Refreshing PivotTable data in Excel - Dashboard Guide

Dashboard Mode - Refreshing PivotTable data

Dashboard Goal

See updated sales summaries automatically after adding new sales data by refreshing the PivotTable.

Sample Data

Order ID	Product	Region	Sales
1001	Apples	East	120
1002	Bananas	West	150
1003	Apples	West	200
1004	Oranges	East	180
1005	Bananas	East	90
1006	Oranges	West	160

Dashboard Components

• PivotTable: Summarizes total sales by Product and Region.
  Located starting at cell G2.
  Created by converting the data range A1:D7 to an Excel Table, then inserting PivotTable from the Table.
  Rows: Product
  Columns: Region
  Values: Sum of Sales
• New Data Entry: Additional sales data entered below original data in rows 8 and 9.
  Example new rows:
  1007, Apples, East, 130
  1008, Bananas, West, 170
• Refresh Button: A button linked to the PivotTable refresh command.
  In Excel: Right-click PivotTable > Refresh or use Ribbon Data > Refresh All.
  This updates the PivotTable to include new data.

Dashboard Layout

+----------------------+----------------------+
|      Sales Data       |      PivotTable      |
|  (A1:D7 original)    |    (G2:J6 summary)   |
|  + New entries below  |                      |
|  (A8:D9 new data)     |                      |
+----------------------+----------------------+
|                  Refresh Button               |
+----------------------------------------------+

Interactivity

When you add new sales rows below the original data, the PivotTable does not update automatically.

Click the Refresh Button or use the Refresh command in Excel to update the PivotTable.

This action makes the PivotTable include the new rows in its summary.

Self Check

If you add a new sales row for Product = "Oranges", Region = "East", Sales = 210 below the data and then refresh the PivotTable, which component updates?

• The PivotTable updates to show the increased total sales for Oranges in the East region.
• The original data table shows the new row you added.
• The Refresh Button triggers the update but does not change itself.

Key Result

Dashboard shows sales summary by product and region using a PivotTable that updates after refreshing to include new data entries.