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On's avatar
On
Copper Contributor
Jan 12, 2025

Graph Not Updating with New Data

I'm using the Personal Budget Template that comes with Excel. When I create a copy of the Current Month Tab and input new data into the Current Month (2) tab, the pie chart does not update correctly. Only the column chart updates correctly with the newly input data.  How can I fix this? 

  • Thank you. The source range of the column chart is on the sheet itself, so when you copy the sheet, the source range is copied with it.

    But the source range of the pie chart is on the hidden sheet 'Chart Data':

    So when you copy the 'Current Month' sheet, the source range of the pie chart remains the same.

    You can do the following:

    • Unhide the 'Chart Data' sheet.
    • Duplicate it.
    • Adjust the formulas in B5 and B6.
    • Change the source range of the pie chart on 'Current Month (2)' to refer to the copy of 'Chart Data'.

    See the attached version. I left 'Chart Data' and its copy visible, so that you can see what I changed.

  • On's avatar
    On
    Copper Contributor

    Hi HansVolgelaar,

    I'm just using the template data as an example. When you change the data on the second tab, the pie graph doesn't update. The template is attached. 

     

    Personal Budget Templete

    • Thank you. The source range of the column chart is on the sheet itself, so when you copy the sheet, the source range is copied with it.

      But the source range of the pie chart is on the hidden sheet 'Chart Data':

      So when you copy the 'Current Month' sheet, the source range of the pie chart remains the same.

      You can do the following:

      • Unhide the 'Chart Data' sheet.
      • Duplicate it.
      • Adjust the formulas in B5 and B6.
      • Change the source range of the pie chart on 'Current Month (2)' to refer to the copy of 'Chart Data'.

      See the attached version. I left 'Chart Data' and its copy visible, so that you can see what I changed.

      • On's avatar
        On
        Copper Contributor

        Thank you so much HansVogelaar.  

        Correct me if I'm wrong, but if I change the name of the 'Current Month' to Jan, Feb, Mar, etc, I will need to change the source to match the name. 

  • Could you attach a small sample workbook demonstrating the problem (without sensitive data), or if that is not possible, make it available through OneDrive, Google Drive, Dropbox or similar?

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