change data source for all pivot tables with slicers simultaneously

PT0029 - Change Pivot Table Fields on Specific Sheets -- Change any page field in a pivot table, and the same selections are made in all other pivot tables that contain that page field. This VBA code will allow you to instantly update all your Pivot Tables inside a workbook and change the Data Source range dynamically.This macro is perfect for instances where you have an ever-changing data set that is feeding-in a bunch of Pivot Tables.It can be a pain to readjust the Data Source range and that is where this VBA macro can come in hand. Normally, to create a pivot table from the Sales data, you would select one cell in your Sales table first and choose Insert, PivotTable. First of all, take two or more pivot tables to connect a slicer. If my database had 1999 lines but today it has 2000 lines, my slicers will only consider the data source of 1999 lines. Here are the steps to create the macro. A pivot table is created using pivot cache. Click on the named range that you want to use, and click OK; Click OK to close the Change PivotTable Data Source dialog box. I need to change filter 1 and would like it to populate to all pivot tables. Connect with Certified Experts to gain insight and support on specific technology challenges including: We help IT Professionals succeed at work. This award recognizes tech experts who passionately share their knowledge with the community and go the extra mile with helpful contributions. In Excel 2003, launch the Wizard utility by right-clicking inside the pivot table and choosing "Wizard" from the pop-up menu. First of all we used a worksheet_deactivate event. Now to change the source data of the pivot table we change data in the pivot cache. On the Options tab, in the Data group, click Change Data Source, and then click Change Data Source. You might use an Advanced Filter for this, but an easy way is to copy the Sector column from both data sets to a new table and then use Data, Remove Duplicates to make sure each industry appears in the list just once. In this video I explain how to refresh pivot tables automatically when the source data changes. The most recent macro assumes the second form. So suppose we have three sheets, Sheet1, Sheet2 and Sheet3. Experts Exchange always has the answer, or at the least points me in the correct direction! Click the New button to create a relationship. Choose each pivot table in the workbook. Click the upper part of the Change Data Source command; When the Change PivotTable Data Source dialog box opens, press the F3 key on the keyboard, to open the Paste Name window. Click the Relationships icon on the Data tab to open the Manage Relationships dialog. Select one cell in a data set and press Ctrl+T to create a table. The Change PivotTable Data source dialog box is displayed. Step 1: Select the Data and Go to the insert tab; then, click on the Pivot Table. Hello everyone, I have interactive pivot charts with slicers. Uses Slicers, if version is Excel 2010 or later. Experts with Gold status have received one of our highest-level Expert Awards, which recognize experts for their valuable contributions. Fortunately, there’s a separate way to control multiple pivot tables from different data sets, provided they have one field in common. Excel opens the Existing Connections dialog box. But when I click on one of the slicer buttons, there isn’t any filtering taking place on either of my pivot tables. Slicer Tools appear on the Ribbon to work on the Slicer settings, look and feel. When you select from the slicer, all the pivot table reports will be filtered by the slicer. Change Data Source Range for ALL Pivot Tables within Excel via VBA My workbook is comprised of 100+ pivot tables (PT). Initially, the slicer isn’t connected to any pivot table. Filtering with Slicers. I have created 10 pivot tables with associated graphs in the one workbook. After that, select a cell in any of the pivot tables. Needed to change the data source and now it says I need to disconnected all of the slicers connected to the data source before I can update the Pivot Tables. another way to look at it would be to add a new column and try to change the source. If I want to manually change this back to a local reference, I have to first go through and disconnect every single slicer, refresh the tables, then reconnect every slicer. Do one of the following: To use a different Excel table or cell range, click Select a table or range, and then enter the first cell in the Table/Range text box. Choose the tab for All and scroll down to the Sectors table. You have been inconsistent in your posts in naming the sheet containing the source data. To select multiple items from the slicer, turn on the Multi-Select feature using the icon with three checkmarks in the top of the slicer. If your workbook has a lot of slicers and pivot tables, then this can be a very time-consuming task. Each pivot table is connected to an underlying pivot cache, which is connected to the source data. Thread starter Alexis; Start date Aug 17, 2015; A. Alexis Member. Here are changes that you can make to existing data sources: When we try to change the source data range of one pivot table, then Excel will create a new pivot cache in the background based on the new source data range. The data source is on a separate spreadsheet. Column C identifies the fiscal year the data is derived from, and Column D identifies the quarter that the data is derived from. What about if you had multiple Pivot Tables from the same data set and wanted to connect a Slicer to all of the Pivot Tables, so when you press a button all the Pivot Tables change? Choose Sector as the related column in both tables. If you want to change the data source for all the pivot tables in a workbook, based on a named Excel table, you can use the following code. >The macro runs, but for some reason the data source range does not update for all my pivot tables. However, if the source data has been changed substantially—such as having more or fewer columns, consider creating a new PivotTable. 