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How to Refresh Pivot Table in WPS Office A Complete Guide

September 22, 2023
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You're likely here because you're using WPS Office, specifically its spreadsheet application, and you've encountered the need to refresh a Pivot Table. Maybe you've made changes to your source data, and you want your Pivot Table to reflect these updates accurately. It's not uncommon to find the user interface a bit tricky, but fear not – we've got you covered.

Overview pivot table feature in WPS Office

Pivot tables are a powerful tool for summarizing and analyzing data in WPS Office. They allow you to quickly and easily create interactive reports that can help you make better decisions.

A pivot table is a table that summarizes data from a spreadsheet. It can be used to calculate totals, averages, and other statistics, and to create charts and graphs. Pivot tables are especially useful for analyzing large amounts of data, as they can help you to see patterns and trends that would be difficult to identify otherwise.

To create a pivot table in WPS Office, you first need to select the data that you want to summarize. Then, you can use the PivotTable Wizard to create the table. The PivotTable Wizard will guide you through the process of choosing the fields that you want to include in the table, and the layout of the table.

Once you have created a pivot table, you can use it to analyze your data in a variety of ways. You can change the layout of the table, add or remove fields, and filter the data. You can also create charts and graphs based on the data in the pivot table.

Pivot tables are a versatile tool that can be used for a variety of data analysis tasks. They are a valuable asset for anyone who needs to summarize and analyze large amounts of data.

Here are some of the functions of pivot tables in data analysis in WPS:

  • Summarize data: Pivot tables can be used to summarize data in a variety of ways, including calculating totals, averages, counts, and percentages. This can be helpful for identifying trends and patterns in your data.

  • Analyze data: Pivot tables can be used to analyze data by pivoting the data on different dimensions. For example, you could pivot the data by product, region, or month. This can help you to see how different factors affect your data.

  • Filter data: Pivot tables can be used to filter data by specific criteria. This can be helpful for isolating specific data points or trends.

  • Create charts and graphs: Pivot tables can be used to create charts and graphs that visualize your data. This can be helpful for communicating your findings to others.

Methods to Refresh Pivot Tables in WPS Office

Sure, here is the overview of methods to refresh pivot tables in WPS Office:

There are three ways to refresh a pivot table in WPS Office: manually, automatically, and using shortcuts.

Manually refreshing a pivot table is the most common way. To do this, follow these steps:

Step 1. Click the Refresh button on the PivotTable Analyze tab.

Step 2. Alternatively, you can press Alt + F5 on your keyboard.

Setting up automatic refresh options allows you to refresh the pivot table automatically when you open the workbook, change the data source, or change the filter. To do this, follow these steps:

Step 1. Click the Options button on the PivotTable Analyze tab.

Step 2. In the PivotTable Options dialog box, select the Refresh data when opening the file checkbox.

Step 3. You can also select the Refresh data when changing the data source or Refresh data when changing the filter checkboxes, depending on your needs.

Using shortcuts to refresh pivot tables is the quickest way to refresh a pivot table. To do this, press Ctrl + Alt + F5 on your keyboard.

In my experience, the most difficult step of refreshing a pivot table is manually refreshing it. This is because you have to remember to click the Refresh button every time you want to update the data. However, the automatic refresh options make it much easier to keep your pivot tables up-to-date.

Here are some additional comments about refreshing pivot tables in WPS Office:

  • The Refresh button is located on the PivotTable Analyze tab.

  • The Options button is also located on the PivotTable Analyze tab.

  • The shortcut for refreshing a pivot table is Ctrl + Alt + F5.

  • You can also refresh a pivot table by double-clicking it.

  • If you are using a pivot table that is connected to an external data source, you will need to refresh the data source manually or set up automatic refresh.

How to Optimizing Pivot Table Performance

Here are some tips on how to optimize pivot table performance in WPS Office:

  • Clean up the source data. This means removing any unnecessary data, such as blank rows or columns, and formatting the data consistently. This will help to make the pivot table more efficient and easier to refresh.

  • Maintain the pivot table size and complexity. The larger and more complex the pivot table, the slower it will be to refresh. Try to keep the pivot table as small and simple as possible.

