Updating a PivotChart Automatically

by Allen Wyatt
(last updated October 19, 2019)

5

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.

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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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What is seven more than 6?

2019-10-21 06:45:38

Alex B

Either I am missing something or my Excel (365) is working differently.
If the PivotChart was created based on the information in the PivotTable, this should mean that it is linked to the Pivot Table and the same Pivot Cache. Refreshing either the Pivot Table or the Pivot Chart would update both. This is true even if you moved the chart to another sheet.

If it is not doing so that would indicate that the chart is not actually based on the Pivot Table being refreshed.
You could right click on the Pivot Table and select PivotTable Options & on the Chart and select PivotChart Options and check they both show the same Pivot Table name.


2019-10-21 04:42:27

Harold Druss

Brian
My comment was meant to be a joke.


2019-10-20 14:59:38

Brian

Not automatic. Pressing buttons is manual. And you would have to personally detect when a source data change occurs.
Need to automate with VBA in a calculation worksheet event.


2019-10-20 05:55:40

Harold Druss

Brian
When the Pivot Table updates, you automatically press Ctrl+Alt+F5
That's not automatic?


2019-10-19 20:08:10

Brian

How is this automatic?


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