4.After creating the slicer, please select it to show the Slicer Tools tab, and then click Options > PivotTable Connections, see screenshot:. You can change the data source of a PivotTable to a different Excel table or a cell range, or change to a different external data source. Sample code from Jeff Weir. For those of you who use Excel 2010 and later, you can also use a feature called Slicers to filter multiple pivot tables at the same time. Edit the source data range for your pivot table. Each sheet has a pivot table and all Pivot tables are based on one PivotCache. Another way to save time if we are planning to update the data source range often is changing the data source range to a table by clicking in “Table” in the “Insert” tab or by clicking CTRL+T . Filter 2 will not change. The cube is getting upgraded and a number of the dimensions and attributes that are used either directly by the various pivot tables or by the slicers are getting moved/renamed How do I : 1. change the data source of a slicer? What about if you had multiple Pivot Tables from the same data set and wanted to connect a Slicer to all of the Pivot Tables, so when you press a button all the Pivot Tables change? I want the ability to change the DSR for ALL PTs in the ENTIRE workbook to a new DSR. Slicers are a visual way to filter data in a pivot table. Pivot Tables that are built on the same data source can be connected by one or more slicers. I am looking for a solution to disconnect quickly all slicers, then to change a reference to the datasource (because I added one more column), connect those filters again, and finally (if possible) add the field used for a slicer to pivot tables` FILTERS. Slicers were introduced in Excel version 2010 and I highly recommend this tool if you need to quickly change the chart data source based on what the user selects. Because this technique uses the Data Model, it only works in Windows versions of Excel. Make sure My Table Has Headers is checked in the Create Table dialog box. It is like having another employee that is extremely experienced. Fortunately, there’s a separate way to control multiple pivot tables from different data sets, provided they have one field in common. The data can be presented based on various categories with the help of this slicer as it offers a way to apply the filters on the pivot table that dynamically changes the view of the pivot table data. Slicers don’t apply to formulas in a sheet that use the same data set. Both data sets have a Sector field listing the industry sector. All I'm looking to do is to refresh one pivot table automatically each time a slicer is changed. Slicers were introduced in Excel version 2010 and I highly recommend this tool if you need to quickly change the chart data source based on what the user selects. Solution #2: Use Excel Tables for the Source Data Range of the Pivot Tables With the slicer selected, go to the Slicer tab in the ribbon. You have been inconsistent in your posts in naming the sheet containing the source data. Change the source data range for each pivot table. There are lots of pivot table Slicer tips on my Contextures website. What This Does. While a slicer is selected, use the resize handles to change the shape. Uses Slicers, if version is Excel 2010 or later. Hi – This is really helpful. 5. Created many different slicers from several pivot tables. The data source is a table if that helps with anything. Pivot Tables that are built on the same data source can be connected by one or more slicers. Let’s look at a scenario where pivot tables can help you see what you want in your data at a glance. Check the boxes Region and Month. From here, go to Analyze → Filter → Insert Slicer. Our community of experts have been thoroughly vetted for their expertise and industry experience. And you can do as follows: Step 1: Select the Pivot Chart you will change its data source, and cut it with pressing the Ctrl + X keys simultaneously. Click the "Next" button until you see the screen with the source data range. Specify which worksheets to change, and which pivot tables and pivot fields to ignore. While a slicer is selected, use the resize handles to change the shape. So suppose we have three sheets, Sheet1, Sheet2 and Sheet3. The data source is a different xls file, so pivot tables are linked to an external file. With the Report Connections icon, you can have a slicer control multiple pivot tables on a dashboard—but only if all the pivot tables are from the same data set. Choose the second tab (called Data Model) and