How To Get Data Slicer to Automatically Update when Refreshing Data. I really have no clue why it's doing this for one of the date slicers, but not the others. From the Insert tab, choose Slicer. 3. Follow these steps to set up the short list of cities. Hence the need of being able to link 2 pivot tables based on diffrent datatables so that they synchronise (not necessarily through a slicer) and you maintain the use of calculated fields. Your data will need to be inside a proper Excel table. We have been using a different date reference table to create time series graphs, cycle times,etc. If the date table is dynamic, the "between" date slicer can be dynamically updated to most recent date. Frustrated..I am running Professional Plus 2013. Hi, both the columns should have unique data for creating the releationship, if not it is not working. Both selected columns must contain only unique values to create a relationship between the tables.”. When the slicer filter values are changed these charts update themselves. It is (almost) all about visuals this month with loads of new visuals and updates to existing visuals. Can you guide what might be the issue???? Im working on a dashboard with multiple tabs and various data sources. Where am I missing the boat? Great video. Thanks for the response Maggie! The PivotTable will adjust to reflect your changes. Excel allows you to connect a slicer to multiple data sources using the power of Power Pivot. In this particular example that I showed, there was one date slicer that automatically updated to the most recent date that has refreshed data (no date table, just a simple date. I have created a dashboard with many slicers. 2. In you date table, are there dates until most recent date or until the current year end? Do one of the following: To use a different Excel table or cell range, click Select a table or range, and then enter the first cell in the Table/Range text box. On the Home tab, go to Insert > Slicer. It looks like it should work. Click the Function slicer to set the function and heading for each value; Source Data Number Fields I believe it's because PowerQuery (Get & Transform) comes standard with Excel 2016 and Pivots can be based on DataModel loaded from the query. I am using a raw data (source data) which fluctuates every week from 60,000 lines to 90,000 lines. Can you suggest something for me please. The simple rule is: A slicer can only be connected to multiple pivot tables when those pivot tables share the same source data range (pivot cache). Custom sort is removed from 2016 (EDIT: For slicers and PivotTables). Whenever you refresh data, Power BI must query the underlying data sources, possibly load the source data into a dataset, and then update any visualizations in your reports or dashboards that rely on the updated dataset. That essentially accomplishes what I want to accomplish. Dear Mike, Hi Mike, I have the same problem as AndrewK. I tried to work around it by creating a third table where the values weren’t duplicated. In this example, there’s a table with work order data, and a pivot table based on that data. https://theexceltrainer.co.uk/gL33heMFofK7CuXFC2QJ/slicer-two-sources.zip. Most of the people love to use VBA codes. I am having a problem getting this to work. I have been trying to do this for a few days now and this saved me from having to trash my spreadsheet and start over! thanks, Does this apply to two pivot tables created from different SQL tables that share one field with the same items, Hi Mike, you video is exactly what I was looking for and trying to do. We have date tables for most of our dashboards, and setting the second date TODAY() is what we need! Then I went to the source data table and changed the "Amount" value for the row with code "2". Here you will see an item that says “Retain items deleted from the data source” with a combobox for you to set the number of items to retain per field: Do You Want Early Access to Excel Updates? Source Data Table. I’m trying to relate a table with pacients with a table of known conditions of such patients, so that table has one or more entries per patient. Then I did a refresh all, and the pivot table does not show the updated value. Click here to read more about the December 2020 Updates! Build a Pivot Table. Office) as the Slicer field. Is there any way around this? By this, do you mean the data source is a table with a defined name? Marcus Small. Here is a example, if i create a date table as below, Next day, the slicer would move to 2019/9/25. With the advent of Power Pivot there is a way to have separate tables that share a common field and link that field in … Excel opens the Existing Connections dialog box. Then I added a relationship for Table 1 to the dummy table and another relationship of Table 2 to the dummy table. There are two Slicers above the pivot table: Click the Group Slicer, to quickly show values from the selected category. Choose the tab for All and scroll down to the Sectors table. Or do I need to copy the solution you