Appending/Merging Data from one excel to another with a pivot chart and automate the Dashboard

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test.xlsx (252.8 KB)
Datenbank Final.xlsx (8.6 KB)

Hi Everyone,

I am struggling a bit my Test.xls is a dashboard that is based on a pivot chart at the moment i create the final.xlsx with easymorph its a compilation of 12 different excels I get every month. Than i manually copy and paste it into my test.xlsx and update the pivot chart. Is there a way to automate this? I tried around and i cannot seem to get it done.

Kind Regards
Ari

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Hi Ari and welcome to the Community!

In the Pivot table settings, check the “Refresh data when opening the file” option. That will make the pivot table update.

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You can also insert data from an EasyMorph workflow using the “Export to Excel” action in the “Replace sheet” mode. See the “Inc5000” example that comes pre-installed with EasyMorph.

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Hi,

thank you for the answer unfortunately its not quiet what I meant. The provided Example does not Apply for me. I get new Values for every month and these are added into the pivot Database. I do not want to replace the previous Data. Furthermore I then want easymorph to run my macro which is possible to automatically email my xls. For this im looking for a way to automate the pivot through easymorph

kind regards
Ari

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You can keep previous data by reading it in EasyMorph first, then append new data (e.g. using the “Append table” action), and only then replace the sheet as I suggested above.

PS. Sending an email is also possible with EasyMorph using the “Send email” action.

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The append function did not work for me that’s why I opened a forum post … Will that automatically update the excel pivot from easy morph ? Sending an email from easy morph is possible I know but it’s pointless if the pivot is not updated automatically without opening the excel first

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The “Refresh data when opening the file” option mentioned in my 1st reply forces pivot tables to update on opening. Did you try that?

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unfortunately the merge and the append does not work. Whenever I append to the end of table it puts the current values under 31.12 even though its not.

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the colums are the same it does not give me the option too append downwords because for example february as a moth is shorter than january…