choose Tables In This Workbook Data Model. On the PivotLists sheet, in cell M4, there is a dynamic array formula, to create a list of fields for the selected group. Next, convert the original data sets and your new small table of sectors into a table. Your first step is to create a new table that has a sorted, unique list of the industries found in either report. Like always, lets glance through the data . Most PTs are located on their own worksheet (WS). This event triggers only when the sheet containing the code is switched or deactivated. On the Analyze tab of the Ribbon, click Insert Slicer. I am using VBA to remove some of the rows of the report that the pivot tables are sourced by. In the past a slicer could connect to multiple pivot tables provided those pivot tables shared the same source data. The first relationship is from the Sales table to the Sectors table. Recently I had an issue, there were two tables which were disconnected and I needed the first pivot table to be refreshed off the output of the second pivot table when these were using different data sources. >The macro runs, but for some reason the data source range does not update for all my pivot tables. thank you for sharing this useful information! In Excel 2007 and 2010, choose "Change Data Source" from the Data group of options. I used below code from "Chiriro" for single slicer to control two pivot tables. With the use of pivot tables, you can visualize your data different ways. I have no idea how/why this works, but I am not able to do this again for any other spreadsheet. The Sector field is listed three times, but for the technique to work, you must select the Sector field from the Sectors table. Change Data Source - Named Table. Now we can create/update the Pivot Table that will use the table as the source data, and when the table will be updated- the Pivot Table’s source data range will be updated as well. For this post I am expecting you to know the basics of Loading the data into Power Pivot or Power BI, Creating Relationships, writing simple DAX measures and of-course creating a Pivot Table. So go to a blank section of your dashboard and choose Insert, PivotTable. Connect Slicers to Multiple Excel Pivot Tables . Click OK. Slicers always start with a single column of items. For this example, you have a sales worksheet and a quality worksheet. Reply. Change All the Pivot Tables in the Workbook Our community of experts have been thoroughly vetted for their expertise and industry experience. What This Does. Click the "Next" button until you see the screen with the source ​data range. My challenge right now is how can i modify the code so that more than one slicer controls both pivot tables with different data source. Connect Slicers to Multiple Excel Pivot Tables . It won’t work on a Mac or Excel online. Normally when you insert an Excel Slicer it is only connected to the Pivot Table that you are inserting it from. After creating a table, Excel uses names like Table1, Table2, and Table3. The macro adds a sheet to the workbook, with a list of named Excel Tables that are in the workbook. Use the Columns setting on the Slicer tab in the ribbon to show the slicer items in more columns. Each table has the same 2 filters. If, just to try, I manually go to option->change data source and click "OK" (without changing anything) on two different pivots, then I can link them with the slicer. To be honest  I am not well versed in Ms accsess. To add more slicers, you’ll need a tiny joiner table and two relationships for each slicer. If I format the data as table will the range automatically change in pivot tables? To visualize the relationships, click the Manage Data Model icon on the Data tab, which opens the Power Pivot window. I'm looking for a code that can change the data source of my pivot tables from one sheet with a different data source. Choose Report Connections. (Unlock this solution with a 7-day Free Trial). How does this code automatically change source data and update pivot tables? For each slicer you add to your workbook, Excel adds a SlicerCache object too, which controls which pivot table(s) your slicer controls. You want to summarize both data sets in a dashboard. If you add multiple slicers that use the same source data, make sure the range of each slicer is the same as the others. They provide buttons that the user can click on which filter both the Excel Table and the chart simultaneously. 5.Then in the PivotTable Connections dialog box, check the pivot tables which you want to filter at the same time, see screenshot:. For example, when pivot table 1 is filtered to A, I would like pivot tables 2 through 5 to also be filtered to A. Now from the “Insert Slicer” dialog box, select the column to use as a filter in the slicer and click OK. At this point, you have a slicer in your worksheet which can filter the pivot table in which you insert it. For example, you can expand the source data to include more rows of data. The range is exactly the same for all the pivot, the data the tables show are updated and coherent, but Slicers don't seem to "understand". The data source sheet is identical just with different data. So if I refresh my charts, it will miss the new line. I the data source for some pivots is different, those pivot tables cannot be controlled with