How to Modify Pivot Table Data

Change Data
1. Locate the source data that your pivot table is based on. This is normally at the top left corner of the worksheet, or on a separate worksheet that you can access from the tabs at the bottom left corner of the Excel window.
2. Make the required modifications to your data.
3. Navigate back to the Excel pivot table and click on any cell within the table.
4. Click the 'Options' tab at the top of the screen, then press the 'Refresh' button in the middle of the toolbar. Your pivot table will now reflect the changes you made in the source data.
Add New Data
5. Locate and navigate to your source data.
6. Add the necessary information to your source data. Just like the original data, all information must have column headers in the top row and cannot contain subtotal cells.
7. Navigate back to your pivot table and select any cell in the table. Click the 'Options' tab at the top of the screen and then click the 'Change Data Source' button in the middle of the toolbar. A small window will appear.
8. Navigate back to your source data, the 'Move PivotTable' window will remain in place, even if you have to change Excel worksheets.
9. Click and hold on the top-left cell in your source data, then drag your mouse to the bottom-right cell and release the mouse button. Click 'OK' on the 'Move PivotTable' window to complete the process. Your pivot table will change any data that you updated, and you will see any new fields appear in the field list.