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Pivot Table - Select Multiple Items not ticked

  1. #1
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    Pivot Table - Select Multiple Items not ticked

    I have a pivot table which takes data from another tab and I am using one of the value fields(premium) as a report filter so I can exclude any zero amounts. The problem I have is that the amount of data each month increases and when I refresh the pivot it does not automatically include the new values, they remain unticked.

    I am using Excel 2007, I have an old version of this which I brought over from Excel 2003 into 2007 with old style pivot tables and these ones work fine. Its just if I create a brand new pivot in 2007(blue header and footer) it does not want to tick all new updated values!

    Please could anyone help

    Tnahks
    Last edited by noddy; 03-31-2011 at 08:03 AM.

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    Re: Pivot Table - Select Multiple Items not ticked

    Hi noddy and welcome to the forum,

    This is a common problem that takes a Dynamic Named Range to easily solve.

    1. Create a Dynamic Named Range using the Names Manager of the data your pivot table uses. See http://www.contextures.com/xlNames01.html
    2. Then change the data source of your Pivot Table from the fixed range to the Dynamic Named Range name.

    Hope this helps. If not, attach a sample workbook and I'll show you how.
    To attach click on "Go Advanced" then the Paper Clip Icon above the message area.
    One test is worth a thousand opinions.
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    Re: Pivot Table - Select Multiple Items not ticked

    Thanks for the quick response. Not sure if I explained myself properly..
    The named range I have is large enough to include all of the items I want, but in the manual filter any new items appear at the bottom of the list remain unticked. Does this have anything to do with the "Include new items in manual filter" check box in the field settings box? As I have noticesd this is unchecked..although when I checked it and refreshed the items did not appear!

  4. #4
    Forum Guru MarvinP's Avatar
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    Re: Pivot Table - Select Multiple Items not ticked

    Hi,
    I only partially understand the question.
    1. Instead of using a DNR you have a named range that will include all your data (and a lot of blank cells)
    2. You add data to the bottom of your current data, but still in the named range.
    3. These new items show in the filter list of the pivot, but on the bottom and are not checked.
    4. You check the new items in the filter and refresh the pivot table and they don't show.

    I need an example of what is happening. My guess is you haven't used the named range in the Pivot's Data Source. You are still using a static range for where your pivot is getting the data from.

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    Re: Pivot Table - Select Multiple Items not ticked

    Sorry, Im not the best at explaining things...

    1. Instead of using a DNR you have a named range that will include all your data (and a lot of blank cells) Correct
    2. You add data to the bottom of your current data, but still in the named range.Correct
    3. These new items show in the filter list of the pivot, but on the bottom and are not checked.Correct
    4. You check the new items in the filter and refresh the pivot table and they don't show
    I dont do this, but if I did they would appear.

    I have used a named range in the pivot table, I never use static ranges as you can get into all sorts of problems with this.

    I think I have realised what the problem is... the "Include new items in manual filter" was not checked and even though I ticked this and refreshed the pivot table the new items were still not getting ticked.

    I had to take the manual filters off and re-apply them then refresh the data, this now seems to have done the trick. Seems odd why the Excel2003 never had any of these issues but a later version does?!?!

    Many Thanks for your help

  6. #6
    Forum Guru MarvinP's Avatar
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    Re: Pivot Table - Select Multiple Items not ticked

    Thanks for explaining how you solved the problem. I would never had thought of that.

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