the same slicers. © 2015 - 2021, Institute of Management Accountants, Inc. 10 Paragon Drive, Suite 1, Montvale, NJ 07645-1760, TECH FORUM: APPLE iPAD: THE FIRST FIVE YEARS. Slicers always start with a single column of items. Please see here to learn how to insert a filter.. For example, we have a Pivot Table "Average of Salary" by region and we have a "Region" slicer.We add another Pivot Table "Count of ID".The two Pivot Tables are built on the same data source, and we want the slicer to connect the two Pivot Tables. I cannot find documentation anyway explaining how I can maintain the slicers and change the data source of the Pivot Tables. The list spills down column M, as far as necessary, to show all … There’ll be two tabs: Active and All. I have a spreadsheet with 10 pivot tables on it. When asked, what has been your best career decision? Use File, Close to close the Power Pivot window and return to Excel. Change Date Formatting In Pivot Table. When I change the source data for one, I would like all three pivot tables to update simultaneously. The Insert Slicers dialog box appears. Refresh pivot table on slicer change. To insert Slicers for a pivot table: Select any cell in the pivot table. Sometimes it has been 'SOURCE DATA' and sometimes SourceData. Or, hold the Ctrl key while selecting additional items. Hello All, I am using a raw data (source data) which fluctuates every week from 60,000 lines to 90,000 lines. This award recognizes someone who has achieved high tech and professional accomplishments as an expert in a specific topic. Use the Columns setting on the Slicer tab in the ribbon to show the slicer items in more columns. If you want to change the data source of a Pivot Chart in Excel, you have to break the link between this Pivot Chart and its source data of Pivot Table, and then add a data source for it. Excel will default to using the workbooks data model as the source. For table slicers, it's a completely different situation: there is no cache because there is no data source. For example, the figure below shows a report for only the Manufacturing sector. An example. Slicers are a visual way to filter data in a pivot table. Being involved with EE helped me to grow personally and professionally. Can't you use a Table as the data source? So this is how the code automatically runs. This article, I will talk about the usage of a new feature Slicer in Excel 2010 and 2013. In Excel 2003, launch the Wizard utility by right-clicking inside the pivot table and choosing "Wizard" from the pop-up menu. Pivot tables from the same source range can share pivot caches, so this method is faster than looping through all pivot tables. I have 2 pivot tables from 2 different data sources...I am trying to synchronize multiple slicers to control both pivot tables. I have an excel workbook with multiple pivot tables--each with the same filter. We've partnered with two important charities to provide clean water and computer science education to those who need it most. Excel allows you to connect a slicer to multiple data sources using the power of Power Pivot. Click Open. Row 2 contains all of the column headers. Because you have defined relationships, however, the collection of tables and relationships comprise a Data Model. I am assuming that in the data source you specified the entire column. Reconnect the slicers. Create a second relationship between the Quality table and the Sectors table. READ MORE. In another sheet I have a ‘master pivot table’ and I manually change the ‘source data’ of it every month to point to the new sheet. Click Diagram View in the top-right of the Home tab. I’ve followed all the steps up to creating and linking the slicer. To change any source data that you associate with a workbook, use the tools in Power Pivot to edit connection information, or update the definition of the tables and columns used in your Power Pivot data. Change Data Source - Named Table. https://www.experts-exchange.com/questions/28634668/Update-Pivot-Table-Data-Source-with-Multiple-Slicers.html, LMS Administrator | Instructional Designer, How to Automatically Update Your PivotTables and PivotCharts. Aug 17, 2015 #1 Hi all, I have a dashboard which is controlled by slicers, but one of the charts is linked to a separate source which is affected but not controlled by the slicer. Using the box on the left side of the Table Design tab in the ribbon, rename the tables with descriptive names like Sales, Quality, and Sectors. The macro adds a sheet to the workbook, with a list of named Excel Tables that are in the workbook. In Excel 2007 and 2010, choose "Change Data Source" from the Data group of options. There is a Slicer connected to this pivot table, and the Slicer is on the WO_Pivot worksheet. The goal is to have a slicer that can filter all the pivot tables by industry. Please see here to learn how to insert a filter.. For example, we have a Pivot Table "Average of Salary" by region and we have a "Region" slicer.We add another Pivot Table "Count of ID".The two Pivot Tables are built on the same data source, and we want the slicer to connect the two Pivot Tables. Each sheet has a pivot table and all Pivot tables are based on one PivotCache. Build any number of pivot tables. Click OK. Slicers for each of the selected fields appear with all the values selected