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How to Refresh Financial Data in Excel for iOS
Question details
The user wants to refresh stock or other external financial data directly within the Excel app for iOS.
- Product
- Microsoft Excel
- Device & OS
- iOS
- Scenario
- Trying to update external market or financial data connections while editing a spreadsheet on an iPhone or iPad.
- Observed behavior
- Excel for iOS does not natively support refreshing stock types or other external financial data directly within the mobile application.
Ensure your Excel workbook is saved and synced to a cloud storage service like OneDrive or SharePoint so you can seamlessly access it across different platforms.
Use Excel for the Web to Refresh External Data
Since the iOS app lacks native support for external data refresh, you must use the web version of Excel to force the data connections to update.
Microsoft currently restricts advanced data connection features, including the refreshing of stock and geography data types, to the desktop and web versions of Excel. By opening the file in your browser via Excel for the web, you can successfully update the values, which will then sync back to your iOS device.
Save and close the workbook in the Excel for iOS app to ensure any recent edits are fully synced to OneDrive.
Open a web browser on a computer or your iOS device and log in to your Microsoft 365 account at office.com.
Locate and open the same Excel workbook in the Excel for the web interface.
Navigate to the 'Data' tab on the top ribbon and click 'Refresh All' to retrieve the latest external financial data.
Wait for the web version to finish saving, then reopen the workbook in your Excel for iOS app to view the newly synchronized values.
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Frequently Asked Questions
Why can't I refresh stock data directly in the Excel iOS app?
Microsoft currently restricts advanced data connection and external refresh features, such as stock data types and Power Query, to the desktop and web versions of Excel. The mobile apps are designed for lighter, on-the-go editing.
Will my financial data update automatically when I open the file on my iPhone?
No, the data will only display the last saved values from when the file was refreshed on a supported platform like Excel for Windows, Mac, or the Web.
Does this limitation apply to Excel for iPad as well?
Yes, the limitation applies to all iOS and iPadOS devices running the mobile Excel application. You will still need to use Excel for the web or a desktop computer to refresh the data.
