Updating a PivotChart Automatically

Written by Allen Wyatt (last updated May 29, 2023)
This tip applies to Excel 2007, 2010, 2013, 2016, 2019, and 2021


David has monthly data in a worksheet. He uses a PivotTable to aggregate this information into a quarterly information; this works great. He then creates a PivotChart based on the information in the PivotTable. Problem is, if the PivotTable updates, the PivotChart does not automatically update. David wonders if there is a way to update the PivotChart whenever the PivotTable is updated.

When you choose to update a PivotTable, you typically do so by clicking the Refresh tool on the PivotTable Analyze tab of the ribbon. (You can also use the Alt+F5 shortcut, if you want.) This action updates what you are looking at—in other words, the currently visible PivotTable.

If you want to update other pivot-based data in the workbook (in other words, a PivotChart you are not currently looking at on the screen), you need to modify, slightly, how you update. Instead of using the Refresh tool, click the down-arrow under the Refresh tool and then choose Refresh All. (You could also use the Ctrl+Alt+F5 shortcut.) This updates all pivot data, including PivotCharts, with a single step.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (13689) applies to Microsoft Excel 2007, 2010, 2013, 2016, 2019, and 2021.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

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