Auto-Refresh Pivot Tables and Pivot Charts when Source Data Changes | Ultimate Excel Dashboard Ep. 4

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  • Опубликовано: 12 янв 2025

Комментарии • 65

  • @CoinsTokens
    @CoinsTokens 4 года назад +8

    You really are a natural teacher. Calm, well presented, and great content. Learned a lot already

  • @bhanugoyal4243
    @bhanugoyal4243 2 года назад

    Best tutorial ever for making dashboards using excel.

  • @datnguyenp
    @datnguyenp 4 года назад +3

    Never knew that my life needed something like this...

  • @vishalkhatri9856
    @vishalkhatri9856 4 года назад +2

    Very Informative and amazing video series.
    Thank you for taking time and making such videos.
    It is really exciting and I am in love with Microsoft Excel now.

  • @theofficelab
    @theofficelab  4 года назад +2

    Check out my new website excelfind.com for the Free Version of the Dashboard 🚀
    ⬇ FULL TUTORIAL SERIES PLAYLIST
    [Ep. 1] Basic Dashboard ► ruclips.net/video/cKkXtyjleX4/видео.html
    [Ep. 2] Background & Tile Design ► ruclips.net/video/NfEqCdfl23k/видео.html
    [Ep. 3] Modern Slicer Design ► ruclips.net/video/CbDTFfoePZY/видео.html
    [Ep. 4] Auto-Refresh Pivot Charts ► ruclips.net/video/Xdq7SE-z-Aw/видео.html
    [Ep. 5] Interactive Info Button ► ruclips.net/video/RZW-vQRr0nY/видео.html
    [Ep. 6] Interactive Dashboard Tabs ► ruclips.net/video/2qN5jUiJWMY/видео.html
    [Ep. 7] Interactive Settings Menu ► ruclips.net/video/fCFGqj4QcJU/видео.html

  • @shannonhodges14
    @shannonhodges14 3 года назад

    I had no idea this was possible. Thanks for sharing these tips!

  • @Itsnathlncnt
    @Itsnathlncnt 3 года назад +1

    Hi! How did you change the color of the Multi Select and the Clear Filter? I already run through to all of the training but I can't seem to find the part where you also change the colors of it. But really thanks for all these videos, You're amazing in every way! Keep up!

  • @BigTimbo77
    @BigTimbo77 4 года назад

    Excellent series of videos, have really learnt alot

  • @johnlouieconstantino6247
    @johnlouieconstantino6247 4 года назад

    This is very helpful. I learned a lot from your videos. Looking forward for your uploads in the future.

  • @PartyAT209
    @PartyAT209 3 года назад +1

    This is great, thanks for sharing! One question. For some reason when I delete the old data and paste in the updated information I lose all formatting in the dashboard. Is there a way to avoid having to redo it each time?

  • @osamababiker3901
    @osamababiker3901 2 года назад +1

    You are the best one

  • @alfsilva
    @alfsilva 4 года назад

    Amazing video. Very very informative. I will try to record a macro and find out what is going to be different from your code.

  • @luxifer00
    @luxifer00 4 года назад

    Keep it up, I love your tutorials. :)

    • @theofficelab
      @theofficelab  4 года назад

      Thanks a lot! I am happy you like them 😊

  • @JosePerez-wz2ge
    @JosePerez-wz2ge 2 года назад

    This is great information and I see the code works.. but only to update the information already there. Could you also describe how to automatically add new points in the pivot chart? For example, you have January thru July on your data sheet. If you add August, or November... how can I make those new points add into the current chart? Thank you for a good lesson.

  • @labbyrinthsalvador
    @labbyrinthsalvador 4 года назад

    Cool. It works!!! Thanks for the tutorial! 😊

  • @OnurKader-o6k
    @OnurKader-o6k 11 месяцев назад

    Hi first of all thanks for the content.
    If the dashboard and the source data are on different excel files, is it still possible to do this?
    If so, how would one go about doing that?

