Update an Excel Chart in SharePoint – Overview
A SharePoint Online tutorial by Peter Kalmström
the previous demo
Peter Kalmström, CEO and Systems Designer of kalmstrom.com
Business Solutions, used the Excel Web Access web part to
add an Excel chart to a landing page.
In the previous demo Peter also showed how to update the
Excel chart when list data was changed, which is not done
automatically with the method he used.
Note that the Excel Web Access web part that Peter uses
in the demo is only available in the Enterprise Plan of
SharePoint or Office 365.
Refresh the Excel chart
When an Excel chart is added to a SharePoint page in this
way, it will not be updated automatically when the list
data is changed. Instead you have to open Excel and refresh
the chart. This can be done in two ways:
Under the DATA tab you can also click on the Connections
button and then Properties and check the box for 'Refresh
data when opening the file'.
- Click on the Refresh button under the ANALYZE tab
and select Refresh All.
- Click on the Refresh All button under the DATA tab.
In the demo below Peter quickly repeats how the Excel chart
works and is updated, and then he describes three methods
for automatic update when SharePoint list data is changed.
One of the methods is buying a third party tool, and unfortunately
the key performance indicator method is no longer possible.
However, Peter describes
the VB script method for Excel chart auto-refresh in
detail in the next article.