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How to Add Data to a Pivot Table in Excel

We can Add data to a PivotTable in excel with the Change data source option. “Change data source” is located in “Options” or “Analyze” depending on our version of Excel. The steps below will walk through the process of Adding Data to a Pivot Table in Excel.

Figure 1- How to Add Data to a Pivot Table in Excel

Setting up the Data

  • We will create a Pivot Table with the Data in figure 2

Figure 2 – Setting up the Data

Creating the Data Table

  • Before creating the table, we will put the data into a table
  • We will click on any part of the data
  • We will click on the Insert tab and click on Table

Figure 3- Clicking on Table

Figure 4- Create Table Dialog box

  • We will click OK to create the Table

Figure 5- Created Table

  • We will click on the Table Name box below file and name the table as Sales_Data as shown in figure 5

Creating the Pivot Table

  • We will click on any part of our table
  • We will click on Pivot Table as shown in figure 3

Figure 6- Create Pivot Table Dialog box

  • We want our Pivot table on the existing worksheet. We will select that option. We will also specify the location of the Pivot table on the current worksheet as E3
  • We will click OK

Figure 7- Created Pivot Table with the specified fields

Adding Data to a Pivot Table

We will copy and paste data of some extra branches and their sales into our data in the table

Figure 8- Added data to the Table

If we right-click on the Pivot Table and click on refresh to update the data, nothing happens. We can update the Pivot Table with the new data by clicking on Analyze, and then, Change Data Source.

Figure 9- Change Data Source

 

  • We will select the range we want to analyze and click OK

 

Figure 10- Change Pivot Table Data Source Dialog box

 

  • We will receive a prompt. We will click Yes

 

Figure 11- Prompt

Figure 12- Added Data to Pivot Table

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