--- title: Tips - Set Report to Refresh on Opening description: How to set your pivot to 'Refresh data when opening the file' --- [Skip to content](https://fundamentals.theretailscore.com/knowledge/set-report-to-refresh-on-opening#main-content) English Show submenu for translations [Customer portal](https://fundamentals.theretailscore.com/support-client-view?hsLang=en) ![mousemat.png\]](https://fundamentals.theretailscore.com/hs-fs/hubfs/mousemat.png?height=40&name=mousemat.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://fundamentals.theretailscore.com/support-client-view) - Go to theretailscore.com Go to theretailscore.com The Retail Score Fundamentals - There are no suggestions because the search field is empty. 1. [TRS Fundamentals](https://fundamentals.theretailscore.com/knowledge?hsLang=en) 2. [tRS Pivot4Power Users](https://fundamentals.theretailscore.com/knowledge/trs-pivot4power-users?hsLang=en) 3. [02 How To Guide](https://fundamentals.theretailscore.com/knowledge/trs-pivot4power-users?hsLang=en#02-how-to-guide) # Tips - Set Report to Refresh on Opening ## How to set your pivot to 'Refresh data when opening the file' 'Refresh on Opening' is a pivot function which is useful to ensure your report is always displaying the most recent data. There are 2 ways to set the refresh on opening: 1. apply the refresh to the cube connection, thereby refreshing all pivots using that connection. 2. apply the refresh to a selected pivot only ### Refresh cube connection on opening - Click into a blank cell outside of the pivot table - Select: Data | Queries & Connections - Your connections will now appear on the right ![](https://fundamentals.theretailscore.com/hs-fs/hubfs/image-png-Sep-20-2021-02-28-12-36-AM.png?width=575&name=image-png-Sep-20-2021-02-28-12-36-AM.png) - right click into your connection and select 'Properties' ![](https://fundamentals.theretailscore.com/hs-fs/hubfs/image-png-Sep-20-2021-02-32-35-58-AM.png?width=241&name=image-png-Sep-20-2021-02-32-35-58-AM.png) - Connection Properties box will pop up - tick the box 'Refresh data when opening the file'. - OK ![](https://fundamentals.theretailscore.com/hs-fs/hubfs/image-png-Sep-20-2021-02-35-13-99-AM.png?width=270&name=image-png-Sep-20-2021-02-35-13-99-AM.png) ### Refresh single pivot on opening - Right click in the pivot you want to refresh on opening and select the 'PivotTable Options' ![](https://fundamentals.theretailscore.com/hs-fs/hubfs/image-png-Sep-20-2021-02-39-34-92-AM.png?width=423&name=image-png-Sep-20-2021-02-39-34-92-AM.png) - the PivotTable Options box will pop up - Select the 'Data' tab and tick the box 'Refresh data when opening the file' - OK ![](https://fundamentals.theretailscore.com/hubfs/image-png-Sep-20-2021-02-41-58-07-AM.png) - [tRS Set Up](https://fundamentals.theretailscore.com/knowledge/trs-set-up?hsLang=en#main-content) - [01 Getting Started](https://fundamentals.theretailscore.com/knowledge/trs-set-up?hsLang=en#01-getting-started) - [02 How to Guide](https://fundamentals.theretailscore.com/knowledge/trs-set-up?hsLang=en#02-how-to-guide) - [03 Get Help](https://fundamentals.theretailscore.com/knowledge/trs-set-up?hsLang=en#03-get-help) - [tRS Insights Portal](https://fundamentals.theretailscore.com/knowledge/trs-insights-portal?hsLang=en#main-content) - [01 Getting Started](https://fundamentals.theretailscore.com/knowledge/trs-insights-portal?hsLang=en#01-getting-started) - [02 How To Guides](https://fundamentals.theretailscore.com/knowledge/trs-insights-portal?hsLang=en#02-how-to-guides) - [tRS Pivot4Power Users](https://fundamentals.theretailscore.com/knowledge/trs-pivot4power-users?hsLang=en#main-content) - [02 How To Guide](https://fundamentals.theretailscore.com/knowledge/trs-pivot4power-users?hsLang=en#02-how-to-guide) - [03 Get Help](https://fundamentals.theretailscore.com/knowledge/trs-pivot4power-users?hsLang=en#03-get-help) - [tRS Modules](https://fundamentals.theretailscore.com/knowledge/trs-modules?hsLang=en#main-content) - [01 General Ledger](https://fundamentals.theretailscore.com/knowledge/trs-modules?hsLang=en#01-general-ledger) - [02 Traffic Counters](https://fundamentals.theretailscore.com/knowledge/trs-modules?hsLang=en#02-traffic-counters) - [04 Google Analytics](https://fundamentals.theretailscore.com/knowledge/trs-modules?hsLang=en#04-google-analytics) - [tRS Admin](https://fundamentals.theretailscore.com/knowledge/trs-admin?hsLang=en#main-content) - [01 Getting Started](https://fundamentals.theretailscore.com/knowledge/trs-admin?hsLang=en#01-getting-started) - [02 How To Guide](https://fundamentals.theretailscore.com/knowledge/trs-admin?hsLang=en#02-how-to-guide) - [03 Get Help](https://fundamentals.theretailscore.com/knowledge/trs-admin?hsLang=en#03-get-help) - [tRS Case Studies](https://fundamentals.theretailscore.com/knowledge/trs-case-studies?hsLang=en#main-content) - [01 Analysis](https://fundamentals.theretailscore.com/knowledge/trs-case-studies?hsLang=en#01-analysis) - [tRS Archive Library](https://fundamentals.theretailscore.com/knowledge/trs-archive-library?hsLang=en) - [tRS Development Release Notes](https://fundamentals.theretailscore.com/knowledge/trs-development-release-notes?hsLang=en#main-content) - [Releases](https://fundamentals.theretailscore.com/knowledge/trs-development-release-notes?hsLang=en#releases) - [tRS Connect](https://fundamentals.theretailscore.com/knowledge/trs-connect?hsLang=en#main-content) - [01 About](https://fundamentals.theretailscore.com/knowledge/trs-connect?hsLang=en#01-about) - [02 Set Up](https://fundamentals.theretailscore.com/knowledge/trs-connect?hsLang=en#02-set-up) - [03 Getting Started](https://fundamentals.theretailscore.com/knowledge/trs-connect?hsLang=en#03-getting-started) - [tRS Planner](https://fundamentals.theretailscore.com/knowledge/trs-planner?hsLang=en) [![Chill listening crop-3](https://fundamentals.theretailscore.com/hs-fs/hubfs/tRS1-2.png?width=102&height=55&name=tRS1-2.png "Chill listening crop-3")](http://theretailscore.com?hsLang=en) theretailscore.com Help Center Copyright © 2026, the Retail Score