Create pivot table from dynamic range (no VBA)?

EdNerd

Active Member
Joined
May 19, 2011
Messages
431
(Windows 10, Office 2013 and 2016)

I am new to Pivot Tables. I used the built-in wizards to create a pivot from a named table with a static range. Unfortunately - but I should have expected it, when I tried to insert a row of data in the middle of the table, I got an error that said I couldn't do that because it would change my table. I'm assuming that's due to (A) having a static defined range, and (B) having a connected Pivot Table??

So I thought if I simply used a dynamic range as the data source for my pivot, all should be good. My data is on a sheet named EXPENSES, from columns A to G; headers in row 1, data currently down to row 37. All my column headers are single word, with no spaces, numbers, special characters, or punctuation. I can define the table MyExpenses with RefersTo formula =OFFSET(EXPENSES!$A$1,1,0,COUNTA(EXPENSES!$G:$G),7).

On a sheet named CHARTS, I select B2 and attempt INSERT >> Pivot Table. But when I enter MyExpenses for the Table/Range, I get this error:
"The PivotTable field name is not valid. To create a Pivot Table report, you must use data that is organized as a list with labeled columns. If you are changing the name of a Pivot Table field, you must type a new name for the field." I also tried entering the OFFSET formula directly as the Table/Range, but got "Data source reference is not valid."

Three notes:
1. I'm at work, and IT does not allow add-ins, so I can't use the XL2BB add-in to share my data. I have included a screen capture of most of my range.
2. Because this is being created for others who for reasons unknown want it "this way!", columns F and G would normally be hidden. The user would complete columns A through E (C and D are Data Validation drop-down lists, and then if the AMOUNT value is to be considered income, puts a Y in column I; formulas then pull the value into either F or G. Column H is blank and hidden to create a buffer between the range/table data and everything else.
3. This is a test book, so I simply copied the existing entries and entered the Y down column I. A real workbook would not have duplicate entries and values - hopefully!!

DynamicPivot.PNG

When using the search for pivot tables with a dynamic range, every answer used VBA. I'd rather try to stay away from VBA for this one. Can someone please drop-kick me in a good direction for this one??
 

Excel Facts

Select a hidden cell
Somehide hide payroll data in column G? Press F5. Type G1. Enter. Look in formula bar while you arrow down through G.

RoryA

MrExcel MVP, Moderator
Joined
May 2, 2008
Messages
40,114
Office Version
  1. 365
  2. 2019
  3. 2016
  4. 2010
Platform
  1. Windows
  2. MacOS
Your range should include the header row, and therefore be:

=OFFSET(EXPENSES!$A$1,0,0,COUNTA(EXPENSES!$G:$G),7)
 
Solution

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