How To Get Data Slicer to Automatically Update whe... How to Get Your Question Answered Quickly. Is it possible to have the 2 different data sources on different worksheets rather than on the same worksheet? Hi Mike, I have the same problem as AndrewK. In this example, there’s a table with work order data, and a pivot table based on that data. 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! On the Options tab, in the Data group, click Change Data Source, and then click Change Data Source. 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. Can you suggest something for me please. Following data set used to demonstrate slicers in Microsoft in this post. Dear Mike, Custom sort is removed from 2016 (EDIT: For slicers and PivotTables). 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. 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. In the past a slicer could connect to multiple pivot tables provided those pivot tables shared the same source data. 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. The PivotTable will adjust to reflect your changes. How To Add A Slicer To A Table. How to i do this on a Mac with Office 2016/O365? Slicers are a great way to provide interactivity to your Excel spreadsheets. Great video. Be careful in this dialog. Update Pivot Table using a VBA Code. Your email address will not be published. What if the relationship between the two tables is the row labels and is the value you are trying to sum up. I followed/watched the video multiple time. 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 checkbox was added in 2013 to make it easier to create pivot tables from multiple data sources. 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! Excel for Office 365 or Excel 2013 and later versions will have timelines for pivot tables. File: Excel PivotTables 2019 Page 14 of 53 11/01/19 11. Marcus Small. My hope was that by connecting them both to the dummy table, they’d connect to each other. Whenever I change or add more data, the dashboard slicers do not update properly and sync. Then I did a refresh all, and the pivot table does not show the updated value. To do this we need to go into the PivotTable Options and look at the Data tab. I have been asked this question several times “I have 2 (or more) pivot tables in a file. Connect Slicer to Multiple Data Sources. 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. I believe it's because PowerQuery (Get & Transform) comes standard with Excel 2016 and Pivots can be based on DataModel loaded from the query. Before that, it would be best to convert the current data table into an official Excel table. On the Home tab, go to Insert > Slicer. 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. I tried to work around it by creating a third table where the values weren’t duplicated. 2. The source data ‘sticks’. My common variables which I would like to create the slicers off of are definitely not unique. 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. I liked the video very much but could not apply it myself. My goal is to create a dashboard to summarise some information for the business I’m working at. I cannot create the unique column value from each data source and create a table and the pivot it. 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 . I have created a dashboard with many slicers. Multiple “10/9/19″‘s and multiple “6/2/18″‘s. You need to convert the normal data range to Excel Tables to unleash the option of Slicers in Excel. Here is a example, if i create a date table as below, Next day, the slicer would move to 2019/9/25. Unfortunately it is not possible to do this on a Mac – the feature is not currently supported. The pivot tables are not connected to the same data source (i.e. The only problem with your solution is it is going to affect a lot of other dashboards that we have built for a client. I created the pivot tables exactly how you did. Click Open. Your data will need to be inside a proper Excel table. Am I missing something ? You can use this technique in your own workbook, using other types of data. 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. it doesnt work on my mac. Previous versions of Excel will not have slicers or timelines. The slicer is for reporting on the change of months. Any suggestions you may have would be appreciated. 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. Create a Short List of Cities. Do you know if this is just impossible if my original 2 tables have duplicate values? Required fields are marked *, © 2012-2021 - theexceltrainer.co.uk    Privacy Policy. Where am I missing the boat? When the slicer filter values are changed these charts update themselves. However, it looks like in your example, you also have non-unique entries for “Office” in your Employees tables. Frustrated..I am running Professional Plus 2013. My issue is that it seems my second data source is not automatically being added into the data model. To do "Selective data refresh"in any worksheet with Portfolio Slicer reports choose menu item "Data" and then click on "Connections" button. Also, we are helping users getting started with the introduction of canvas watermarks. Mark your calendars and join us for our next Power BI Dev Camp!. I have refreshed data in the pivot table and even changed the data source to select the newly updated table. We have been using a different date reference table to create time series graphs, cycle times,etc. 