What happens when the source data changes, and how to hand a pivot to a colleague.
Monday morning. Rahul types a fresh week of sales into the source table, opens his dashboard sheet — and every number is exactly what it was on Friday.
Nothing is broken. Lesson 1 warned you about this: a pivot table is a snapshot, not a live window. When you build one, Excel quietly takes its own copy of the data and summarises that. Formulas like SUM recalculate the instant a cell changes; a pivot waits to be told.
Refreshing
Right-click anywhere in the pivot → Refresh. Or, better: Data → Refresh All (Ctrl+Alt+F5), which re-photographs every pivot in the workbook at once.
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