Pivot Table Grouping

D

DM

Hi,

I think I may have found a bug when using groups in a
pivot table. I created a group to show me what I call
Incidents Vs Requests. At the time the group was created,
all the data was correct. As I entered additional data
into my data sheet, I noticed the table was not updating
with the new information. Example: At the time of the
creation of the group, incidents = 128 and requests =
56...moving forward, my total for the month should have
totaled 428 but it remains 184 incidents and
requests....and when I try to refresh, the table does not
update even when I try to ungroup the table will not
update. Is this a bug or does this tell me that I have to
recreate this table and rechart each time I update this
information?

Thank you
 
B

Bob Umlas

If you've added records, the pivot table refresh doesn't "know" you did
that. You either need to add records in the middle of the data or use the
pivot table wizard & click the Bacl button until you get to the point where
it's referring to the address of the data. Adjust this address, then click
Finish.
 
M

Myrna Larson

Did you add incidents and request by adding rows at the bottom of your
original list? If so, the Pivot Table range does not automatically expand to
include those rows.

You have to either (1) modify the Pivot Table's source range, (2) add your
data by *inserting* rows *inside* the existing range, or (3) define a dynamic
named range [As an example, to include data starting at A2, 5 columns wide,
and automatically including any new data added at the bottom:
=OFFSET($A$2,0,0,COUNTA($A$2:$A$10000),5)] and use the name of that range as
the source for the Pivot Table.
 
D

DM

The source of the data is a defined name range so outside
of a group created in the pivot table, all is well...this
only happens when I group items together within the pivot
table. As I add new data to the named range, I notice that
pivot tables that contain groups are not updating and
pivot tables that don't have groups are updating....

DM
-----Original Message-----
Did you add incidents and request by adding rows at the bottom of your
original list? If so, the Pivot Table range does not automatically expand to
include those rows.

You have to either (1) modify the Pivot Table's source range, (2) add your
data by *inserting* rows *inside* the existing range, or (3) define a dynamic
named range [As an example, to include data starting at A2, 5 columns wide,
and automatically including any new data added at the bottom:
=OFFSET($A$2,0,0,COUNTA($A$2:$A$10000),5)] and use the name of that range as
the source for the Pivot Table.

Hi,

I think I may have found a bug when using groups in a
pivot table. I created a group to show me what I call
Incidents Vs Requests. At the time the group was created,
all the data was correct. As I entered additional data
into my data sheet, I noticed the table was not updating
with the new information. Example: At the time of the
creation of the group, incidents = 128 and requests =
56...moving forward, my total for the month should have
totaled 428 but it remains 184 incidents and
requests....and when I try to refresh, the table does not
update even when I try to ungroup the table will not
update. Is this a bug or does this tell me that I have to
recreate this table and rechart each time I update this
information?

Thank you
Click to expand...

.
Click to expand...
 
M

Myrna Larson

Did you go back and look at the source range for this table? Is it correct?

The source of the data is a defined name range so outside
of a group created in the pivot table, all is well...this
only happens when I group items together within the pivot
table. As I add new data to the named range, I notice that
pivot tables that contain groups are not updating and
pivot tables that don't have groups are updating....

DM
-----Original Message-----
Did you add incidents and request by adding rows at the bottom of your
original list? If so, the Pivot Table range does not automatically expand to
include those rows.

You have to either (1) modify the Pivot Table's source range, (2) add your
data by *inserting* rows *inside* the existing range, or (3) define a dynamic
named range [As an example, to include data starting at A2, 5 columns wide,
and automatically including any new data added at the bottom:
=OFFSET($A$2,0,0,COUNTA($A$2:$A$10000),5)] and use the name of that range as
the source for the Pivot Table.

Hi,

I think I may have found a bug when using groups in a
pivot table. I created a group to show me what I call
Incidents Vs Requests. At the time the group was created,
all the data was correct. As I entered additional data
into my data sheet, I noticed the table was not updating
with the new information. Example: At the time of the
creation of the group, incidents = 128 and requests =
56...moving forward, my total for the month should have
totaled 428 but it remains 184 incidents and
requests....and when I try to refresh, the table does not
update even when I try to ungroup the table will not
update. Is this a bug or does this tell me that I have to
recreate this table and rechart each time I update this
information?

Thank you
Click to expand...

.
Click to expand...
Click to expand...
 
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