Excel Pivot Tables: Using A Data Table To Create A Pivot Table

For those of you who know how to create a Pivot Table, have you ever considered turning your list into a Data Table? From this you can then start creating a Pivot Table.  This would be beneficial if your data source was constantly changing, as explained below.

Pivot Tables and other advanced Excel formulas are covered during our advanced Excel course.  If you are doing large amount of data manipulation you may also find this article on when to use a Vlookup and when to use Index and Match useful.

 

Using an Excel List

Start by going to the insert tab and hit the Pivot Chart button. Then in the drop down menu, click PivotChart & PivotTable.

 

Shows how to start making a pivot table

 

When creating a Pivot Table you specify the Table/Range, or just any rows or columns you need for that Pivot Table then click ok. As below in the dialog box, A1-I114.

 

Creating a Pivot Table in Excel

 

If at a later point the source data has more rows/cols added to it, the Pivot table will not pick up the new data. Refresh will also not help as this can only be used to update if the original data has changed, such as a salary, so the data range would have to be updated. You can do this by clicking in the Pivot Table and choosing the Analyse Menu and Change Data Source.

 

Amending the data source used by a pivot table

 

This would place you back on the original data, enabling you to select the new range for the Pivot Table in the dialog box.

 

Selecting a new data range for a pivot table in Excel

 

However, if you convert your original data range into a data table, you only need to refresh as new data is added. This is because a data table will have a name applied to it, you can also change this name if you wish.

 

Setting up the Data Table

Click in your Excel List and from the HOME Ribbon, choose FORMAT AS TABLE.

 

Setting up a Data table in Excel

 

Here you can choose the Colour Scheme for your table.

Once the Excel table has been created, notice that a new ribbon (Toolbar) appears in your Menu Tabs – DESIGN. If you click outside the data table this will disappear, so make sure you are within the data table to use the Design Menu. If the values area looks incorrect, this is because sometimes Excel will interpret your data incorrectly, such as mistaking it for text instead of numbers. You can change the way the Pivot Table is calculating values by clicking on the arrow to the right of the field name, then selecting the Value Field Settings. From here simply change the calculation in the Summarize Values By section, and your Pivot Table data should correct.

 

Selecting the Design Menu for a Data Table

 

The Table will have been named for you in this instance Table 2, shown on the left-hand side of the ribbon. This name can be changed, all you have to do is highlight the name in the Table Name box and overtype it.

 

Selecting the design menu in Excel

The original table name

Amending the Table Name In Excel's QAT

 

The name will apply to the entire data in the list, if you select the Name box you will see the name in here, if you click on this it will highlight the entire range.  As extra data is added to the data table the name will automatically extend to include these new rows/columns.   The same if rows/columns are deleted.

Inserting the name box to automatically extend the data range of a data table

Creating The Pivot Table

Now that the Data Table has been created, we can create a Pivot Table can from the Design Ribbon. Click in your data table, the Design Ribbon will appear and choose SUMMARISE WITH PIVOT TABLE.

 

Selecting Summarise with Pivot Table for a Data Table in Excel

 

 

Notice that the Data Table name appears in the Create Pivot Table box, instead of the range. As you adjust the rows and columns in the original list, all you have to do to include these in your pivot table is a Refresh and click ok.

 

Inserting The Data Table name in the Create Pivot Table dialogue box

 

Tip: You can refresh a Pivot Table with a right click over the top of it, or by selecting the Analyse Menu and Refresh.   Using the second method you can refresh all Pivot Tables built off the original data by selecting Refresh All.

 

Refreshing an Excel Pivot Table

 

Final Thoughts

Overall, learning to create a Pivot Table from a Data table is a great tool. The main reason for this is the fact that these Pivot Tables are approrpiate when your data source is constantly changing. Every Excel user can benefit from learning this skill – making a decision between what kind of Pivot Table you want to create is important, and this guide has hopefully given you the tools to feels comfortable with any situation!