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Automatically Refresh Pivot Table Upon Opening

Overview

Some users will want reports that contain pivot tables to be automatically refreshed and updated when the report itself is opened. This functionality exists natively in Excel and can be turn on by following the instructions below.

Process

  1. First, the user should open the Excel file to be refreshed automatically.  Once the Excel file is opened, the user should right click anywhere in the pivot table to be updated and select PivotTable Options... at the bottom of the selection list:

  2. On the Data tab of the PivotTable Options window, the Refresh data when opening the file box should be checked:

  3. The user can then click OK to save the changes.

These steps should be followed for each pivot table in the Excel workbook that should be refreshed automatically when the workbook is opened.

Published:

Automatically Refresh Pivot Table Upon Opening

Overview

Some users will want reports that contain pivot tables to be automatically refreshed and updated when the report itself is opened. This functionality exists natively in Excel and can be turn on by following the instructions below.

Process

  1. First, the user should open the Excel file to be refreshed automatically.  Once the Excel file is opened, the user should right click anywhere in the pivot table to be updated and select PivotTable Options... at the bottom of the selection list:

  2. On the Data tab of the PivotTable Options window, the Refresh data when opening the file box should be checked:

  3. The user can then click OK to save the changes.

These steps should be followed for each pivot table in the Excel workbook that should be refreshed automatically when the workbook is opened.

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