How to create a dynamic pivot table and refresh automatically

To create a dynamic Pivot Table that refreshes automatically, you need to start with data in a table format. The table must have headers, and the data must be in a consistent format.

Creating a dynamic Pivot Table

Creating a dynamic Pivot Table that refresh automatically begins with this kind of data:

data table

Select the data range.

select data

Click on Insert, and Table.

insert table

Click that My table has headers is checked.

my table has headers

Click on Insert tab, and choose Pivot Table.

insert pivot table

Click Ok to create the Pivot Table.

create pivot table

Choose the fields on the right that you want to include in your Pivot Table.

choose fields

Click on any part of the Pivot Table to activate the PivotTable Analyze tab (or Options tab in some versions). Under the Pivot Table name, click on Options.

analyze options

Choose Data, and Check on Refresh Data When Opening the File.

refresh pivot table

The Pivot Table will now refresh automatically whenever you open the file.

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