How to Refresh Excel Sheet

Refreshing Workbook Data

To update the data in your Excel workbook, use the data refresh options available. These include Refresh on open, Manual update, Refresh all connections, and Refresh at regular intervals. Access these options by clicking the Data icon on the Excel toolbar.

Using External Data Sources

Excel can refresh data from external sources such as SQL Server, OLAP, or any data source using OLEDB providers or ODBC drivers. To refresh from an external source, establish a connection using the connection file, then refresh all connections or specific ones as needed.

Refreshing PivotTable Data

For PivotTables, initiate a data refresh to ensure the display of the most recent data. This can be done through the PivotTable Tools on the Excel ribbon, ensuring your analysis is up to date.

Excel Web App and SharePoint Server

If you're using Excel Web App or SharePoint Server 2010/2013 Enterprise, you can refresh workbook data online. This is particularly useful for shared workbooks and collaborative environments.

Keyboard Shortcuts for Refreshing Data

Keyboard shortcuts offer a quick way to refresh data without a mouse. Although specific refresh shortcuts aren't listed, familiarize yourself with Excel's general keyboard shortcuts for efficiency. Remember, keys may differ based on your keyboard layout.

Common Use Cases

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  Automatically updating imported data from external sources
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  Recalculating formulas to reflect the latest data changes
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  Refreshing pivot tables to display updated summary information
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  Ensuring data validation checks are current with the latest entries
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  Visualizing real-time data trends through linked charts and graphs

Excel vs. Sourcetable: A Comprehensive Comparison

Discover the key differences between Excel, the classic spreadsheet tool, and Sourcetable, the modern data integration solution. Excel has been a cornerstone in data management, but Sourcetable offers innovative features for a new age of data analysis.

Excel's versatility is renowned, allowing users to perform a vast array of calculations and data manipulation. However, Sourcetable streamlines data collection by aggregating information from various sources into a single, accessible location, optimizing data management efficiency.

While Excel requires manual formula creation, Sourcetable's AI copilot revolutionizes the process. It assists users in generating formulas and templates through a conversational interface, significantly reducing the learning curve and enhancing productivity.

Excel's traditional interface caters to users comfortable with manual setups. In contrast, Sourcetable's chat-based AI copilot appeals to those seeking a more guided and intuitive experience, particularly beneficial for users with less technical expertise.

Both tools have their merits, but the choice between Excel and Sourcetable hinges on the user's need for data integration and AI-assisted formula creation. Sourcetable is positioned as the go-to for streamlined, AI-enhanced data analysis, while Excel remains a powerful option for those preferring a more hands-on approach.