I am running Excel 2016, using Microsoft query connecting to sql server retrieving some data into a pivot table and creating a graph, this works fine.
I have a cell that I can change the date I am interested in, the underlying data then changes, but I have to right click on a graph and say refresh.
Is it possible to have the graph refresh when the data does? I have seen examples of charts changing when the data is in excel, but can't seem to find anything when pulling from an external data source.
thanks
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I've created a report that uses SSAS to create a Pivot table. I have to authenticate with username/password when I refresh it. Once it's refreshed I want to send it to someone else.
However when they open it they can't drill down in the Pivot table because it asks them to authenticate as well.
I can't remove the connection from the file because then you don't have the data for the Pivot so it doesn't let you drill down either.
Is there a way to work around that, to make the Pivot table available for use (to drill down, no need to change the fields) to the other person?
If you want to provide a self-contained Excel file with the detail data to support an interactive PivotTable then please look at Power Pivot. In newer versions of Excel it is called the Excel Data Model. You load the model with detail data, define your calculations and relationships between tables. The data is compressed and stored in the Excel file so except during refresh from your relational source (which you could do before sending the Excel file) the user doesn’t need any access to servers.
You will have to rebuild the data model in Power Pivot. If your SSAS model is a Tabular model then the concepts should be pretty similar.
I have a page on PowerBI that I did not develop, but I can download data straight to excel. This data needs to be filtered on PBI first before anything, as it contains sensitive information that I will be eventually sending to an external partner. What I want to be able to do is download this report to excel one time and create pivot tables, with all of the necessary filters added, and be able to just click refresh on the excel file and have it update (PBI file currently updates daily). My end goal is to send this information to a vendor and all I will need to do is hit refresh so that I may send to them. I am lost on how to do this, so if anybody can help I will greatly appreciate it!
Analyze in Excel is exactly the way to go. Find more information here: https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-analyze-in-excel
You'll get a live connection to your Power BI dataset and you can use pivot tables to filter the data to your needs. And for sure the data is updated when you hit the refresh button.
To play it save you could finally remove the data connection from the workbook so that the data is frozen and there is no access to sensitive information.
See also my answer here regarding common Analyze in Excel pitfalls:
Power BI Exporting data to a excel/csv
I was wondering if Graph API for excel supports powerquery. For example if there were a number of powerqueries in the workbook with the data loaded in the excel data model.
Is it possible to do the following:
Use graph api to refresh the excel data model by triggering a power
query to run? I see there is a way to refresh pivottables so I guess
if the above worked then any dashboard items that use the refreshed
content will change also?
An extension of the above would be to supply parameters to a parameterised power query. But maybe I am expecting too much here?
I'm on Excel 2013
Is it possible to EXPORT a powerpivot table and have FULL pivot table drop down functionality without the connected data?
1) I'm using slicers as filters and want to export specific files based on the Filtered Names
2) Would non Power Pivot / Power Query users be able to view my workbook? (I'm thinking probably not)
I've scoured forums and stackoverflow and was unable to find a clear answer.
I've tested it myself and disabled connection and it looks like the LAST format the PowerPivot table was showing would be the view/data that the user sees.
I agree with your test results. Anyone on Excel 2016 / Office 365 should get full functionality.
You might want to try the free Power BI service, where you can upload your Power Pivot model to the cloud and then connect to it using the Power BI Publisher Add-In.
https://powerbi.microsoft.com/en-us/documentation/powerbi-publisher-for-excel/#connect-to-data-in-power-bi
You can set a CSV file with your data as your data source in powerpivot and just point your data model at the CSV. I do this to slim down big models. The data lives in the powerpivot cache level but is not a literal tab in your workbook also much smaller footprint. Works like a tiny database connection. Go to the powerpivot screen choose "From other sources" on the home ribbon, and scroll to the bottom for a text file or CSV. Easiest way to make a pseudo-data mart.
I guess I am not sure what you mean by export the table, The pivot would show without the data connection, but without the full model behind it in the data layer changing anything would just lock it up.
I'm trying to export several Access queries to Excel using the in-built 'get data from Access' function. The first table was im-/ex-ported fine, but after that it keeps showing the message 'Data source contains no visible tables' and wouldn't get the data in. Anyone knows why this is happening? Thanks!
From within Excel 2010, link to the Access 2010 tables or queries via Microsoft Query (from the other data sources menu in Excel).
This method, rather than trying to link using "From Access", gives you a view of the tables whether linked to a backend db or not and also to queries in the Access file.