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Update manipulated pivot tables in external files after updating raw data in Master file

  1. #1
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    Exclamation Update manipulated pivot tables in external files after updating raw data in Master file

    I have one Master file with the raw revenue data and a master pivot table that I had created from the raw data.

    Using the data from the Master file, I create separate Excel files for each customer. So, I copy the Master pivot table and paste it into a new Excel file. From here, I filter for the specific customer and create different charts, etc. I am forced to copy and paste multiple pivot tables because I create charts and graphs for different types of information; therfore, I have multiple pivot tables on multiple sheet tabs in one customer Excel file. Overall, I have over about 50 customer files like this.

    The issue is that in going forward- at the end of each month, I will add another month worth of data to the raw data sheet in the Master file. But, I would need the pivot tables in the individual customer files to update as well and therefore update the charts and graphs I had created using the pivot tables. I would like to make this procedure as painless as possible for the user

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    Administrator FDibbins's Avatar
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    Re: Update manipulated pivot tables in external files after updating raw data in Master fi

    if this is a repetative, constant process, maybe you could create a macro do do it for you? you can do this by using RECORD mode (to the right of READY). while in record mode, everything you do (and i do mean everything) is recorded for you. you can then put in a button to activate the macro when you need it.
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    Regards
    Ford

  3. #3
    Forum Expert JBeaucaire's Avatar
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    Re: Update manipulated pivot tables in external files after updating raw data in Master fi

    Does this thread need to be moved to the Excel forums?
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