What is the first step to update data in a PivotTable?

To update data in a PivotTable, the best first step is to use the "Analyze" tab to refresh. This action allows you to effectively update the PivotTable with any new or changed data from the source. When you click on the "Refresh" option under the "Analyze" tab, Excel automatically retrieves the latest data from the source and updates the PivotTable, ensuring that the analysis reflects any changes.

The "Analyze" tab contains various tools specifically designed for managing and interacting with PivotTables, including the refresh function that is utilized to maintain the accuracy of the data displayed. This approach is not only efficient but also keeps the interactive features of the PivotTable intact.

Accessing the data model provides a way to manage the relationships and foundation of your data but does not directly update the PivotTable. Right-clicking to select "Refresh" is indeed a valid method and can quickly refresh a PivotTable but utilizing the Analyze tab offers a more structured and feature-rich approach. Recreating the PivotTable from scratch is unnecessary unless significant changes in the data structure are required, making it the least efficient option for simply updating information.