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Dynamic worksheet source for Pivot Table

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    Dynamic worksheet source for Pivot Table

    I have an Excel doc that's a budget--each month we just copy the previous month's sheet to a new sheet, and rename it for the current month. My wife does that part, and fills in most of the info, so unfortunately I really can't change that process.

    I want to put a pivot table on the sheet that will use the first three columns as its source. Works great, except that when we create the next month's sheet, the pivot table is stuck pulling its info from the sheet we copied. Is there a way I can create that table so that it will always use its own sheet as the source? It will always be using columns ABC.

    Sorry if this has been described before. Seems like it must be a fairly common need, but my search skills couldn't uncover a request for it.

    Thanks.

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    Re: Dynamic worksheet source for Pivot Table

    Select the whole Pivot Table and Right Click - Pivot Table Options

    Click the "Data" tab

    Uncheck the "Save Source data with File" box...



    WARNING! I don't know if this will work, I've never tried it before, but the wording seems promising. TEST THIS ON A MOCK FILE!


    Edit: Well, I tested it myself by copying a random pivot table, it works but you lose the Pivot table functionality of it.
    Last edited by Speshul; 07-01-2014 at 04:38 PM.

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    Re: Dynamic worksheet source for Pivot Table

    I tried it and it didn't seem to change anything at all. Your results wouldn't really work either, of course, since there's no use having a pivot table that doesn't function as a pivot table. Unless I'm misunderstanding you.

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    Re: Dynamic worksheet source for Pivot Table

    I know when you try to copy a pivot table from one sheet to another, it also leaves it's range on the source sheet, this option solves that by removing the range for the pivot table completely, effectively turning it into text instead of a pivot table, so my solution was a stab in the dark that didn't work out

    Other than just changing the Data Source in the Pivot Table Design Tools/Options on the Ribbon, I'm not sure how to fix this
    Last edited by Speshul; 07-01-2014 at 04:55 PM.

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    Re: Dynamic worksheet source for Pivot Table

    OK. Anyone else?

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