recommended for Mac users? But if I interact with the slicer, even just to click "2" again, the value in the pivot table updates. You can use this technique in your own workbook, using other types of data. Do I have to do something else. In this example, there’s a table with work order data, and a pivot table based on that data. Some slicer values have up to a dozen decimals and it does not look very good. You need to convert the normal data range to Excel Tables to unleash the option of Slicers in Excel. I am working on an Excel 2010 workbook that has several pivot tables with a set of slicers all working form one data source; a large named range data set on its own sheet. i couldn’t find a fix. Linking different datatables is great and the slicer will work fine, however … that blocks the use of calculated fields in the pivot tables. The window said in order for a relationship to be created the chosen columns had to contain only unique values. May 19, 2020. In the Insert Slicers dialog box, select the check boxes for the fields you want to display, then select OK. A slicer will be created for every field that you selected. Update Pivot Table using a VBA Code. 2. 4. The columns I selected contained duplicate dates (i.e. I have a set of pivot tables that are all from the same data source and have selected to have one slicer to update all the pivot tables. each one is associated with a different table within the workbook). The only workaround I can think of is to use VLOOKUPS to combine the data into a single data source and create your pivot tables and slicers based on that. Is it possible to have the 2 different data sources on different worksheets rather than on the same worksheet? 1. he window said in order for a relationship to be created the chosen columns had to contain only unique values. For this specific dashboard, we aren't using a date reference table, because we want to show to different dates in our dashboard - one for when ticket is submitted , and one for when it is closed, which come from the same data query. Is there any way around this? I am receiving the following error: “At least one of the selected columns contains duplicate values. Click a button on the Group Slicer, to quickly show those fields in the pivot table. There are several charts whose data reference is a pivot table. Sorry I don’t think I made it clear. Before that, it would be best to convert the current data table into an official Excel table. This is wonderful, thank you! For example, in the picture below, the most recent date that I have data for is 9/19 and the date slicer automatically moved from 8/20 to 9/19 based on the data after . Workaround: If data source is Data Model... 1. Click the Function slicer to set the function and headings. Multiple “10/9/19″‘s and multiple “6/2/18″‘s. Update Excel Slicers with Macro Workbook Setup. Please show more detials so that i can help you better. Visuals, visuals, visuals. Connect Slicer to Multiple Data Sources. My common variables which I would like to create the slicers off of are definitely not unique. In the new tab, change the source data of the pivot table to the new table name in your new tab (mine autopopulated as Table13) Voila! If you want the DimDate table to be filtered by the project values, try adding a measure to it as a filter. I have been asked this question several times “I have 2 (or more) pivot tables in a file. The key seems to be putting your data into a Table. However, now I have the same problem as Richard. The can have non-unique values in the column used in the relationship but only in the table that is not being used at the lookup table. Watching your video several times, I am not understanding how your second table gets incorporated into the data model. Following data set used to demonstrate slicers in Microsoft in this post. On the Options tab, in the Data group, click Change Data Source, and then click Change Data Source. How can I attach a Slicer to both/all pivot tables?”. Also, we are helping users getting started with the introduction of canvas watermarks. Step 1: Select the entire data and press Ctrl + T to add a table to the data range. Notice the decrease in the Grand Total due to omitting the two salespeople. In your video once you’ve added the first data source into the data model, and then create the second pivot table using the worksheets data model you automatically are able to see both tables that you are able to choose fields from. VI. PivotTable fix. Excel – Import a List of Tasks into Outlook, Excel – NEW in March 2018: Geography and Stock Data Types, Excel – Create a Pivot Table Using Excel Online, Excel Slicers – 2 Pivot Tables Based on Different Data Sources. The data shows in the dashboard, but is not synced. Great vid, wish my company allowed me to install excel 2013 or the plugin you recommended for excel 2010. The pivot tables are not connected to the same data source (i.e. Could be a bug? However, it looks like in your example, you also have non-unique entries for “Office” in your Employees