Sep 04 2024 09:23 AM
I've ran into an issue where pivot charts connected to a data model do not visually update after using Data> refresh all, despite source data having been updated. I originally encountered this in a dashboard I was building however as it contains sensitive information I can't share it. Fortunately I think I've managed to replicate it in a stripped down workbook with dummy data. See attached workbook.
If the costs columns are changed in the data tables (due to the formula used the values can be changed by just pressing F9), pressing refresh all does not cause the pivot charts to update. Strangely, closing and reopening the workbook or changing filters will cause it to update with the new data.
Detailed Explanation of Workbook:
There's two data tables used as the data sources.
To create dummy data the costs columns are using RandBetween(100,1000).
Note:// The original workbook has static data and both cause the problem I'm about to show so this formula is not the problem.
These tables are uploaded and used in power query in order to make a combined data set. This query is a simple collation and merge to get costs from each table per month and year in two columns.
The data tables are added to data model along with the CombinedData query. These are mapped to a reference table used to ensure month ordering works reliably in any pivots
The Charts sheet contains two pivot charts connected to the data model.
One chart uses the CombinedData query and the other uses an ExampleTable. When using RefreshAll on the data tab, these tables do not visually update, even when the data has changed. The charts will visually show the update if you close and reopen the work book, change a filter or even use the "Defer Layout Update" and select "Update". This leaves me to believe the data should have visually updated but for whatever reason it hasn't.
Misc Info:
OS: Windows 11
Version: Microsoft Excel for Microsoft 365 Version 2406 64-bit
Sep 04 2024 12:11 PM
@RTNich I am experiencing the same issue, only my pivot charts no longer refreshing. This only began in las 1-2 weeks.
Sep 05 2024 08:31 AM
Workaround is to build PivotTable and when connected PivotChart. Latest could be moved after that into separate sheet.
Sep 06 2024 11:50 AM
Sep 07 2024 02:51 AM - edited Sep 07 2024 02:51 AM
I checked that both on Current and Beta channels on Excel 365, same story, doesn't work. But it works on Excel 2019.
Another workaround could be in re-applying the filter, that could be slicer of field filter within PivotChart, doesn't matter.
Assume we have such table added to data model and PivotChart based on it
Change it and refresh - no effect
Now apply any filter
and reset it
We have expected result.
Hope that will be fixed one day.