I have a setup on sharepoint with an excel data file linked to another excel file containing charts and pivot tables based on this first file. Both files are saved together in a shared folder. I then have a site page which contains the pivots and charts displayed as web parts. I want to be able to refresh only the data file and then see the pivot file and subsequent sit page update without having to open and click refresh on any of the files.
Is this possible?
Not sure which version you're using.
For SharePoint 2013, check Configure Excel Services data refresh by using external data connections
For SharePoint online, you maycheck this demo, while this should require user logon in.
Related
I've seen people displaying PowerView reports right on the browser (on SharePoint 2013 pages). So it’s more like a within-screen pop-up (like an element that launches within the page). At the moment, when I create powerView excel sheets, they are displayed as files and when I click on the files, they take me to another page on the browser where Excel Services is launched and people can see both the worksheets and the powerView report. I do not want to go to another page and I don’t want to be able to see the worksheet – just a report, launched cleanly (and still interactive).
Two possibilities:
In Excel, there are publishing options that allow you to select which items are visible when viewed via a web part in the browser. So, you can add an Excel services web part to the page, so that users will see just the items you selected.
If you have "PowerPivot for SharePoint" installed, you can publish an excel workbook that contains a data model to a "power pivot gallery" (which is a type of library). Once the workbook is in this special type of library, there will be button available that will create a new PowerView report based on the data in that model. This is a slightly different version of PowerView where the design of the reports and viewing of the reports are all done in the browser, not through Excel.
Though, Power View is being phased out, so perhaps check into Power BI?
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).
I have an Excel 2010 workbook that contains a pivot table that connects to a cube. Authentication is per user. The workbook is hosted on Sharepoint 2013. It is important that no user should ever see cube data that they do not have access to. But users should be allowed to download the workbook to their desktop.
With the setting "Refresh data when opening the file" checked, users never see cached data via Excel Services. But when they download the workbook and open it they may have the chance to see the cached data of the last user who saved the file on Sharepoint. (say, after they open the workbook but before they click on "Enable Content"). How can this viewing of cached data in Excel be prevented?
One answer is to use filters on the document library views. This allows control over what workbooks users can see. You can set a filter to only display workbooks last modified by a system account. And create a SharePoint workflow to force the refresh of the workbook on save using a service account for refresh with limited data access. (The refresh can also be controlled manually or schedule using the Manage PowerPivot Data Refresh options). Only when the refresh is complete will the workbook be visible to users because the last modified by will meet the filter conditions.
This means that the workbooks will effectively be empty templates and the data is secured.
We have uploaded an excel sheet to SharePoint 2013 document library.
We can click on this file and it opens in xlviewer.aspx page
We can also enter the url as http://sharepointsite/shared documents/docname.xls and the file will get downloaded.
Is there any way in which we can prevent download but allow users to view the file.
One solution is to put the excel sheet as a excel services webpart on a SharePoint site page.
I made a pivot table report using excel 2010 that retrieving data from shareportint 2010 list, the report is working fine in excel but when I uploaded it to document library and put it in web part to view from share point it showing me this error :
Unable to refresh data for a data connection in the workbook.
Try again or contact your system administrator. The following connections failed to refresh:
owssvr[1]
what should I do to resolve this error?
Thanks.
You should refer to this artice in MSDN when working with external data connections within an Excel workbook. Before publishing the workbook into SharePoint you must make sure the connection belongs among the set of (administrator-defined) trusted connections.
I got a similar error when trying to refresh data in an Excel Web Part using SharePoint 2010.
Here is the screenshot of my error:
SharePoint Error
My problem was that I was setting the source of the Excel Pivot tables directly to the SharePoint list. In order to get it to work I had to:
Go to the SharePoint list to be used as a data source
Select the "Export to Excel" button to obtain the .iqy file
Save this file then open it in Excel which will open the list in Excel
Any pivot tables created must then use this table as the source, not the connection that is found under the "existing connections" button in Excel