How to change source data in pivot table?

Changing Source Data in Pivot Tables: A Step-by-Step Guide

Introduction

Pivot tables are a powerful tool in Microsoft Excel that allows users to summarize and analyze large datasets. One of the key features of pivot tables is the ability to change the source data. In this article, we will explore how to change the source data in pivot tables, including how to add, remove, and modify data sources.

Adding Source Data to a Pivot Table

To add source data to a pivot table, you can follow these steps:

• Select the cell where you want to add the new data source.
• Go to the "Insert" tab in the ribbon.
• Click on the "PivotTable" button in the "Tables" group.
• Select the cell where you want to add the new data source.
• Click on the "Add" button.
• Select the data source you want to add, such as a table, chart, or other data source.

Removing Source Data from a Pivot Table

To remove source data from a pivot table, you can follow these steps:

• Select the cell where you want to remove the data source.
• Go to the "Insert" tab in the ribbon.
• Click on the "PivotTable" button in the "Tables" group.
• Select the cell where you want to remove the data source.
• Click on the "Remove" button.

Modifying Source Data in a Pivot Table

To modify source data in a pivot table, you can follow these steps:

• Select the cell where you want to modify the data source.
• Go to the "Insert" tab in the ribbon.
• Click on the "PivotTable" button in the "Tables" group.
• Select the cell where you want to modify the data source.
• Click on the "Edit Data Source" button.
• Make the necessary changes to the data source.

Adding Multiple Source Data Sources to a Pivot Table

To add multiple source data sources to a pivot table, you can follow these steps:

• Select the cell where you want to add the new data source.
• Go to the "Insert" tab in the ribbon.
• Click on the "PivotTable" button in the "Tables" group.
• Select the cell where you want to add the new data source.
• Click on the "Add" button.
• Select the data source you want to add, such as a table, chart, or other data source.

Removing Multiple Source Data Sources from a Pivot Table

To remove multiple source data sources from a pivot table, you can follow these steps:

• Select the cell where you want to remove the data source.
• Go to the "Insert" tab in the ribbon.
• Click on the "PivotTable" button in the "Tables" group.
• Select the cell where you want to remove the data source.
• Click on the "Remove" button.

Modifying Multiple Source Data Sources in a Pivot Table

To modify multiple source data sources in a pivot table, you can follow these steps:

• Select the cell where you want to modify the data source.
• Go to the "Insert" tab in the ribbon.
• Click on the "PivotTable" button in the "Tables" group.
• Select the cell where you want to modify the data source.
• Click on the "Edit Data Source" button.
• Make the necessary changes to the data source.

Adding Data Sources from External Files

To add data sources from external files, you can follow these steps:

• Select the cell where you want to add the new data source.
• Go to the "Insert" tab in the ribbon.
• Click on the "PivotTable" button in the "Tables" group.
• Select the cell where you want to add the new data source.
• Click on the "Add" button.
• Select the file you want to add, such as a CSV or Excel file.

Removing Data Sources from External Files

To remove data sources from external files, you can follow these steps:

• Select the cell where you want to remove the data source.
• Go to the "Insert" tab in the ribbon.
• Click on the "PivotTable" button in the "Tables" group.
• Select the cell where you want to remove the data source.
• Click on the "Remove" button.

Modifying Data Sources from External Files

To modify data sources from external files, you can follow these steps:

• Select the cell where you want to modify the data source.
• Go to the "Insert" tab in the ribbon.
• Click on the "PivotTable" button in the "Tables" group.
• Select the cell where you want to modify the data source.
• Click on the "Edit Data Source" button.
• Make the necessary changes to the data source.

Best Practices for Changing Source Data in Pivot Tables

• Always save your pivot table before making any changes to the data source.
• Use the "Edit Data Source" button to make changes to the data source.
• Use the "Remove" button to remove data sources.
• Use the "Add" button to add new data sources.
• Use the "Remove" button to remove multiple data sources.

Conclusion

Changing the source data in pivot tables is an essential step in creating effective and accurate reports. By following these steps and best practices, you can easily change the source data in pivot tables and create reports that are accurate and reliable. Remember to always save your pivot table before making any changes to the data source, and use the "Edit Data Source" button to make changes to the data source.