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.
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I have an excel file which is linked to a SQL Server table using an External data connection. This table is refreshed weekly by an upstream process. For some reason, our users are unable to refresh the data by themselves since they run into authentication issues even though the password is saved and embedded in the file. They want me to email the file each week after the data is refreshed.
Currently, the table is refreshed via an SSIS process. I could use an Email Task and send the file as an attachment.
IS there a way that I can automatically refresh the file without opening or any other manual intervention at the time of execution?
I looked at some of the other solutions that have been posted online but most of them have the source data in a separate tab. Our data is external.
You can set spreadsheets to refresh automatically on a schedule using powerpivot and sharepoint.
https://support.office.com/en-us/article/manage-a-data-refresh-schedule-218448bc-24fa-4729-a28e-3ce5ef003e95
it creates a sql server agent job in the background to do the refresh from what I remember when I set this up at my last job, so you could tie it in to SSIS as a next step after it runs on the agent job. All sharepoint files can be picked up using windows explorer, so you could get it from it's file path there to email it out. Or you could just give them the sharepoint link, but now it will always be up to date.
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.
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 am developing a webpage for users to view some Excel workbooks in SharePoint webpage.
The workbook is a kind of report to users and will be updated by admin every week by overwrite the excel file in SharePoint.
I know we can reload the workbook manually by clicking File->Reload Workbook. However, if we take this appoarch, every user needs to click the button on their own which is not what we want!! So I would like to do this automatically.
Is there any method to solve this? Any advice is welcome!!
This post my help you.The approach is adding a javascript code to XLViewer.aspx in order to immediately refresh the connections of the Excel Services viewer on every visit.
https://sharepoint.stackexchange.com/questions/28190/how-to-reload-worksheet-displayed-in-excel-web-access-webpart
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