How to permanently exclude undesired data in pivot table filter after table refresh

How do I permanently exclude unrelated criteria in my Travel pivot table when I refresh it? Every time I refresh the table, other categories/descriptions and related amounts appear in the results. Then I have to repeatedly deselect these categories or descriptions to show only travel-related criteria and amounts.


The first table below refers to general transactions used to create the Travel pivot table which is displayed below it.

Posted on Nov 26, 2025 9:12 AM

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3 replies

Dec 9, 2025 1:06 PM in response to ApyJo-Bg

Was that a thank you for responding or a thank you for solving the problem? Did the proposed solution work? It doesn't work for me. I don't use pivot tables much but it looks to me like the filter needs to be on the pivot table.


That account appears to be an AI bot or someone who uses AI to generate answers so I'm genuinely curious if that actually worked.

How to permanently exclude undesired data in pivot table filter after table refresh

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