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Posted by / 27-Sep-2020 10:03

Automatic updating charts in excel 2016

That leaves us with a Data tab that looks like this: While we’re on this tab, we should go ahead and defined some named cells and some named ranges.We’ll name the cell in the first row of each metric column as the current value for that metric (the cells don’t to be named cells, but it makes for easier, safer updating of the dashboard as the complexity grows).Start by setting up some labels with dropdowns (I normally put these off to the side and outside the print range…but that doesn’t sit nice with the screen resolution I like to work with on this blog): Then, set up the dropdowns using Excel data validation: First, the report period.Click in cell C1, select Data » Data Validation, choose List, and then reference the named range of months we set up earlier, Date Selector: When you click OK, you will have a dropdown in cell C1 that contains all of the available months.If you’re simply looking for where you define or modify named ranges in Excel 2010 (as one commenter indicated in response to an earlier version of this update), it’s on the Formulas tab in the Defined Names area — Name Manager.

By doing this, your Word document will be updated whenever the Excel file is modified and stay current with any changes.

Name each cell by clicking on the cell, then clicking in the cell address at the top left and typing in the cell name.

It’s important to have consistent naming conventions, so we’ll go with _Current for this (it works out to have the metric identified first, with the qualifier/type after — just trust me! The screen capture below shows this being done for the cell where the current value for Orders will go, but this needs to be done for Revenue and Web Traffic as well (I just remove the space for Web Traffic — Web Traffic_Current).

There are basically two ways that you can accomplish this.

The first way is to simply embed the Excel table or chart into Word and you will get a snapshot of the data at the time you embedded the chart.

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