How to use copy pivot table and refresh pivot table

Copy pivot table instruction helps to copy pivot table from template or source excel file to the target or working excel file. This instruction is used mostly at end of the process to restore the removed pivot table structure in the target excel file during processing instructions.

Steps to configure Copy pivot table instruction

1. Open a process and turn on design mode.

2. Add new multiple file manipulations step.

3. Click on “Click here to select an instruction” and choose Copy pivot table instruction from Excel group

4. Select source excel file. This file is your template file that is uploaded in the system but not processed yet.

5. Select target excel file. This is working excel file, that is processed using various file instructions in the process.

6. Select source worksheet that contains pivot table.

7. Select target worksheet and enter starting cell address, where you like to paste the pivot table.

8. Type in the source pivot table name. Please check that pivot table with the name that you type exist in the source worksheet.

9. Type in the target pivot table name.

10. Click on Save button to save step details and click on Run to execute the step.

 

After running Copy pivot table instruction, specified pivot table will appear in the target file. We recommend to use Refresh pivot tables instruction after coping pivot tables to ensure that working file refresh the links pivot table with the source data.

 

Steps to configure Refresh pivot tables instruction

1. Open a process and turn on design mode.

2. Add new instruction after Copy pivot table instruction.

3. Click on “Click here to select an instruction” and choose Refresh pivot tables instruction from Excel group

4. Select working excel file. This file is your working file where you just pasted pivot table using Copy pivot table instruction.

5. Click on Save button to save step details and click on Run to execute the step.

 

Below image shows completed Copy pivot table and Refresh pivot tables instructions.

Tips

It is good idea to clear the cell range in the target file using Clear cell range instruction before coping the pivot table.

 

1 Comment
Leave a Reply

Latest Tweets

Free eBook: 10 Tips for sourcing good data yucalc.com/2017/02/17/fre…

reply · retweet · favorite

Newsletter

By signing up, you agree to our Terms of Service and Privacy Policy.

Address

Suite 1506, Westfield Tower 2, 101 Grafton St Bondi Junction NSW 2022 Australia

View Larger Map

Contact Us

AUS: +61-2-9386-0202
UK: +44-20-8123-1251
Send us an email

ContactUs.com
WordPress Image Lightbox