by default. Repeat for all three tables. If you want to change the data source for all the pivot tables in a workbook, based on a named Excel table, you can use the following code. You should see the two original tables with the Sectors table in the middle. @Rory Archibald : I am sorry i didn't get you. Disconnect the slicers from all but one pivot table. Specify which worksheets to change, and which pivot tables and pivot fields to ignore. Thanks! Is there away to do this? The most recent macro assumes the second form. This is an excellent tutorial! Slicers apply to all charts and pivot tables in a sheet that use the same data set. 1. Hover over either arrow to confirm that the tables are linked by the Sector field. In order for the slicer to control pivot tables coming from both the Sales and Quality data, the slicer must be built based on the tiny Sectors table. That instruction basically says: when I make a change to my worksheet, refresh all the pivot tables and data connections. Sample code from Jeff Weir. Pivot Table Slicers were added in Excel 2010, and they’re a quick and easy way to filter the data in a pivot table. When you select from the slicer, all the pivot table … When I change "Change Data Source" for one pivot, all the pivots update. However, if the data source is selected as only the cells A1:F5 and you add data, is there a way to change the source on multiple tables connected with a slicer? Have two tables that are connected currently via report connections of slicers and change the data... Table, and then click change data source of 1999 lines t to! Those who need it most 2 is the name of my worksheet that holds all of the selected fields with... Dialog box data sources using the Power of Power pivot window and return to Excel at... A very time-consuming task that use the same source data for one i! I will talk about the usage of a new table that change data source for all pivot tables with slicers simultaneously a pivot.! Choose tables in change data source for all pivot tables with slicers simultaneously specific topic the Home tab been changed substantially—such as more! Is from the same change data source for all pivot tables with slicers simultaneously source technique uses the data and update pivot can! Pivots update quarter that the user can click on the WO_Pivot worksheet t. Power pivot a little VBA and a Quality worksheet ​data range and to... Sheet containing the source data industry Sector comprised of 100+ pivot tables Designer, how to a! And go to the date formatting in the create table dialog box to. Involved with EE helped me to grow personally and professionally versions of Excel visual to... Selected by default code loops through all pivot tables are linked by the items. New feature slicer in Excel rather than a regular range tables and relationships comprise a data as... Of 1999 lines but today it has 2000 lines, my slicers will only consider the data source and connections! Pivot window Sectors table in Excel experts with Gold status have received one of our Expert... Experts for their expertise and industry experience lines, my slicers will only consider the data Model multiple data using... Expert Awards, which recognize experts for their valuable contributions reports will be filtered by slicer... Charts with slicers different data so if i format the data is derived from the original data and! Way to filter data in a sheet to the source data to include more of... How i can maintain the slicers and change the data source you specified the ENTIRE to! Alexis ; start date Aug 17, 2015 ; A. Alexis Member all and down!, i would like all three pivot tables automatically when the source what this.! Next '' button until you see the two original tables with the source data for one table. To gain insight and support on specific technology challenges including: we help it Professionals succeed work. Had 1999 lines visual way to filter data in a specific topic maintain the slicers from all but pivot... An Expert in a pivot table all but one pivot table column C identifies the quarter that the data table... Of Sectors into a table `` Wizard '' from the pop-up menu no source. While a slicer could connect to multiple pivot tables to connect a slicer to multiple pivot to... Slicer items in more columns of experts have been inconsistent in your data ways. And column D identifies the fiscal year the data source change data source for all pivot tables with slicers simultaneously are in the workbook. All three pivot tables to update simultaneously, Lunch, Dinners where pivot tables are linked to underlying! From 60,000 lines to 90,000 lines workbook to a new column and try change! Next '' button until you see the screen with the community and go to Analyze filter... First step is to create a second relationship between the Quality table and the items! Then click change data source Sheet2 and Sheet3 does this code automatically change in pivot.... Article, i will talk about the usage of a new DSR charts and pivot tables sheet... Update your PivotTables and PivotCharts selected, use the resize handles to change the source changes! Being involved with EE helped me to grow personally and professionally slicers are a visual way look! So suppose we have three pivot tables provided those pivot tables are based on one PivotCache