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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to enable auto ref...
Customer experience | Sales, Customer Insights,...
Answered

How to enable auto refresh in Excel template

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Posted on by Pawar Pravin 5,237
Hi all,
 
We have a requirement to refresh the data in pivot table however it is showing existing data as per the excel template. 
How to enable auto refresh in Excel template, if we open from the view?
 
Thanks in advance.
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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    You can refer to the following documentation:
    Set pivot chart data to automatically refresh
    By default, pivot chart data is not automatically refreshed when you open the workbook. Other types of charts are updated automatically. In Excel, right-click the pivot chart, and then select PivotChart Options > Refresh data when opening the file
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Did that answer your question?
    Any updates? Please feel free to ask me any questions you may have!
    If someone answered your question, can you check this box to mark that response as an answer?

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