "Row Field"?
 

To clear old items from the pivot table, you can use one of the
techniques shown he

http://www.contextures.com/xlPivot04.html


shadestreet wrote:
I have a workbook which has several pivot charts and tables that pull
information from a single worksheet within the workbook. The "Row
Field" has dates and employee names. I have updated this through the
month of april, and decided to save a copy to use a template for each
new month. In the template I deleted all information in the source
sheet (except the column titles), refreshed the pivot tables and saved
it as a copy named "template".

I then went and pasted information for a previous month (March),
refreshed everything and it appears to work just fine.

Problem is encountered when I click on the "Field" button to filter
data. When the list is brought up of possible days or employees, the
entries for April are still listed. For example, I have an entry for
April 1, April 2.... and then the March 1, March 2.... entries appear.
Not sure why these show up, there are no April dates in the source data.
The field list seemed to have remembered all the original entries and
cannot drop them. This isn't that big of a problem, but it is strange
and I was wondering how I can prevent this.

I tried removing the "date" from the row field and then adding it back
in, but it still remembers the April dates...

Help?




--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html

Pivot Tables - How can I "reset" the selections in "Row Field"?
 

Debra, I have tried to manually clear the old items, but it doesn't
work. They still appear in my lists and I have checked the source data
to confirm they are removed completely.

I had to resort to using the macro you have on your site, which did the
trick for me (thankfully). Thanks, but why didnt the manual method
work?


--
shadestreet
------------------------------------------------------------------------
shadestreet's Profile: http://www.excelforum.com/member.php...fo&userid=7092
View this thread: http://www.excelforum.com/showthread...hreadid=535116

Pivot Tables - How can I "reset" the selections in "Row Field"?
 

If you manually grouped the items, ungroup them.
If there are multiple pivot tables that use the same pivot cache, remove
the field from all the pivot tables.
Then refresh the pivot table, and add the field.

shadestreet wrote:
Debra, I have tried to manually clear the old items, but it doesn't
work. They still appear in my lists and I have checked the source data
to confirm they are removed completely.

I had to resort to using the macro you have on your site, which did the
trick for me (thankfully). Thanks, but why didnt the manual method
work?




--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html