# How to refresh pivot chart while automating the proccess

**URL:** <https://community.automationedge.com/t/how-to-refresh-pivot-chart-while-automating-the-proccess/17534>\
**Category:** Get Help & Discuss\
**Tags:** rpa, learning, process-studio\
**Created:** [February 12, 2026, 6:25am UTC](https://community.automationedge.com/t/how-to-refresh-pivot-chart-while-automating-the-proccess/17534 "2026-02-12T06:25:21Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![satwikdhavale](https://avatars.discourse-cdn.com/v4/letter/s/8e7dd6/32.png) [@satwikdhavale](https://community.automationedge.com/u/satwikdhavale)\
**Post date:** [February 12, 2026, 6:25am UTC](https://community.automationedge.com/t/how-to-refresh-pivot-chart-while-automating-the-proccess/17534/1 "2026-02-12T06:25:21Z")

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How to refresh pivot chart while automating the proccess?

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<div class="post-metadata">

**Author:** ![AETrainings](https://avatars.discourse-cdn.com/v4/letter/a/2acd7d/32.png) [@AETrainings](https://community.automationedge.com/u/AETrainings)\
**Post date:** [February 12, 2026, 7:49am UTC](https://community.automationedge.com/t/how-to-refresh-pivot-chart-while-automating-the-proccess/17534/2 "2026-02-12T07:49:54Z")

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If the output file is based on a Pivot Table / Pivot Chart template, ensure the pivot is refreshed after the data is updated.

**Manual Configuration in Template**

1. Open the Pivot template file.

2. Right-click on the Pivot Table.

3. Select **PivotTable Options**.

4. Go to the **Data** tab.

5. Enable **“Refresh data when opening the file.”**

6. Click **OK** and save the template.

With this setting enabled, when the bot generates the output file, the Pivot Table and corresponding Pivot Chart will automatically refresh whenever the end user opens the file.
