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Range or Table and Formulas in a Pivot Table?

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(@peace)
Posts: 34
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Topic starter
 

I have a question. I got a new role to run a report every week and the previous employee didn't create a table for Data Source. She used Range and I like to create tables. 

She also used the first 2 Columns with all sorts of formulas with over 50 columns from the Excel File. Do you think that it is a good idea to join formulas with the Excel report which is pulled from the company system? And then she created the Pivot Table. Now every week, I run that report and paste that raw data into that report in the Data Source Tab and refresh that Pivot Table, and send it to Management. 

 

Should I create a table and paste it in Data Source every time or I should just paste one table for the first time and from next week onwards, I just paste that plain raw data? and it will automatically be converted into a table or I will have to convert the range into a table every single time. How would you advise me? 

I won't be able to show you the sample but I think that I am pretty clear.

Thank you for your help.

 
Posted : 24/01/2024 4:29 pm
(@debaser)
Posts: 836
Member Moderator
 

I'd definitely use a table. What's the original data source? Can you use Power Query to get the data from it directly into the table, rather than copy and paste?

 
Posted : 25/01/2024 5:15 am
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