How to ensure that data connected to external source has been refreshed - excel

I have created an excel file which acts as a daily reporting tool and accesses data from an Access database. I have selected the option of refreshing data when workbook opens for all connections. However, today in the morning, when I opened the workbook, only a part of the data got refreshed. I suspect that it might be due to the fact that I was using wireless internet. A second attempt at refreshing the data was successful so there is nothing wrong with the data sources
So my question: is it possible to receive some sort of a confirmation when all the data has been refreshed? I thought about making a query in Access which returns today's date and then connecting this query to a cell in Excel. However, this does not solve the problem because this query result might get updated but the others might not

Related

Power Pivot Refresh Errors

I have a power pivot model that links its data to an external excel document. Every month I have to update the excel document with new data coming in.
In the past when trying to update it would somehow "forget" it was connected to that data source. But by re-establishing the connection I could refresh.
This month it again wouldn't refresh but re-establishing the connection didn't work. I was wondering if the issue was with the excel document so I tried to re-upload the document as a new table and it worked fine, I even managed to refresh it.
I can't use that new one, though, because it would take way too long to re-establish all the connections and pivot tables
So, to be clear, when I refresh the table I get the following error message.
But when I try to test connection I get this error message.
What could be causing it not to refresh if the connection is there?
Edit: When I click on error details it tells me to check the connection.

Refresh an Excel Report that comes from PBI

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

Excel Power Query Refresh While Co-Authoring - Can't Merge Changes

I have a Power Query which summarizes some data on user specific sheets into a master sheet from several user specific sheets that are edited using coauthoring via one drive. The source of the query being refreshed is the workbook itself and it is refreshed by hitting the refresh button in the UI. It works fine if users are not currently editing cells but if one of the users is mid-edit in a cell and the refresh runs on the query the user is presented with a message that their changes cannot be merged and that they must discard or save a copy when they try to leave the cell. Is it possible to prevent this from happening?
I brought this issue up to MS support and was told this is likely a bug in need of a hotfix. Excel Online does not support PQ, so when PQ refreshes and co-authoring is happening, it triggers the error. Hoping an update rolls out in the near future for this because it seems like such a huge oversight.

Adding Data Manually to Correlate with Refreshing Rows of Existing Live Data Connection Feed in Excel 2013

I have a table in Excel that is populated by a live connection to an external database. The SQL used to generate this table and refresh it looks similar to this (only with more fields and such):
SELECT DISTINCT shr_pf_student_v.ID,
FROM shr_pf_student_v
What my customer wants to be able to do is add additional columns and manually add data that correlates to the ID in each row in Excel. Of course, when the ID data is refreshed, if new rows are added or deleted, the manually added data no longer correlates with the ID it was originally intended to match up with.
I've thoroughly explored the Excel Connection "External Data Properties" options and none solve this issue. I've only found this one solution here: http://www.mrexcel.com/forum/excel-questions/376984-database-query-possibilities.html but after several hours of attempted application, I can't get it to work and I'm not sure that it's possible to do this way either.
Lookup formulas won't work of course because as soon as the data is refreshed, the data looks just like the new refreshed set.
Any new viable options are welcomed. I've searched high and low but I can't help but think that this is such a valuable process that must be rather prevalent and have a solution developed for it somewhere out there?
Many thanks,
Lindsay

transferring data from an excel spreadsheet to an access table regularly

I have created a continually updating excel table, with stocks information.
The information changes each time i press refresh in excel.
I plan to use this information in access, however i don't know how to ensure the data in an access table is always the same as in excel.
How do i update the access table to hold the same data as the excel table currently has?
i am a very inexperienced programmer, so apologies.
do i have to save the excel document as an array ?
I have tried copying and pasting a new table each time i need it updated, but this is obviously hugely inefficient.
High regards!
The short answer is that yes it can be done, and automatically. The following very good link from Microsoft shows you have to do this.
Move data from Excel to access
There's no "short answer" but as stated in the article "Connection information is stored in the workbook and can also be stored in a connection file, such as an Office Data Connection (ODC) file (.odc file name extension) or a Data Source Name file (.dsn extension)."
So what you want to do is setup that connection based on the information provided in that link and subsequent links. Good luck!

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