Saturday, July 6, 2024

Excel Tips: How to Add Refresh Button in a Excel Workbook

Problem: Hoe to Add a Refresh Button Button in an active sheet to automatically refresh Pivot Table (s) without going to Data Tab or Pressing Alt + F5 or Ctrl + Alt + F5. 

Solution: You can add a refresh button directly on your worksheet in Excel 2021. Here's how to do it:

  1. Enable the Developer Tab (if it's not already enabled):

    • Go to File > Options.
    • Select Customize Ribbon.
    • In the right pane, check the Developer checkbox.
    • Click OK.
  2. Add a Button to the Worksheet:

    • Go to the Developer tab.
    • Click Insert in the Controls group.
    • Under Form Controls, click the Button (Form Control) icon.
    • Click and drag on the worksheet to draw the button.
  3. Assign a Macro to the Button:

    • After drawing the button, the Assign Macro dialog will appear.
    • Click New to create a new macro, which will open the VBA editor.
  4. Write the VBA Code:

    • In the VBA editor, you will see something like this:
      vba
      Sub Button1_Click() ' ' Button1_Click Macro ' ' End Sub
    • Modify it to refresh all data connections and pivot tables:
      vba
      Sub Button1_Click() Dim ws As Worksheet ' Refresh all pivot tables in all sheets For Each ws In ThisWorkbook.Worksheets Dim pt As PivotTable For Each pt In ws.PivotTables pt.PivotCache.Refresh Next pt Next ws ' Refresh all data connections ThisWorkbook.RefreshAll End Sub
    • Close the VBA editor.
  5. Assign the Macro to the Button (if not automatically assigned):

    • Right-click the button.
    • Select Assign Macro.
    • Choose the macro you just created (e.g., Button1_Click).
    • Click OK.

Now, whenever you click the refresh button on your worksheet, it will refresh all pivot tables and data connections in your workbook.

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