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How to enable auto refresh in Excel template

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Posted on by Pawar Pravin

5,231

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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Leah Ju Microsoft Employee on at

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How to enable auto refresh in Excel template

Hi Partner,
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Leah Ju Microsoft Employee on at

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How to enable auto refresh in Excel template

Hi Partner,

You can refer to the following documentation:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/manage-excel-templates#best-practices-and-considerations-for-using-excel-templates

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

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