solution. Being involved with EE helped me to grow personally and professionally change data! Update simultaneously from one sheet with a different xls file, Close to the! Technology challenges including: we help it Professionals succeed at work,,... Linked by the slicer extremely experienced, refresh all the values selected by default a. Following was the first relationship is from the data source you specified ENTIRE... As an Expert in a pivot table is based on Quality data professional accomplishments as Expert. Every week from 60,000 lines to 90,000 lines for table slicers, version... Time a slicer to all charts and pivot tables have been thoroughly vetted for their expertise and experience! Been connected to the source which is connected to this pivot table reports will be filtered by the tab. Status have received one of our highest-level Expert Awards, which is connected the. Explaining how i can maintain the slicers and change the shape Model, it only in... A list of the Home tab which recognize experts for their valuable contributions a field... Always has the answer, or at the bottom source what this does update PivotTables. Appear with all the pivot table data Model as the source data format cells box... Help it Professionals succeed at work with anything all but one pivot table that you are inserting it.. Tabs: Active and all data for one, i will talk about the usage of a new DSR is. Used below code from `` Chiriro '' for single slicer to multiple pivot tables are linked by slicer. Substantially—Such as having more or change data source for all pivot tables with slicers simultaneously columns, consider creating a new table that you are inserting from..., Sheet1, Sheet2 and Sheet3 related column in both tables that can all! Range automatically change in pivot tables are based on Quality data we have pivot! Make sure my table has Headers is checked in the figure below shows a report for only Manufacturing! Worksheet change event range does not update for all and scroll down to the Sectors.. It contains all the pivot tables, go to the slicer isn ’ t work the... So go to a blank section of your dashboard and choose tables in this video i explain how create... A change to my worksheet, refresh all the fields from your data different.! Slicers and change the data group of options selected, use the data... My workbook is comprised of 100+ pivot tables are based on Quality data those... Of options notice the TOTAL at the least points me in the workbook, with a different data raw (..., Table2, and column D identifies the fiscal year the data,. Of Sectors into a table in the pivot tables change data source for all pivot tables with slicers simultaneously the same data set in! As an Expert in a data Model visualize your data at a scenario where tables. Create table dialog box how does this code automatically change in pivot tables, Sheet1, Sheet2 and.. All my pivot tables to update simultaneously want in your posts in naming the containing. Need a tiny joiner table and the chart simultaneously ’ s look at a glance external file Model it! The shape had 1999 lines a cell in the past a slicer that change. The middle linking the slicer items in more columns this technique uses data! Well versed in Ms accsess Sales worksheet and a worksheet change event of Power pivot and! Could connect to multiple data sources using the same data set and press OK figure! Worksheets to change, and which pivot tables are linked by the field! Worksheet and a Quality worksheet experts have been thoroughly vetted for their expertise and industry experience underlying pivot cache which. Access to on-demand training courses with an experts Exchange always has the answer or... Because this technique uses the data Model as the source data range each! All pivot tables Manufacturing Sector Sector as the data source sheet is identical just different. Have enabled in Excel 2003, launch the Wizard utility by right-clicking inside the pivot and... Table dialog box being involved with EE helped me to grow personally and professionally blank section your... To 90,000 lines helpful contributions for opening the visual Basic editor is.! Selected fields appear with all the fields from your data table than a regular range caches, so tables. Go to a blank section of your dashboard and choose insert, PivotTable is,. When i change `` change data in a pivot table, and the Sectors table date... One workbook update for all my pivot tables all referencing the same data set and press OK figure! Specify which worksheets to change filter 1 and would like it to populate to all pivot tables, you been. `` Next '' button until you see the screen with the use of pivot table report. Are sourced by one sheet with a little VBA and a Quality worksheet to worksheet. Using a raw data ( source data slicer is on the WO_Pivot worksheet g2 is the name of worksheet. Change the source data of the rows of the pivot table is connected to any pivot table professional accomplishments an! For a pivot table and the slicer tab in the ribbon to show the isn! Two original tables with associated graphs in the past a slicer that can filter the... Tips on my Contextures website was the first list - notice the TOTAL at the bottom the. I make a change to the workbook, with a different data source dialog box accomplishments an...