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Written by Jacky Chou

How To Point Pivottables To Different Data Sources In Excel

Key Takeaway:

  • PivotTables in Excel provide a powerful tool for analyzing large sets of data and summarizing them in a digestible format.
  • Connecting PivotTables to different data sources requires adding or removing data sources and changing the data source for an existing PivotTable.
  • When troubleshooting PivotTable data source connections, users should check for errors in the data source and make sure the data is in a compatible format with PivotTable.

Struggling with managing data sources in Excel? You’re not alone! Referencing data from different sources, such as Microsoft Access or SQL Server, can be challenging. In this article, we provide an easy guide on how to point PivotTables to different data sources in Excel.

PivotTables in Excel

PivotTables in Excel, a powerful Data Analysis tool, can help you organize, summarize and analyze large sets of data with a few clicks.

PivotTables in Excel
ColumnsData Analysis, Organize, Summarize, Large Sets

To create a PivotTable, select the table or range of cells, navigate to the Insert tab, and select PivotTable. From there, you can customize the PivotTable Fields to summarize and organize your data as needed.

When working with PivotTables, it is important to select the correct data source. You can point PivotTables to different data sources by selecting “Change Data Source” under the “Analyse” tab. This will allow you to update the data source to reflect any changes made to the original data or to replace the data altogether.

A Pro Tip to keep in mind while working with PivotTables is to regularly refresh your data source to ensure that any changes made to the original data are properly reflected in the PivotTable.

In addition to PivotTables, Excel offers a range of Data Analysis and organization tools, such as How to Prevent Printing in Excel, that can help you work efficiently and effectively with your data.

PivotTables in Excel-How to Point PivotTables to Different Data Sources in Excel,

Image credits: chouprojects.com by Joel Washington

Connecting PivotTables to different data sources

PivotTables can be connected to varying data sources. Utilize these steps to ensure you point PivotTables without hassle.

Data SourceConnection TypeData Cache
Excel Tables
Excel Ranges
External Data
SQL Server Tables

To connect PivotTables to different data sources, it’s essential to note that data sources like Excel Tables, Excel Ranges, External Data, and SQL Server Tables allow smooth connectivity.

Grabbing some historical events, you’ll discover that PivotTables were introduced in Excel 5.0, with newer features added in later versions, including connection to different data sources.

Remembering that this article is about connecting PivotTables to different data sources, it’s essential to understand before executing how to prevent printing in Excel.

Connecting PivotTables to different data sources-How to Point PivotTables to Different Data Sources in Excel,

Image credits: chouprojects.com by Yuval Jones

Tips for troubleshooting PivotTable data source connections

If you’re faced with issues related to connecting PivotTable with data sources, it’s important to troubleshoot them effectively. Here’s a 4-step guide to help you troubleshoot such issues:

  1. Check the connection: Ensure that the connection between the data and PivotTable is accurate by clicking on the PivotTable and checking the data source range.
  2. Refresh the data: In case you’ve updated the data source, it’s important to refresh the related PivotTable to avoid any issues.
  3. Check for any filters: Verify if any filters are applied to the PivotTable that might be restricting the data being displayed.
  4. Check data format: Any irregular formatting of data in the source file can cause issues, it’s important to keep all data consistent for smooth operation.

One important point to note is to check if the same data source is not being used by other Excel files simultaneously to avoid any conflicts.

Pro Tip: When you’re trying to troubleshoot PivotTable connections, always ensure that the data source file and PivotTable are saved in the same location to avoid any issues with the connection. Furthermore, to prevent printing in Excel, simply remove any unnecessary rows or columns, or filter the data before printing.

Tips for troubleshooting PivotTable data source connections-How to Point PivotTables to Different Data Sources in Excel,

Image credits: chouprojects.com by Harry Arnold

Some Facts About How to Point PivotTables to Different Data Sources in Excel:

  • ✅ PivotTables can be connected to different data sources, such as Excel tables, external databases, or other Excel files. (Source: Excel University)
  • ✅ You can use the “Change Data Source” feature to switch the data range used by a PivotTable. (Source: Microsoft Support)
  • ✅ The “Data Model” feature in Excel allows PivotTables to combine multiple tables from different sources in a single report. (Source: Excel Easy)
  • ✅ PivotTables can also be used to create interactive reports by adding slicers, which allow users to filter and analyze data. (Source: Spreadsheeto)
  • ✅ Excel provides various options for refreshing PivotTable data, such as manual or automatic refresh, or using VBA code to update data from external sources. (Source: Excel Campus)

FAQs about How To Point Pivottables To Different Data Sources In Excel

What is a PivotTable in Excel?

A PivotTable is an interactive table used to summarize and analyze large amounts of data. It allows the user to select specific fields and group data by categories, making it easier to draw insights from the data.

Why would I need to point my PivotTable to a different data source?

Sometimes, the data in your original source may change or you may need to use different data for analysis. Pointing your PivotTable to a different data source allows you to use that new data without having to recreate the entire table.

How do I point my PivotTable to a different data source?

To point your PivotTable to a different data source, go to the “Data” tab and select “Change Data Source”. From there, you can select a new range or table as your data source. You can also access this option by right-clicking on the PivotTable and selecting “PivotTable Options”.

What if my new data source has different column headers or data formats?

If your new data source has different column headers or data formats, you may need to adjust your PivotTable’s settings to match the new data. You can do this by going to the “PivotTable Fields” pane and modifying the field settings, such as the data type and format.

Can I point my PivotTable to multiple data sources?

Yes, you can point your PivotTable to multiple data sources by using a “Data Model”. A Data Model allows you to combine data from different sources and create relationships between them. To use a Data Model, go to the “Data” tab and select “From Other Sources” > “From Microsoft Query”. From there, you can select your multiple data sources and create your relationships.

Is it important to verify the data in my new data source before pointing my PivotTable to it?

Yes, it is important to verify the data in your new data source before pointing your PivotTable to it. This can help prevent errors and ensure that your analysis is accurate. You can do this by selecting the new data source and reviewing it to ensure that it contains the correct data and is formatted correctly.

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