Is it possible to FORCE a pivot table to keep old data?

Shadovv

New Member
Joined
Jan 4, 2018
Messages
2
I have read a number of posts about changing the "retain items deleted from the data source" setting. This may work well for getting rid of the old data, but it setting it to Automatic or Max does not seem to FORCE the pivot table to keep old data.

I am looking for a non-macro, mostly-automatic way to keep a historical summary of monthly data, or at least to keep the previous month's data. If I can force a pivot table to keep the previous data and add whatever comes in from the Data Source, this would be a perfect solution.

Example data (and pivot table source); the Month and Sales values (row 2) would be formulas:
Month
Sales
Dec100

<tbody>
</tbody>

Desired results:
Month
Sales
Oct
75
Nov
85
Dec
100

<tbody>
</tbody>

Is there any way to accomplish this without using macros or copy/paste? I am open to other solutions, but am most interested in turning what seems like a bug in the way pivot tables work into a useful tool. References to how this "feature" is supposed to work would be helpful, as I have not found any yet. Thanks in advance!
 

j_unsuitable

Board Regular
Joined
Oct 28, 2015
Messages
235
Hey
Just add the new data below the existing data and dont replace it. How is excel supposed to know which data is still relevant?
Thats not a bug in Excel but in your bookkeeping ;)
The "retain items deleted from the data source" isnt connected to values, but only to row and column headers.

Julian
 

Shadovv

New Member
Joined
Jan 4, 2018
Messages
2
Hi Julian,

Thank you for the reply. Your last sentence explains the part I have been missing.
It still seems to me that a pivot table keeping row/column headers that don't actually exist in the data should be considered a bug. What would be the intended use for this "feature"?
Regarding which data is relevant, I was simply hoping the pivot table would continue to accumulate all new rows every time the values in the Data Source changed. Sure, this could get out of hand quickly, if using a large data source, but I just wanted to add a single row per month.

Apparently, the only solutions will be: 1) copy/paste or 2) write a macro. I was hoping to avoid both. :(

Thanks again and have a great day!
-Shadhi
 

Forum statistics

Threads
1,082,308
Messages
5,364,418
Members
400,801
Latest member
julievandermeulen

Some videos you may like

This Week's Hot Topics

  • populate from drop list with multiple tables
    Hi All, i have a drop list that displays data, what i want is when i select one of those from the list to populate text from different tables on...
  • Find list of words from sheet2 in sheet1 before a comma and extract text vba
    Hi Friends, Trying to find the solution on my task. But did not find suitable one to the need. Here is my query and sample file with details...
  • Dynamic Formula entry - VBA code sought
    Hello, really hope one of you experts can help with this - i've spent hours on this and getting no-where. .I have a set of data (more rows than...
  • Listbox Header
    Have a named range called "AccidentsHeader" Within my code I have: [CODE]Private Sub CommandButton1_Click() ListBox1.RowSource =...
  • Complex Heat Map using conditional formatting
    Good day excel world. I have a concern. Below link have a list of countries that carries each country unique data. [URL...
  • Conditional formatting
    Hi good morning, hope you can help me please, I have cells P4:P54 and if this cell is equal to 1 then i want row O to say "Fully Utilised" and to...
Top