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PivotTables VIII: “Defer Layout Update”, or adding multiple fields in one fell swoop

In this article, I’ll cover a small yet very useful PivotTable feature – deferring PivotTable updates.  In current versions of Excel, PivotTables are updated each time a field is added, removed, or moved to a different position.  For PivotTables based on large data sets, these actions can take some time to complete, meaning, for example, you end up waiting 7 times if you create a new a PivotTable and add 7 fields.

To address this scenario, we have added a feature to Excel 12 that allows you to control when the PivotTable is updated.  As some of you may have noticed in screenshots in previous blogs, there is a checkbox and a button at the bottom of the field list.

"Defer Layout Update" controls

When this checkbox is checked, the “Update” button next to it becomes enabled, and now you can add, remove and move fields around without the PivotTable updating itself.  When you are done arranging fields, you press the Update button, and the PivotTable does one and only one update.

Here’s an example.  I created a new PivotTable, checked the Defer Layout Update check box, and then added four fields.  At this point, my PivotTable is still empty.  Now, I’ll press the “Update” button to apply the changes.

(Click to enlarge)

And the PivotTable is modified with a single update.

(Click to enlarge)

By the way, the label “Defer Layout Update” is a work in progress, so if you have a suggestion for something which better conveys to you what this feature is all about, please post your suggestions as comments here.  We are currently evaluating different names for this feature and would love any feedback you might have.

In my next post I will start a series of topics covering PivotTables based on OLAP data sources.  Specifically I’ll be highlighting support for all the great new features of Microsoft SQL Server 2005 Analysis Services.

PS Updated title to reflect correct numbering (part 8, not part 7)

Posted: Thursday, December 22, 2005 10:28 AM by David Gainer
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Comments

Prasad said:

David,

I suppose "Hold Data binding" button with enabling and disabling would be more opt there instead of "Defer Layout Update" which could also be substituted with a phrase "Apply changes later". An image to signify the changes have not been applied, in the excel sheet would be more intutive for the user, to understand that the change has not yet been applied.
# December 22, 2005 2:38 PM

Roy said:

I vote for calling it "Update PivotTable with Changes" and reversing the chechmark so that when enabled (as by default) the pivot would update on each change. And when disabled, the user would have to push the Update button.
# December 22, 2005 2:42 PM

Rickard Olsson said:

Great job done. First time for long putting some really heavy efforts into pivot tables, thanks! And of course our wish list is much longer than that, we have been waiting since Excel 97.... Next year there will be a new Christmas, we are looking forward to.
Happy Christmas to all of you from Sweden.
# December 22, 2005 6:01 PM

Ed Bott said:

Shouldn't this actually be part VIII? I could swear I already saw part VII yesterday, under the title "PivotTable VII: – Conditional formatting gets even better, or visualizing your data in PivotTables."

(The dangers of Roman numerals...)
# December 22, 2005 9:34 PM

Dave Solimini said:

I agree with Roy -- the logic should be reversed. But you should think of the OUTCOME rather than the command... results oriented wording would help here: "Update layout changes immediately."

Also, the button and the checkbox should be more clearly related. Maybe put them under an "update options" headline and put the button closer to the left rather than right-justifying it.

Generally, the whole task pane should have more clearly delineated "regions." section headings could be followed by hard lines or something similar to better group the controls. As it stands, you can't really tell if the "update" button refers to the Values list or the whole pane, or just the checkbox.

Also, users may feel more comfortable playing with a feature that is already enabled -- they "already know what it does," at least in some general sense.
# December 22, 2005 10:18 PM

Dave Solimini said:

I agree with Roy -- the logic should be reversed. But you should think of the OUTCOME rather than the command... results oriented wording would help here: "Update layout changes immediately."

Also, the button and the checkbox should be more clearly related. Maybe put them under an "update options" headline and put the button closer to the left rather than right-justifying it.

Generally, the whole task pane should have more clearly delineated "regions." section headings could be followed by hard lines or something similar to better group the controls. As it stands, you can't really tell if the "update" button refers to the Values list or the whole pane, or just the checkbox.

Also, users may feel more comfortable playing with a feature that is already enabled -- they "already know what it does," at least in some general sense.
# December 22, 2005 10:18 PM

Gary said:

maybe Enable (Auto or Pivot) Updates or Disable (Auto or Pivot) Updates, depending on how you want to default the behavior.
# December 22, 2005 11:18 PM

Jon Peltier said:

In Excel 97-2003, you achieve this delayed update effect by using the Layout feature of the Wizard. Will this still be available as an alternate technique?
# December 23, 2005 7:26 AM

Murray said:

Maybe it could be consistent with Calculation. "Manual" Update versus "Automatic" Update.

And I like the concept.
# December 23, 2005 11:54 AM

Tianwei said:

Agree with Murray: instead of creating a new checkbox to hold calculation that might be forgotten, integrate it with the general manual vs auto calculate.

However, based on the fact that most users of the pivottables are somewhat on an expert level, I propose an "available-on-the-go" option: when moving fields followed by a delayed click release (or double click) it informs Excel that the update should be held until an F9 is pressed. This deferred button release operation is very commonplace in consumer electronics. Usually when operation is recognized the button will flash or something like that.
# December 23, 2005 12:20 PM

Jean Martineau said:

I like Gary's idea: Enable (Auto or Pivot) Updates.
I also like Tianwei's suggestion: Usually when operation is recognized the button will flash or something like that.
# December 23, 2005 10:23 PM

Shane said:

David, I know this comment is a little off the topic, however, I want to add a very positive comment about your blogs. I have been following the Word and PowerPoint blogs along with yours, for 4 months and there is no comparison! You take these blogs seriously, you actually provide us with useful information and lots of it. There have been promises on the other blog about what they will be telling us about the new features, but those promises go unfulfilled.
My congradulations to you!

Shane Devenshire
# December 26, 2005 11:38 AM

Biff said:

I agree with Shane.

David's doing an excellent job!

However, no matter how much you improve Pivot Tables, I'll (probably) still loathe them! <g>
# December 26, 2005 11:43 PM

Eric said:

David,
Thanks for all of the detailed information concerning the new features of Excel 12... I concurr with the others who praise you on your dilligent blogging to keep everyone up to date on these great new features.

Just out of curiousity, is Excel Web Services going to replace Office Web Components? (seems they cover the same basic concept of "Publishing spreadsheets"). If you have any news on this, it would be greatly appreciated.

Thanks,
Eric
# December 27, 2005 2:58 PM

Brandon Bloom said:

Would it be possible to perform updates in the background? Instead of the check box, when an item is clicked, show a progress bar in its place and in another thread update the pivot table. Cancel the update and start over if the user changes something else. This would eliminate the need for the user to press "Update" when they are done and eliminates waiting more than once.
# December 29, 2005 1:59 AM

David Gainer said:

Howdy folks

Thanks for all the great feedback on the feature. Once we have a final design, I will let you know.

Ed, yes, this is part VIII thanks for catching that. I will update things accordingly.

Jon, the wizard will still be available in the “tool well” for those that want to use it, though I much prefer the new design.

Biff, it is only a matter of time :-)

Eric, one thing we have heard from customers is that they want their in-browser experience to be thin, so we are providing that with Excel Services.

Brandon, that is an interesting idea, but probably out of scope for Excel 12.
# December 29, 2005 6:08 PM
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