Pivot Table Filter Not Refreshing. No posted ‘solutions’ that I've found work.

[Mark03049]

I have a date filter problem with a Pivot Table in a spreadsheet with Excel2010.

I have rows filtered on transaction dates. It appears that the pivot table’s date filters are stuck: I cannot see new data pasted into the pivot table’s source data range.

I verified that the pivot table data source is the entire tab sheet in this work book: ‘DataViewDump’!$A:$AT

You can see that it does not reference another spreadsheet and there are no hard coded row limitations.

This version of the workbook was created on 11/22/2016.

When I click on my transaction date’s filter, it shows
Select all
+2016
<1/2/2016
>11/22/2016

No matter what I clear or check, I don’t see transactions that I have verified are now present in the pivot table’s data source range. I’ve refreshed and refreshed all dozens of times.

I’ve right clicked PivotTable Options>Data>Retain items deleted from the data source/Number of items to retain per field: = both none & automatic.

Are there any other settings that I am unaware of how to find that would make this filter persistent?

 

[RoryA]

It seems to me that any date would fit into one of those three categories. If you need different detail levels you need to redo the field grouping.

 

[Mark03049]

External links to blame…

I sent a coworker the file. He clicked refresh and it worked. No gymnastics required.

We have concluded that the refresh command in my instance of Excel was not working.
I rebooted my machine but it still had the same issue.


I logged into another machine and had no problem refreshing the pivot table…

The key clue was that he got a notice that about external links being updated, and when I logged onto another machine, I saw the same notice and the refresh worked.

External links are certainly a plausible cause of this behavior, but they were related to another pivot table on a different tab sheet pointing to an unrelated tab sheet in an old version of this file. I deleted it from the workbook and the issue was resolved.

For some reason, although 2nd pivot table appears completely unrelated to the 1^st pivot table when refreshing, they were somehow linked. Maybe I missed something, but I don't see it.

At least we figured the source of the problem.

Thanks for looking at this.

 

[Mark03049]

Thank you but we tried that early on; it had no effect. See answer below.

 

[Mark03049]

Rory... Whoops nube error. I thought my response to your suggestion that we regroup the date data would get nested. Doh!