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Auto expanding tables, charts, and pivots
Auto expanding tables, charts, and pivots

Update calculations and visualizations automatically

Abbey Lauren Minondo avatar
Written by Abbey Lauren Minondo
Updated over a week ago

Tables

With auto expand, you can set your summary tables to update automatically as your source data expands. For example, if you have a table that is adding data for a certain month and you want to capture this on a continual basis, you can enable auto expand so that the same calculations are performed as the new month's data is collected.

To enable auto expand, first start with a summary table. Below, we're using the =SUMIFS formula to add all COVID cases in the months of January and February for New York City.

The first thing you'll notice after creating your table is the icon in cell B2. Clicking on this will enable auto expand and the icon will turn green. Now, if we re-run the query to return data for future periods, the formulas in the table will automatically be copied down (or laterally, if your table expands horizontally). After running the query with auto expand enabled, you'll see that our table has data from January 2021 through February 2022. To disable auto expand, click on the same icon.

Charts

Charts will always automatically update in Equals when the source data is modified or changed. Charts require no additional setup for these changes to be reflected dynamically. For example, if your chart references queried data and the data changes after a query run, the chart will automatically update. Similarly, if you modify the data in a table referenced by the chart or set up auto expand on a table that is referenced by a chart, the chart will automatically update.

Pivot tables

Pivots will always automatically update in Equals when the source data is modified or changed. Pivot tables, like charts, require no additional setup for these changes to be reflected. For example, if a pivot table references queried data and the data changes after a query run, the pivot will automatically update. Similarly, if you modify the data in a table referenced by a pivot or set up auto expand on a table that is referenced by a pivot, the pivot table will automatically update.

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