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Excel Pivot Table -- Dynamic Data Source


Table of Contents

1. Excel Pivot Table Introduction
    Getting Started with Excel Pivot Tables
    Use a Dynamic Data Source

2. Create a Pivot Table in Excel 2007

3. Excel Pivot Table Tutorial List

 

Getting Started with Excel Pivot Tables


Table of Contents 

The first step in creating an Excel Pivot Table is to organize your data in a list of rows and columns. In Excel 2007, you can format this list as an Excel Table, and use that as the dynamic source for your Excel Pivot Table. There are instructions here: Excel Tables -- Creating an Excel Table.

In Excel 2003, you can use the Data | List feature to create a dynamic list, and use that as the source for your Excel Pivot Table.

In Excel 2002 and earlier versions, you can create a dynamic data source, as described below. This will ensure that when new data is added to the source table, the Excel Pivot Table will automatically include those rows or columns when it is refreshed.

Many books and web sites have information on creating Pivot Tables in Excel 2003, and earlier versions. For an introductory pivot table tutorial, and list of Excel Pivot Table links, visit Jon Peltier's site.

Use a Dynamic Data Source

You can use a dynamic formula to define the source range for an Excel Pivot Table. As new items are added to the table, the named range will automatically expand.

You can download the zipped sample Excel Pivot Table file used for this pivot table tutorial.

1. Name the Range

    1. Choose Insert>Name>Define
    2. Type a name for the range, e.g. Database
    3. In the Refers To box, enter an Offset formula that defines the range size, based on the number of items in a column that doesn't contain any blank cells. , e.g.:
      =OFFSET(Data!$A$1,0,0,COUNTA(Data!$A:$A),7)
      In this example, the list is on a sheet named 'Data', starting in cell A1. The arguments used in this Offset function are:
      1. Reference cell: Data!$A$1
      2. Rows to offset: 0
      3. Columns to offset: 0
      4. Number of Rows: COUNTA(Data!$A:$A)
      5. Number of Columns: 7
          Note:
        for a dynamic number of columns,
             replace the 7 with: COUNTA(Data!$1:$1)
    4. Click OK

2. Base the Pivot Table on the Named Range

  1. Select a cell in the database
  2. Choose Data>PivotTable and PivotChart Report
  3. Select 'Microsoft Excel List or Database', click Next.
  4. For the range, type your range name, e.g. Database
  5. Click Next
  6. Click the Layout button
  7. Drag field buttons to the row, column and data areas
  8. Click OK, click Finish

   

Learn how to create Excel dashboards.

Pivot Table Tutorials

Excel Pivot Table -- Introduction 
Excel Pivot Table -- Clear Old Items
Excel Pivot Table -- Create a Pivot Table in Excel 2007 
Excel Pivot Table -- Custom Calculations 
Excel Pivot Table -- Data Field Layout
Excel Pivot Table -- Dynamic Data Source
Excel Pivot Table -- FAQs
Excel Pivot Table -- Field Settings
Excel Pivot Table -- Filter Source Data  
Excel Pivot Table -- Filters, Top 10 
Excel Pivot Table -- GetPivotData
Excel Pivot Table -- Grand Totals
Excel Pivot Table -- Grouping Data
Excel Pivot Table -- Layout, Excel 2007
Excel Pivot Table -- Multiple Consolidation Ranges
Excel Pivot Table -- Pivot Cache   
Excel Pivot Table -- PivotTable Style
Excel Pivot Table -- Printing   
Excel Pivot Table -- Protection  
Excel Pivot Table -- Report Filters
Excel Pivot Table -- Running Totals  
Excel Pivot Table -- Show and Hide Items 
Excel Pivot Table -- Sorting
Excel Pivot Table -- Subtotals 
Excel Pivot Table -- Summary Functions
Excel Pivot Table -- Unique Items

Pivot Table Books

Pivot Tables, Beginning (Excel 2007) 
Pivot Tables, Recipe Book (Excel 2003) 
Pivot Tables, Recipe Book (Excel 2007) 

Pivot Table Add-Ins

Pivot Tables - Add-in -- Pivot Power 
Pivot Tables - Add-in - Pivot Play PLUS 

Pivot Table Videos

Pivot Tables - Clear Old Items
Pivot Tables - Copy a Custom PivotTable Style
Pivot Tables - Create in Excel 2007
Pivot Tables - Create from Multiple Sheets
Pivot Tables - Data Field Layout
Pivot Tables - Date Filters, Add
Pivot Tables - GetPivotData
Pivot Tables - Group Data
Pivot Tables - Layout, Excel 2007
Pivot Tables - Report Filters, Add
Pivot Tables - Running Totals
Pivot Tables - Select Sections
Pivot Tables - Subtotals, Create Multiple
Pivot Tables - Top 10 Filters

 

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Last updated: July 3, 2010 12:38 AM