Excel Forum

updated dataset doesn't include the value corresponding to the old filter set, how to update or refresh the PV tables?

peiqian Li

Active Member

Members

Forum Posts: 3

Member Since:
December 16, 2021

Offline

September 9, 2022 - 11:09 pm

Hi Mynda, thanks for your feedback on youtube.

Let me specify my question: My dashboard includes multiple PV tables and charts. One important filter for the PV tables was "Year", which shows Q1 data of 2020, 2021 and 2022. Sometimes I filtered for latest period, sometimes I showed all 3 years value to show y-o-y growth. Pls. kindly see my attached picture, example 1-4 .

The problem is: when I update my raw data to the Q2, meaning now I have Q2 2020, Q2 2021 and Q2 2022 data instead of Q1 of each year. The new dataset does not include the value corresponding to the filter set (ie. MAT Q1 2022), and when I "refresh all" in the PivotTable and it always returns to error messages: 1. "A PivotTable report can't overlap another PivotTable report", (I don't think there is a PV table overlapping each other. I don't know how to locate the overlapping PVtables in this case);

And when I click okay, another error pops up "query(4,22) the level '&[MAT Q1 2022]' object was not found in the cube when the string, [RAWDATA].[Year].&[MAT Q1 2022], was parsed". I don't know how to have my existing filters to capture and updated to the new periods.

How to solve this? A big thank you!

Attachments

Catalin Bombea

Iasi, Romania

Member

Dashboards

Power Query

Power Pivot

Xtreme Pivot Tables

Excel for Decision Making

Excel for Finance

Excel Analysis Toolpak

Power BI

Excel

Word

Outlook

Excel Expert

Excel Customer Service

PowerPoint

Forum Posts: 1944

Member Since:
November 8, 2013

Offline

September 10, 2022 - 3:53 pm

Hi Peiqian,

Usually, you should not have pivots one under another, only if you have a number of categories that don't change over time, or you're sure that the table expands in columns not in rows.

If you put them side by side, you should leave between them enough empty columns to allow them to expand, especially when you have data in Columns.

I think you should solve the PT overlapping first.
They may not overlap now, what Excel says in fact is that it will overlap another pivot table after refresh. You don't see new data because excel cannot refresh the PT.

Instead of RefreshAll, you have to refresh each pivot table separately with a right click on the pivot and choose Refresh. Keep in mind that if there are multiple pivot tables from the same source, they normally share the same cache, so all pivots sharing the same cache will be refreshed, even if you refresh only 1, therefore the overlapping error might not be related to the pivot you are currently refreshing.

peiqian Li

Active Member

Members

Forum Posts: 3

Member Since:
December 16, 2021

Offline

September 13, 2022 - 5:07 am

Thanks Catalin for your reply.

I still can't figure out which PV overlapping eachother. (I checked one by one, they are all in columns and no way to block eachother). And, if I didn't update the Q1 data with Q2 data, I can refresh all the PVtables after I add or change the content in my raw data. But the error only pops up when I update all Q1 to Q2, and my filter can't take Q2 automatically.

Do you know how to locate the overlapping PV tabels? All the PV tables are from the same source.

thanks again!!

Catalin Bombea

Iasi, Romania

Member

Forum Posts: 1944

Member Since:
November 8, 2013

Offline

September 13, 2022 - 2:59 pm

What you can do is to insert several rows/columns between existing pivot tables. Once you add them between 2 pivots, you can try the refresh, if refresh is successful, the problem was between the pivots where you just inserted rows/columns.

If you still have issues, if you cannot upload your file here, you can use our help desk or send it to us by mail, here is the contact page:

https://www.myonlinetraininghu.....contact-us

Anyway, what I described above is what I would do, there is no other way I know to check overlappings. Even with programming we can only get the existing range from all pivots, but not the future range after refresh.

peiqian Li

Active Member

Members

Forum Posts: 3

Member Since:
December 16, 2021

Offline

September 15, 2022 - 12:18 am

Hi Catalin,

Thanks for your advice. I inserted columns and rows and even deleted unnecessary PVtables and now there is only 1 PV tables on each worksheet. But when I replace the new Q2 data with Q1 data, I still get the "Overlapping" pop-ups.

I still can't have my filter to grab the updated Q2 value instead of Q1. I think maybe I have to remove the filter and recreate them with the new Q2 value.

thanks for your comments and help.