Excel - pivot table - update data model - excel

I am working with a pivot table and need the functionality of counting distinct items. To do this I click the option to 'Add To The Data Model' at the bottom of the 'Insert Pivot Table' dialogue box and everything work fine.
The issue is after I build a pivot table off of the data, how do I add new rows or columns. With a typical pivot table, I'd Click the analyse tab, select the new data range and hit refresh.
Is there a way to do this for a pivot table where the data has been added to the data model?

Generally, it works the same way - if you hit "refresh all" in Data, that should take care of it.

Related

How can I generate a pivot table using this data?

I have this table:
Is it possible to make a pivot table to present the information like this?:
Thanks!
Sure it's possible. As shown in your example, you just need to change the special character "✔️" by the number 1 using "ctrl + f". Then insert a Pivot Table with the data. And finally, create a new column named TOTAL and add the "=sum()" formula to count the items from each row. Something like that:
You are going to need to move this data from the word doc you are using into an Excel worksheet, in order to generate a pivot table.
format your data like this in Excel
To start out creating a pivot table, make sure that all rows and columns are selected and record (row) must not be obscure or elusive and must be making sense. Navigate to Insert tab, click PivotTable.
You will reach Create Pivot Table dialog box. Excel fills in data range from first to last selected columns and rows. You can also specify any external data source to be used. Finally choose worksheet to save the pivot table report.
The pivot table should appear. You can then populate this table with data fields which will pop up on the right hand side. Enable the fields you wish to compare in the pivot table report.

Cannot find the connection created in power query in pivot table connection

I created a connection appending two tables from power query. Now, I want to update my existing pivot table with the connection. But, I cannot find the option in the "Change data source". But, if I check it in the connections options in the data tab, then, I can see the connection I created. Please help!!!
If the Pivot table is based on the Data Model, then the "Change Data Source" button will be greyed out, because the data source for the Pivot table is the Data Model.
If you have appended two queries, it may well be that all you need to do is refresh the pivot table.
In the following scenario, the first screenshot shows the pivot table when only the table on the left has been loaded to the data model.
In the next picture, the table on the right has been added as a query and saved as a connection. Then the table has been appended with the existing "myQuery". Then the Pivot table has been refreshed and the numbers show that it includes the new data values.
If you want to change the data source for the pivot table when it is sourced from the Data Model, you need to work in the PivotTable Fields panel and select the table or query that you want to use. In the screenshot below, you can see that the pivot table uses fields from myQuery, but I could also select fields from Table1 and Table2, which are the original tables in the grid.

Add existing Pivot tables to data model

In Excel 2013, I have one table "Table1" in worksheet "Data" and I have a dozen pivot tables in another worksheet named "PivotTable". When I created the pivot tables I was unaware of the checkbox "Add this data to the data model". Is there a way to add all my existing pivot tables to the data model after-the-fact?
If you go to the existing pivot table, below the list of fields you have available, there should be a line that says More Tables.... Click on that and it'll remake your pivot table in a new tab with that data model option checked. You do lose your number formatting, but it sure beats remaking the whole stupid thing!

VBA excel modifying fields in an existing pivot table

I am using vba excel and I am opening an existing workbook and sheet with a pivot table in it and I need to add a field to the pivot table so that I can access data on the sheet that is not currently there. When I give focus to the pivot table on the right hand side a PivotTable Fields box pops up with a lists of different fields it can show. I need to add one of those fields because it is not currently checked.

Pivot Table Value Adjustments

I have a pivot table from multiple tables. When I double-click my pivot table data, it produces a copy of the row(s) that data came from. Is there a way for me to make adjustments aka change the values of cells in these rows, and have it only adjust the pivot table?
What I'm mainly looking for is an easy way of viewing the data through the pivot table, and adjusting it without it necessarily affecting the source tables. Right now when I adjust a row produced by the pivot table, none of the values in the actual pivot table get updated.
What about producing a new PivotTable from the drilldown sheet that got produced when you double-clicked the old PivotTable?
That's about as close as you're going to get, I'm afraid.
The pivot table is a visualization tool only. It summarizes that data that you input into the pivot table, and gives you a visual output.
If you want to change that visual output, you have to copy the relevant part of the pivot table to another area (different cell or sheet, doesn't matter). Then, you can edit that table.

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