tables. For example, State is one of the variables, and I might have 20 entries for one specific state, in each dataset. Excel Slicers – 2 Pivot Tables Based on Different Data Sources. Do you know if this is just impossible if my original 2 tables have duplicate values? The relationship needs unique values in one of the tables. Your email address will not be published. how can I use the what you do on the video on my case? Jul 9, 2017 | 29 comments. Create a Short List of Cities. Slicer changes only 1 value. As my data source has multiple sheet and then connecting them to one slicer is being difficult. My issue is that it seems my second data source is not automatically being added into the data model. Power BI is getting a shiny new icon and we are adding a dismiss option to the Power BI Desktop splash screen. Required fields are marked *, © 2012-2021 - theexceltrainer.co.uk    Privacy Policy. Same issue as reported by others. i read somewhere that this was a windows-only feature, but that thread was 2 years ago.. does mac still not have this data table feature? Even after adding PowerPivot add-in I can’t see “add to data model” checkbox. I tried following the steps in your video, based the pivot table data on the workbook’s data model, then attempted to create a the relationship between two different pivot tables in my workbook but excel wouldn’t let me complete the action because the columns both contained duplicate values. But I can't figure out why that one updates automatically and none of the other slicers do. This is a must watch for a message from Power BI! To stop Excel from showing deleted items in a Slicer, first select the Slicer and then click Slicer Tools > Options > Slicer > Slicer Settings.You should then be able to untick Show items deleted from the data source and click OK. How to i do this on a Mac with Office 2016/O365? I have different pivot tables/charts with different data sources in my worksheet and I was looking for a way to change the date once and have all the charts change and display the data for that chosen date. After that, select a cell in any of the pivot tables. How would I get around this error? Choose the second tab (called Data Model) and choose Tables In This Workbook Data Model. My goal is to create a dashboard to summarise some information for the business I’m working at. However when I have tried this in Excel 2013 and 2016 I could relate the single slicer to both pivot tables but only the one pivot table changes. Thanks! When you click Refresh, it will go back to the Raw data source and check for updates, apply the query changes from Power Query, then calculate that DAX tables and columns and THEN apply the slicer selections. Thinking about it further - this is the best way to go about it. In the past a slicer could connect to multiple pivot tables provided those pivot tables shared the same source data. Is there any other workaround for excel 2010 that does not involve a plugin? File: Excel PivotTables 2019 Page 14 of 53 11/01/19 11. it doesnt work on my mac. I don't know how I did it, but in one of the tabs, when you refresh the data, the date slicer automatically updates the second date (date slicer is set to "Between" setting) to be the most recent date that ther is data for. I liked the video very much but could not apply it myself. Insert Slicer – Excel Table. each one is associated with a different table within the workbook). Now I want the slicers in my other tabs to do the same thing, but I have no idea how (the data in the other tabs come from different data sources). The pivot tables are not connected to the same data source (i.e. Hi Mike. How To Add A Slicer To A Table. Data Set. From here, go to Analyze → Filter → Insert Slicer. Hi…yes the data can be on different worksheets. I’m using Excel 2013 and slicers. Im working on a dashboard with multiple tabs and various data sources. I have just been through the steps again and it’s working for me. The only problem with your solution is it is going to affect a lot of other dashboards that we have built for a client. Fixing the slicers are nice, but that doesn’t clear these deleted items from the PivotTable filter drop-downs. If all items are selected then that is the TOTAL - however if I want ta consolidation button for ALL I have to change it up a bit. I only still see the original table in mine. For the slicer, I can select the 2 pivot tables I created. But slicer changes values in “ONE” pivot table only. Hi Mike, I am having the same Q zeeshann asked above. Hi, I put together a code from reference online to: 1. use input boxes to input the old source data 2. use input boxes to input the new source data 3. hi. >> if i base the pivot table on a named table data set even new pivot tables use the old data values. Please let me know if you've encountered this. All the pivot tables have been connected to all the slicers. You can get it here: https://theexceltrainer.co.uk/gL33heMFofK7CuXFC2QJ/slicer-two-sources.zip, In Excel 2010 you do not have the “add to data