How to update a PivotTable automatically using VBA?

To update a PivotTable automatically using VBA, you can write a macro that refreshes the PivotTable whenever necessary, such as when the workbook opens, a particular worksheet is activated, or specific data changes. Here’s a general guide and example using VBA to achieve this:

Steps:

Sub RefreshPivotTables()
    Dim ws As Worksheet
    Dim pt As PivotTable

    ' Loop through each worksheet in the active workbook
    For Each ws In ThisWorkbook.Worksheets
        ' Loop through each PivotTable in the worksheet
        For Each pt In ws.PivotTables
            pt.PivotCache.Refresh
        Next pt
    Next ws
End Sub
Private Sub Workbook_Open()
    RefreshPivotTables
End Sub
Private Sub Worksheet_Activate()
    RefreshPivotTables
End Sub
  • Open the VBA Editor:
    • Press `ALT + F11` to open the VBA editor in Excel.
  • Insert a New Module:
    • In the VBA editor, right-click on any of your existing project folders and select `Insert > Module`.
  • Write the VBA Code:
    • You can use the following VBA code as a starting point. This code will refresh all PivotTables in the active worksheet or a specific worksheet:
  • Attach the Macro to an Event:
    • You can call `RefreshPivotTables` macro from various events. For instance, to refresh PivotTables whenever the workbook opens, put this code in the `Workbook_Open` event:
    • To attach this to a specific worksheet activate event, place it in the `Worksheet_Activate` event:
  • Save Your Workbook:
    • Save your workbook as a macro-enabled workbook (`.xlsm`) to ensure your VBA code is saved.
  • Run the Macro:
    • If you want to run the macro manually, you can press `ALT + F8`, then select `RefreshPivotTables` and click `Run`.

Additional Notes:

  • Specific Worksheet: If you want to refresh PivotTables only on a specific worksheet, replace `For Each ws In ThisWorkbook.Worksheets` with something like `Set ws = ThisWorkbook.Sheets(“Sheet1”)`.
  • Protecting Your Code: If necessary, protect your VBA project with a password to prevent unauthorized changes to your code.

By following these steps, you can ensure that your PivotTables are updated automatically according to your specified criteria.

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