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What we must do is create a dynamic named range for the dataset so the first step is to Define a name for that range by selecting Formulas, and then Define Name from the menu: In the New Name box that appears label the range, in this example I have used the name “My Dataset” and then applied the dynamic named range formula, ensuring that the right amount of columns are included (represented by 3 at the end of the formula in this example as there are 3 columns of data): Click OK.The next step is to amend the PIVOT table to refer to the dynamic named range, if you look at a PIVOT tables data source when first created the source refers to specific cells.This leads to inefficiencies and more importantly it creates potential for errors when an analyst forgets to update one or more of the PIVOT tables.The way around this problem is to create your PIVOT table and set it up so that it will update the data range automatically.The basics are we define a name for our dataset that covers the entire range of data, and then expands as your data expands.Take the following example: Cells A1 to C19 contains the raw data, which in turn feeds the PIVOT table starting in cell E1.
Any time you close then re-open the file, the pivot table will be refreshed.
First click on the PIVOT table, and then select Options and Change Data Source from the menu: The data source will look something like below, specifically set to a certain range of cells.
The formula for the PIVOT table data source has to change to the dynamic named range, in this example it becomes the label “My Dataset”: Click OK.
There are instructions on my Contextures website, for copying VBA code to your own files.
You have learnt how to summarize data with a Pivot Table.