model” checkbox so you will need to download and install Power Pivot (a free addin), Hi Mike. Even though both are selected, it only changes the pivot table that I clicked on to make the slicer. You will need to use the features of Power Pivot itself. Select any random cell in the Microsoft Excel table and go to the Design tab. Click Open. Use M Function to sort table column using array of unique items Or 2. Is there a solution to this? The issue I am having is that I am only getting 1 table module. I have created around 9 different pivot tables and 7 different slicers by using the same raw data. Unfortunately it is not possible to do this on a Mac – the feature is not currently supported. Mark your calendars and join us for our next Power BI Dev Camp!. Followed each step mentioned till the end & completed without any errors. They allow you to ditch the need for drop-down lists and instead give your users the ease of simply selecting a button to filter/change the displayed data. Slicers are a great way to provide interactivity to your Excel spreadsheets. Click here to read the latest blog and learn more about contributing to the Power BI blog! I created the pivot tables exactly how you did. Clicking any of the slicer buttons will automatically apply that filter to the linked table or PivotTable. This is so that the source data will automatically include any new data you add to the bottom of the table, otherwise, you will have to manually expand your source data every time you add new rows. Creating a slicer off the raw data (not the above) looks as follows. To create a PivotChart, you need to have a PivotTable. I have been asked this question several times “I have 2 (or more) pivot tables in a file. However, I did hit your problem when I created the slicer if the cursor was in the FIRST pivot table at the time I created the slicer and I used the “related field” (i.e. I followed/watched the video multiple time. I don't know how I did it, but in one of the tabs, when you refresh the data, the date slicer automatically updates the second date (date slicer is set to "Between" setting) to be the most recent date that ther is data for. First of all, excellent video. I tried replicating so that the date fields were in the same format, but that didn't work. Also you must not have any blanks in that column. Very clear and easy to follow. Excel for Office 365 or Excel 2013 and later versions will have slicers for tables. So here is the … When we try to change the source data range of one pivot table, then Excel will create a new pivot cache … Going forward, all you should need to do is steps 3 and 4. I am unable to connect the slicer to all the pivot tables – when I click the Report Connections button it only displays a single pivot table. Slicer Demo. It’s the second set of data/pivot table that is not creating a table. Sometimes you don’t want Slicers to hold onto deleted items, especially in cases where the options shown in the slicer change regularly. I’m using Office 365. It will take a few additional steps and workarounds, but definitely the best option. I tried copy/pasting the date slicer from one tab to the other tab and that didn't work. What if the relationship between the two tables is the row labels and is the value you are trying to sum up. My hope was that by connecting them both to the dummy table, they’d connect to each other. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. I cannot create the unique column value from each data source and create a table and the pivot it. Hi Richard. I have refreshed data in the pivot table and even changed the data source to select the newly updated table. There’ll be two tabs: Active and All. I’ve followed it through all the way to the end but when I create the slicer at the end and connect it to the other pivot under report connects that seems to work but it will only change the 1 table. The data source is in percent but the slicer is showing the numeric values. Excel opens the Insert Slicers dialog. Whenever I change or add more data, the dashboard slicers do not update properly and sync. To do "Selective data refresh"in any worksheet with Portfolio Slicer reports choose menu item "Data" and then click on "Connections" button. Any suggestions you may have would be appreciated. I get an error that one of the tables I’m trying to relate has repeated entries in the column I’m trying to relate to the other. Be careful in this dialog. Download the attached file to follow along with this tech-recipes tutorial. So even though it says 29,1% in the column in the pivot table, the slicer shows 0,291. I can see the ‘PowerPivot’ menu option on top. I’ve uploaded the file used in the video if you want to download it and have a play. The source data ‘sticks’. Your email address will not be published. Previous versions of Excel will not have slicers or timelines. Slicers are Filters, but allows you to Even if you install Power Pivot, you still don’t get the “Add to Data Model” checkbox if you are using Excel 2010. Slicers Are Great, But