Hi Excel Help Forum,

I am trying to figure out how to connect to the source data of one excel workbook & create a pivot table in a new workbook. Ideally, I would like to keep the source data in one file & then create multiple dashboards on separate workbooks all connected to that Master Source data file.

Though this would be easy, but have spent hours trying to figure out how to do this.

I have tried the Data - From Other Sources - From Microsoft Query - Excel Files - And then when I get to the correct file path there are no .xlsx files available... If you could provide a step-byste= for how to do this would really appreciate it!

Also, I would like to just be able to refresh the data from the pivot table and have it pull from the updated source file.

Looking forward to your expert opinion here on how to optimize this process.

Cheers,
B