How to Change an Excel Pivot Table Source

Step-by-Step Guide

1. 1

   Step 1: Launch Microsoft Excel.

   You can use either the desktop icon, the Programs listed in the Start menu or the Quick Launch taskbar, depending on your desktop arrangement.
2. 2

   Step 2: Open the file containing the pivot table and data.

   , You may need to insert or delete columns and rows.
   
   Ensure that all inserted columns have a descriptive heading. ,, In Excel 2007 and 2010, you will see the Pivot Table Tools menu appear, highlighted in red, above the Options and Design tabs in the ribbon.
   
   In Excel 2003, choose "Pivot Table and Pivot Chart Reports" from the Data menu. , In Excel 2007 and 2010, choose "Change Data Source" from the Data group of options.
   
   In Excel 2003, launch the Wizard utility by right-clicking inside the pivot table and choosing "Wizard" from the pop-up menu.
   
   Click the "Next" button until you see the screen with the source ​data range.
   
   In all versions of Excel, with the source data range highlighted, click and drag to highlight the new range for your data.
   
   You can also the range description to include more columns and rows. , This button may have a red exclamation point icon, a green "recycle" icon or simply the word "Refresh," depending upon your version and degree of personalization of Excel.
3. 3

   Step 3: Make any necessary adjustments to the source data.

4. 4

   Step 4: Select the workbook sheet that contains the pivot table by clicking the appropriate tab.

5. 5

   Step 5: Click inside the pivot table to force the pivot table tools menu to launch.

6. 6

   Step 6: Edit the source data range for your pivot table.

7. 7

   Step 7: Refresh the pivot table by clicking the "Refresh" button.

Detailed Guide

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