  • @DCHAWADA07
    @DCHAWADA07 4 года назад +1

    Awsome..but I wish you could show your final version in today's episode itself , I m waiting since days

    • @theofficelab
      @theofficelab  4 года назад +2

      Hi Sir, I understand and I am sorry for the wait.
      The remaining tutorials for the tabs and the settings area will be coming within the next two weeks. It takes some time to produce these videos, especially the settings area video is a huge tutorial and I want to ensure the quality of it.
      I hope for your understanding. It will be worth the wait 😊

  • @manjunathk1509
    @manjunathk1509 4 года назад +1

    Simply superb

  • @gugumach
    @gugumach 4 года назад +1

    Fantastic presentation. I have been following your channel for the last 2 weeks and I have learned so much. Great job. I have just one question, I have office for Mac 2019, when I did the VBA (the first option), the "Undo" and "Redo" function of excel was deactivated. Since I am very new to this, just checking to see if I did something wrong. Your work is phenomenal and thanks for putting the effort and time to make such a hight quality videos.

    • @theofficelab
      @theofficelab  4 года назад

      Hi Gustavo, thanks for your fantastic feedback 😊
      Regarding your question, you didn't do anything wrong. That's a general issue coming with macros. Once a macro/ VBA code has been executed, the Undo Stack (where all the previous actions are stored) is reset. That is something many people hope Microsoft will change in the future.

  • @3PJPriest
    @3PJPriest 4 года назад +2

    Awesome work! On a side note - your message boxes have a different look and animation from MS's stock software. How did you do that?

    • @theofficelab
      @theofficelab  4 года назад +2

      Thank you, Sir 😊
      Regarding the message box: That's just the Mac OS native look of these popup windows. Doesn't have much to do with Excel itself.

  • @MrDeejaydrake
    @MrDeejaydrake 3 года назад

    Simply amazing

  • @JuanCruz-qd1tw
    @JuanCruz-qd1tw 4 года назад +1

    Great video! Thank you very much. I got one question. What if you want to add data to the file instead of changing existing data? How do you make sure the pivot tables refresh automatically when you add this new data, and how do you make the pivot tables actually "grab" this new range of data?

    • @theofficelab
      @theofficelab  4 года назад +1

      Hi Juan. Thanks for your question 😊
      The key is to put your source data into a table and, when creating the pivot tables, reference this table (via its name) instead of the cell range. Because then, once you add new data below your existing data, this data will be automatically included into the table and if you have an auto-refresh VBA script in place the pivot tables and pivot charts should display the additional data instantly.

    • @JuanCruz-qd1tw
      @JuanCruz-qd1tw 4 года назад +1

      @@theofficelab Great! Thanks for the reply! Your videos are amazing

    • @theofficelab
      @theofficelab  4 года назад

      @@JuanCruz-qd1tw Thank you 😊

  • @sumer2003
    @sumer2003 4 года назад +1

    simple and effective. nice.

    • @theofficelab
      @theofficelab  4 года назад

      Thank you, Sir 😊 I am glad you like it!

  • @riteshraj5659
    @riteshraj5659 4 года назад +1

    Thanks Sir

  • @alexroch4
    @alexroch4 3 года назад

    Is there a way to select other sheet after running the code from this video?

  • @zakbergmann7650
    @zakbergmann7650 3 года назад

    Is there a way that I can call a sub procedure every time a slicer is used?

  • @aleenarose3
    @aleenarose3 2 года назад

    on adding macro code to refresh the workbook and inserting a new data, it ungroups the columns used in the pivot table. do you know how to fix this issue?

  • @schtefel
    @schtefel 4 года назад +2

    Fehler beim Kompilieren:
    Variable nicht definiert
    If I define the variable then it works:
    => Dim pc as Variant
    I have recognized this in other tutorials on youtube. Why do I have to define the variable, but you and others don't need to and it works properly??

    • @dom139
      @dom139 4 года назад +2

      If you have "Option Explicit" enabled then you must define a variable before using it within your code. Without "Option Explicit" any undefined variables are defined as Variant by default.

    • @schtefel
      @schtefel 4 года назад

      @@dom139 thank you very much, super helpful.
      Now I finally know what "Option Explicit" means. It always pops up automatically when I open a new module for instance.