Have Limitations. Macro will update all pivot tables which has the old source data with the new source data I input 4. The slicer is for reporting on the change of months. Nice and easy to follow. Slicers Slicers make filtering data on PivotTables easier and faster. First of all, take two or more pivot tables to connect a slicer. Excel for Office 365 or Excel 2013 and later versions will have timelines for pivot tables. Now from the “Insert Slicer” dialog box, select the column to use as a filter in the slicer and click OK. Am I missing something ? Step 2: Click on OK it will create a table for you. In "Workbook Connections" window scroll down and find table that you want to refresh, select it and then click on the "Refresh" button. To do this we need to go into the PivotTable Options and look at the Data tab. Cascading of slicers updates itself based on the filter selection. How To Get Data Slicer to Automatically Update whe... How to Get Your Question Answered Quickly. The checkbox was added in 2013 to make it easier to create pivot tables from multiple data sources. For example, in the picture below, the most recent date that I have data for is 9/19 and the date slicer automatically moved … The Change PivotTable Data source dialog box is displayed. Each other an official Excel table and changed the `` between '' date slicer can be updated! Change of months the … I ’ ve uploaded the file used in the pivot tables have been using raw... Different slicers by using the same format, but that doesn ’ t clear deleted! And 7 different slicers by using the same data source, and pivot... From 60,000 lines to 90,000 lines still see the original table in.... You date table is dynamic, the `` between '' date slicer from one tab to data... Buttons will automatically apply that filter to the data Group, click Change data source has sheet. Options and look at the data source to select the entire data and press Ctrl + to! Date table is dynamic, the dashboard slicers do not update properly sync... And none of the slicer buttons will automatically apply that filter to the data tab the people to... Have just been through the steps again and it does not look very good PivotTable data source to the... Several times “ I have created around 9 different pivot tables exactly how you.! Your search results excel slicer update data source suggesting possible matches as you type and all the. Function and headings table on a dashboard to summarise some information for slicer! Update whe... how to Get your question Answered quickly t see add... Your example, State is one of the people love to use the what you do on the very! Around 9 different pivot tables are not connected to the dummy table and even changed ``... M using Excel 2013 and later versions will have timelines for pivot tables both to the Model... ’ m using Excel 2013 and slicers slicer is being difficult slicer, just... Question Answered quickly you better to your Excel spreadsheets none of the selected category entries for “ Office ” your! Required fields are marked *, © 2012-2021 - theexceltrainer.co.uk Privacy Policy the for! Looks as follows your video several times “ I have the 2 pivot tables provided pivot. You will need to use VBA codes sum up workarounds, but not the above looks! Company allowed me to install Excel 2013 and slicers selected, it looks like in your own workbook, other! Problem with your solution is it possible to have the same Q zeeshann asked above possible matches as you.... Bi Dev Camp! your search results by suggesting possible matches as you type in you date table dynamic! Group slicer, to quickly show those fields in the video if want! Them both to the data shows in the dashboard, but is not creating a third table where values... Clue why it 's doing this for one specific State, in the table! ” checkbox option on top specific State, in each dataset I ’ m Excel. Through the steps again and it ’ s a table - this is just if. The same problem as Richard you type data will need to go into the PivotTable and. Duplicate dates ( i.e have refreshed data in the pivot it results by suggesting possible matches you! Only getting 1 table module is in percent but the slicer, to quickly show those fields in data! Slicers are nice, but that doesn ’ t duplicated built for a message from Power!... A lot of other dashboards that we have been connected to all the pivot table updates you.! Affect a lot of other dashboards that we have been asked this several! Is what we need to copy the solution you recommended for Excel 2010 issue?... 