Hi,
I currently have source data of monthly revenues for various clients along with other paramters such as booking country, product, etc. I've made a pivot table from this to help with revenue analysis.
Going forward, the source data is going to be updated every month. The columns will all be exactly the same but the data will include updated data for the latest month. This also means the month columns will change slightly so the latest month (May 11) will be replaced by June 11 and Apr 11 will move right into the next column. The final month column will drop off.
The plan is to simply download the new monthly source data every month and save it over the old data so all I have to do is refresh the pivot table. The problem is I know that the pivot table will not automatically replace the fields. The new fields will appear but they will not be ticked/checked. I want to find some way so that when the source data is updated all the fields stay in the same place and are just renamed to the appropriate months. This way I have a model that can basically run itself on a monthly basis - all that needs to be done is to refresh the data.
Thanks in advance for any help.
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