- Once you create a pivot table and Chart that works for you, save it and file it in an accessible place. If you have to make a change in the future but don’t want to go through the trouble of creating a new pivot table and Chart, open the file with the original pivot table and Chart.
- Go to the spreadsheet containing the range of data where you need to make the change. Go to the cell or cells and make the change, then go to the pivot table spreadsheet and within the floating pivot table menu, c+lick on the red exclamation point button – if you place the cursor just over it you’ll see this button is called “Refresh Data.” By clicking on this button, the change within the original data spreadsheet will be automatically refreshed in the Pivot Table and Chart.
Well Done! Always remember the magic of the “Refresh” button when using pivot tables as it will save you lots of time and effort.