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.
It is only when you Refresh data that the pivot cache will be overwritten and the pivot table will be updated.
In the Pivot table settings, Data tab, you will 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 on the Refresh data button.
Please note: By updating the data with the Refresh data button or with the option Refresh when opening the file, the pivot cache will be replaced by updated source data, thus overwriting the previous data in your pivot table.
"Refresh data" button
You will find the Refresh data button below the areas section in the field list.
Depending on how you added new data in the source data area, this affects the pivot table differently when it is refreshed:
▪If you overwrite data within the source data area, the changed data will be used in the refreshed pivot table.
▪If you insert a new row or column within the source data area, the data area will not be automatically extended. Thus, the refreshed pivot table only takes into account the data that is in the previous source data area. You thus must adjust the source data area again (see "Changing the source data area" below).
| The same applies if you add a new row or column at the end of the source data area. |
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.
iOS: In this version, the command to change the source data area is not freely available.
If your source data has changed to such an extent that it no longer corresponds to the original source range of the pivot table (new records have been inserted/appended or the file with imported data has been moved), the referenced data area 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 command Modify pivot table areas from the context menu. |
| 3. | The program opens a dialog box that is similar to the one for creating a new pivot table but with one difference: The Insert button is called Change here. In addition, the originally referenced source range is highlighted with a blue border directly in the worksheet with the source data. |
| 4. | In the dialog box, enter the new data area in the input field (source range); the previous source range is offered by default. Alternatively, you can drag the desired source range with the mouse if you have the worksheet with the source data in front of you. To do so, grab the blue selection at the bottom right with the left mouse button. |
| Note: For external data, the adjustment is only possible in the input field (source range). |
| 5. | Confirm with the Change button. Before you do so, 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. |