60,000 lines to 90,000 lines data with the introduction of canvas watermarks the slicer would move to 2019/9/25 different sources. Also have non-unique entries for “ Office ” in your Employees tables there ’ s a table you! Code `` 2 '' macro will update all pivot tables are not connected to the Sectors.. Do this on a named table data set used to demonstrate slicers in Microsoft this... Slicer off the raw data ( source data table into an official Excel table of table... Refreshed data in the same data source ( i.e I base the pivot table that I am receiving following! Best to convert the current year end several charts whose data reference is a pivot table it doing... This on a dashboard to summarise some information for the business I ’ uploaded. Steps to set the Function and headings you are trying to sum up could not it. Associated with a different date reference table to be created the chosen columns had to contain only unique values create. In one of the pivot table that I am not understanding how your second gets! File used in the pivot table going to affect a lot of other dashboards that we date... The file used in the video on my case slicers make filtering data on PivotTables easier and faster me... Want the DimDate table to create the unique column value from each data source not. And sync suggesting possible matches as you type but could not apply it myself Group click. Shared the same worksheet `` Amount '' value for the slicer buttons automatically! Or the plugin you recommended for Mac users here, go to Analyze → filter → Insert slicer than the., the dashboard, but that doesn ’ t see “ add to data.! Heading for each value ; source data table and even changed the data Model checkbox..., it only changes the pivot table it only changes the pivot table that is not to! Our Next Power BI is getting a shiny new icon and we are helping users getting started with introduction! Tab, go to Insert > slicer buttons will automatically apply that filter to the Power BI in date! Has multiple sheet and then click Change data source is in percent but slicer! Lot excel slicer update data source other dashboards that we have built for a client and we are adding a dismiss to. Until the current data table into an official Excel table and another relationship of table 2 to the data. And is the value in the Grand Total due to omitting the two.... Function and headings... 1 I would like to create the slicers of... Ve uploaded the file used in the dashboard, but is not possible to have a play contributing to dummy. Is not creating a table with work order data, and a pivot table was added in 2013 to it... Take two or more ) pivot tables have been connected to the same Q zeeshann asked above table I... Window said in order for a message from Power BI is getting a shiny new icon we. → Insert slicer here to read more about contributing to the dummy table and go to Sectors. Have 20 entries for “ Office ” in your own workbook, using other types data! You must not have slicers or timelines with work order data, and a pivot and... Will take a few additional steps and workarounds, but is not being! Date slicer from one tab to the Design tab a raw data additional steps and workarounds, but the! Same problem as AndrewK slicers, but that did n't work slicer filter are! Set of data/pivot table that I clicked on to make it easier to create a PivotChart you. Try adding a measure to it as a filter values are changed these charts update themselves like in Employees. Great vid, wish my company allowed me to install Excel 2013 or the plugin you recommended for users! The what you do on the Home tab, go to the dummy table, there... But that did n't work into the data source dynamic, the slicer would move to.. Change or add more data, and then connecting them both to the same data dialog... 90,000 lines the features of Power pivot itself column value from each data source incorporated into data! Random cell in any of the selected columns must contain only unique values to create a date as., if I create a date table is dynamic, the value in data! Lot of other dashboards that we have date tables for most of our,. To copy the solution you recommended for Excel 2010 you also have non-unique for... Selected contained duplicate dates ( i.e select a cell in the Microsoft Excel table and the pivot table based that. In mine am only getting 1 table module multiple sheet and then click data. In 2013 to make the slicer would move to 2019/9/25 Mike, I not. Option to the same raw data ( source data ) which fluctuates every week from 60,000 to... You better not currently supported: Active and all any other workaround for Excel 2010 that does not show excel slicer update data source! The releationship, if not it is going to affect a lot of other that... Users getting started with the slicer shows 0,291 looks like in your Employees tables there any other for... By creating a third table where the values weren ’ t think made... Clicking any of the date fields were in the pivot table: click on OK it will take a additional. Later versions will have timelines for pivot tables have duplicate values data Group, click Change source. Just impossible if my original 2 tables have been connected to all the slicers are a great way provide... Buttons will automatically apply that filter to the source data table into an official Excel.. The business I ’ m using Excel 2013 and slicers second set of data/pivot table that is not a. Shiny new icon and we are adding a dismiss option to the dummy table, are there dates most!