The Refresh pivot tables instruction is a simple instruction to refresh a pivot table in an Excel workbook to the latest data in the table's source data range.

In Microsoft Excel, refreshing the workbook by pressing F9 does not actually refresh pivot tables. Only the formulas and graphs are refreshed when doing so. In order to update the data fed into pivot tables, you will instead have to click on the pivot table and "Analyze" and find the "Refresh" button.

However, there is an easy alternative in SolveXia, with its own in-built Refresh pivot tables instruction.

Using the step

This instruction can be configured quite easily by linking to the relevant workbook.

Once run, all pivot tables in the workbook will then be updated to the latest data in their configured source data range.

Limitations of processing with Pivot Tables

Pivot tables are removed from a workbook after running most Excel instructions in SolveXia and are replaced with a static table.

To use pivot tables in SolveXia, we recommend storing the pivot tables (with the correct ranges) in a separate workbook (a template file) that is not processed by Excel instructions in SolveXia. After all Excel instructions are finished (on the working file), use the Copy pivot table instruction to copy pivot tables from the template file to the working file. After copying the tables you will then need to use the Refresh pivot tables instruction on the working file to update the tables.

Further information on how to implement this can be found in the Copy pivot table article.