I am using AutomationEdge Process Studio to write/update data into an Excel file using a template. In the same Excel file, I have created a Pie Chart based on this data.
Currently, whenever Process Studio adds new rows or updates the data, I have to manually refresh or reselect the data range for the Pie Chart in Excel.
I want the Pie Chart to refresh/update automatically whenever Process Studio updates the Excel data.
Please suggest the recommended solution for this use case.
When you create a Pivot Chart, Excel automatically creates an associated Pivot Table in the sheet (or in a new sheet). The chart is always linked to that Pivot Table.
Therefore, even if you are mainly using a Pivot Chart, the actual data refresh happens at the Pivot Table level.
Recommended approach:
Open the Pivot template file.
Locate the automatically created Pivot Table (linked to the Pivot Chart).
Right-click on the Pivot Table.
Select PivotTable Options.
Go to the Data tab.
Enable “Refresh data when opening the file.”
Click OK and save the template.
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