Change the source data for a PivotTable
To change the source data for a PivotTable in Excel β whether you’ve added more data or want to switch to a different range or table β hereβs how to do it:
β Steps to Change the Source Data of a PivotTable
π Method 1: Change to a New Range or Table
- Click anywhere inside the PivotTable to activate it.
- Go to the PivotTable Analyze tab (or Options tab in older versions).
- Click Change Data Source (in the Data group).
- In the Change PivotTable Data Source dialog:
- Update the range or table name in the Table/Range box.
- Example:
Sheet1!$A$1:$D$100βSheet1!$A$1:$D$150 - Or use a table name:
SalesData
- Example:
- Update the range or table name in the Table/Range box.
- Click OK.
The PivotTable will now reflect the new source data.
π§ Tip: Use a Table as a Data Source
- If your data is in a Table (created with Ctrl + T), the PivotTable will automatically expand as you add new rows β no need to change the source manually each time.
π Method 2: Use a Different Worksheet or Workbook
- Follow the same steps above.
- In the Table/Range box, type or select a range from the other sheet or workbook.
- For external workbooks, ensure both are open and refer to the range like this:
'[OtherWorkbook.xlsx]Sheet1'!$A$1:$D$100
π§Ή Note: If fields are missing after changing the source…
- Click Refresh (PivotTable Analyze tab β Refresh).
- If field names changed, you may need to reconfigure the PivotTable layout using the Field List.