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Refreshing the actual data source of a Pivot Table

  1. #1
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    Refreshing the actual data source of a Pivot Table

    Trying to create a basic pivot table from a CSV file for our users. What I've done in the past is open my CSV and then take the option Insert > Pivot Table to create the pivot table from the open CSV/worksheet. My question here is .... how can I save this .XLS and refresh the CSV data within? Or do I need to use an external data source? I don't want to have to use any drivers. I'd love to be able to just point to a CSV or TXT file on our server and that be that.

    For something else I have used Web Query strings to point to .php scripts that send back data in XML format. Is this an option?

    Again, the goal is for me to create a pivot table and just have our user's open it up and have current/refreshed data within. We can run jobs overnight or on-demand that update the data source.


    Thanks for any suggestions.

  2. #2
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    Re: Refreshing the actual data source of a Pivot Table

    Hi MJ,

    You haven't indicated your position on use of Macros, or the competence of users.

    One safe way of achieving this would be to always save a copy of the current CSV file with the same name (e.g. Current.CSV), and have the Pivot Table pointing to Current.CSV. That way, whenever the Excel File is opened, provided you have the Pivot Table Options set to refresh on opening, the latest information would be there.

    I think that if it was me, I would be using a Macro to select the file I want to pull into the Pivot Table. The macro would then use the macro options to change the file the PT was connected to.

    However, in many organisations, macros are blocked, and administrators prefer users not to manipulate workbooks.

    Hope this helps.

    David


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