Update an Excel Chart in SharePoint – Overview

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn 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:
  • Click on the Refresh button under the ANALYZE tab and select Refresh All.
  • Click on the Refresh All button under the DATA tab.
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'.

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.

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