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2014-03-10 · 2014

Weekly Dynamic: Excel Pivot Tables, Clear Old Items

Excel & OfficeTips & Hidden FeaturesSQL & Data

Archived post from 2014. Dynamics GP and the links it points to have changed since; check current documentation before relying on version-specific steps.

This week’s tip is great for dashboards and come via Zubin Gidwani of Dynamics Budgets. When your refresh or change your pivot table’s source data, Excel can sometimes retain old pivot table selections that no longer exist. These phantom selections can confusing to users.

There are a couple of things to look at here. For regular pivot tables, in Properties, change Number of items to retain per field to None.

NumberItems

For slicers, uncheck Show items deleted from the data source in Slicer Settings.

There is more detail at http://www.contextures.com/xlPivot04.html. Say thanks to Zubin by checking out Dynamics Budgets.

Original article: http://dynamicbudgets.com/