  • Use calculated fields and measures. Calculated fields and measures can help to improve the performance of pivot tables by summarizing the data in a more efficient way.

  • Use filters and slicers. Filters and slicers can help to reduce the amount of data that is processed by the pivot table, which can improve performance.

  • Use the right data types. Using the correct data types for your data can help to improve the performance of pivot tables. For example, using the Number data type for numeric data will help to speed up calculations.

  • Use the Compact PivotCache option. The Compact PivotCache option can help to improve the performance of pivot tables by storing the data in a more efficient format.

  • Use the Optimize for Performance option. The Optimize for Performance option can help to improve the performance of pivot tables by adjusting the settings for calculations and formatting.

  • Use a fast computer. The faster your computer, the faster your pivot tables will be able to refresh.

I hope these tips help you to optimize the performance of your pivot tables in WPS Office.

About WPS

WPS Office is a free and open-source office suite that is compatible with Microsoft Office files. It includes Word, Excel, PowerPoint, and a PDF toolkit.

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Advantages of WPS Office:

  • Free to download and use

  • Rich template store

  • Rich functions

  • Light weight

  • Support online documents

  • Safe and stable

WPS Office is a popular alternative to Microsoft Office, especially in China. It is known for its powerful features, compatibility with Microsoft Office files, and free price.

Here are some of the specific advantages of WPS Office:

  • Free: WPS Office is completely free to download and use, even for commercial purposes. This makes it a great option for businesses and individuals who are looking for a free alternative to Microsoft Office.

  • Rich template store: WPS Office has a rich template store that includes templates for a variety of documents, including resumes, letters, and presentations. This makes it easy to create professional-looking documents without having to start from scratch.

  • Rich functions: WPS Office has a wide range of features, including advanced text formatting, charting, and data analysis tools. This makes it a powerful tool for creating and editing documents.

  • Lightweight: WPS Office is a lightweight application that takes up less space on your computer than Microsoft Office. This makes it a good choice for computers with limited resources.

  • Support online documents: WPS Office allows you to create, edit, and collaborate on documents online. This makes it a convenient option for working with others on documents.

  • Safe and stable: WPS Office is a safe and stable application that has been used by millions of people around the world. It has been certified by the European Union and the United States government.

Overall, WPS Office is a powerful and versatile office suite that is a great alternative to Microsoft Office. It is free, has a rich feature set, and is lightweight and stable.

FAQs

1. Why isn't my pivot table refreshing automatically in WPS Office?

There are a few reasons why your pivot table might not be refreshing automatically in WPS Office. Make sure that the pivot table is connected to a data source, automatic refresh is enabled, and the data source is updated. If the pivot table is still not refreshing automatically, try refreshing it manually or creating a new pivot table.

2. Do pivot tables have a data limit?

Yes, pivot tables have a data limit. The exact limit varies depending on the software that you are using, but it is typically in the millions of rows. For example, Microsoft Excel has a limit of 1 million rows for pivot tables.

3. How do I manage large datasets in pivot tables?

Here are some tips on how to manage large datasets in pivot tables:

  • Use calculated fields and measures.

  • Use filters and slicers.

  • Use the Compact PivotCache option.

  • Use the Optimize for Performance option.

  • Use a fast computer.

  • Group your data.

  • Use a data warehouse or data analysis platform.

4. How to format pivot table?

Here are some ways to format a pivot table:

  • Change the font, font size, and font color.

  • Change the cell alignment.

  • Change the borders and shading.

  • Apply a table style.

  • Add conditional formatting.

  • Create custom formatting.

Here are some tips for formatting pivot tables:

  • Use consistent formatting.

  • Highlight important information.

  • Make the pivot table visually appealing.

Summary

In this comprehensive guide, we've explored how to refresh Pivot Tables in WPS Office effectively. We've delved into the nuances of this essential data analysis tool, discussed various methods for refreshing, and provided optimization tips. Additionally, we introduced you to the advantages of WPS Office and answered some common questions. Now, you're well-equipped to master Pivot Tables within WPS Office and streamline your data analysis processes.

15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.