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. I’ve uploaded the file used in the video if you want to download it and have a play. Download the attached file to follow along with this tech-recipes tutorial. Watching your video several times, I am not understanding how your second table gets incorporated into the data model. However, now I have the same problem as Richard. If the date table is dynamic, the "between" date slicer can be dynamically updated to most recent date. The data shows in the dashboard, but is not synced. 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. Going forward, all you should need to do is steps 3 and 4. 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. Excel opens the Insert Slicers dialog. Data Set. It is (almost) all about visuals this month with loads of new visuals and updates to existing visuals. 3. But if I interact with the slicer, even just to click "2" again, the value in the pivot table updates. After that, select a cell in any of the pivot tables. First of all, excellent video. Visuals, visuals, visuals. Slicers are Filters, but allows you to Or do I need to copy the solution you recommended for Mac users? >> if i base the pivot table on a named table data set even new pivot tables use the old data values. I have been asked this question several times “I have 2 (or more) pivot tables in a file. How To Get Data Slicer to Automatically Update when Refreshing Data. Click here to read more about the December 2020 Updates! Even though both are selected, it only changes the pivot table that I clicked on to make the slicer. Update Excel Slicers with Macro Workbook Setup. It will take a few additional steps and workarounds, but definitely the best option. You will need to use the features of Power Pivot itself. 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. 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. Source Data Table. Great vid, wish my company allowed me to install excel 2013 or the plugin you recommended for excel 2010. Even if you install Power Pivot, you still don’t get the “Add to Data Model” checkbox if you are using Excel 2010. 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. By this, do you mean the data source is a table with a defined name? I tried copy/pasting the date slicer from one tab to the other tab and that didn't work. Power BI is getting a shiny new icon and we are adding a dismiss option to the Power BI Desktop splash screen. Is there any way around this? In you date table, are there dates until most recent date or until the current year end? Select any random cell in the Microsoft Excel table and go to the Design tab. Clicking any of the slicer buttons will automatically apply that filter to the linked table or PivotTable. This is a must watch for a message from Power BI! I tried replicating so that the date fields were in the same format, but that didn't work. Thanks! Im working on a dashboard with multiple tabs and various data sources. The pivot tables are not connected to the same data source (i.e. The columns I selected contained duplicate dates (i.e. 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. hi. Sometimes you don’t want Slicers to hold onto deleted items, especially in cases where the options shown in the slicer change regularly. Excel for Office 365 or Excel 2013 and later versions will have slicers for tables. Excel opens the Existing Connections dialog box. That essentially accomplishes what I want to accomplish. Cascading of slicers updates itself based on the filter selection. Slicer Demo. Most of the people love to use VBA codes. I really have no clue why it's doing this for one of the date slicers, but not the others. Choose the second tab (called Data Model) and choose Tables In This Workbook Data Model. Notice the decrease in the Grand Total due to omitting the two salespeople. Do I have to do something else. As my data source has multiple sheet and then connecting them to one slicer is being difficult. Office) as the Slicer field. To create a PivotChart, you need to have a PivotTable. Is there any other workaround for excel 2010 that does not involve a plugin? Now from the “Insert Slicer” dialog box, select the column to use as a filter in the slicer and click OK. Hi Mike, I am having the same Q zeeshann asked above. I’m using Excel 2013 and slicers. 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. Sorry I don’t think I made it clear. Please show more detials so that i can help you better. For example, State is one of the variables, and I might have 20 entries for one specific state, in each dataset. The issue I am having is that I am only getting 1 table module. he window said in order for a relationship to be created the chosen columns had to contain only unique values. 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. 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: Then I added a relationship for Table 1 to the dummy table and another relationship of Table 2 to the dummy table. Hi Mike. Excel allows you to connect a slicer to multiple data sources using the power of Power Pivot. Both selected columns must contain only unique values to create a relationship between the tables.”. Creating a slicer off the raw data (not the above) looks as follows. I only still see the original table in mine. How can I attach a Slicer to both/all pivot tables?”. Add more data, the dashboard slicers do few additional steps and workarounds, but that did n't work is. Says 29,1 % in the past a slicer to automatically update when Refreshing data the people love to the! You did dialog box is displayed both are selected, it only changes the pivot tables, they ’ connect... 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