The following generally applies to pivot tables: If you subsequently add new data to the source table, this initially has no effect on the pivot table. Due to PlanMaker's default values for pivot table settings (see Pivot table settings, Data tab), the data of the original source table is stored in an internal pivot cache after creating the initial pivot table. The pivot table accesses the data from this cache.
Only when you Refresh data, the pivot cache will be overwritten and the pivot table will be updated.
In the Pivot table settings, Data tab, you can find the option Refresh when opening the file. If you enable this option, the pivot cache is regularly overwritten with the current data of the source range when you open the file. If you want to continue working with your old pivot data after opening the file, leave this option disabled.
You can manually update your pivot table at any time by clicking the Refresh data button.
Please note: By updating the data with Refresh data button or with Refresh when opening the file option, the pivot cache will be replaced by updated source data and the previous data in your pivot table will be overwritten.
"Refresh data" button
You will find the Refresh data button below the areas section in the field list.
Depending on the way you added new data to the source data range, this will affect the pivot table differently when it is updated:
▪If you overwrite data within the source data range, the changed data is used in the refreshed pivot table.
▪When you insert a new row or column within the source data range, the data range is not automatically extended. Therefore, the updated pivot table will only reflect the data that is in the previous source data range. Thus, you must re-adjust the source data range (see below "Changing the source data range").
| The same applies if you add a new row or column to the end of the source data range. |
If you want to update all existing pivot tables – even with different source ranges – use the ribbon command Formula | group Update | Update data | Update pivot tables.
Changing the source data range
iOS: The command to change the source data range is not freely available in this version.
If your source data has changed in such a way that it no longer is in accordance with the original source range of the pivot table (new records have been inserted/added or the file with imported data has been moved), the referenced data range for the source data must be changed.
To do so, proceed as follows:
| 1. | Place the mouse cursor in the pivot table report. |
| 2. | Choose the ribbon command Insert | group Tables | Pivot table  again. |
| Alternatively: On the ribbon tab Data | group Analyze | Pivot table or simply by right-clicking in the Pivot table report with the Modify pivot table areas command from the context menu. |
| 3. | A dialog box opens that is similar to the one for creating a new pivot table, with one difference: The Insert button is called Change here. In addition, the originally referenced source range is marked in blue color directly in the worksheet with the source data. |
| 4. | In the dialog box, enter the new data range in the input field (source range); the previous source range is offered by default. Alternatively, it is possible to mark the desired source range with the mouse if you have the worksheet with the source data in front of you. Use the left mouse button to grab the blue mark at the bottom right corner. |
| Note: For external data, the adjustment is possible only in the input field (source range). |
| 5. | Confirm with the Change button. Before you do this, you can enter in the lower input field whether you also want to move the target range to another position; the previous target range is offered by default. |