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Update of Columns in Pivot Table When Updated in Data Source with Tableau Prep Builder

Publish Date: Apr 30, 2025
Task

How to dynamically add and/or remove pivoted columns based on the data source (Excel etc.,).

 

     

    Steps
    The pivot table must be manually refreshed when new rows are added or if a column name has changed.  If existing rows are updated with the latest values without refreshing the pivot, the values do get updated in the Output Step and the Output File.  To manually refresh the pivot table, perform the following:
    • Right-click the Pivot Table and select Refresh after the data source is updated.


    Refresh Option
     

    Additional Resources

    Please vote on the Idea to Dynamically add and/or remove pivoted values.

    Knowledge Article Number

    001467894

     
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    Salesforce Help | Article