SharePoint and Excel Online Data Connections - excel

I'm experimenting here so please bear with me or offer some direction/starter for ten.
We have SharePoint, Excel Online. I had an XLS on my desktop with a data connection out to CSV file to load a table, nothing to special but works a dream when the CSV was updated and the refresh done.
If I want to do something like this on SharePoint, so if I use XLS online a can not see anywhere under Data to create the Data Connection, what's missing?
Ideally I want the XLS online to be able to connect to a CSV elsewhere (on SharePoint or our Network) - what do I need to look into to make this work?

Related

Using Sharepoint Office 365 to display data

I am completely new Office 365 (and SharePoint) but have been asked to create a site that will display a range of data in the form of graphs and tables etc The data will change daily and therefore it must be possible for members of the team to enter new raw data, for the results to then be displayed through Office 365.
I realise this might sound a little vague but my initial thoughts are that SharePoint is what I should use to display the data and to have a SQL backend database that stores the data for SharePoint to connect to. Having done some reading on the topic and I am still a little unsure if this is common practice or even possible.
Any inital pointers would be greatly appreciated.
This can be done with Power BI. The data sources can by almost anything, SQL, spreadsheets, online sources, you name it. Create queries to get the data, model it (if required) and build reports and dashboards that display in a browser (or on a phone).

AS400 - Data downloading to Excel from AS400 table with multiple members

I recently started a job at a company that still uses AS400 and need some help!
So currently we do not have any BI tool to access system data files directly, so I'm trying to connect AS400 to excel using ODBC and download/display AS400 data directly to excel.
So I accomplished to make the connection and I am able to access schema, table, views from Excel using data connection. But the problem is that some tables have multiple members in it and the excel's pulling data from what I am guessing as the first member that excel sees when all the important data are in other member files...
Is there anyway I could select specific members and download data of that specific member directly to excel?
I can do this when I use IBM's data transfer program, but I would like to find out if it's possible to do directly with excel..
Thanks!
Matt
No.
Multi-membered files are generally not supported by any SQL tool.
However
You can always CREATE ALIAS myname FOR MYLIB/MYTABLE(MYMBR)
Then use myname to access from Excel.
Download a file multiple members to excel
create a logical file over the physical file with all members. Download the logical file with excel data connection.
Hope this helps.
you can access the data in multi-member files via FTP. For example /QSYS.LIB/your_library.LIB/your_file.FILE will be considered a directly by FTP. Depending on the data structure you may be able to do it directly from Excel.

How to change the Excel Online data programming

I want to be able to edit Excel file on Mobile device currently, we upload the excel file and display the file on Excel Online in WebView, but it seems that only iPad can edit it online, but not iPhone or Android phone.
I have tried to use SharePoint online, but I found that it only can edit data but cannot save data on server. Meanwhile it looks not pretty as Excel Online.
We just want to use Excel online and find a way to modify data programmatically from the application code like via rest or javascript injection.

Sharepoint - Link to a file that is updated Dynamically?

I'm hoping this is possible.
The organization I work for has a Sharepoint site and I am able to Upload Files to pages, however I am not an admin on our Sharepoint. I'm not sure what the version is, I think its older (ie: 2005).
I have some Excel Reports I've built. The data for these reports is pulled from a SQL Server Database which I have full control over. I have setup a Job in SQL Server to run every 12 minutes, this procedure pulls in some data and updates a few tables. These tables are used to feed my Excel Reports.
I have a separate Scheduled task set to open my excel report(s) refresh the data connections and save as a PDF.
I would like to link to these PDF Files via our Sharepoint so that the VIPs can access the reports as they want, but they always see the most up to date report.
I was trying to link to a Shortcut to the PDF Files but SharePoint doesn't seem to like that. How do I make the SharePoint link point to the PDF File that is saved over every 15 minutes?
Thanks in advance,
Any insight is greatly appreciated.
The way I do it (newish version of Sharepoint) is make the save location for the PDF the network location where Sharepoint keeps the files for that site. Usually you'll have access to those if you can edit the Sharepoint site.
Here is a tutorial to find that network location.
EDIT: It very well may be disabled by the admin at the moment. But it looks like the functionality is there.
Given the age of your SharePoint (either 03 or 07), most of the modern tools that you could use to do this don't exist for you (Excel reporting, BI tools, etc). The easiest solution I can think of is to actually modify the other side of the equation. A few options:
Change your report to output two copies of the same file. One entitled (as an example) currentreport.xls and the other report20150626.xls . Put the link to the currentreport.xls in SharePoint.
Build an ASP.net page that runs the SQL query you have built and pull the data through a view. Since this would be pulled on demand, it may be a few more cycles of your SQL code, but indexing, caching and selective data pull can prevent this from being an issue. Put the asp.net code in an iFrame in a SharePoint content editor web part.
Build your report using SSRS and host the output of that in SharePoint using an iFrame.
Run a scheduled job in SQL that copies your current report data to a table and query that table instead of your normal report table. That way you only have one Excel file that points to a specific table so no need to update links. You can always keep copying data to specific files if you need a historical record and can't use the DB to store this data for you (though the amount of space that it would take to do so would be minimal).

How do I expose Excel 2003 Spreadsheets to PerformancePoint 2007?

I am working on a PerformancePoint 2007 project. I have a bunch of Excel spreadsheets, and I need to get at the data. The users need to continue to enter data, they have Excel 2003, and I won't be here forever. If the users had Excel 2007 I could just use Excel Web Services in MOSS 2007, but that's a no go.
What are your recommendations for getting the data into a usable state?
Some options are:
create an SSIS package to import the data into SQL Server, and teach them how to run the package as time goes on
get the data into SQL Server (SSIS) and then build a web front-end that lets them enter new data
use Access as a proxy for getting the data into SQL Server and use its web access pages to let the users enter new data
Any other ideas? I've heard "Business Data Catalog" thrown about, but I'm not sure how it would help...
Thanks.
Here's what I did:
Create SharePoint lists that duplicate the spreadsheet functionality
Copy and paste the current spreadsheet data into the list
Tell them to throw away the spreadsheet and make their updates to the list (export to Excel if they need a special chart or something
Use Simego Data Synchronisation Studio to import the data into SQL Server on a regular basis
Point PerformancePoint to the database for analysis.

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