  • @rschultz7141
    @rschultz7141 3 года назад

    thanks. I got a runtime error. I think its because I have a slicer on a different sheet than the source data. This VBA works if I locate the code on the source data sheet. But I want the update to occur when the slicer is changed on another sheet. When I add the code on this sheet, I get the error. I have a keyboard macro "refreshall" that works but refreshall from VBA gives a runtime error. Any suggestions?

  • @laurenwilliams5006
    @laurenwilliams5006 4 года назад

    How would you be able to make Option 2 work when there are 2 data sheets? I am running into this problem. I went into both data sheets and used the refreshall code, but only one will work, or not work at all.

  • @abuena73
    @abuena73 3 года назад

    How to refresh pivot table and chart if the source data is coming from another xlsx file..? Appreciate if you could help me.

  • @noel1111
    @noel1111 4 года назад

    Hi Sir. If data is added frequently, then the pivot chart would become crowded. How to make a limit or date range in the chart?

  • @dr.chantiyadav7665
    @dr.chantiyadav7665 2 года назад

    After applying the first code , while entering new data the undo option is not working . Please help

  • @ethanpadden3736
    @ethanpadden3736 4 года назад +3

    FYI if you have your Pivot Table and Source Data on the same page you will have to use this:
    Application.EnableEvents = False
    ThisWorkbook.RefreshAll
    Application.EnableEvents = True

  • @Name-rb3us
    @Name-rb3us 4 года назад

    It is not working for whatever reason. I have functions to draw the data from other sources in this tab. Is this perhaps the issue?

  • @guptabharat909
    @guptabharat909 3 года назад

    Do I have to write this code every-time as after closing the file and again opening this code is not there anymore. ??

  • @danjarupath
    @danjarupath 4 года назад +1

    Cool

  • @riteshraj5659
    @riteshraj5659 4 года назад

    Sir but when you will upload the video regarding Ribbon Buttons and how to apply different themes

    • @theofficelab
      @theofficelab  4 года назад

      Hi Ritesh Raj,
      the tutorials on tab buttons and the complete settings menu will be coming within the next two weeks. It will be worth the wait 😊

  • @LifeByDiego
    @LifeByDiego 4 года назад

    Hello! ran into a bit of a problem after auto refreshing, one of my pivot tables has subgroups and every time i insert new data into my table, the pivot chart expands completely and i need it to be collapsed. is there a script to auto collapse all tables in a sheet once data refreshes?

    • @theofficelab
      @theofficelab  4 года назад

      Hi Diego,
      have a look here: stackoverflow.com/questions/38246393/vba-pivot-table-collapse-all-fields
      You could apply that to your specific pivot table or include it into the Refresh script shown in this video.
      Hope that helps 😊

    • @LifeByDiego
      @LifeByDiego 4 года назад +1

      @@theofficelab worked like a charm! you're the best! thank you :)

    • @theofficelab
      @theofficelab  4 года назад

      @@LifeByDiego My pleasure! Glad it worked 😊

  • @OfficialMoin
    @OfficialMoin 4 года назад

    What about the settings icon in the left corner, how to add that?

    • @theofficelab
      @theofficelab  4 года назад

      Hi there 😊
      That's another Tutorial about the Settings Menu that will be coming in less than two weeks.

    • @OfficialMoin
      @OfficialMoin 4 года назад

      ​@@theofficelab That's great but can you help me with a complex formula in Excel?

  • @westernchannels8641
    @westernchannels8641 4 года назад

    which version of Excel is that? is it on Windows?

    • @theofficelab
      @theofficelab  4 года назад

      Excel 365 (with an Office 365 subscription). This demo is on Mac, but it works on both OS.

  • @dstorm2007
    @dstorm2007 4 года назад

    What about when there is a new data entry in the table?

    • @theofficelab
      @theofficelab  4 года назад

      That should be covered by the script. As long as you have your data in a table, a new data entry will automatically be included in the table and, thus, also in the refreshed pivot table.

  • @rocksonashong
    @rocksonashong 3 года назад

    Part 4 seems to have a lot already done. I thought we'd be continuing from where we left off in part 3

  • @gewe2508
    @gewe2508 2 года назад

    So if i change 10 cells in one go, it recreshes 10 times? Worst solution...